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STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSTETSON UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:STETSON UNIVERSITY
Employer identification number (EIN):590624416
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETTY J. WHITEMAN FRANK R HUTH2018-10-11
0012016-01-01BETTY J. WHITEMAN FRANK R. HUTH2017-10-11
0012016-01-01BETTY WHITEMAN FRANK HUTH2018-03-22
0012016-01-01
0012015-01-01BETTY J. WHITEMAN FRANK R. HUTH2016-10-14
0012014-01-01BETTY J. WHITEMAN FRANK R. HUTH, JR.2015-10-09
0012013-01-01BETTY J. WHITEMAN FRANK R. HUTH, JR.2014-10-14
0012012-01-01BETTY J. WHITEMAN FRANK R. HUTH2013-10-15
0012011-01-01BETTY J WHITEMAN FRANK R HUTH2012-10-15
0012009-01-01BETTY J. WHITEMAN GEORGE H. HERBST2010-10-15

Plan Statistics for STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,109
Total number of active participants reported on line 7a of the Form 55002022-01-01794
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,312
Total of all active and inactive participants2022-01-012,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-012,155
Number of participants with account balances2022-01-012,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,061
Total number of active participants reported on line 7a of the Form 55002021-01-01794
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,292
Total of all active and inactive participants2021-01-012,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-012,109
Number of participants with account balances2021-01-012,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,059
Total number of active participants reported on line 7a of the Form 55002020-01-01841
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,210
Total of all active and inactive participants2020-01-012,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,061
Number of participants with account balances2020-01-012,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,033
Total number of active participants reported on line 7a of the Form 55002019-01-01904
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,145
Total of all active and inactive participants2019-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,059
Number of participants with account balances2019-01-012,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,021
Total number of active participants reported on line 7a of the Form 55002018-01-01837
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,189
Total of all active and inactive participants2018-01-012,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,033
Number of participants with account balances2018-01-012,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,962
Total number of active participants reported on line 7a of the Form 55002017-01-01822
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,192
Total of all active and inactive participants2017-01-012,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,021
Number of participants with account balances2017-01-012,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,916
Total number of active participants reported on line 7a of the Form 55002016-01-01797
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,160
Total of all active and inactive participants2016-01-011,957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-011,962
Number of participants with account balances2016-01-011,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,891
Total number of active participants reported on line 7a of the Form 55002015-01-01781
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,132
Total of all active and inactive participants2015-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,916
Number of participants with account balances2015-01-011,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,846
Total number of active participants reported on line 7a of the Form 55002014-01-01827
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,058
Total of all active and inactive participants2014-01-011,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-011,891
Number of participants with account balances2014-01-011,888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,781
Total number of active participants reported on line 7a of the Form 55002013-01-01758
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,077
Total of all active and inactive participants2013-01-011,835
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,844
Number of participants with account balances2013-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,846
Total number of active participants reported on line 7a of the Form 55002012-01-01703
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,079
Total of all active and inactive participants2012-01-011,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,786
Number of participants with account balances2012-01-011,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,803
Total number of active participants reported on line 7a of the Form 55002011-01-011,495
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01346
Total of all active and inactive participants2011-01-011,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,844
Number of participants with account balances2011-01-011,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,640
Total number of active participants reported on line 7a of the Form 55002009-01-01702
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01971
Total of all active and inactive participants2009-01-011,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,673
Number of participants with account balances2009-01-011,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,282,479
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,124,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,956,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,341,590
Value of total assets at end of year2022-12-31$214,142,572
Value of total assets at beginning of year2022-12-31$248,550,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$168,474
Total interest from all sources2022-12-31$2,239,442
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,729,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,729,998
Administrative expenses professional fees incurred2022-12-31$14,286
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,089,751
Participant contributions at end of year2022-12-31$155,097
Participant contributions at beginning of year2022-12-31$138,646
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$57,593
Other income not declared elsewhere2022-12-31$128,247
Administrative expenses (other) incurred2022-12-31$109,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,407,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$214,142,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$248,550,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$146,980,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$181,716,447
Value of interest in pooled separate accounts at end of year2022-12-31$10,469,728
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,984,248
Interest on participant loans2022-12-31$7,094
Interest earned on other investments2022-12-31$2,232,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$56,536,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$55,710,696
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,545,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,620,085
Net investment gain/loss from pooled separate accounts2022-12-31$898,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,194,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,410,808
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MSL, P.A.
Accountancy firm EIN2022-12-31593070669
2021 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$36,261,551
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,193,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,027,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,679,229
Value of total assets at end of year2021-12-31$248,550,037
Value of total assets at beginning of year2021-12-31$227,482,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$165,924
Total interest from all sources2021-12-31$1,903,618
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,975,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,975,068
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,977,191
Participant contributions at end of year2021-12-31$138,646
Participant contributions at beginning of year2021-12-31$18,471
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$578,138
Other income not declared elsewhere2021-12-31$105,402
Administrative expenses (other) incurred2021-12-31$132,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$21,067,889
Value of net assets at end of year (total assets less liabilities)2021-12-31$248,550,037
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$227,482,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$181,716,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$161,092,468
Value of interest in pooled separate accounts at end of year2021-12-31$10,984,248
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,912,057
Interest on participant loans2021-12-31$3,926
Interest earned on other investments2021-12-31$1,899,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$55,710,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$57,459,152
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,213,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,946,109
Net investment gain/loss from pooled separate accounts2021-12-31$1,652,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,123,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,813,935
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MSL, P.A.
Accountancy firm EIN2021-12-31593070669
2020 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$32,543,811
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,962,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,806,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,375,080
Value of total assets at end of year2020-12-31$227,482,148
Value of total assets at beginning of year2020-12-31$206,901,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156,149
Total interest from all sources2020-12-31$2,152,038
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,493,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,493,711
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,763,467
Participant contributions at end of year2020-12-31$18,471
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$128,794
Other income not declared elsewhere2020-12-31$77,611
Administrative expenses (other) incurred2020-12-31$116,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$20,581,068
Value of net assets at end of year (total assets less liabilities)2020-12-31$227,482,148
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$206,901,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$39,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$161,092,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$140,652,136
Value of interest in pooled separate accounts at end of year2020-12-31$8,912,057
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,052,182
Interest on participant loans2020-12-31$889
Interest earned on other investments2020-12-31$2,151,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$57,459,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$56,196,762
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$720,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,527,954
Net investment gain/loss from pooled separate accounts2020-12-31$-82,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,482,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,086,537
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MSL, P.A.
Accountancy firm EIN2020-12-31593070669
2019 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$39,122,460
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,371,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,229,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,077,604
Value of total assets at end of year2019-12-31$206,901,080
Value of total assets at beginning of year2019-12-31$177,150,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$141,933
Total interest from all sources2019-12-31$2,100,667
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,897,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,897,051
Administrative expenses professional fees incurred2019-12-31$22,405
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,693,005
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$12,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,158,619
Other income not declared elsewhere2019-12-31$77,163
Administrative expenses (other) incurred2019-12-31$103,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$29,751,017
Value of net assets at end of year (total assets less liabilities)2019-12-31$206,901,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$177,150,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$140,652,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$112,951,476
Value of interest in pooled separate accounts at end of year2019-12-31$10,052,182
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,470,605
Interest earned on other investments2019-12-31$2,100,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$56,196,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$54,715,982
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,667,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,446,167
Net investment gain/loss from pooled separate accounts2019-12-31$523,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,225,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,562,100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MSL, P.A.
Accountancy firm EIN2019-12-31593070669
2018 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,641,913
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,758,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,649,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,570,829
Value of total assets at end of year2018-12-31$177,150,063
Value of total assets at beginning of year2018-12-31$184,267,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,201
Total interest from all sources2018-12-31$2,126,477
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,572,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,572,311
Administrative expenses professional fees incurred2018-12-31$30,505
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,664,222
Participant contributions at end of year2018-12-31$12,000
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,649,644
Other income not declared elsewhere2018-12-31$35,136
Administrative expenses (other) incurred2018-12-31$78,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,116,967
Value of net assets at end of year (total assets less liabilities)2018-12-31$177,150,063
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$184,267,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$112,951,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$121,671,304
Value of interest in pooled separate accounts at end of year2018-12-31$9,470,605
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,874,760
Interest earned on other investments2018-12-31$2,126,477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$54,715,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$53,720,966
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,467,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,089,138
Net investment gain/loss from pooled separate accounts2018-12-31$426,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,256,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,181,715
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2018-12-31593070669
2017 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$31,426,287
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,357,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,259,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,490,227
Value of total assets at end of year2017-12-31$184,267,030
Value of total assets at beginning of year2017-12-31$167,197,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,439
Total interest from all sources2017-12-31$2,057,033
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,237,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,237,668
Administrative expenses professional fees incurred2017-12-31$26,572
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,470,897
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$838,286
Other income not declared elsewhere2017-12-31$26,525
Administrative expenses (other) incurred2017-12-31$70,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,069,136
Value of net assets at end of year (total assets less liabilities)2017-12-31$184,267,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$167,197,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$121,671,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$106,183,148
Value of interest in pooled separate accounts at end of year2017-12-31$8,874,760
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,866,583
Interest earned on other investments2017-12-31$2,057,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$53,720,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$52,148,163
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$741,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,237,732
Net investment gain/loss from pooled separate accounts2017-12-31$377,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,181,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,518,198
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2017-12-31593070669
2016 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,217
Total income from all sources (including contributions)2016-12-31$18,356,627
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,456,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,376,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,490,954
Value of total assets at end of year2016-12-31$167,197,894
Value of total assets at beginning of year2016-12-31$158,300,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,789
Total interest from all sources2016-12-31$2,137,362
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,644,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,644,372
Administrative expenses professional fees incurred2016-12-31$56,552
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,349,401
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$204,609
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$990,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,217
Other income not declared elsewhere2016-12-31$24,188
Administrative expenses (other) incurred2016-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,899,778
Value of net assets at end of year (total assets less liabilities)2016-12-31$167,197,894
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$158,298,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$106,183,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$99,339,902
Value of interest in pooled separate accounts at end of year2016-12-31$8,866,583
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,149,676
Interest earned on other investments2016-12-31$2,137,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$52,148,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$50,186,970
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$893,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,626,781
Net investment gain/loss from pooled separate accounts2016-12-31$432,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,150,914
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$419,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,482,166
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2016-12-31593070669
2015 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$34,287
Total income from all sources (including contributions)2015-12-31$10,626,415
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,547,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,496,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,327,396
Value of total assets at end of year2015-12-31$158,300,333
Value of total assets at beginning of year2015-12-31$156,253,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50,740
Total interest from all sources2015-12-31$1,975,897
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,328,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,328,002
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,242,765
Participant contributions at end of year2015-12-31$204,609
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,086,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$34,287
Other income not declared elsewhere2015-12-31$50,467
Administrative expenses (other) incurred2015-12-31$50,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,078,779
Value of net assets at end of year (total assets less liabilities)2015-12-31$158,298,116
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$156,219,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$99,339,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$100,381,548
Value of interest in pooled separate accounts at end of year2015-12-31$8,149,676
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,888,226
Interest earned on other investments2015-12-31$1,975,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$13,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$13,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$50,186,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$48,951,790
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$900,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,638,796
Net investment gain/loss from pooled separate accounts2015-12-31$583,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,998,352
Employer contributions (assets) at end of year2015-12-31$419,176
Employer contributions (assets) at beginning of year2015-12-31$18,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,596,442
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2015-12-31593070669
2014 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,428,425
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,697,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,662,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,619,940
Value of total assets at end of year2014-12-31$156,253,624
Value of total assets at beginning of year2014-12-31$148,487,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,485
Total interest from all sources2014-12-31$2,008,502
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,747,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,747,023
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,005,389
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,838
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$764,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$34,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$34,287
Administrative expenses (other) incurred2014-12-31$34,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,731,407
Value of net assets at end of year (total assets less liabilities)2014-12-31$156,219,337
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$148,487,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$100,381,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$94,013,754
Value of interest in pooled separate accounts at end of year2014-12-31$6,888,226
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,095,251
Interest earned on other investments2014-12-31$2,008,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$13,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$158,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$158,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$48,951,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,187,234
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,111,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,273,695
Net investment gain/loss from pooled separate accounts2014-12-31$744,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,849,570
Employer contributions (assets) at end of year2014-12-31$18,175
Employer contributions (assets) at beginning of year2014-12-31$28,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,551,401
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2014-12-31593070669
2013 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$27,073,092
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,918,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,918,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,381,203
Value of total assets at end of year2013-12-31$148,487,930
Value of total assets at beginning of year2013-12-31$132,333,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$240
Total interest from all sources2013-12-31$1,927,670
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,264,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,264,137
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,851,646
Participant contributions at end of year2013-12-31$4,838
Participant contributions at beginning of year2013-12-31$142,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$943,728
Administrative expenses (other) incurred2013-12-31$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,154,355
Value of net assets at end of year (total assets less liabilities)2013-12-31$148,487,930
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$132,333,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$94,013,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,066,175
Value of interest in pooled separate accounts at end of year2013-12-31$6,095,251
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,488,272
Interest earned on other investments2013-12-31$1,927,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$158,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,187,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$48,266,128
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,200,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,972,221
Net investment gain/loss from pooled separate accounts2013-12-31$527,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,585,829
Employer contributions (assets) at end of year2013-12-31$28,249
Employer contributions (assets) at beginning of year2013-12-31$371,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,717,902
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2013-12-31593070669
2012 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,000
Total income from all sources (including contributions)2012-12-31$18,726,534
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,107,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,107,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,539,409
Value of total assets at end of year2012-12-31$132,333,575
Value of total assets at beginning of year2012-12-31$121,730,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,853,007
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$503,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$503,777
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,760,000
Participant contributions at end of year2012-12-31$142,000
Participant contributions at beginning of year2012-12-31$130,000
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$447,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$16,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,619,534
Value of net assets at end of year (total assets less liabilities)2012-12-31$132,333,575
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$121,714,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,066,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$71,251,015
Value of interest in pooled separate accounts at end of year2012-12-31$5,488,272
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,742,965
Interest earned on other investments2012-12-31$1,853,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$48,266,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$45,248,061
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$742,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,337,350
Net investment gain/loss from pooled separate accounts2012-12-31$492,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,332,000
Employer contributions (assets) at end of year2012-12-31$371,000
Employer contributions (assets) at beginning of year2012-12-31$358,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,364,812
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2012-12-31593070669
2011 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$8,285,101
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,500,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,485,256
Value of total corrective distributions2011-12-31$14,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,285,644
Value of total assets at end of year2011-12-31$121,730,041
Value of total assets at beginning of year2011-12-31$118,929,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,153
Total interest from all sources2011-12-31$1,747,151
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$293,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$293,350
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,028,000
Participant contributions at end of year2011-12-31$130,000
Participant contributions at beginning of year2011-12-31$139,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$16,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$1,273,000
Administrative expenses (other) incurred2011-12-31$1,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,784,516
Value of net assets at end of year (total assets less liabilities)2011-12-31$121,714,041
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$118,929,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$71,251,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,055,669
Value of interest in pooled separate accounts at end of year2011-12-31$4,742,965
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,585,411
Interest earned on other investments2011-12-31$1,747,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$45,248,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$43,781,445
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,829,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,816,712
Net investment gain/loss from pooled separate accounts2011-12-31$502,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,257,644
Employer contributions (assets) at end of year2011-12-31$358,000
Employer contributions (assets) at beginning of year2011-12-31$368,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,655,929
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOORE STEPHENS LOVELACE, P.A.
Accountancy firm EIN2011-12-31593070669
2010 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$16,393,341
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,278,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,275,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,266,797
Value of total assets at end of year2010-12-31$118,929,525
Value of total assets at beginning of year2010-12-31$107,814,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,232
Total interest from all sources2010-12-31$1,602,666
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$100,915
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,612,427
Participant contributions at end of year2010-12-31$139,000
Participant contributions at beginning of year2010-12-31$132,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$389,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,114,650
Value of net assets at end of year (total assets less liabilities)2010-12-31$118,929,525
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$107,814,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,055,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,457,204
Value of interest in pooled separate accounts at end of year2010-12-31$3,585,411
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,582,527
Interest earned on other investments2010-12-31$1,602,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$43,781,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$48,280,144
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$388,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,019,205
Net investment gain/loss from pooled separate accounts2010-12-31$403,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,265,184
Employer contributions (assets) at end of year2010-12-31$368,000
Employer contributions (assets) at beginning of year2010-12-31$363,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,887,375
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST AND YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STETSON UNIVERSITY DEFINED CONTRIBUTION PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1166
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1182
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1203
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1227
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1252
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1275
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 2
Insurance contract or identification number104541
Number of Individuals Covered1304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B
Policy instance 1
Insurance contract or identification numberK5161B
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 1
Insurance contract or identification number104541
Number of Individuals Covered1339
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberK5161B*
Policy instance 2
Insurance contract or identification numberK5161B*
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 1
Insurance contract or identification number104541
Number of Individuals Covered1367
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberSEE BELOW *
Policy instance 2
Insurance contract or identification numberSEE BELOW *
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14
Insurance broker organization code?3
Insurance broker nameGERALD D. KRUHM
ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )
Policy contract numberSEE BELOW *
Policy instance 2
Insurance contract or identification numberSEE BELOW *
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 1
Insurance contract or identification number104541
Number of Individuals Covered1779
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 1
Insurance contract or identification number104541
Number of Individuals Covered1721
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104541
Policy instance 1
Insurance contract or identification number104541
Number of Individuals Covered1685
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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