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FLORIDA TECH RETIREMENT PLAN 401k Plan overview

Plan NameFLORIDA TECH RETIREMENT PLAN
Plan identification number 001

FLORIDA TECH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FLORIDA INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):596046500
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLORIDA TECH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CATHY R. WOOD
0012016-01-01CATHY R. WOOD
0012015-01-01CATHY R. WOOD
0012014-01-01CATHY R. WOOD
0012013-01-01ROBERT NIEBUHR
0012012-01-01JONI OGLESBY
0012011-01-01CARRIE A. WILHITE
0012009-01-01JONI OGLESBY

Plan Statistics for FLORIDA TECH RETIREMENT PLAN

401k plan membership statisitcs for FLORIDA TECH RETIREMENT PLAN

Measure Date Value
2022: FLORIDA TECH RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,975
Total number of active participants reported on line 7a of the Form 55002022-01-011,289
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01690
Total of all active and inactive participants2022-01-011,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,998
Number of participants with account balances2022-01-011,669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FLORIDA TECH RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,104
Total number of active participants reported on line 7a of the Form 55002021-01-011,320
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01638
Total of all active and inactive participants2021-01-011,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,975
Number of participants with account balances2021-01-011,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FLORIDA TECH RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,317
Total number of active participants reported on line 7a of the Form 55002020-01-011,426
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01665
Total of all active and inactive participants2020-01-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,103
Number of participants with account balances2020-01-011,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FLORIDA TECH RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,724
Total number of active participants reported on line 7a of the Form 55002019-01-011,748
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01560
Total of all active and inactive participants2019-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,317
Number of participants with account balances2019-01-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FLORIDA TECH RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,092
Total number of active participants reported on line 7a of the Form 55002018-01-013,301
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01417
Total of all active and inactive participants2018-01-013,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-013,724
Number of participants with account balances2018-01-011,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FLORIDA TECH RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,182
Total number of active participants reported on line 7a of the Form 55002017-01-011,731
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01355
Total of all active and inactive participants2017-01-012,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,092
Number of participants with account balances2017-01-011,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FLORIDA TECH RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,482
Total number of active participants reported on line 7a of the Form 55002016-01-011,839
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01338
Total of all active and inactive participants2016-01-012,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-012,182
Number of participants with account balances2016-01-011,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FLORIDA TECH RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,229
Total number of active participants reported on line 7a of the Form 55002015-01-011,940
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01539
Total of all active and inactive participants2015-01-012,480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-012,481
Number of participants with account balances2015-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FLORIDA TECH RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,117
Total number of active participants reported on line 7a of the Form 55002014-01-011,909
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01316
Total of all active and inactive participants2014-01-012,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,229
Number of participants with account balances2014-01-011,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FLORIDA TECH RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,048
Total number of active participants reported on line 7a of the Form 55002013-01-011,789
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01324
Total of all active and inactive participants2013-01-012,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-012,117
Number of participants with account balances2013-01-011,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FLORIDA TECH RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,237
Total number of active participants reported on line 7a of the Form 55002012-01-011,732
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01315
Total of all active and inactive participants2012-01-012,047
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,047
Number of participants with account balances2012-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FLORIDA TECH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,197
Total number of active participants reported on line 7a of the Form 55002011-01-01725
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01511
Total of all active and inactive participants2011-01-011,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,237
Number of participants with account balances2011-01-011,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FLORIDA TECH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01968
Total number of active participants reported on line 7a of the Form 55002009-01-011,079
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01110
Total of all active and inactive participants2009-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,195
Number of participants with account balances2009-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FLORIDA TECH RETIREMENT PLAN

Measure Date Value
2022 : FLORIDA TECH RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,565,059
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,083,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,922,653
Expenses. Certain deemed distributions of participant loans2022-12-31$348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,716,614
Value of total assets at end of year2022-12-31$135,645,345
Value of total assets at beginning of year2022-12-31$156,293,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$160,526
Total interest from all sources2022-12-31$1,068,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,545,259
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$2,545,259
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$11,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,027,147
Participant contributions at end of year2022-12-31$939,777
Participant contributions at beginning of year2022-12-31$852,061
Participant contributions at end of year2022-12-31$190,663
Participant contributions at beginning of year2022-12-31$170,307
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$908,731
Other income not declared elsewhere2022-12-31$93,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,648,586
Value of net assets at end of year (total assets less liabilities)2022-12-31$135,645,345
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,293,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,430,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$119,535,379
Value of interest in pooled separate accounts at end of year2022-12-31$1,915,207
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,397,867
Interest on participant loans2022-12-31$42,038
Interest earned on other investments2022-12-31$1,024,768
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$127,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,074,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,074,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$28,929,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,162,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-25,430,960
Net investment gain/loss from pooled separate accounts2022-12-31$442,107
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$2,780,736
Employer contributions (assets) at end of year2022-12-31$112,875
Employer contributions (assets) at beginning of year2022-12-31$101,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,922,653
Contract administrator fees2022-12-31$114,545
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2022-12-31591152714
2021 : FLORIDA TECH RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$26,258,754
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,336,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,065,162
Expenses. Certain deemed distributions of participant loans2021-12-31$92,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,277,341
Value of total assets at end of year2021-12-31$156,293,931
Value of total assets at beginning of year2021-12-31$144,371,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$178,075
Total interest from all sources2021-12-31$820,866
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,434,007
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$4,434,007
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$11,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,925,316
Participant contributions at end of year2021-12-31$852,061
Participant contributions at beginning of year2021-12-31$905,062
Participant contributions at end of year2021-12-31$170,307
Participant contributions at beginning of year2021-12-31$327,792
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$692,077
Other income not declared elsewhere2021-12-31$119,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,922,696
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,293,931
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$144,371,235
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$4,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$119,535,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,637,836
Value of interest in pooled separate accounts at end of year2021-12-31$6,397,867
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,639,894
Interest on participant loans2021-12-31$51,565
Interest earned on other investments2021-12-31$806,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,074,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,803,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,803,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-36,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,162,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$27,860,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,632,639
Net investment gain/loss from pooled separate accounts2021-12-31$974,102
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$2,659,948
Employer contributions (assets) at end of year2021-12-31$101,621
Employer contributions (assets) at beginning of year2021-12-31$196,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,065,162
Contract administrator fees2021-12-31$173,301
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2021-12-31591152714
2020 : FLORIDA TECH RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$25,712,191
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,190,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,071,431
Expenses. Certain deemed distributions of participant loans2020-12-31$8,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,821,501
Value of total assets at end of year2020-12-31$144,371,235
Value of total assets at beginning of year2020-12-31$131,849,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$111,127
Total interest from all sources2020-12-31$999,996
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,909,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,909,596
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$11,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,277,718
Participant contributions at end of year2020-12-31$905,062
Participant contributions at beginning of year2020-12-31$1,041,601
Participant contributions at end of year2020-12-31$327,792
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$640,007
Other income not declared elsewhere2020-12-31$40,573
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$12,521,379
Value of net assets at end of year (total assets less liabilities)2020-12-31$144,371,235
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$131,849,856
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$1,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,637,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$97,900,982
Value of interest in pooled separate accounts at end of year2020-12-31$5,639,894
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,591,633
Interest on participant loans2020-12-31$49,720
Interest earned on other investments2020-12-31$944,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,803,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,698,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,698,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$27,860,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,616,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,984,967
Net investment gain/loss from pooled separate accounts2020-12-31$-44,442
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$2,903,776
Employer contributions (assets) at end of year2020-12-31$196,940
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,071,431
Contract administrator fees2020-12-31$109,746
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2020-12-31591152714
2019 : FLORIDA TECH RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$29,045,926
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,357,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,299,726
Expenses. Certain deemed distributions of participant loans2019-12-31$8,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,108,873
Value of total assets at end of year2019-12-31$131,849,856
Value of total assets at beginning of year2019-12-31$111,161,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$49,398
Total interest from all sources2019-12-31$1,007,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,785,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,785,515
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$11,000,000
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
Contributions received from participants2019-12-31$5,372,335
Participant contributions at end of year2019-12-31$1,041,601
Participant contributions at beginning of year2019-12-31$957,719
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$837,856
Other income not declared elsewhere2019-12-31$33,634
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$20,688,576
Value of net assets at end of year (total assets less liabilities)2019-12-31$131,849,856
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$111,161,280
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$97,900,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,477,407
Value of interest in pooled separate accounts at end of year2019-12-31$5,591,633
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,196,435
Interest on participant loans2019-12-31$50,838
Interest earned on other investments2019-12-31$923,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,698,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,726,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,726,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$33,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,616,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$25,803,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,820,617
Net investment gain/loss from pooled separate accounts2019-12-31$290,020
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$2,898,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,299,726
Contract administrator fees2019-12-31$49,398
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 name2019-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2019-12-31591152714
2018 : FLORIDA TECH RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,637,020
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,609,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,564,300
Expenses. Certain deemed distributions of participant loans2018-12-31$10,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,486,029
Value of total assets at end of year2018-12-31$111,161,280
Value of total assets at beginning of year2018-12-31$114,133,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,343
Total interest from all sources2018-12-31$969,550
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,384,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,384,080
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$11,000,000
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
Contributions received from participants2018-12-31$5,201,139
Participant contributions at end of year2018-12-31$957,719
Participant contributions at beginning of year2018-12-31$847,562
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,557,732
Other income not declared elsewhere2018-12-31$32,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,972,269
Value of net assets at end of year (total assets less liabilities)2018-12-31$111,161,280
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$114,133,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$77,477,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,125,670
Value of interest in pooled separate accounts at end of year2018-12-31$5,196,435
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,616,991
Interest on participant loans2018-12-31$41,193
Interest earned on other investments2018-12-31$927,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,726,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,216,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,216,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$25,803,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,263,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,463,613
Net investment gain/loss from pooled separate accounts2018-12-31$227,999
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$1,727,158
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$63,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,564,300
Contract administrator fees2018-12-31$34,343
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 name2018-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2018-12-31591152714
2017 : FLORIDA TECH RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$20,725,918
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,510,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,479,933
Expenses. Certain deemed distributions of participant loans2017-12-31$1,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,142,986
Value of total assets at end of year2017-12-31$114,133,549
Value of total assets at beginning of year2017-12-31$97,918,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,394
Total interest from all sources2017-12-31$913,809
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,931,527
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$3,931,527
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$11,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,969,777
Participant contributions at end of year2017-12-31$847,562
Participant contributions at beginning of year2017-12-31$651,419
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$30,244
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,077,874
Other income not declared elsewhere2017-12-31$50,883
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$16,215,420
Value of net assets at end of year (total assets less liabilities)2017-12-31$114,133,549
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,918,129
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$82,125,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$67,424,018
Value of interest in pooled separate accounts at end of year2017-12-31$4,616,991
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,494,634
Interest on participant loans2017-12-31$31,393
Interest earned on other investments2017-12-31$876,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,216,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,707,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,707,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,263,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$23,592,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,489,527
Net investment gain/loss from pooled separate accounts2017-12-31$197,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,095,335
Employer contributions (assets) at end of year2017-12-31$63,531
Employer contributions (assets) at beginning of year2017-12-31$17,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,479,933
Contract administrator fees2017-12-31$29,394
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 name2017-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2017-12-31591152714
2016 : FLORIDA TECH RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,538,961
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,132,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,097,704
Expenses. Certain deemed distributions of participant loans2016-12-31$11,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,330,981
Value of total assets at end of year2016-12-31$97,918,129
Value of total assets at beginning of year2016-12-31$86,511,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,143
Total interest from all sources2016-12-31$895,347
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,252,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,252,584
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,246,674
Participant contributions at end of year2016-12-31$651,419
Participant contributions at beginning of year2016-12-31$637,351
Participant contributions at end of year2016-12-31$30,244
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,105,537
Other income not declared elsewhere2016-12-31$0
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$11,406,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,918,129
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$86,511,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$67,424,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,368,196
Value of interest in pooled separate accounts at end of year2016-12-31$4,494,634
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,696,008
Interest on participant loans2016-12-31$25,426
Interest earned on other investments2016-12-31$868,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,707,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,256,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,256,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$23,592,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$21,552,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,854,467
Net investment gain/loss from pooled separate accounts2016-12-31$205,582
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$2,978,770
Employer contributions (assets) at end of year2016-12-31$17,588
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,097,704
Contract administrator fees2016-12-31$23,143
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 name2016-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2016-12-31591152714
2015 : FLORIDA TECH RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,482,295
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,991,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,948,971
Expenses. Certain deemed distributions of participant loans2015-12-31$22,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,915,122
Value of total assets at end of year2015-12-31$86,511,267
Value of total assets at beginning of year2015-12-31$80,020,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$19,875
Total interest from all sources2015-12-31$798,776
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,623,844
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$1,623,844
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,178,621
Participant contributions at end of year2015-12-31$637,351
Participant contributions at beginning of year2015-12-31$628,577
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$861,994
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$6,490,972
Value of net assets at end of year (total assets less liabilities)2015-12-31$86,511,267
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,020,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,368,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$53,897,657
Value of interest in pooled separate accounts at end of year2015-12-31$3,696,008
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,171,355
Interest on participant loans2015-12-31$28,795
Interest earned on other investments2015-12-31$769,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,256,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,935,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,935,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$21,552,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,386,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,119,849
Net investment gain/loss from pooled separate accounts2015-12-31$264,402
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$2,874,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,948,971
Contract administrator fees2015-12-31$19,875
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 name2015-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2015-12-31591152714
2014 : FLORIDA TECH RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$12,075,398
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,420,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,218,233
Expenses. Certain deemed distributions of participant loans2014-12-31$13,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,582,122
Value of total assets at end of year2014-12-31$80,020,295
Value of total assets at beginning of year2014-12-31$72,365,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$188,414
Total interest from all sources2014-12-31$774,488
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,321,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,321,555
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,601,201
Participant contributions at end of year2014-12-31$628,577
Participant contributions at beginning of year2014-12-31$475,425
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$436,390
Other income not declared elsewhere2014-12-31$175,475
Administrative expenses (other) incurred2014-12-31$175,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,654,987
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,020,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$72,365,308
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$53,897,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,261,428
Value of interest in pooled separate accounts at end of year2014-12-31$3,171,355
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,450,345
Interest on participant loans2014-12-31$23,533
Interest earned on other investments2014-12-31$750,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,935,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,167,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,167,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,386,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,010,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,901,504
Net investment gain/loss from pooled separate accounts2014-12-31$320,254
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$2,544,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,218,233
Contract administrator fees2014-12-31$12,939
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 name2014-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2014-12-31591152714
2013 : FLORIDA TECH RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$16,493,060
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,522,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,517,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,700,162
Value of total assets at end of year2013-12-31$72,365,308
Value of total assets at beginning of year2013-12-31$59,394,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,809
Total interest from all sources2013-12-31$700,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,032,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,032,120
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,254,714
Participant contributions at end of year2013-12-31$475,425
Participant contributions at beginning of year2013-12-31$454,764
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,186,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,970,488
Value of net assets at end of year (total assets less liabilities)2013-12-31$72,365,308
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$59,394,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,261,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,866,757
Value of interest in pooled separate accounts at end of year2013-12-31$2,450,345
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,257,397
Interest on participant loans2013-12-31$19,322
Interest earned on other investments2013-12-31$681,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,167,991
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,194,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,194,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,010,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,621,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,843,843
Net investment gain/loss from pooled separate accounts2013-12-31$215,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,258,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,517,763
Contract administrator fees2013-12-31$4,809
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2013-12-31591152714
2012 : FLORIDA TECH RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,985
Total income from all sources (including contributions)2012-12-31$11,917,752
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,230,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,228,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,644,830
Value of total assets at end of year2012-12-31$59,394,820
Value of total assets at beginning of year2012-12-31$50,725,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,667
Total interest from all sources2012-12-31$636,528
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$398,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$398,177
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,925,064
Participant contributions at end of year2012-12-31$454,764
Participant contributions at beginning of year2012-12-31$286,776
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$699,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,936
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,985
Other income not declared elsewhere2012-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,687,408
Value of net assets at end of year (total assets less liabilities)2012-12-31$59,394,820
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$50,707,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,866,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,935,373
Value of interest in pooled separate accounts at end of year2012-12-31$2,257,397
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,744,262
Interest on participant loans2012-12-31$14,670
Interest earned on other investments2012-12-31$621,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,194,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,008,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,008,313
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$16,621,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,736,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,049,099
Net investment gain/loss from pooled separate accounts2012-12-31$189,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,019,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,228,677
Contract administrator fees2012-12-31$1,667
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2012-12-31591152714
2011 : FLORIDA TECH RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,057
Total income from all sources (including contributions)2011-12-31$4,926,860
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,349,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,286,804
Expenses. Certain deemed distributions of participant loans2011-12-31$54,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,791,497
Value of total assets at end of year2011-12-31$80,353,038
Value of total assets at beginning of year2011-12-31$78,766,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,736
Total interest from all sources2011-12-31$756,185
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$719,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$719,276
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,805,682
Participant contributions at end of year2011-12-31$397,385
Participant contributions at beginning of year2011-12-31$368,599
Participant contributions at beginning of year2011-12-31$82,838
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$233,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,936
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,057
Administrative expenses (other) incurred2011-12-31$5,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,577,489
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,335,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$78,757,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$48,407,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$49,639,392
Value of interest in pooled separate accounts at end of year2011-12-31$1,744,262
Interest on participant loans2011-12-31$21,366
Interest earned on other investments2011-12-31$734,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,202,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,555,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,555,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,588,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,060,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,532,431
Net investment gain/loss from pooled separate accounts2011-12-31$192,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$752,138
Employer contributions (assets) at beginning of year2011-12-31$50,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,286,804
Contract administrator fees2011-12-31$2,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2011-12-31591152714
2010 : FLORIDA TECH RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,379
Total income from all sources (including contributions)2010-12-31$15,459,441
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,956,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,949,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,681,637
Value of total assets at end of year2010-12-31$78,766,621
Value of total assets at beginning of year2010-12-31$71,259,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,912
Total interest from all sources2010-12-31$1,730,477
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$478,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$478,513
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,343,148
Participant contributions at end of year2010-12-31$82,838
Participant contributions at beginning of year2010-12-31$129,820
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,328,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,379
Assets. Loans (other than to participants) at end of year2010-12-31$368,599
Assets. Loans (other than to participants) at beginning of year2010-12-31$230,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,379
Other income not declared elsewhere2010-12-31$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,502,525
Value of net assets at end of year (total assets less liabilities)2010-12-31$78,757,564
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,255,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$49,639,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,253,928
Interest on participant loans2010-12-31$11,046
Interest earned on other investments2010-12-31$1,718,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,555,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,587,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,587,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,060,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,972,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,567,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,009,826
Employer contributions (assets) at end of year2010-12-31$50,477
Employer contributions (assets) at beginning of year2010-12-31$80,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,949,004
Contract administrator fees2010-12-31$7,912
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERMAN HOPKINS WRIGHT & LAHAM
Accountancy firm EIN2010-12-31591152714
2009 : FLORIDA TECH RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FLORIDA TECH RETIREMENT PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89381300007
Policy instance 3
Insurance contract or identification number89381300007
Number of Individuals Covered872
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540
Policy instance 2
Insurance contract or identification number405540
Number of Individuals Covered582
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337043
Policy instance 1
Insurance contract or identification number337043
Number of Individuals Covered269
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89381300007
Policy instance 3
Insurance contract or identification number89381300007
Number of Individuals Covered801
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 number405540
Policy instance 2
Insurance contract or identification number405540
Number of Individuals Covered579
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337043
Policy instance 1
Insurance contract or identification number337043
Number of Individuals Covered275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337043
Policy instance 1
Insurance contract or identification number337043
Number of Individuals Covered286
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540
Policy instance 2
Insurance contract or identification number405540
Number of Individuals Covered576
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89381300007
Policy instance 3
Insurance contract or identification number89381300007
Number of Individuals Covered792
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 number89381300007
Policy instance 4
Insurance contract or identification number89381300007
Number of Individuals Covered812
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540
Policy instance 3
Insurance contract or identification number405540
Number of Individuals Covered363
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337043
Policy instance 2
Insurance contract or identification number337043
Number of Individuals Covered297
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 number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered0
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540
Policy instance 3
Insurance contract or identification number405540
Number of Individuals Covered349
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337043
Policy instance 2
Insurance contract or identification number337043
Number of Individuals Covered317
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered657
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540/337043
Policy instance 2
Insurance contract or identification number405540/337043
Number of Individuals Covered502
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered668
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered294
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number405540/337043
Policy instance 2
Insurance contract or identification number405540/337043
Number of Individuals Covered666
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered281
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number405540/337043
Policy instance 2
Insurance contract or identification number405540/337043
Number of Individuals Covered695
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405540/337043
Policy instance 2
Insurance contract or identification number405540/337043
Number of Individuals Covered842
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892891-007
Policy instance 1
Insurance contract or identification number892891-007
Number of Individuals Covered264
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number700039
Policy instance 1
Insurance contract or identification number700039
Number of Individuals Covered4
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4100673
Policy instance 2
Insurance contract or identification number4100673
Number of Individuals Covered104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number892891-007
Policy instance 3
Insurance contract or identification number892891-007
Number of Individuals Covered223
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number405540/337043
Policy instance 4
Insurance contract or identification number405540/337043
Number of Individuals Covered632
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )
Policy contract number0
Policy instance 5
Insurance contract or identification number0
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
JEFFERSON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64017 )
Policy contract number4100673
Policy instance 1
Insurance contract or identification number4100673
Number of Individuals Covered112
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number892891-007
Policy instance 2
Insurance contract or identification number892891-007
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number105
Policy instance 3
Insurance contract or identification number105
Number of Individuals Covered630
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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

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