401k Plan data: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	001

TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: TUSKEGEE UNIVERSITY

Employer identification number (EIN): 630288878

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-06-01
001 2020-06-01
001 2019-06-01
001 2018-06-01
001 2017-06-01 SHARRON T. BURNETT
001 2017-06-01
001 2016-06-01 SHARRON BURNETT SHARRON BURNETT 2018-03-13
001 2015-06-01 HOWARD ADAMSKI HOWARD ADAMSKI 2017-03-15
001 2014-06-01 GLENN HAROLD DICKERSON GLENN HAROLD DICKERSON 2016-03-14
001 2014-06-01 HOWARD ADAMSKI HOWARD ADAMSKI 2017-01-27
001 2013-06-01 GLENN HAROLD DICKERSON GLENN HAROLD DICKERSON 2015-03-10
001 2012-06-01 GLENN DICKERSON GLENN DICKERSON 2014-10-20
001 2011-06-01 GLENN DICKERSON GLENN DICKERSON 2014-10-20
001 2010-06-01 STEPHEN MARTIN
001 2009-06-01 PATRICIA SCOTT
001 2009-06-01 PATRICIA SCOTT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-06-01
001	2020-06-01
001	2019-06-01
001	2018-06-01
001	2017-06-01	SHARRON T. BURNETT
001	2017-06-01
001	2016-06-01	SHARRON BURNETT	SHARRON BURNETT	2018-03-13
001	2015-06-01	HOWARD ADAMSKI	HOWARD ADAMSKI	2017-03-15
001	2014-06-01	GLENN HAROLD DICKERSON	GLENN HAROLD DICKERSON	2016-03-14
001	2014-06-01	HOWARD ADAMSKI	HOWARD ADAMSKI	2017-01-27
001	2013-06-01	GLENN HAROLD DICKERSON	GLENN HAROLD DICKERSON	2015-03-10
001	2012-06-01	GLENN DICKERSON	GLENN DICKERSON	2014-10-20
001	2011-06-01	GLENN DICKERSON	GLENN DICKERSON	2014-10-20
001	2010-06-01	STEPHEN MARTIN
001	2009-06-01	PATRICIA SCOTT
001	2009-06-01	PATRICIA SCOTT

Plan Statistics for TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 319
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 202
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 123
Total of all active and inactive participants 2021-06-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 11
Total participants 2021-06-01 336
Number of participants with account balances 2021-06-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 335
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 212
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 109
Total of all active and inactive participants 2020-06-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 2
Total participants 2020-06-01 323
Number of participants with account balances 2020-06-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 340
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 221
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 114
Total of all active and inactive participants 2019-06-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 335
Number of participants with account balances 2019-06-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 343
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 232
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 108
Total of all active and inactive participants 2018-06-01 340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 340
Number of participants with account balances 2018-06-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 316
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 238
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 105
Total of all active and inactive participants 2017-06-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 343
Number of participants with account balances 2017-06-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 258
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 221
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 95
Total of all active and inactive participants 2016-06-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 316
Number of participants with account balances 2016-06-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 245
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 168
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 90
Total of all active and inactive participants 2015-06-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 258
Number of participants with account balances 2015-06-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 332
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 152
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 92
Total of all active and inactive participants 2014-06-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 1
Total participants 2014-06-01 245
Number of participants with account balances 2014-06-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 305
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 242
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 90
Total of all active and inactive participants 2013-06-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 332
Number of participants with account balances 2013-06-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 297
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 229
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 76
Total of all active and inactive participants 2012-06-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 305
Number of participants with account balances 2012-06-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 303
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 218
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 79
Total of all active and inactive participants 2011-06-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 297
Number of participants with account balances 2011-06-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 308
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 219
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 84
Total of all active and inactive participants 2010-06-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 303
Number of participants with account balances 2010-06-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 319
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 207
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 90
Total of all active and inactive participants 2009-06-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 1
Total participants 2009-06-01 298
Number of participants with account balances 2009-06-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2021: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	319
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	202
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	123
Total of all active and inactive participants	2021-06-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	11
Total participants	2021-06-01	336
Number of participants with account balances	2021-06-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	335
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	212
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	109
Total of all active and inactive participants	2020-06-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	2
Total participants	2020-06-01	323
Number of participants with account balances	2020-06-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	340
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	221
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	114
Total of all active and inactive participants	2019-06-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	335
Number of participants with account balances	2019-06-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	343
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	232
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	108
Total of all active and inactive participants	2018-06-01	340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	340
Number of participants with account balances	2018-06-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	316
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	238
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	105
Total of all active and inactive participants	2017-06-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	343
Number of participants with account balances	2017-06-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	258
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	221
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	95
Total of all active and inactive participants	2016-06-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	316
Number of participants with account balances	2016-06-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	245
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	168
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	90
Total of all active and inactive participants	2015-06-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	258
Number of participants with account balances	2015-06-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	332
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	152
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	92
Total of all active and inactive participants	2014-06-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	1
Total participants	2014-06-01	245
Number of participants with account balances	2014-06-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	305
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	242
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	90
Total of all active and inactive participants	2013-06-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	332
Number of participants with account balances	2013-06-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	297
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	229
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	76
Total of all active and inactive participants	2012-06-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	305
Number of participants with account balances	2012-06-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	303
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	218
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	79
Total of all active and inactive participants	2011-06-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	297
Number of participants with account balances	2011-06-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	308
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	219
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	84
Total of all active and inactive participants	2010-06-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	303
Number of participants with account balances	2010-06-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	319
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	207
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	90
Total of all active and inactive participants	2009-06-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	1
Total participants	2009-06-01	298
Number of participants with account balances	2009-06-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2021 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,369,017
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$597,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$596,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$585,036
Value of total assets at end of year	2021-12-31	$17,825,405
Value of total assets at beginning of year	2021-12-31	$17,053,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$458
Total interest from all sources	2021-12-31	$118,358
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$253,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$253,071
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$214,664
Participant contributions at end of year	2021-12-31	$11,433
Participant contributions at beginning of year	2021-12-31	$8,172
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$40,969
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$370,372
Other income not declared elsewhere	2021-12-31	$3,335
Administrative expenses (other) incurred	2021-12-31	$458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$771,673
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,825,405
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$17,053,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,909,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,023,215
Value of interest in pooled separate accounts at end of year	2021-12-31	$368,056
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$334,683
Interest on participant loans	2021-12-31	$238
Interest earned on other investments	2021-12-31	$118,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,536,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,646,693
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$11,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$366,686
Net investment gain/loss from pooled separate accounts	2021-12-31	$42,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$585,334
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Total unrealized appreciation/depreciation of assets	2021-05-31	$0
Total transfer of assets to this plan	2021-05-31	$703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-05-31	$0
Total income from all sources (including contributions)	2021-05-31	$3,676,246
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$883,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$883,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$940,395
Value of total assets at end of year	2021-05-31	$17,053,732
Value of total assets at beginning of year	2021-05-31	$14,260,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$272
Total interest from all sources	2021-05-31	$220,569
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$86,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-05-31	$86,595
Was this plan covered by a fidelity bond	2021-05-31	Yes
Value of fidelity bond cover	2021-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-05-31	No
Contributions received from participants	2021-05-31	$505,838
Participant contributions at end of year	2021-05-31	$8,172
Participant contributions at beginning of year	2021-05-31	$0
Participant contributions at end of year	2021-05-31	$40,969
Participant contributions at beginning of year	2021-05-31	$46,942
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$434,557
Other income not declared elsewhere	2021-05-31	$5,336
Administrative expenses (other) incurred	2021-05-31	$272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Value of net income/loss	2021-05-31	$2,792,613
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$17,053,732
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$14,260,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-05-31	No
Were any leases to which the plan was party in default or uncollectible	2021-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-05-31	$10,023,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$7,283,318
Value of interest in pooled separate accounts at end of year	2021-05-31	$334,683
Value of interest in pooled separate accounts at beginning of year	2021-05-31	$293,774
Interest on participant loans	2021-05-31	$89
Interest earned on other investments	2021-05-31	$220,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$6,646,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$6,636,382
Expenses. Payments to insurance carriers foe the provision of benefits	2021-05-31	$32,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$2,408,342
Net investment gain/loss from pooled separate accounts	2021-05-31	$15,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-05-31	No
Was there a failure to transmit to the plan any participant contributions	2021-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$851,014
Did the plan have assets held for investment	2021-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-05-31	No
Opinion of an independent qualified public accountant for this plan	2021-05-31	Disclaimer
Accountancy firm name	2021-05-31	WARREN AVERETT
Accountancy firm EIN	2021-05-31	454084437
2020 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-05-31	$0
Total transfer of assets to this plan	2020-05-31	$477
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-05-31	$0
Total income from all sources (including contributions)	2020-05-31	$1,353,943
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$894,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$894,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$593,803
Value of total assets at end of year	2020-05-31	$14,260,416
Value of total assets at beginning of year	2020-05-31	$13,800,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$0
Total interest from all sources	2020-05-31	$215,051
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$86,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-05-31	$86,894
Was this plan covered by a fidelity bond	2020-05-31	Yes
Value of fidelity bond cover	2020-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-05-31	No
Contributions received from participants	2020-05-31	$562,005
Participant contributions at end of year	2020-05-31	$46,942
Participant contributions at beginning of year	2020-05-31	$52,353
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$31,798
Other income not declared elsewhere	2020-05-31	$3,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Value of net income/loss	2020-05-31	$459,186
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$14,260,416
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$13,800,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-05-31	No
Were any leases to which the plan was party in default or uncollectible	2020-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-05-31	$7,283,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$7,117,563
Value of interest in pooled separate accounts at end of year	2020-05-31	$293,774
Value of interest in pooled separate accounts at beginning of year	2020-05-31	$350,813
Interest earned on other investments	2020-05-31	$215,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$6,636,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$6,280,024
Expenses. Payments to insurance carriers foe the provision of benefits	2020-05-31	$34,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$448,048
Net investment gain/loss from pooled separate accounts	2020-05-31	$6,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-05-31	No
Was there a failure to transmit to the plan any participant contributions	2020-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$860,730
Did the plan have assets held for investment	2020-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-05-31	Disclaimer
Accountancy firm name	2020-05-31	WARREN AVERETT
Accountancy firm EIN	2020-05-31	454084437
2019 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total transfer of assets to this plan	2019-05-31	$479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$1,285,258
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$857,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$857,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$1,103,599
Value of total assets at end of year	2019-05-31	$13,800,753
Value of total assets at beginning of year	2019-05-31	$13,372,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$0
Total interest from all sources	2019-05-31	$210,934
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$157,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-05-31	$157,047
Was this plan covered by a fidelity bond	2019-05-31	Yes
Value of fidelity bond cover	2019-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Contributions received from participants	2019-05-31	$574,264
Participant contributions at end of year	2019-05-31	$52,353
Participant contributions at beginning of year	2019-05-31	$47,875
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$529,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$428,049
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$13,800,753
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$13,372,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-05-31	$7,117,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$6,826,281
Value of interest in pooled separate accounts at end of year	2019-05-31	$350,813
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$417,936
Interest earned on other investments	2019-05-31	$210,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$6,280,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$6,080,133
Expenses. Payments to insurance carriers foe the provision of benefits	2019-05-31	$102,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-203,645
Net investment gain/loss from pooled separate accounts	2019-05-31	$17,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$754,860
Did the plan have assets held for investment	2019-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-05-31	Disclaimer
Accountancy firm name	2019-05-31	WARREN AVERETT
Accountancy firm EIN	2019-05-31	454084437
2018 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-05-31	$0
Total transfer of assets to this plan	2018-05-31	$476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-05-31	$0
Total income from all sources (including contributions)	2018-05-31	$2,490,138
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$1,145,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$1,145,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$1,579,122
Value of total assets at end of year	2018-05-31	$13,372,225
Value of total assets at beginning of year	2018-05-31	$12,027,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$0
Total interest from all sources	2018-05-31	$194,439
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$91,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-05-31	$91,910
Was this plan covered by a fidelity bond	2018-05-31	Yes
Value of fidelity bond cover	2018-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-05-31	No
Contributions received from participants	2018-05-31	$559,012
Participant contributions at end of year	2018-05-31	$47,875
Participant contributions at beginning of year	2018-05-31	$62,681
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$1,020,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Value of net income/loss	2018-05-31	$1,344,662
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$13,372,225
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$12,027,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-05-31	No
Were any leases to which the plan was party in default or uncollectible	2018-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-05-31	$6,826,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$5,808,063
Value of interest in pooled separate accounts at end of year	2018-05-31	$417,936
Value of interest in pooled separate accounts at beginning of year	2018-05-31	$384,222
Interest earned on other investments	2018-05-31	$194,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$6,080,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$5,772,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$605,982
Net investment gain/loss from pooled separate accounts	2018-05-31	$18,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-05-31	No
Was there a failure to transmit to the plan any participant contributions	2018-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$1,145,476
Did the plan have assets held for investment	2018-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-05-31	Disclaimer
Accountancy firm name	2018-05-31	WARREN AVERETT
Accountancy firm EIN	2018-05-31	454084437
2017 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-05-31	$0
Total transfer of assets to this plan	2017-05-31	$483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$0
Total income from all sources (including contributions)	2017-05-31	$1,739,529
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$548,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$548,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$779,622
Value of total assets at end of year	2017-05-31	$12,027,087
Value of total assets at beginning of year	2017-05-31	$10,835,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$0
Total interest from all sources	2017-05-31	$203,816
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$49,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$49,344
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$678,847
Participant contributions at end of year	2017-05-31	$62,681
Participant contributions at beginning of year	2017-05-31	$41,148
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$100,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$1,191,513
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$12,027,087
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$10,835,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$5,808,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$4,841,148
Value of interest in pooled separate accounts at end of year	2017-05-31	$384,222
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$456,287
Interest earned on other investments	2017-05-31	$203,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$5,772,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$5,496,508
Expenses. Payments to insurance carriers foe the provision of benefits	2017-05-31	$25,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$689,824
Net investment gain/loss from pooled separate accounts	2017-05-31	$16,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$522,164
Did the plan have assets held for investment	2017-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	WARREN AVERETT
Accountancy firm EIN	2017-05-31	454084437
2016 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total transfer of assets from this plan	2016-05-31	$458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$0
Total income from all sources (including contributions)	2016-05-31	$608,465
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$860,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$860,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$533,539
Value of total assets at end of year	2016-05-31	$10,835,091
Value of total assets at beginning of year	2016-05-31	$11,088,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$0
Total interest from all sources	2016-05-31	$192,709
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$62,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$62,268
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$440,757
Participant contributions at end of year	2016-05-31	$41,148
Participant contributions at beginning of year	2016-05-31	$34,621
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$92,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-252,459
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$10,835,091
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$11,088,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$4,841,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$5,211,528
Value of interest in pooled separate accounts at end of year	2016-05-31	$456,287
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$308,651
Interest earned on other investments	2016-05-31	$192,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$5,496,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$5,533,208
Expenses. Payments to insurance carriers foe the provision of benefits	2016-05-31	$237,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-203,797
Net investment gain/loss from pooled separate accounts	2016-05-31	$23,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$623,534
Did the plan have assets held for investment	2016-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	WARREN AVERETT
Accountancy firm EIN	2016-05-31	454084437
2015 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$0
Total income from all sources (including contributions)	2015-05-31	$1,424,663
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$663,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$663,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$791,023
Value of total assets at end of year	2015-05-31	$11,053,386
Value of total assets at beginning of year	2015-05-31	$10,292,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$0
Total interest from all sources	2015-05-31	$189,187
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$50,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$50,688
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$420,074
Participant contributions at end of year	2015-05-31	$0
Participant contributions at beginning of year	2015-05-31	$40,095
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$370,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$760,746
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$11,053,386
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$10,292,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$5,211,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$4,904,327
Value of interest in pooled separate accounts at end of year	2015-05-31	$308,651
Value of interest in pooled separate accounts at beginning of year	2015-05-31	$240,991
Interest earned on other investments	2015-05-31	$189,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$5,533,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$5,107,227
Expenses. Payments to insurance carriers foe the provision of benefits	2015-05-31	$197,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$364,444
Net investment gain/loss from pooled separate accounts	2015-05-31	$29,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$466,641
Did the plan have assets held for investment	2015-05-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	WARREN AVERETT
Accountancy firm EIN	2015-05-31	454084437
2014 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$0
Total income from all sources (including contributions)	2014-05-31	$2,258,053
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$667,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$667,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,385,298
Value of total assets at end of year	2014-05-31	$10,292,640
Value of total assets at beginning of year	2014-05-31	$8,702,538
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$0
Total interest from all sources	2014-05-31	$168,107
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$29,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$29,874
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$482,022
Participant contributions at end of year	2014-05-31	$40,095
Participant contributions at beginning of year	2014-05-31	$31,748
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$903,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$1,590,102
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$10,292,640
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$8,702,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$4,904,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$4,065,681
Value of interest in pooled separate accounts at end of year	2014-05-31	$240,991
Value of interest in pooled separate accounts at beginning of year	2014-05-31	$227,530
Interest earned on other investments	2014-05-31	$168,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$5,107,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$4,377,579
Expenses. Payments to insurance carriers foe the provision of benefits	2014-05-31	$182,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$650,618
Net investment gain/loss from pooled separate accounts	2014-05-31	$24,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$485,328
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	BANKS FINLEY WHITE & CO.
Accountancy firm EIN	2014-05-31	630834690
2013 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$0
Total income from all sources (including contributions)	2013-05-31	$1,317,080
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$199,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$199,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$410,291
Value of total assets at end of year	2013-05-31	$8,702,538
Value of total assets at beginning of year	2013-05-31	$7,585,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$0
Total interest from all sources	2013-05-31	$147,556
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$5,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$5,413
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$397,481
Participant contributions at end of year	2013-05-31	$31,748
Participant contributions at beginning of year	2013-05-31	$24,304
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$12,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$1,117,182
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$8,702,538
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$7,585,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$4,065,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$3,535,640
Value of interest in pooled separate accounts at end of year	2013-05-31	$227,530
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$175,154
Interest earned on other investments	2013-05-31	$147,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$4,377,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$3,850,258
Expenses. Payments to insurance carriers foe the provision of benefits	2013-05-31	$33,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$735,463
Net investment gain/loss from pooled separate accounts	2013-05-31	$18,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$166,723
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN	2013-05-31	630834690
2012 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$0
Total income from all sources (including contributions)	2012-05-31	$256,048
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$593,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$593,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$356,648
Value of total assets at end of year	2012-05-31	$7,561,052
Value of total assets at beginning of year	2012-05-31	$7,898,575
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$0
Total interest from all sources	2012-05-31	$130,560
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$1,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$1,614
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$291,648
Participant contributions at end of year	2012-05-31	$0
Participant contributions at beginning of year	2012-05-31	$26,449
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$65,000
Other income not declared elsewhere	2012-05-31	$4,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-337,523
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$7,561,052
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$7,898,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$3,535,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$4,254,845
Value of interest in pooled separate accounts at end of year	2012-05-31	$175,154
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$174,789
Interest earned on other investments	2012-05-31	$130,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$3,850,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$3,442,492
Expenses. Payments to insurance carriers foe the provision of benefits	2012-05-31	$17,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-255,925
Net investment gain/loss from pooled separate accounts	2012-05-31	$18,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$575,950
Did the plan have assets held for investment	2012-05-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	BANKS, FINLEY, WHITE & CO.
Accountancy firm EIN	2012-05-31	630834690
2011 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-05-31	$1,496,105
Total of all expenses incurred	2011-05-31	$273,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$273,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$527,082
Value of total assets at end of year	2011-05-31	$7,898,575
Value of total assets at beginning of year	2011-05-31	$6,675,648
Total interest from all sources	2011-05-31	$114,238
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$572
Was this plan covered by a fidelity bond	2011-05-31	No
If this is an individual account plan, was there a blackout period	2011-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$330,538
Participant contributions at end of year	2011-05-31	$26,449
Participant contributions at beginning of year	2011-05-31	$28,857
Income. Received or receivable in cash from other sources (including rollovers)	2011-05-31	$196,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$1,222,928
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$7,898,575
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$6,675,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$4,254,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$3,373,989
Value of interest in pooled separate accounts at end of year	2011-05-31	$174,789
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$97,092
Interest earned on other investments	2011-05-31	$114,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$3,442,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$3,175,710
Expenses. Payments to insurance carriers foe the provision of benefits	2011-05-31	$18,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$824,828
Net investment gain/loss from pooled separate accounts	2011-05-31	$29,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$254,741
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-05-31	No
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2011-05-31	721396621
2010 : TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN

2021: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	Yes
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Insurance	Yes
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement – Insurance	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Insurance	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement – Insurance	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Insurance	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement – Insurance	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	Yes
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement – Insurance	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement – Insurance	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	Yes
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	Yes
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: TUSKEGEE UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	Yes
2009-06-01	This submission is the final filing	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	185
Insurance policy start date	2021-06-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	176
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	186
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	190
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	192
Insurance policy start date	2017-06-01
Insurance policy end date	2018-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	173
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	180
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	182
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	197
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	190
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150357

Policy instance

Insurance contract or identification number	150357
Number of Individuals Covered	197
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TUSKEGEE UNIVERSITY
Employer identification number (EIN):	630288878
NAIC Classification:	611000