401k Plan data: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN plan

TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2018-06-01
002 2017-06-01 SHARRON T. BURNETT
002 2017-06-01
002 2016-06-01 SHARRON BURNETT SHARRON BURNETT 2018-03-13
002 2015-06-01 HOWARD ADAMSKI HOWARD ADAMSKI 2017-03-15
002 2014-06-01 HOWARD ADAMSKI HOWARD ADAMSKI 2017-01-27
002 2014-06-01 GLENN HAROLD DICKERSON GLENN HAROLD DICKERSON 2016-03-14
002 2013-06-01 GLENN HAROLD DICKERSON GLENN HAROLD DICKERSON 2015-03-10
002 2012-06-01 GLENN DICKERSON GLENN DICKERSON 2014-10-20
002 2011-06-01 GLENN DICKERSON GLENN DICKERSON 2014-10-20
002 2010-06-01 STEPHEN MARTIN
002 2009-06-01 PATRICIA SCOTT
002 2009-06-01 PATRICIA SCOTT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2018-06-01
002	2017-06-01	SHARRON T. BURNETT
002	2017-06-01
002	2016-06-01	SHARRON BURNETT	SHARRON BURNETT	2018-03-13
002	2015-06-01	HOWARD ADAMSKI	HOWARD ADAMSKI	2017-03-15
002	2014-06-01	HOWARD ADAMSKI	HOWARD ADAMSKI	2017-01-27
002	2014-06-01	GLENN HAROLD DICKERSON	GLENN HAROLD DICKERSON	2016-03-14
002	2013-06-01	GLENN HAROLD DICKERSON	GLENN HAROLD DICKERSON	2015-03-10
002	2012-06-01	GLENN DICKERSON	GLENN DICKERSON	2014-10-20
002	2011-06-01	GLENN DICKERSON	GLENN DICKERSON	2014-10-20
002	2010-06-01	STEPHEN MARTIN
002	2009-06-01	PATRICIA SCOTT
002	2009-06-01	PATRICIA SCOTT

Plan Statistics for TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 1,289
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 611
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 658
Total of all active and inactive participants 2021-06-01 1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 45
Total participants 2021-06-01 1,314
Number of participants with account balances 2021-06-01 1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 1,337
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 631
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 664
Total of all active and inactive participants 2020-06-01 1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 13
Total participants 2020-06-01 1,308
Number of participants with account balances 2020-06-01 1,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 1,327
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 655
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 676
Total of all active and inactive participants 2019-06-01 1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 6
Total participants 2019-06-01 1,337
Number of participants with account balances 2019-06-01 1,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 1,322
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 646
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 676
Total of all active and inactive participants 2018-06-01 1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 5
Total participants 2018-06-01 1,327
Number of participants with account balances 2018-06-01 1,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 1,311
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 654
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 672
Total of all active and inactive participants 2017-06-01 1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 7
Total participants 2017-06-01 1,333
Number of participants with account balances 2017-06-01 1,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 1,323
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 649
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 654
Total of all active and inactive participants 2016-06-01 1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 7
Total participants 2016-06-01 1,310
Number of participants with account balances 2016-06-01 1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 1,333
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 658
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 664
Total of all active and inactive participants 2015-06-01 1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 5
Total participants 2015-06-01 1,327
Number of participants with account balances 2015-06-01 1,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 1,327
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 660
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 665
Total of all active and inactive participants 2014-06-01 1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 8
Total participants 2014-06-01 1,333
Number of participants with account balances 2014-06-01 1,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 1,351
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 742
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 649
Total of all active and inactive participants 2013-06-01 1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 6
Total participants 2013-06-01 1,397
Number of participants with account balances 2013-06-01 1,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 1,356
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 693
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 647
Total of all active and inactive participants 2012-06-01 1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 11
Total participants 2012-06-01 1,351
Number of participants with account balances 2012-06-01 1,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 1,378
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 684
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 668
Total of all active and inactive participants 2011-06-01 1,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 4
Total participants 2011-06-01 1,356
Number of participants with account balances 2011-06-01 1,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 1,361
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 697
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 675
Total of all active and inactive participants 2010-06-01 1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 6
Total participants 2010-06-01 1,378
Number of participants with account balances 2010-06-01 1,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,375
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 583
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 689
Total of all active and inactive participants 2009-06-01 1,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 15
Total participants 2009-06-01 1,287
Number of participants with account balances 2009-06-01 1,251
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 DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	1,289
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	611
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	658
Total of all active and inactive participants	2021-06-01	1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	45
Total participants	2021-06-01	1,314
Number of participants with account balances	2021-06-01	1,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	1,337
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	631
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	664
Total of all active and inactive participants	2020-06-01	1,295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	13
Total participants	2020-06-01	1,308
Number of participants with account balances	2020-06-01	1,267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	1,327
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	655
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	676
Total of all active and inactive participants	2019-06-01	1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	6
Total participants	2019-06-01	1,337
Number of participants with account balances	2019-06-01	1,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	1,322
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	646
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	676
Total of all active and inactive participants	2018-06-01	1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	5
Total participants	2018-06-01	1,327
Number of participants with account balances	2018-06-01	1,293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	1,311
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	654
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	672
Total of all active and inactive participants	2017-06-01	1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	7
Total participants	2017-06-01	1,333
Number of participants with account balances	2017-06-01	1,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	1,323
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	649
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	654
Total of all active and inactive participants	2016-06-01	1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	7
Total participants	2016-06-01	1,310
Number of participants with account balances	2016-06-01	1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	1,333
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	658
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	664
Total of all active and inactive participants	2015-06-01	1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	5
Total participants	2015-06-01	1,327
Number of participants with account balances	2015-06-01	1,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	1,327
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	660
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	665
Total of all active and inactive participants	2014-06-01	1,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	8
Total participants	2014-06-01	1,333
Number of participants with account balances	2014-06-01	1,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	1,351
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	742
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	649
Total of all active and inactive participants	2013-06-01	1,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	6
Total participants	2013-06-01	1,397
Number of participants with account balances	2013-06-01	1,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	1,356
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	693
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	647
Total of all active and inactive participants	2012-06-01	1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	11
Total participants	2012-06-01	1,351
Number of participants with account balances	2012-06-01	1,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	1,378
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	684
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	668
Total of all active and inactive participants	2011-06-01	1,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	4
Total participants	2011-06-01	1,356
Number of participants with account balances	2011-06-01	1,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	1,361
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	697
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	675
Total of all active and inactive participants	2010-06-01	1,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	6
Total participants	2010-06-01	1,378
Number of participants with account balances	2010-06-01	1,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	583
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	689
Total of all active and inactive participants	2009-06-01	1,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	15
Total participants	2009-06-01	1,287
Number of participants with account balances	2009-06-01	1,251
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 DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2021 : TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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	$6,525,896
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,165,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,137,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,223,499
Value of total assets at end of year	2021-12-31	$118,887,589
Value of total assets at beginning of year	2021-12-31	$117,527,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,140
Total interest from all sources	2021-12-31	$969,834
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,152,422
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	$1,152,422
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	$719,568
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$128,923
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$68,331
Other income not declared elsewhere	2021-12-31	$21,301
Administrative expenses (other) incurred	2021-12-31	$590
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	$1,360,069
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$118,887,589
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$117,527,520
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
Investment advisory and management fees	2021-12-31	$27,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$67,865,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$65,357,783
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,546,091
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,134,825
Interest earned on other investments	2021-12-31	$969,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$47,476,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$48,828,775
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,318,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,752,511
Net investment gain/loss from pooled separate accounts	2021-12-31	$406,329
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
Contributions received in cash from employer	2021-12-31	$435,600
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$77,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,819,503
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	$8,417
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	$22,123,518
Total loss/gain on sale of assets	2021-05-31	$0
Total of all expenses incurred	2021-05-31	$6,341,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-05-31	$6,341,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-05-31	$2,395,282
Value of total assets at end of year	2021-05-31	$117,527,520
Value of total assets at beginning of year	2021-05-31	$101,737,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-05-31	$221
Total interest from all sources	2021-05-31	$1,855,393
Total dividends received (eg from common stock, registered investment company shares)	2021-05-31	$467,262
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	$467,262
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	$1,449,178
Participant contributions at end of year	2021-05-31	$128,923
Participant contributions at beginning of year	2021-05-31	$120,934
Income. Received or receivable in cash from other sources (including rollovers)	2021-05-31	$39,214
Other income not declared elsewhere	2021-05-31	$36,011
Administrative expenses (other) incurred	2021-05-31	$221
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	$15,781,948
Value of net assets at end of year (total assets less liabilities)	2021-05-31	$117,527,520
Value of net assets at beginning of year (total assets less liabilities)	2021-05-31	$101,737,155
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	$65,357,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-05-31	$50,070,109
Value of interest in pooled separate accounts at end of year	2021-05-31	$3,134,825
Value of interest in pooled separate accounts at beginning of year	2021-05-31	$3,162,312
Interest earned on other investments	2021-05-31	$1,855,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-05-31	$48,828,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-05-31	$48,306,302
Expenses. Payments to insurance carriers foe the provision of benefits	2021-05-31	$671,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-05-31	$17,224,275
Net investment gain/loss from pooled separate accounts	2021-05-31	$145,295
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
Contributions received in cash from employer	2021-05-31	$906,890
Employer contributions (assets) at end of year	2021-05-31	$77,214
Employer contributions (assets) at beginning of year	2021-05-31	$77,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-05-31	$5,669,390
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 DEFINED CONTRIBUTION RETIREMENT 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	$7,521
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	$7,949,151
Total loss/gain on sale of assets	2020-05-31	$0
Total of all expenses incurred	2020-05-31	$6,454,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-05-31	$6,454,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-05-31	$2,583,909
Value of total assets at end of year	2020-05-31	$101,737,155
Value of total assets at beginning of year	2020-05-31	$100,235,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-05-31	$0
Total interest from all sources	2020-05-31	$1,936,823
Total dividends received (eg from common stock, registered investment company shares)	2020-05-31	$436,295
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	$436,295
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	$1,430,924
Participant contributions at end of year	2020-05-31	$120,934
Participant contributions at beginning of year	2020-05-31	$118,924
Income. Received or receivable in cash from other sources (including rollovers)	2020-05-31	$225,315
Other income not declared elsewhere	2020-05-31	$29,080
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	$1,494,212
Value of net assets at end of year (total assets less liabilities)	2020-05-31	$101,737,155
Value of net assets at beginning of year (total assets less liabilities)	2020-05-31	$100,235,422
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	$50,070,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-05-31	$47,537,431
Value of interest in pooled separate accounts at end of year	2020-05-31	$3,162,312
Value of interest in pooled separate accounts at beginning of year	2020-05-31	$3,329,758
Interest earned on other investments	2020-05-31	$1,936,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-05-31	$48,306,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-05-31	$49,172,430
Expenses. Payments to insurance carriers foe the provision of benefits	2020-05-31	$1,913,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-05-31	$2,905,194
Net investment gain/loss from pooled separate accounts	2020-05-31	$57,850
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
Contributions received in cash from employer	2020-05-31	$927,670
Employer contributions (assets) at end of year	2020-05-31	$77,498
Employer contributions (assets) at beginning of year	2020-05-31	$76,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-05-31	$4,541,365
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 DEFINED CONTRIBUTION RETIREMENT 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	$7,543
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	$4,066,248
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$7,585,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$7,585,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$2,406,601
Value of total assets at end of year	2019-05-31	$100,235,422
Value of total assets at beginning of year	2019-05-31	$103,747,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$0
Total interest from all sources	2019-05-31	$2,024,494
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$659,522
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	$659,522
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	$1,438,382
Participant contributions at end of year	2019-05-31	$118,924
Participant contributions at beginning of year	2019-05-31	$128,041
Income. Received or receivable in cash from other sources (including rollovers)	2019-05-31	$65,732
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	$-3,519,294
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$100,235,422
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$103,747,173
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	$47,537,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$50,906,103
Value of interest in pooled separate accounts at end of year	2019-05-31	$3,329,758
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$3,215,551
Interest earned on other investments	2019-05-31	$2,024,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-05-31	$49,172,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$49,421,347
Expenses. Payments to insurance carriers foe the provision of benefits	2019-05-31	$2,114,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$-1,189,938
Net investment gain/loss from pooled separate accounts	2019-05-31	$165,569
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
Contributions received in cash from employer	2019-05-31	$902,487
Employer contributions (assets) at end of year	2019-05-31	$76,879
Employer contributions (assets) at beginning of year	2019-05-31	$76,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$5,470,938
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 DEFINED CONTRIBUTION RETIREMENT 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	$7,509
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	$10,156,034
Total loss/gain on sale of assets	2018-05-31	$0
Total of all expenses incurred	2018-05-31	$7,421,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-05-31	$7,421,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-05-31	$2,277,179
Value of total assets at end of year	2018-05-31	$103,747,173
Value of total assets at beginning of year	2018-05-31	$101,004,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-05-31	$0
Total interest from all sources	2018-05-31	$1,984,807
Total dividends received (eg from common stock, registered investment company shares)	2018-05-31	$396,419
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	$396,419
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	$1,416,942
Participant contributions at end of year	2018-05-31	$128,041
Participant contributions at beginning of year	2018-05-31	$98,293
Income. Received or receivable in cash from other sources (including rollovers)	2018-05-31	$56,403
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	$2,734,675
Value of net assets at end of year (total assets less liabilities)	2018-05-31	$103,747,173
Value of net assets at beginning of year (total assets less liabilities)	2018-05-31	$101,004,989
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	$50,906,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-05-31	$48,292,209
Value of interest in pooled separate accounts at end of year	2018-05-31	$3,215,551
Value of interest in pooled separate accounts at beginning of year	2018-05-31	$3,230,074
Interest earned on other investments	2018-05-31	$1,984,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-05-31	$49,421,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-05-31	$49,384,413
Expenses. Payments to insurance carriers foe the provision of benefits	2018-05-31	$1,073,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-05-31	$5,348,247
Net investment gain/loss from pooled separate accounts	2018-05-31	$149,382
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
Contributions received in cash from employer	2018-05-31	$803,834
Employer contributions (assets) at end of year	2018-05-31	$76,131
Employer contributions (assets) at beginning of year	2018-05-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-05-31	$6,347,422
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 DEFINED CONTRIBUTION RETIREMENT 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	$7,611
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	$10,138,748
Total loss/gain on sale of assets	2017-05-31	$0
Total of all expenses incurred	2017-05-31	$7,754,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$7,754,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$1,444,161
Value of total assets at end of year	2017-05-31	$101,004,989
Value of total assets at beginning of year	2017-05-31	$98,613,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$0
Total interest from all sources	2017-05-31	$2,133,266
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$247,003
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	$247,003
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	$1,168,025
Participant contributions at end of year	2017-05-31	$98,293
Participant contributions at beginning of year	2017-05-31	$143,026
Income. Received or receivable in cash from other sources (including rollovers)	2017-05-31	$250,418
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	$2,384,234
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$101,004,989
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$98,613,144
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	$48,292,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$45,441,511
Value of interest in pooled separate accounts at end of year	2017-05-31	$3,230,074
Value of interest in pooled separate accounts at beginning of year	2017-05-31	$3,364,831
Interest earned on other investments	2017-05-31	$2,133,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-05-31	$49,384,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-05-31	$49,530,577
Expenses. Payments to insurance carriers foe the provision of benefits	2017-05-31	$2,976,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$6,183,051
Net investment gain/loss from pooled separate accounts	2017-05-31	$131,267
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
Contributions received in cash from employer	2017-05-31	$25,718
Employer contributions (assets) at end of year	2017-05-31	$0
Employer contributions (assets) at beginning of year	2017-05-31	$133,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$4,777,971
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 DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-05-31	$0
Total transfer of assets to 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	$4,104,353
Total loss/gain on sale of assets	2016-05-31	$0
Total of all expenses incurred	2016-05-31	$9,039,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$9,039,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$3,325,835
Value of total assets at end of year	2016-05-31	$98,613,144
Value of total assets at beginning of year	2016-05-31	$103,547,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$0
Total interest from all sources	2016-05-31	$2,091,312
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$302,472
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	$302,472
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	$1,684,560
Participant contributions at end of year	2016-05-31	$143,026
Participant contributions at beginning of year	2016-05-31	$144,557
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$47,115
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	$-4,935,178
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$98,613,144
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$103,547,864
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	$45,441,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$49,737,636
Value of interest in pooled separate accounts at end of year	2016-05-31	$3,364,831
Value of interest in pooled separate accounts at beginning of year	2016-05-31	$3,225,156
Interest earned on other investments	2016-05-31	$2,091,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-05-31	$49,530,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-05-31	$50,307,285
Expenses. Payments to insurance carriers foe the provision of benefits	2016-05-31	$2,413,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-1,826,016
Net investment gain/loss from pooled separate accounts	2016-05-31	$210,750
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
Contributions received in cash from employer	2016-05-31	$1,594,160
Employer contributions (assets) at end of year	2016-05-31	$133,199
Employer contributions (assets) at beginning of year	2016-05-31	$133,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$6,626,302
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 DEFINED CONTRIBUTION RETIREMENT 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	$9,265,505
Total loss/gain on sale of assets	2015-05-31	$0
Total of all expenses incurred	2015-05-31	$5,884,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$5,884,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$3,044,952
Value of total assets at end of year	2015-05-31	$103,270,077
Value of total assets at beginning of year	2015-05-31	$99,888,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$0
Total interest from all sources	2015-05-31	$2,121,397
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$255,018
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	$255,018
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	$1,574,788
Participant contributions at end of year	2015-05-31	$0
Participant contributions at beginning of year	2015-05-31	$149,067
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$64
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	$3,381,283
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$103,270,077
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$99,888,794
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	$49,737,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$47,055,705
Value of interest in pooled separate accounts at end of year	2015-05-31	$3,225,156
Value of interest in pooled separate accounts at beginning of year	2015-05-31	$2,687,137
Interest earned on other investments	2015-05-31	$2,121,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-05-31	$50,307,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-05-31	$49,857,683
Expenses. Payments to insurance carriers foe the provision of benefits	2015-05-31	$1,884,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$3,523,256
Net investment gain/loss from pooled separate accounts	2015-05-31	$320,882
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
Contributions received in cash from employer	2015-05-31	$1,470,100
Employer contributions (assets) at end of year	2015-05-31	$0
Employer contributions (assets) at beginning of year	2015-05-31	$139,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$3,999,558
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 DEFINED CONTRIBUTION RETIREMENT 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	$12,254,805
Total loss/gain on sale of assets	2014-05-31	$0
Total of all expenses incurred	2014-05-31	$4,725,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$4,725,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$3,384,249
Value of total assets at end of year	2014-05-31	$99,888,794
Value of total assets at beginning of year	2014-05-31	$92,359,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$0
Total interest from all sources	2014-05-31	$2,080,953
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$156,428
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	$156,428
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	$1,738,013
Participant contributions at end of year	2014-05-31	$149,067
Participant contributions at beginning of year	2014-05-31	$139,003
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$64,953
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	$7,529,115
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$99,888,794
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$92,359,679
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	$47,055,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$40,772,438
Value of interest in pooled separate accounts at end of year	2014-05-31	$2,687,137
Value of interest in pooled separate accounts at beginning of year	2014-05-31	$2,302,880
Interest earned on other investments	2014-05-31	$2,080,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-05-31	$49,857,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-05-31	$49,024,560
Expenses. Payments to insurance carriers foe the provision of benefits	2014-05-31	$1,407,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$6,372,011
Net investment gain/loss from pooled separate accounts	2014-05-31	$261,164
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
Contributions received in cash from employer	2014-05-31	$1,581,283
Employer contributions (assets) at end of year	2014-05-31	$139,202
Employer contributions (assets) at beginning of year	2014-05-31	$120,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$3,317,790
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 DEFINED CONTRIBUTION RETIREMENT 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	$12,608,239
Total loss/gain on sale of assets	2013-05-31	$0
Total of all expenses incurred	2013-05-31	$6,640,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$6,640,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$3,173,533
Value of total assets at end of year	2013-05-31	$92,359,679
Value of total assets at beginning of year	2013-05-31	$86,391,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$0
Total interest from all sources	2013-05-31	$2,015,311
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$33,345
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	$33,345
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	$1,644,490
Participant contributions at end of year	2013-05-31	$139,003
Participant contributions at beginning of year	2013-05-31	$134,926
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$115,566
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	$5,968,072
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$92,359,679
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$86,391,607
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	$40,772,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$34,602,197
Value of interest in pooled separate accounts at end of year	2013-05-31	$2,302,880
Value of interest in pooled separate accounts at beginning of year	2013-05-31	$2,009,478
Interest earned on other investments	2013-05-31	$2,015,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-05-31	$49,024,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-05-31	$49,527,396
Expenses. Payments to insurance carriers foe the provision of benefits	2013-05-31	$4,545,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$7,195,485
Net investment gain/loss from pooled separate accounts	2013-05-31	$190,565
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
Contributions received in cash from employer	2013-05-31	$1,413,477
Employer contributions (assets) at end of year	2013-05-31	$120,798
Employer contributions (assets) at beginning of year	2013-05-31	$117,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$2,094,811
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 DEFINED CONTRIBUTION RETIREMENT 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	$3,020,665
Total loss/gain on sale of assets	2012-05-31	$0
Total of all expenses incurred	2012-05-31	$5,615,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$5,615,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$3,036,763
Value of total assets at end of year	2012-05-31	$86,139,071
Value of total assets at beginning of year	2012-05-31	$88,733,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$0
Total interest from all sources	2012-05-31	$2,027,466
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$11,487
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	$11,487
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	$1,619,089
Participant contributions at end of year	2012-05-31	$0
Participant contributions at beginning of year	2012-05-31	$130,121
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$4,093
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	$-2,594,541
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$86,139,071
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$88,733,612
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	$34,602,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$37,747,684
Value of interest in pooled separate accounts at end of year	2012-05-31	$2,009,478
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$1,744,823
Interest earned on other investments	2012-05-31	$2,027,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-05-31	$49,527,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$48,997,562
Expenses. Payments to insurance carriers foe the provision of benefits	2012-05-31	$2,658,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-2,250,868
Net investment gain/loss from pooled separate accounts	2012-05-31	$195,817
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
Contributions received in cash from employer	2012-05-31	$1,413,581
Employer contributions (assets) at end of year	2012-05-31	$0
Employer contributions (assets) at beginning of year	2012-05-31	$113,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$2,956,731
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 DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-05-31	$15,705
Total transfer of assets from this plan	2011-05-31	$601
Total income from all sources (including contributions)	2011-05-31	$12,169,543
Total of all expenses incurred	2011-05-31	$5,306,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$5,306,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$2,830,905
Value of total assets at end of year	2011-05-31	$88,733,612
Value of total assets at beginning of year	2011-05-31	$81,855,084
Total interest from all sources	2011-05-31	$1,910,185
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$2,067
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	$2,067
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
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$1,503,723
Participant contributions at end of year	2011-05-31	$130,121
Participant contributions at beginning of year	2011-05-31	$121,754
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	$6,863,425
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$88,733,612
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$81,855,084
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	$37,747,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$31,973,442
Value of interest in pooled separate accounts at end of year	2011-05-31	$1,744,823
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$1,125,615
Interest earned on other investments	2011-05-31	$1,910,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$48,997,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$48,528,780
Expenses. Payments to insurance carriers foe the provision of benefits	2011-05-31	$1,075,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$7,136,088
Net investment gain/loss from pooled separate accounts	2011-05-31	$290,298
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
Contributions received in cash from employer	2011-05-31	$1,327,182
Employer contributions (assets) at end of year	2011-05-31	$113,422
Employer contributions (assets) at beginning of year	2011-05-31	$105,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$4,230,873
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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT PLAN

2021: TUSKEGEE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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 DEFINED CONTRIBUTION RETIREMENT 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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	975
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	965
Insurance policy start date	2021-06-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	973
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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	999
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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	1019
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

150356

Policy instance

Insurance contract or identification number	150356
Number of Individuals Covered	1043
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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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