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TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameTRANSYLVANIA UNIVERSITY RETIREMENT PLAN
Plan identification number 001

TRANSYLVANIA UNIVERSITY 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.

401k Sponsoring company profile

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

Company Name:TRANSYLVANIA UNIVERSITY
Employer identification number (EIN):610444825
NAIC Classification:611000

Additional information about TRANSYLVANIA UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0261642

More information about TRANSYLVANIA UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANSYLVANIA UNIVERSITY 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
0012018-01-01MARC A. MATHEWS MARC A. MATHEWS2019-07-10
0012017-01-01MARC A. MATHEWS MARC A. MATHEWS2018-06-11
0012016-01-01MARC A. MATHEWS MARC A. MATHEWS2017-07-05
0012015-01-01MARC A. MATHEWS MARC A. MATHEWS2016-07-13
0012014-01-01MARC A. MATHEWS MARC A. MATHEWS2015-07-09
0012013-01-01MARC A. MATHEWS MARC A. MATHEWS2014-07-24
0012012-07-01MARC A. MATHEWS MARC A. MATHEWS2013-07-12
0012011-07-01MARC A. MATHEWS MARC A. MATHEWS2013-01-09
0012009-07-01MARC A. MATHEWS MARC A. MATHEWS2011-01-11

Plan Statistics for TRANSYLVANIA UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for TRANSYLVANIA UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01679
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01397
Total of all active and inactive participants2022-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01681
Number of participants with account balances2022-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01683
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01391
Total of all active and inactive participants2021-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01684
Number of participants with account balances2021-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01674
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01397
Total of all active and inactive participants2020-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01684
Number of participants with account balances2020-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01666
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01401
Total of all active and inactive participants2019-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01676
Number of participants with account balances2019-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01668
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01394
Total of all active and inactive participants2018-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01666
Number of participants with account balances2018-01-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01674
Total number of active participants reported on line 7a of the Form 55002017-01-01276
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01391
Total of all active and inactive participants2017-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01668
Number of participants with account balances2017-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01700
Total number of active participants reported on line 7a of the Form 55002016-01-01320
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01383
Total of all active and inactive participants2016-01-01703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01705
Number of participants with account balances2016-01-01673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01658
Total number of active participants reported on line 7a of the Form 55002015-01-01278
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01389
Total of all active and inactive participants2015-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01670
Number of participants with account balances2015-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01699
Total number of active participants reported on line 7a of the Form 55002014-01-01278
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01378
Total of all active and inactive participants2014-01-01656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01659
Number of participants with account balances2014-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01680
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01401
Total of all active and inactive participants2013-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01699
Number of participants with account balances2013-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01666
Total number of active participants reported on line 7a of the Form 55002012-07-01282
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01397
Total of all active and inactive participants2012-07-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01680
Number of participants with account balances2012-07-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01657
Total number of active participants reported on line 7a of the Form 55002011-07-01262
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01403
Total of all active and inactive participants2011-07-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01666
Number of participants with account balances2011-07-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01268
Total number of active participants reported on line 7a of the Form 55002009-07-01118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01149
Total of all active and inactive participants2009-07-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01267
Number of participants with account balances2009-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on TRANSYLVANIA UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : TRANSYLVANIA UNIVERSITY 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$0
Total income from all sources (including contributions)2022-12-31$-7,105,062
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,985,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,978,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,406,291
Value of total assets at end of year2022-12-31$65,145,154
Value of total assets at beginning of year2022-12-31$78,235,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,583
Total interest from all sources2022-12-31$666,825
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$655,121
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$655,121
Administrative expenses professional fees incurred2022-12-31$6,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$852,396
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,333
Other income not declared elsewhere2022-12-31$30,427
Administrative expenses (other) incurred2022-12-31$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,090,150
Value of net assets at end of year (total assets less liabilities)2022-12-31$65,145,154
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$78,235,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,269,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$57,598,881
Value of interest in pooled separate accounts at end of year2022-12-31$2,451,920
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,491,691
Interest earned on other investments2022-12-31$666,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,423,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,144,732
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$210,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,070,797
Net investment gain/loss from pooled separate accounts2022-12-31$207,071
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$1,493,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,767,695
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 name2022-12-31BLUE AND CO., LLC
Accountancy firm EIN2022-12-31351178661
2021 : TRANSYLVANIA UNIVERSITY 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$11,324,077
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,886,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,873,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,279,703
Value of total assets at end of year2021-12-31$78,235,304
Value of total assets at beginning of year2021-12-31$70,797,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,542
Total interest from all sources2021-12-31$628,499
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$994,811
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$994,811
Administrative expenses professional fees incurred2021-12-31$11,950
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$862,823
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$129,947
Other income not declared elsewhere2021-12-31$15,264
Administrative expenses (other) incurred2021-12-31$1,592
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$7,437,471
Value of net assets at end of year (total assets less liabilities)2021-12-31$78,235,304
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$70,797,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$57,598,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,117,757
Value of interest in pooled separate accounts at end of year2021-12-31$2,491,691
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,986,476
Interest earned on other investments2021-12-31$628,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,144,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,693,600
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$206,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,032,998
Net investment gain/loss from pooled separate accounts2021-12-31$372,802
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$1,286,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,666,460
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 name2021-12-31BLUE AND CO., LLC
Accountancy firm EIN2021-12-31351178661
2020 : TRANSYLVANIA UNIVERSITY 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$10,464,354
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,052,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,042,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,481,030
Value of total assets at end of year2020-12-31$70,797,833
Value of total assets at beginning of year2020-12-31$63,385,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,912
Total interest from all sources2020-12-31$695,626
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$382,346
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$382,346
Administrative expenses professional fees incurred2020-12-31$9,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$731,010
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$562,044
Other income not declared elsewhere2020-12-31$14,165
Administrative expenses (other) incurred2020-12-31$912
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$7,411,863
Value of net assets at end of year (total assets less liabilities)2020-12-31$70,797,833
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,385,970
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,117,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,224,026
Value of interest in pooled separate accounts at end of year2020-12-31$1,986,476
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,118,814
Interest earned on other investments2020-12-31$695,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,693,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,043,130
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$153,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,908,756
Net investment gain/loss from pooled separate accounts2020-12-31$-17,569
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$1,187,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,889,493
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLUE AND CO., LLC
Accountancy firm EIN2020-12-31351178661
2019 : TRANSYLVANIA UNIVERSITY 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$12,090,589
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,129,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,122,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,330,599
Value of total assets at end of year2019-12-31$63,385,970
Value of total assets at beginning of year2019-12-31$57,424,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,580
Total interest from all sources2019-12-31$711,956
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$450,709
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$450,709
Administrative expenses professional fees incurred2019-12-31$6,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$650,963
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$617,688
Other income not declared elsewhere2019-12-31$11,944
Administrative expenses (other) incurred2019-12-31$80
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$5,961,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,385,970
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,424,842
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$43,224,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$36,535,517
Value of interest in pooled separate accounts at end of year2019-12-31$2,118,814
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,060,317
Interest earned on other investments2019-12-31$711,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,043,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,829,008
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$666,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,472,132
Net investment gain/loss from pooled separate accounts2019-12-31$113,249
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$1,061,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,456,768
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 name2019-12-31BLUE AND CO., LLC
Accountancy firm EIN2019-12-31351178661
2018 : TRANSYLVANIA UNIVERSITY 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$0
Total income from all sources (including contributions)2018-12-31$-190,354
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,542,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,542,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,010,691
Value of total assets at end of year2018-12-31$57,424,842
Value of total assets at beginning of year2018-12-31$60,157,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$753,621
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$557,735
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$557,735
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$657,441
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$270,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,732,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,424,842
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,157,237
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$36,535,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$38,996,964
Value of interest in pooled separate accounts at end of year2018-12-31$2,060,317
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,848,208
Interest earned on other investments2018-12-31$753,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,829,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,312,065
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$149,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,603,037
Net investment gain/loss from pooled separate accounts2018-12-31$90,636
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$1,082,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,392,191
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 name2018-12-31BLUE AND CO., LLC
Accountancy firm EIN2018-12-31351178661
2017 : TRANSYLVANIA UNIVERSITY 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$9,177,216
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,914,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,914,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,802,924
Value of total assets at end of year2017-12-31$60,157,237
Value of total assets at beginning of year2017-12-31$55,894,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$759,289
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$468,539
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$468,539
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$627,666
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,398
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$4,263,050
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,157,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,894,187
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$38,996,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,068,614
Value of interest in pooled separate accounts at end of year2017-12-31$1,848,208
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,926,406
Interest earned on other investments2017-12-31$759,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,312,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,899,167
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$974,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,067,129
Net investment gain/loss from pooled separate accounts2017-12-31$79,335
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$1,105,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,940,085
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 name2017-12-31BLUE AND CO., LLC
Accountancy firm EIN2017-12-31351178661
2016 : TRANSYLVANIA UNIVERSITY 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$5,801,988
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,497,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,497,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,216,874
Value of total assets at end of year2016-12-31$55,894,187
Value of total assets at beginning of year2016-12-31$54,589,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$825,075
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$304,933
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$304,933
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$613,337
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$506,941
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$1,304,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,894,187
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,589,390
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$34,068,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,605,999
Value of interest in pooled separate accounts at end of year2016-12-31$1,926,406
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,885,499
Interest earned on other investments2016-12-31$825,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,899,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,097,892
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$202,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,355,971
Net investment gain/loss from pooled separate accounts2016-12-31$99,135
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$1,096,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,294,907
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 name2016-12-31BLUE AND CO., LLC
Accountancy firm EIN2016-12-31351178661
2015 : TRANSYLVANIA UNIVERSITY 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$2,712,252
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,731,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,721,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,857,031
Value of total assets at end of year2015-12-31$54,589,390
Value of total assets at beginning of year2015-12-31$56,608,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,200
Total interest from all sources2015-12-31$755,741
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$370,560
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$370,560
Administrative expenses professional fees incurred2015-12-31$5,700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$671,689
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$107,029
Other income not declared elsewhere2015-12-31$10,202
Administrative expenses (other) incurred2015-12-31$4,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,019,406
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,589,390
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,608,796
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$33,605,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,222,145
Value of interest in pooled separate accounts at end of year2015-12-31$1,885,499
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,742,981
Interest earned on other investments2015-12-31$755,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,097,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,643,670
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$155,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-423,200
Net investment gain/loss from pooled separate accounts2015-12-31$141,918
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$1,078,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,566,123
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 name2015-12-31BLUE AND CO., LLC
Accountancy firm EIN2015-12-31351178661
2014 : TRANSYLVANIA UNIVERSITY 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$5,133,005
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,580,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,580,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,912,618
Value of total assets at end of year2014-12-31$56,608,796
Value of total assets at beginning of year2014-12-31$55,055,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$757,078
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$334,096
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$334,096
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$639,015
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$179,400
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$1,552,977
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,608,796
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,055,819
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$36,222,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,621,931
Value of interest in pooled separate accounts at end of year2014-12-31$1,742,981
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,431,914
Interest earned on other investments2014-12-31$757,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,643,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,001,974
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$471,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,947,091
Net investment gain/loss from pooled separate accounts2014-12-31$182,122
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$1,094,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,108,082
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 name2014-12-31BLUE AND CO., LLC
Accountancy firm EIN2014-12-31351178661
2013 : TRANSYLVANIA UNIVERSITY 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$9,523,284
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,598,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,598,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,110,179
Value of total assets at end of year2013-12-31$55,055,819
Value of total assets at beginning of year2013-12-31$48,130,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$705,065
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$351,820
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$351,820
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$679,192
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$311,670
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$6,925,110
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,055,819
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,130,709
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$35,621,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,729,150
Value of interest in pooled separate accounts at end of year2013-12-31$1,431,914
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,302,315
Interest earned on other investments2013-12-31$705,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,001,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$17,099,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,232,529
Net investment gain/loss from pooled separate accounts2013-12-31$123,691
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$1,119,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,598,174
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 name2013-12-31BLUE AND CO., LLC
Accountancy firm EIN2013-12-31351178661
2012 : TRANSYLVANIA UNIVERSITY 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$0
Total income from all sources (including contributions)2012-12-31$3,335,609
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,464,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,464,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$941,053
Value of total assets at end of year2012-12-31$48,130,709
Value of total assets at beginning of year2012-12-31$46,259,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$335,474
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$147,854
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$147,854
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$341,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,237
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$1,871,126
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,130,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,259,583
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$29,729,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,999,020
Value of interest in pooled separate accounts at end of year2012-12-31$1,302,315
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,173,615
Interest earned on other investments2012-12-31$335,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$17,099,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$17,086,948
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$200,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,863,160
Net investment gain/loss from pooled separate accounts2012-12-31$48,068
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$576,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,264,360
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 name2012-12-31BLUE AND CO., LLC
Accountancy firm EIN2012-12-31351178661
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$3,603,747
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,076,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,076,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,993,020
Value of total assets at end of year2012-06-30$46,259,583
Value of total assets at beginning of year2012-06-30$44,732,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$647,081
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$81,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$81,352
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$685,379
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$1,218,505
Other income not declared elsewhere2012-06-30$532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,527,512
Value of net assets at end of year (total assets less liabilities)2012-06-30$46,259,583
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$44,732,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$27,999,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$28,224,582
Value of interest in pooled separate accounts at end of year2012-06-30$1,173,615
Value of interest in pooled separate accounts at beginning of year2012-06-30$935,946
Interest earned on other investments2012-06-30$647,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$17,086,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$15,571,543
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$321,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-227,216
Net investment gain/loss from pooled separate accounts2012-06-30$108,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,089,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,754,935
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BLUE AND CO., LLC
Accountancy firm EIN2012-06-30351178661
2011 : TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$7,931,569
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,457,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,457,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,359,033
Value of total assets at end of year2011-06-30$44,732,071
Value of total assets at beginning of year2011-06-30$38,257,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$589,083
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$33,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$33,660
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$667,940
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$188,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,474,295
Value of net assets at end of year (total assets less liabilities)2011-06-30$44,732,071
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$38,257,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$28,224,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$22,444,128
Value of interest in pooled separate accounts at end of year2011-06-30$935,946
Value of interest in pooled separate accounts at beginning of year2011-06-30$722,019
Interest earned on other investments2011-06-30$589,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$15,571,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$15,091,629
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$202,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,806,040
Net investment gain/loss from pooled separate accounts2011-06-30$143,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$502,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,254,814
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BLUE AND CO., LLC
Accountancy firm EIN2011-06-30351178661
2010 : TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for TRANSYLVANIA UNIVERSITY RETIREMENT PLAN

2022: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY 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: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: TRANSYLVANIA UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered427
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered442
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered457
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered463
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered479
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered488
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered507
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered515
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered549
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered680
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered666
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103717
Policy instance 1
Insurance contract or identification number103717
Number of Individuals Covered655
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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