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DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 401k Plan overview

Plan NameDEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI
Plan identification number 003

DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI Benefits

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

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF MIAMI
Employer identification number (EIN):590624458
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CRISTINA ELGARRESTA
0032016-01-01CRISTINA ELGARRESTA
0032015-01-01CRISTINA ELGARRESTA
0032014-06-01CRISTINA ELGARRESTA
0032013-06-01CRISTINA ELGARRESTA
0032012-06-01CRISTINA ELGARRESTA
0032011-06-01CRISTINA ELGARRESTA
0032010-06-01CRISTINA ELGARRESTA
0032009-06-01CRISTINA ELGARRESTA
0032009-06-01CRISTINA ELGARRESTA

Plan Statistics for DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

401k plan membership statisitcs for DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

Measure Date Value
2022: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2022 401k membership
Total participants, beginning-of-year2022-01-012,818
Total number of active participants reported on line 7a of the Form 55002022-01-01972
Number of retired or separated participants receiving benefits2022-01-01190
Number of other retired or separated participants entitled to future benefits2022-01-011,478
Total of all active and inactive participants2022-01-012,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-012,670
Number of participants with account balances2022-01-012,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2021 401k membership
Total participants, beginning-of-year2021-01-013,115
Total number of active participants reported on line 7a of the Form 55002021-01-011,019
Number of retired or separated participants receiving benefits2021-01-01126
Number of other retired or separated participants entitled to future benefits2021-01-011,654
Total of all active and inactive participants2021-01-012,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0119
Total participants2021-01-012,818
Number of participants with account balances2021-01-012,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2020 401k membership
Total participants, beginning-of-year2020-01-013,238
Total number of active participants reported on line 7a of the Form 55002020-01-011,101
Number of retired or separated participants receiving benefits2020-01-01120
Number of other retired or separated participants entitled to future benefits2020-01-011,879
Total of all active and inactive participants2020-01-013,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-013,115
Number of participants with account balances2020-01-013,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2019 401k membership
Total participants, beginning-of-year2019-01-013,385
Total number of active participants reported on line 7a of the Form 55002019-01-011,427
Number of retired or separated participants receiving benefits2019-01-01516
Number of other retired or separated participants entitled to future benefits2019-01-011,282
Total of all active and inactive participants2019-01-013,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-013,238
Number of participants with account balances2019-01-013,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2018 401k membership
Total participants, beginning-of-year2018-01-013,357
Total number of active participants reported on line 7a of the Form 55002018-01-011,427
Number of retired or separated participants receiving benefits2018-01-01509
Number of other retired or separated participants entitled to future benefits2018-01-011,408
Total of all active and inactive participants2018-01-013,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-013,385
Number of participants with account balances2018-01-013,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2017 401k membership
Total participants, beginning-of-year2017-01-013,609
Total number of active participants reported on line 7a of the Form 55002017-01-011,242
Number of retired or separated participants receiving benefits2017-01-01432
Number of other retired or separated participants entitled to future benefits2017-01-011,679
Total of all active and inactive participants2017-01-013,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-013,357
Number of participants with account balances2017-01-013,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2016 401k membership
Total participants, beginning-of-year2016-01-013,940
Total number of active participants reported on line 7a of the Form 55002016-01-011,830
Number of retired or separated participants receiving benefits2016-01-01398
Number of other retired or separated participants entitled to future benefits2016-01-011,370
Total of all active and inactive participants2016-01-013,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-013,609
Number of participants with account balances2016-01-013,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2015 401k membership
Total participants, beginning-of-year2015-01-013,839
Total number of active participants reported on line 7a of the Form 55002015-01-011,536
Number of retired or separated participants receiving benefits2015-01-01289
Number of other retired or separated participants entitled to future benefits2015-01-012,101
Total of all active and inactive participants2015-01-013,926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-013,940
Number of participants with account balances2015-01-013,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2014 401k membership
Total participants, beginning-of-year2014-06-013,921
Total number of active participants reported on line 7a of the Form 55002014-06-011,302
Number of retired or separated participants receiving benefits2014-06-01332
Number of other retired or separated participants entitled to future benefits2014-06-012,195
Total of all active and inactive participants2014-06-013,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0110
Total participants2014-06-013,839
Number of participants with account balances2014-06-013,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2013 401k membership
Total participants, beginning-of-year2013-06-014,293
Total number of active participants reported on line 7a of the Form 55002013-06-011,309
Number of retired or separated participants receiving benefits2013-06-01390
Number of other retired or separated participants entitled to future benefits2013-06-012,206
Total of all active and inactive participants2013-06-013,905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0116
Total participants2013-06-013,921
Number of participants with account balances2013-06-013,921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2012 401k membership
Total participants, beginning-of-year2012-06-014,330
Total number of active participants reported on line 7a of the Form 55002012-06-011,416
Number of retired or separated participants receiving benefits2012-06-01279
Number of other retired or separated participants entitled to future benefits2012-06-012,593
Total of all active and inactive participants2012-06-014,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-015
Total participants2012-06-014,293
Number of participants with account balances2012-06-014,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2011 401k membership
Total participants, beginning-of-year2011-06-014,399
Total number of active participants reported on line 7a of the Form 55002011-06-011,463
Number of retired or separated participants receiving benefits2011-06-01324
Number of other retired or separated participants entitled to future benefits2011-06-012,536
Total of all active and inactive participants2011-06-014,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-017
Total participants2011-06-014,330
Number of participants with account balances2011-06-014,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2010 401k membership
Total participants, beginning-of-year2010-06-014,454
Total number of active participants reported on line 7a of the Form 55002010-06-011,578
Number of retired or separated participants receiving benefits2010-06-01250
Number of other retired or separated participants entitled to future benefits2010-06-012,558
Total of all active and inactive participants2010-06-014,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-0113
Total participants2010-06-014,399
Number of participants with account balances2010-06-014,386
2009: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2009 401k membership
Total participants, beginning-of-year2009-06-014,706
Total number of active participants reported on line 7a of the Form 55002009-06-011,154
Number of retired or separated participants receiving benefits2009-06-0113
Number of other retired or separated participants entitled to future benefits2009-06-013,277
Total of all active and inactive participants2009-06-014,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-0110
Total participants2009-06-014,454
Number of participants with account balances2009-06-014,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

Measure Date Value
2022 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$146,737
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$0
Total income from all sources (including contributions)2022-12-31$-118,794,310
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$99,246,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$98,695,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,009,010
Value of total assets at end of year2022-12-31$1,047,881,835
Value of total assets at beginning of year2022-12-31$1,266,068,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$550,274
Total interest from all sources2022-12-31$13,829,645
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,125,117
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$15,125,117
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,540,879
Other income not declared elsewhere2022-12-31$504,767
Administrative expenses (other) incurred2022-12-31$332,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-218,040,331
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,047,881,835
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,266,068,903
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$217,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$751,586,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$898,231,090
Value of interest in pooled separate accounts at end of year2022-12-31$26,965,323
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,770,975
Interest earned on other investments2022-12-31$13,829,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$269,010,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$342,066,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-172,384,616
Net investment gain/loss from pooled separate accounts2022-12-31$2,121,767
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$18,468,131
Employer contributions (assets) at end of year2022-12-31$319,686
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$98,695,747
Contract administrator fees2022-12-31$160
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 name2022-12-31KPMG LLP
Accountancy firm EIN2022-12-31135565207
2021 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$195,702
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$153,806,776
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$59,946,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$59,345,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,413,210
Value of total assets at end of year2021-12-31$1,266,068,903
Value of total assets at beginning of year2021-12-31$1,172,013,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$601,278
Total interest from all sources2021-12-31$13,196,547
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,413,004
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$24,413,004
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,195,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$401,330
Other income not declared elsewhere2021-12-31$251,629
Administrative expenses (other) incurred2021-12-31$347,338
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$93,860,028
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,266,068,903
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,172,013,173
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$253,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$898,231,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$811,683,256
Value of interest in pooled separate accounts at end of year2021-12-31$25,770,975
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,385,217
Interest earned on other investments2021-12-31$13,196,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$342,066,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$338,543,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$91,643,569
Net investment gain/loss from pooled separate accounts2021-12-31$3,888,817
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$16,217,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$59,345,470
Contract administrator fees2021-12-31$130
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 name2021-12-31KPMG LLP
Accountancy firm EIN2021-12-31135565207
2020 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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$138,625,653
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$53,718,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$53,233,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,039,158
Value of total assets at end of year2020-12-31$1,172,013,173
Value of total assets at beginning of year2020-12-31$1,087,106,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$485,779
Total interest from all sources2020-12-31$13,941,363
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,731,888
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$15,731,888
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$401,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$117,419
Administrative expenses (other) incurred2020-12-31$241,838
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$84,906,727
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,172,013,173
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,087,106,446
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$232,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$811,683,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$727,637,817
Value of interest in pooled separate accounts at end of year2020-12-31$21,385,217
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,123,326
Interest earned on other investments2020-12-31$13,941,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$338,543,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$333,345,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$99,021,324
Net investment gain/loss from pooled separate accounts2020-12-31$-225,499
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$10,039,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$53,233,147
Contract administrator fees2020-12-31$11,696
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 name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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$173,213,093
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$49,608,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$49,131,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,374,064
Value of total assets at end of year2019-12-31$1,087,106,446
Value of total assets at beginning of year2019-12-31$963,501,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$477,236
Total interest from all sources2019-12-31$13,759,686
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,311,907
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$34,311,907
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,413,177
Other income not declared elsewhere2019-12-31$85,945
Administrative expenses (other) incurred2019-12-31$292,929
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$123,604,488
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,087,106,446
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$963,501,958
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$184,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$727,637,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$609,119,219
Value of interest in pooled separate accounts at end of year2019-12-31$26,123,326
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,140,438
Interest earned on other investments2019-12-31$13,759,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$333,345,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$330,242,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$101,340,901
Net investment gain/loss from pooled separate accounts2019-12-31$1,340,590
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$19,960,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,131,369
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$281,211
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$31,378
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$42,406,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,962,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$21,997,510
Value of total assets at end of year2018-12-31$963,501,958
Value of total assets at beginning of year2018-12-31$1,005,595,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$444,016
Total interest from all sources2018-12-31$14,008,815
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$18,342,169
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$18,342,169
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,365,742
Other income not declared elsewhere2018-12-31$234,375
Administrative expenses (other) incurred2018-12-31$269,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,374,882
Value of net assets at end of year (total assets less liabilities)2018-12-31$963,501,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,005,595,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$21,927
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$609,119,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$654,855,782
Value of interest in pooled separate accounts at end of year2018-12-31$24,140,438
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,895,250
Interest earned on other investments2018-12-31$14,008,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$330,242,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$328,844,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,596,244
Net investment gain/loss from pooled separate accounts2018-12-31$1,044,753
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$20,631,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,962,244
Contract administrator fees2018-12-31$152,413
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$77,802
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$138,228,109
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$39,507,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,020,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,402,227
Value of total assets at end of year2017-12-31$1,005,595,629
Value of total assets at beginning of year2017-12-31$906,796,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$486,680
Total interest from all sources2017-12-31$13,644,991
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,850,339
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$12,850,339
Administrative expenses professional fees incurred2017-12-31$486,680
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,001,144
Other income not declared elsewhere2017-12-31$286,394
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$98,720,961
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,005,595,629
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$906,796,866
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$654,855,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$566,091,082
Value of interest in pooled separate accounts at end of year2017-12-31$21,895,250
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,780,431
Interest earned on other investments2017-12-31$13,644,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$328,844,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$319,925,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$88,130,648
Net investment gain/loss from pooled separate accounts2017-12-31$913,510
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$21,401,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$39,020,468
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$60,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$75,416,273
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$48,499,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$48,030,195
Value of total corrective distributions2016-12-31$6,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,266,249
Value of total assets at end of year2016-12-31$906,796,866
Value of total assets at beginning of year2016-12-31$879,819,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$462,726
Total interest from all sources2016-12-31$13,846,058
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,006,309
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$8,006,309
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,059,113
Other income not declared elsewhere2016-12-31$291,929
Administrative expenses (other) incurred2016-12-31$272,952
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$26,917,176
Value of net assets at end of year (total assets less liabilities)2016-12-31$906,796,866
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$879,819,435
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$46,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$566,091,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$548,727,084
Value of interest in pooled separate accounts at end of year2016-12-31$20,780,431
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,658,845
Interest earned on other investments2016-12-31$13,846,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$319,925,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$311,182,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$29,012,256
Net investment gain/loss from pooled separate accounts2016-12-31$993,472
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$22,207,136
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$1,250,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$48,030,195
Contract administrator fees2016-12-31$142,872
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$38,469,777
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$45,305,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$44,879,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$25,054,972
Value of total assets at end of year2015-12-31$879,819,435
Value of total assets at beginning of year2015-12-31$886,655,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$425,793
Total interest from all sources2015-12-31$13,199,392
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,676,359
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$10,676,359
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,122,851
Other income not declared elsewhere2015-12-31$309,225
Administrative expenses (other) incurred2015-12-31$373,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,835,738
Value of net assets at end of year (total assets less liabilities)2015-12-31$879,819,435
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$886,655,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$548,727,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$559,182,792
Value of interest in pooled separate accounts at end of year2015-12-31$18,658,845
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,216,394
Interest earned on other investments2015-12-31$13,199,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$311,182,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$310,255,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,193,702
Net investment gain/loss from pooled separate accounts2015-12-31$1,423,531
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$22,932,121
Employer contributions (assets) at end of year2015-12-31$1,250,854
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$44,879,722
Contract administrator fees2015-12-31$48,157
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$13,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$39,649,224
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,153,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$30,900,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,460,870
Value of total assets at end of year2014-12-31$886,655,173
Value of total assets at beginning of year2014-12-31$878,146,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$252,604
Total interest from all sources2014-12-31$7,834,979
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,074,982
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$14,074,982
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,604
Other income not declared elsewhere2014-12-31$99,823
Administrative expenses (other) incurred2014-12-31$252,604
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$8,495,652
Value of net assets at end of year (total assets less liabilities)2014-12-31$886,655,173
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$878,146,201
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$559,182,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$553,283,378
Value of interest in pooled separate accounts at end of year2014-12-31$17,216,394
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,250,330
Interest earned on other investments2014-12-31$7,834,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$310,255,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$308,612,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,010,802
Net investment gain/loss from pooled separate accounts2014-12-31$1,167,768
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$13,437,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$30,900,968
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 name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total transfer of assets to this plan2014-05-31$89,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$109,003,391
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$71,979,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$71,678,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$25,069,169
Value of total assets at end of year2014-05-31$878,146,201
Value of total assets at beginning of year2014-05-31$841,032,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$300,499
Total interest from all sources2014-05-31$13,100,010
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$10,286,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$10,286,713
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$5,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$1,636,905
Other income not declared elsewhere2014-05-31$207,027
Administrative expenses (other) incurred2014-05-31$291,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$37,024,319
Value of net assets at end of year (total assets less liabilities)2014-05-31$878,146,201
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$841,032,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$1,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$553,283,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$516,893,301
Value of interest in pooled separate accounts at end of year2014-05-31$16,250,330
Value of interest in pooled separate accounts at beginning of year2014-05-31$14,854,042
Interest earned on other investments2014-05-31$13,100,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$308,612,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$309,285,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$58,759,249
Net investment gain/loss from pooled separate accounts2014-05-31$1,581,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$23,432,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$71,678,573
Contract administrator fees2014-05-31$7,892
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31MCGLADREY LLP
Accountancy firm EIN2014-05-31420714325
2013 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total transfer of assets to this plan2013-05-31$2,882,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$11,311,846
Total income from all sources (including contributions)2013-05-31$117,258,812
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$24,888,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$24,653,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$23,824,798
Value of total assets at end of year2013-05-31$841,032,632
Value of total assets at beginning of year2013-05-31$757,091,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$234,592
Total interest from all sources2013-05-31$12,854,765
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$6,447,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$6,447,338
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$5,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$67,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$11,311,846
Other income not declared elsewhere2013-05-31$76,888
Administrative expenses (other) incurred2013-05-31$231,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$92,370,643
Value of net assets at end of year (total assets less liabilities)2013-05-31$841,032,632
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$745,779,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$296
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$516,893,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$438,551,477
Value of interest in pooled separate accounts at end of year2013-05-31$14,854,042
Value of interest in pooled separate accounts at beginning of year2013-05-31$13,091,167
Interest earned on other investments2013-05-31$12,854,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$309,285,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$304,964,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$72,851,318
Net investment gain/loss from pooled separate accounts2013-05-31$1,203,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$23,757,486
Employer contributions (assets) at end of year2013-05-31$0
Employer contributions (assets) at beginning of year2013-05-31$484,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$24,653,577
Contract administrator fees2013-05-31$2,624
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31MCGLADREY LLP
Accountancy firm EIN2013-05-31420714325
2012 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total transfer of assets from this plan2012-05-31$11,734,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$11,311,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$30,073,674
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$23,537,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$23,463,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$23,526,837
Value of total assets at end of year2012-05-31$757,091,663
Value of total assets at beginning of year2012-05-31$750,977,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$73,878
Total interest from all sources2012-05-31$12,600,524
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$6,308,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$6,308,090
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$5,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$133,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$11,311,846
Administrative expenses (other) incurred2012-05-31$73,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$6,536,573
Value of net assets at end of year (total assets less liabilities)2012-05-31$745,779,817
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$750,977,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$438,551,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$445,006,709
Value of interest in pooled separate accounts at end of year2012-05-31$13,091,167
Value of interest in pooled separate accounts at beginning of year2012-05-31$11,612,617
Interest earned on other investments2012-05-31$12,600,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$304,964,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$293,160,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-13,579,491
Net investment gain or loss from common/collective trusts2012-05-31$1,217,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$23,393,450
Employer contributions (assets) at end of year2012-05-31$484,168
Employer contributions (assets) at beginning of year2012-05-31$1,197,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$23,463,223
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31MCGLADREY LLP
Accountancy firm EIN2012-05-31420714325
2011 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$109,408,135
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$26,966,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$26,961,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$26,878,713
Value of total assets at end of year2011-05-31$750,977,692
Value of total assets at beginning of year2011-05-31$668,535,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$4,660
Total interest from all sources2011-05-31$11,829,833
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$2,589,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$2,589,598
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$5,000,000
If this is an individual account plan, was there a blackout period2011-05-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$2,188,855
Administrative expenses (other) incurred2011-05-31$4,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$82,442,024
Value of net assets at end of year (total assets less liabilities)2011-05-31$750,977,692
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$668,535,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$445,006,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$214,260,170
Value of interest in pooled separate accounts at end of year2011-05-31$11,612,617
Value of interest in pooled separate accounts at beginning of year2011-05-31$171,868,516
Interest earned on other investments2011-05-31$11,829,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$293,160,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$282,406,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$66,471,547
Net investment gain/loss from pooled separate accounts2011-05-31$1,638,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$24,689,858
Employer contributions (assets) at end of year2011-05-31$1,197,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$26,961,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31Yes
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-05-31420714325
2010 : DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI

2022: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 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: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number2177
Policy instance 4
Insurance contract or identification number2177
Number of Individuals Covered205
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,397
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $273
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1552
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number070598
Policy instance 2
Insurance contract or identification number070598
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered127
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $124,142
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?Yes
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 $124,142
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered329
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $116,781
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?Yes
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 $116,781
Insurance broker organization code?4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number070598
Policy instance 2
Insurance contract or identification number070598
Number of Individuals Covered9
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?Yes
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 number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1727
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number2177
Policy instance 4
Insurance contract or identification number2177
Number of Individuals Covered225
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $903
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered3
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?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered3
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02177
Policy instance 4
Insurance contract or identification number02177
Number of Individuals Covered234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,184
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $868
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1727
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 2
Insurance contract or identification number456336-01
Number of Individuals Covered7
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?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered344
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $136,440
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?Yes
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 $136,440
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1778
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered354
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $146,771
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?Yes
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 $146,771
Insurance broker organization code?4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number70598
Policy instance 2
Insurance contract or identification number70598
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02177
Policy instance 4
Insurance contract or identification number02177
Number of Individuals Covered242
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,379
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $898
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $137,005
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?Yes
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 $137,005
Insurance broker organization code?4
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number70598
Policy instance 2
Insurance contract or identification number70598
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1826
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02177
Policy instance 4
Insurance contract or identification number02177
Number of Individuals Covered255
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,167
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $635
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number456336-01
Policy instance 5
Insurance contract or identification number456336-01
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number02177
Policy instance 4
Insurance contract or identification number02177
Number of Individuals Covered271
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,379
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,305
Insurance broker organization code?3
Insurance broker nameDAVID ALLEN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102145
Policy instance 3
Insurance contract or identification number102145
Number of Individuals Covered1880
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number070598
Policy instance 2
Insurance contract or identification number070598
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number195206+030
Policy instance 1
Insurance contract or identification number195206+030
Number of Individuals Covered386
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $162,981
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?Yes
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 $91,392
Insurance broker organization code?4
Insurance broker nameCAPITAL COORDINATION INS AGENCY

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