401k Plan data: BARRY UNIVERSITY 401(K) PLAN plan

BARRY UNIVERSITY 401(K) PLAN 401k Plan overview

Plan Name	BARRY UNIVERSITY 401(K) PLAN
Plan identification number	002

BARRY UNIVERSITY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BARRY UNIVERSITY - SUSAN ROSENTHAL has sponsored the creation of one or more 401k plans.

Company Name: BARRY UNIVERSITY - SUSAN ROSENTHAL

Employer identification number (EIN): 590624364

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY UNIVERSITY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JUAN T. PINA 2023-10-04
002 2021-01-01 DIANE EMERY 2022-08-22
002 2020-01-01 DIANE EMERY 2021-07-28
002 2019-01-01 DIANE EMERY 2020-07-22
002 2019-01-01 DIANE EMERY 2019-07-22
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SUSAN ROSENTHAL
002 2013-01-01 JENNIFER BOYD-PUGH
002 2012-01-01 D. BRUCE EDWARDS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JUAN T. PINA	2023-10-04
002	2021-01-01	DIANE EMERY	2022-08-22
002	2020-01-01	DIANE EMERY	2021-07-28
002	2019-01-01	DIANE EMERY	2020-07-22
002	2019-01-01	DIANE EMERY	2019-07-22
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SUSAN ROSENTHAL
002	2013-01-01	JENNIFER BOYD-PUGH
002	2012-01-01	D. BRUCE EDWARDS

Plan Statistics for BARRY UNIVERSITY 401(K) PLAN

401k plan membership statisitcs for BARRY UNIVERSITY 401(K) PLAN

Measure Date Value
2022: BARRY UNIVERSITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,257
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,949
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 475
Total of all active and inactive participants 2022-01-01 2,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,424
Number of participants with account balances 2022-01-01 1,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BARRY UNIVERSITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,350
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 900
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 150
Total of all active and inactive participants 2021-01-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,050
Number of participants with account balances 2021-01-01 850
2020: BARRY UNIVERSITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,326
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 915
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 150
Total of all active and inactive participants 2020-01-01 1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,065
Number of participants with account balances 2020-01-01 820
2019: BARRY UNIVERSITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,226
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 650
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 250
Total of all active and inactive participants 2019-01-01 900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 900
Number of participants with account balances 2019-01-01 775
2018: BARRY UNIVERSITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 975
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 250
Total of all active and inactive participants 2018-01-01 1,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,226
Number of participants with account balances 2018-01-01 1,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BARRY UNIVERSITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,257
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 901
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 377
Total of all active and inactive participants 2017-01-01 1,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,279
Number of participants with account balances 2017-01-01 1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARRY UNIVERSITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,253
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 272
Total of all active and inactive participants 2016-01-01 1,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,526
Number of participants with account balances 2016-01-01 1,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: BARRY UNIVERSITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,355
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 900
Number of retired or separated participants receiving benefits 2015-01-01 209
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,109
Number of participants with account balances 2015-01-01 1,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 50
2014: BARRY UNIVERSITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,292
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,162
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 193
Total of all active and inactive participants 2014-01-01 1,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,355
Number of participants with account balances 2014-01-01 1,011
2013: BARRY UNIVERSITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,256
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,130
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 152
Total of all active and inactive participants 2013-01-01 1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,282
Number of participants with account balances 2013-01-01 939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 29
2012: BARRY UNIVERSITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 853
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 877
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 893
Number of participants with account balances 2012-01-01 889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7

Measure	Date	Value
2022: BARRY UNIVERSITY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,257
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,949
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	475
Total of all active and inactive participants	2022-01-01	2,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,424
Number of participants with account balances	2022-01-01	1,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BARRY UNIVERSITY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,350
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	900
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	150
Total of all active and inactive participants	2021-01-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,050
Number of participants with account balances	2021-01-01	850
2020: BARRY UNIVERSITY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,326
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	915
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	150
Total of all active and inactive participants	2020-01-01	1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,065
Number of participants with account balances	2020-01-01	820
2019: BARRY UNIVERSITY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,226
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	650
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	250
Total of all active and inactive participants	2019-01-01	900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	900
Number of participants with account balances	2019-01-01	775
2018: BARRY UNIVERSITY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	975
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	250
Total of all active and inactive participants	2018-01-01	1,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,226
Number of participants with account balances	2018-01-01	1,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BARRY UNIVERSITY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,257
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	901
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	377
Total of all active and inactive participants	2017-01-01	1,278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,279
Number of participants with account balances	2017-01-01	1,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARRY UNIVERSITY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,253
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	272
Total of all active and inactive participants	2016-01-01	1,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,526
Number of participants with account balances	2016-01-01	1,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: BARRY UNIVERSITY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,355
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	900
Number of retired or separated participants receiving benefits	2015-01-01	209
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,109
Number of participants with account balances	2015-01-01	1,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	50
2014: BARRY UNIVERSITY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,292
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,162
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	193
Total of all active and inactive participants	2014-01-01	1,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,355
Number of participants with account balances	2014-01-01	1,011
2013: BARRY UNIVERSITY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,256
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,130
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	152
Total of all active and inactive participants	2013-01-01	1,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,282
Number of participants with account balances	2013-01-01	939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	29
2012: BARRY UNIVERSITY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	853
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	877
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	893
Number of participants with account balances	2012-01-01	889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7

Financial Data on BARRY UNIVERSITY 401(K) PLAN

Measure	Date	Value
2022 : BARRY UNIVERSITY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$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	$-5,033,319
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,866,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,566,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$6,544,454
Value of total assets at end of year	2022-12-31	$80,725,993
Value of total assets at beginning of year	2022-12-31	$93,625,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$299,540
Total interest from all sources	2022-12-31	$161,530
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,165,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,165,750
Administrative expenses professional fees incurred	2022-12-31	$53,085
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,438,887
Participant contributions at end of year	2022-12-31	$755,228
Participant contributions at beginning of year	2022-12-31	$644,267
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$189,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$18,727
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$406,896
Administrative expenses (other) incurred	2022-12-31	$5,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,899,702
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$80,725,993
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$93,625,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$240,991
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$58,181,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$73,321,831
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,814,454
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,503,376
Interest on participant loans	2022-12-31	$8,906
Interest earned on other investments	2022-12-31	$152,624
Value of interest in common/collective trusts at end of year	2022-12-31	$2,228,206
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$16,746,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$17,156,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,718,717
Net investment gain/loss from pooled separate accounts	2022-12-31	$229,752
Net investment gain or loss from common/collective trusts	2022-12-31	$177,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,915,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,548,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM, LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : BARRY UNIVERSITY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$16,850,743
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,923,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,542,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,658,334
Value of total assets at end of year	2021-12-31	$93,625,695
Value of total assets at beginning of year	2021-12-31	$85,698,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$380,712
Total interest from all sources	2021-12-31	$174,511
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,868,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,868,677
Administrative expenses professional fees incurred	2021-12-31	$67,045
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,308,628
Participant contributions at end of year	2021-12-31	$644,267
Participant contributions at beginning of year	2021-12-31	$157,962
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$497,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$21,069
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$54,164
Other income not declared elsewhere	2021-12-31	$368,837
Administrative expenses (other) incurred	2021-12-31	$20,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,927,594
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$93,625,695
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$85,698,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$293,187
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$73,321,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$65,937,310
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,503,376
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,109,986
Interest on participant loans	2021-12-31	$8,698
Interest earned on other investments	2021-12-31	$165,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$17,156,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$17,438,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,383,648
Net investment gain/loss from pooled separate accounts	2021-12-31	$396,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,852,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,521,368
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : BARRY UNIVERSITY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$43,480
Total income from all sources (including contributions)	2020-12-31	$16,295,555
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,268,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,902,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,382,452
Value of total assets at end of year	2020-12-31	$85,698,100
Value of total assets at beginning of year	2020-12-31	$75,714,098
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$365,764
Total interest from all sources	2020-12-31	$216,686
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,910,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,910,182
Administrative expenses professional fees incurred	2020-12-31	$54,335
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,309,941
Participant contributions at end of year	2020-12-31	$157,962
Participant contributions at beginning of year	2020-12-31	$226,760
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$3,537
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$299,227
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$54,164
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$74,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$43,480
Other income not declared elsewhere	2020-12-31	$403,672
Administrative expenses (other) incurred	2020-12-31	$33,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,027,482
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$85,698,100
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$75,670,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$277,915
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$65,937,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$56,212,079
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,109,986
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,472,172
Interest on participant loans	2020-12-31	$9,767
Interest earned on other investments	2020-12-31	$206,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$17,438,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$16,719,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,385,462
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,773,284
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$5,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,902,309
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : BARRY UNIVERSITY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$29,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$43,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$43,480
Total income from all sources (including contributions)	2019-12-31	$18,153,677
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,942,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,607,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,940,637
Value of total assets at end of year	2019-12-31	$75,714,098
Value of total assets at beginning of year	2019-12-31	$61,473,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$335,913
Total interest from all sources	2019-12-31	$180,899
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,651,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,651,421
Administrative expenses professional fees incurred	2019-12-31	$53,376
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,491,688
Participant contributions at end of year	2019-12-31	$226,760
Participant contributions at beginning of year	2019-12-31	$136,808
Participant contributions at end of year	2019-12-31	$3,537
Participant contributions at beginning of year	2019-12-31	$79,003
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$636,387
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$74,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$50,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$43,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$43,480
Other income not declared elsewhere	2019-12-31	$361,650
Administrative expenses (other) incurred	2019-12-31	$7,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,210,744
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$75,670,618
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,430,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$275,031
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$56,212,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$43,548,777
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,472,172
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,258,258
Interest on participant loans	2019-12-31	$9,012
Interest earned on other investments	2019-12-31	$171,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$16,719,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$15,353,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,873,058
Net investment gain/loss from pooled separate accounts	2019-12-31	$146,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,812,562
Employer contributions (assets) at end of year	2019-12-31	$5,782
Employer contributions (assets) at beginning of year	2019-12-31	$47,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,607,020
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2019-12-31	010720052
2018 : BARRY UNIVERSITY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$4,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$43,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$43,480
Total income from all sources (including contributions)	2018-12-31	$4,408,264
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,846,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,492,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,028,899
Value of total assets at end of year	2018-12-31	$61,473,896
Value of total assets at beginning of year	2018-12-31	$62,907,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$354,188
Total interest from all sources	2018-12-31	$161,038
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,572,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,572,355
Administrative expenses professional fees incurred	2018-12-31	$62,547
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,490,428
Participant contributions at end of year	2018-12-31	$136,808
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$79,003
Participant contributions at beginning of year	2018-12-31	$3,537
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$676,573
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$50,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$34,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$43,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$43,480
Other income not declared elsewhere	2018-12-31	$328,113
Administrative expenses (other) incurred	2018-12-31	$8,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,438,617
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$61,430,416
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$62,864,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$282,807
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$43,548,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$46,419,347
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,258,258
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,025,981
Interest on participant loans	2018-12-31	$4,885
Interest earned on other investments	2018-12-31	$156,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$15,353,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$14,419,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,799,572
Net investment gain/loss from pooled separate accounts	2018-12-31	$117,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,861,898
Employer contributions (assets) at end of year	2018-12-31	$47,366
Employer contributions (assets) at beginning of year	2018-12-31	$5,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,492,693
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2018-12-31	010720052
2017 : BARRY UNIVERSITY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$43,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$43,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$44,341
Total income from all sources (including contributions)	2017-12-31	$14,832,291
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,896,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,603,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$7,170,984
Value of total assets at end of year	2017-12-31	$62,907,919
Value of total assets at beginning of year	2017-12-31	$51,929,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$293,435
Total interest from all sources	2017-12-31	$166,035
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,108,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,108,271
Administrative expenses professional fees incurred	2017-12-31	$288,219
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,626,168
Participant contributions at end of year	2017-12-31	$3,537
Participant contributions at beginning of year	2017-12-31	$7,316
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$542,569
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$34,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$23,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$43,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$44,341
Other income not declared elsewhere	2017-12-31	$279,957
Administrative expenses (other) incurred	2017-12-31	$5,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,935,724
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$62,864,439
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$51,885,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$46,419,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$36,964,956
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,025,981
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,777,855
Interest earned on other investments	2017-12-31	$166,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$14,419,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$13,150,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,007,779
Net investment gain/loss from pooled separate accounts	2017-12-31	$99,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,002,247
Employer contributions (assets) at end of year	2017-12-31	$5,782
Employer contributions (assets) at beginning of year	2017-12-31	$5,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,603,132
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2017-12-31	010720052
2016 : BARRY UNIVERSITY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$44,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$54,310
Total income from all sources (including contributions)	2016-12-31	$13,777,256
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,288,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,091,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,581,654
Value of total assets at end of year	2016-12-31	$51,929,789
Value of total assets at beginning of year	2016-12-31	$40,450,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$196,451
Total interest from all sources	2016-12-31	$149,797
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$695,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$695,967
Administrative expenses professional fees incurred	2016-12-31	$183,723
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,966,242
Participant contributions at end of year	2016-12-31	$7,316
Participant contributions at beginning of year	2016-12-31	$23,495
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$924,808
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$23,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$22,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$44,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$54,310
Other income not declared elsewhere	2016-12-31	$226,612
Administrative expenses (other) incurred	2016-12-31	$12,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$11,488,992
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$51,885,448
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$40,396,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$36,964,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$28,674,891
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,777,855
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,108,378
Interest earned on other investments	2016-12-31	$149,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$13,150,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,610,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,036,339
Net investment gain/loss from pooled separate accounts	2016-12-31	$86,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$4,690,604
Employer contributions (assets) at end of year	2016-12-31	$5,782
Employer contributions (assets) at beginning of year	2016-12-31	$10,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,091,813
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2016-12-31	010720052
2015 : BARRY UNIVERSITY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$54,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$27,173
Total income from all sources (including contributions)	2015-12-31	$10,692,024
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,507,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,341,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$10,486,500
Value of total assets at end of year	2015-12-31	$40,450,766
Value of total assets at beginning of year	2015-12-31	$31,239,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$166,288
Total interest from all sources	2015-12-31	$135,067
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$569,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$569,097
Administrative expenses professional fees incurred	2015-12-31	$154,265
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$4,906,210
Participant contributions at end of year	2015-12-31	$23,495
Participant contributions at beginning of year	2015-12-31	$14,923
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,029,750
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$22,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$3,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$54,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$27,173
Other income not declared elsewhere	2015-12-31	$163,045
Administrative expenses (other) incurred	2015-12-31	$12,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$9,184,535
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$40,396,456
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,211,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$28,674,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$21,979,097
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,108,378
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$832,145
Interest earned on other investments	2015-12-31	$135,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,610,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,383,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-745,762
Net investment gain/loss from pooled separate accounts	2015-12-31	$84,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$4,550,540
Employer contributions (assets) at end of year	2015-12-31	$10,698
Employer contributions (assets) at beginning of year	2015-12-31	$25,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,341,201
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2015-12-31	010720052
2014 : BARRY UNIVERSITY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$27,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$23,039
Total income from all sources (including contributions)	2014-12-31	$11,467,851
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,527,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,431,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$10,048,638
Value of total assets at end of year	2014-12-31	$31,239,094
Value of total assets at beginning of year	2014-12-31	$21,294,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$96,519
Total interest from all sources	2014-12-31	$102,035
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$415,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$415,953
Administrative expenses professional fees incurred	2014-12-31	$94,271
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$4,837,948
Participant contributions at end of year	2014-12-31	$14,923
Participant contributions at beginning of year	2014-12-31	$2,326
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$836,601
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$3,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$27,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$23,039
Other income not declared elsewhere	2014-12-31	$115,101
Administrative expenses (other) incurred	2014-12-31	$2,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$9,940,320
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,211,921
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,271,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$21,979,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,714,991
Value of interest in pooled separate accounts at end of year	2014-12-31	$832,145
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$520,054
Interest earned on other investments	2014-12-31	$102,035
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,383,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$6,038,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$700,954
Net investment gain/loss from pooled separate accounts	2014-12-31	$85,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,374,089
Employer contributions (assets) at end of year	2014-12-31	$25,452
Employer contributions (assets) at beginning of year	2014-12-31	$17,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,431,012
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2014-12-31	010720052
2013 : BARRY UNIVERSITY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$23,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$778
Total income from all sources (including contributions)	2013-12-31	$12,405,220
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$953,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$897,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$10,022,790
Value of total assets at end of year	2013-12-31	$21,294,640
Value of total assets at beginning of year	2013-12-31	$9,820,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$56,171
Total interest from all sources	2013-12-31	$59,737
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$258,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$258,776
Administrative expenses professional fees incurred	2013-12-31	$56,062
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$5,101,835
Participant contributions at end of year	2013-12-31	$2,326
Participant contributions at beginning of year	2013-12-31	$2,057
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$353,440
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,566
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$23,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$778
Other income not declared elsewhere	2013-12-31	$65,801
Administrative expenses (other) incurred	2013-12-31	$109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$11,451,916
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,271,601
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,819,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,714,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,507,899
Value of interest in pooled separate accounts at end of year	2013-12-31	$520,054
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$241,989
Interest earned on other investments	2013-12-31	$59,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$6,038,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,068,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,960,565
Net investment gain/loss from pooled separate accounts	2013-12-31	$37,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,567,515
Employer contributions (assets) at end of year	2013-12-31	$17,173
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$897,133
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2013-12-31	010720052
2012 : BARRY UNIVERSITY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$9,966,969
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$147,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$129,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$9,588,211
Value of total assets at end of year	2012-12-31	$9,820,463
Value of total assets at beginning of year	2012-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$17,876
Total interest from all sources	2012-12-31	$19,799
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$74,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$74,072
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$4,972,665
Participant contributions at end of year	2012-12-31	$2,057
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$250,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$0
Other income not declared elsewhere	2012-12-31	$19,732
Administrative expenses (other) incurred	2012-12-31	$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,819,685
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,819,685
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$17,748
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$6,507,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$241,989
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest earned on other investments	2012-12-31	$19,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,068,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$253,449
Net investment gain/loss from pooled separate accounts	2012-12-31	$11,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,365,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$129,408
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MORRISON BROWN ARGIZ & FARRA, LLP
Accountancy firm EIN	2012-12-31	010720052

Form 5500 Responses for BARRY UNIVERSITY 401(K) PLAN

2022: BARRY UNIVERSITY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BARRY UNIVERSITY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BARRY UNIVERSITY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BARRY UNIVERSITY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BARRY UNIVERSITY 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BARRY UNIVERSITY 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARRY UNIVERSITY 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARRY UNIVERSITY 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARRY UNIVERSITY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BARRY UNIVERSITY 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BARRY UNIVERSITY 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	329
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	395
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	333
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	350
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,000
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,000
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	274
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $450
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $450
Insurance broker organization code?	3

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	333
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	339
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	378
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $621
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $621
Insurance broker organization code?	3

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	349
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	330
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $679
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $679
Insurance broker organization code?	3

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	336
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	806
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $553
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $553
Insurance broker organization code?	3
Insurance broker name	VALIC FINANCIAL ADVISORS, INC.

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	326
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	559
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $36,705
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $36,705
Insurance broker organization code?	3
Insurance broker name	VALIC FINANCIAL ADVISORS, INC.

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	518
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $66,331
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $66,331
Insurance broker organization code?	3
Insurance broker name	VALIC FINANCIAL ADVISORS, INC.

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	312
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	308
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	452
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $35,307
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,307
Insurance broker organization code?	3
Insurance broker name	VALIC FINANCIAL ADVISORS, INC.

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

Policy contract number

405798

Policy instance

Insurance contract or identification number	405798
Number of Individuals Covered	470
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

05333

Policy instance

Insurance contract or identification number	05333
Number of Individuals Covered	419
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $49,149
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $49,149
Insurance broker organization code?	3
Insurance broker name	VALIC FINANCIAL ADVISORS, INC.

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Company Name:	BARRY UNIVERSITY - SUSAN ROSENTHAL
Employer identification number (EIN):	590624364
NAIC Classification:	611000