401k Plan data: LOYOLA UNIVERSITY RETIREMENT PLAN plan

LOYOLA UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan Name	LOYOLA UNIVERSITY RETIREMENT PLAN
Plan identification number	003

LOYOLA UNIVERSITY 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOYOLA UNIVERSITY NEW ORLEANS has sponsored the creation of one or more 401k plans.

Company Name: LOYOLA UNIVERSITY NEW ORLEANS

Employer identification number (EIN): 720408946

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOYOLA UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 LEON MATHES LEON MATHES 2018-09-27
003 2016-01-01 LEON MATHES LEON MATHES 2017-10-13
003 2016-01-01 LEON MATHES 2018-09-27
003 2015-01-01 JAY CALAMIA
003 2014-01-01 JAY CALAMIA
003 2013-01-01 JAY CALAMIA JAY CALAMIA 2014-09-30
003 2012-01-01 JAY CALAMIA
003 2011-01-01 JAY CALAMIA
003 2010-01-01 JAY CALAMIA JAY CALAMIA 2011-08-12
003 2009-01-01 JAY CALAMIA JAY CALAMIA 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	LEON MATHES	LEON MATHES	2018-09-27
003	2016-01-01	LEON MATHES	LEON MATHES	2017-10-13
003	2016-01-01		LEON MATHES	2018-09-27
003	2015-01-01	JAY CALAMIA
003	2014-01-01	JAY CALAMIA
003	2013-01-01	JAY CALAMIA	JAY CALAMIA	2014-09-30
003	2012-01-01	JAY CALAMIA
003	2011-01-01	JAY CALAMIA
003	2010-01-01	JAY CALAMIA	JAY CALAMIA	2011-08-12
003	2009-01-01	JAY CALAMIA	JAY CALAMIA	2010-10-14

Plan Statistics for LOYOLA UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for LOYOLA UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: LOYOLA UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,881
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 721
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,177
Total of all active and inactive participants 2022-01-01 1,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 43
Total participants 2022-01-01 1,941
Number of participants with account balances 2022-01-01 1,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LOYOLA UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,905
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 672
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,208
Total of all active and inactive participants 2021-01-01 1,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 42
Total participants 2021-01-01 1,922
Number of participants with account balances 2021-01-01 1,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: LOYOLA UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,921
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 666
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,238
Total of all active and inactive participants 2020-01-01 1,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 12
Total participants 2020-01-01 1,916
Number of participants with account balances 2020-01-01 1,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LOYOLA UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,943
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 642
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,267
Total of all active and inactive participants 2019-01-01 1,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 1,921
Number of participants with account balances 2019-01-01 1,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LOYOLA UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,937
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 664
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,271
Total of all active and inactive participants 2018-01-01 1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 9
Total participants 2018-01-01 1,944
Number of participants with account balances 2018-01-01 1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LOYOLA UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,944
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 682
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,245
Total of all active and inactive participants 2017-01-01 1,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 12
Total participants 2017-01-01 1,939
Number of participants with account balances 2017-01-01 1,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LOYOLA UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,943
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 710
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,228
Total of all active and inactive participants 2016-01-01 1,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 1,945
Number of participants with account balances 2016-01-01 1,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LOYOLA UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,955
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 772
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,163
Total of all active and inactive participants 2015-01-01 1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 8
Total participants 2015-01-01 1,943
Number of participants with account balances 2015-01-01 1,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LOYOLA UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,954
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 773
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,178
Total of all active and inactive participants 2014-01-01 1,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 5
Total participants 2014-01-01 1,956
Number of participants with account balances 2014-01-01 1,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: LOYOLA UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,928
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 852
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,101
Total of all active and inactive participants 2013-01-01 1,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 1,957
Number of participants with account balances 2013-01-01 1,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOYOLA UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,890
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 844
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,078
Total of all active and inactive participants 2012-01-01 1,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 1,926
Number of participants with account balances 2012-01-01 1,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOYOLA UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,850
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 815
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,074
Total of all active and inactive participants 2011-01-01 1,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,890
Number of participants with account balances 2011-01-01 1,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LOYOLA UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,885
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 790
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,057
Total of all active and inactive participants 2010-01-01 1,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 3
Total participants 2010-01-01 1,850
Number of participants with account balances 2010-01-01 1,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LOYOLA UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,800
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,317
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 535
Total of all active and inactive participants 2009-01-01 1,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 1,855
Number of participants with account balances 2009-01-01 1,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LOYOLA UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,881
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	721
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,177
Total of all active and inactive participants	2022-01-01	1,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	43
Total participants	2022-01-01	1,941
Number of participants with account balances	2022-01-01	1,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LOYOLA UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,905
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	672
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,208
Total of all active and inactive participants	2021-01-01	1,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	42
Total participants	2021-01-01	1,922
Number of participants with account balances	2021-01-01	1,883
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: LOYOLA UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,921
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	666
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,238
Total of all active and inactive participants	2020-01-01	1,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	12
Total participants	2020-01-01	1,916
Number of participants with account balances	2020-01-01	1,911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LOYOLA UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,943
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	642
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,267
Total of all active and inactive participants	2019-01-01	1,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	1,921
Number of participants with account balances	2019-01-01	1,918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LOYOLA UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,937
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	664
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,271
Total of all active and inactive participants	2018-01-01	1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	9
Total participants	2018-01-01	1,944
Number of participants with account balances	2018-01-01	1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LOYOLA UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,944
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	682
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,245
Total of all active and inactive participants	2017-01-01	1,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	12
Total participants	2017-01-01	1,939
Number of participants with account balances	2017-01-01	1,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LOYOLA UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,943
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	710
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,228
Total of all active and inactive participants	2016-01-01	1,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	1,945
Number of participants with account balances	2016-01-01	1,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LOYOLA UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,955
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	772
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,163
Total of all active and inactive participants	2015-01-01	1,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	8
Total participants	2015-01-01	1,943
Number of participants with account balances	2015-01-01	1,938
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LOYOLA UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,954
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	773
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,178
Total of all active and inactive participants	2014-01-01	1,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	5
Total participants	2014-01-01	1,956
Number of participants with account balances	2014-01-01	1,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: LOYOLA UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,928
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	852
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,101
Total of all active and inactive participants	2013-01-01	1,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	1,957
Number of participants with account balances	2013-01-01	1,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOYOLA UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,890
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	844
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,078
Total of all active and inactive participants	2012-01-01	1,922
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	1,926
Number of participants with account balances	2012-01-01	1,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOYOLA UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,850
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	815
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,074
Total of all active and inactive participants	2011-01-01	1,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,890
Number of participants with account balances	2011-01-01	1,885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LOYOLA UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,885
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	790
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,057
Total of all active and inactive participants	2010-01-01	1,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	3
Total participants	2010-01-01	1,850
Number of participants with account balances	2010-01-01	1,845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LOYOLA UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,800
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,317
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	535
Total of all active and inactive participants	2009-01-01	1,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	1,855
Number of participants with account balances	2009-01-01	1,805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOYOLA UNIVERSITY RETIREMENT PLAN

Measure	Date	Value
2022 : LOYOLA UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-18,758,249
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$11,208,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,109,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,014,290
Value of total assets at end of year	2022-12-31	$188,542,297
Value of total assets at beginning of year	2022-12-31	$218,509,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$99,282
Total interest from all sources	2022-12-31	$2,633,860
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,724,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,724,323
Administrative expenses professional fees incurred	2022-12-31	$9,100
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,534,582
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$607,024
Other income not declared elsewhere	2022-12-31	$134,750
Administrative expenses (other) incurred	2022-12-31	$59,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-29,967,135
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$188,542,297
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$218,509,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$117,932,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$147,528,860
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,052,144
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,665,539
Interest earned on other investments	2022-12-31	$2,633,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$63,557,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$64,315,033
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,129,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-27,820,187
Net investment gain/loss from pooled separate accounts	2022-12-31	$554,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$872,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,980,217
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WEGMANN DAZET, APC
Accountancy firm EIN	2022-12-31	720870824
2021 : LOYOLA UNIVERSITY 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	$26,696,240
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$15,694,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$15,567,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,867,588
Value of total assets at end of year	2021-12-31	$218,509,432
Value of total assets at beginning of year	2021-12-31	$207,507,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$127,549
Total interest from all sources	2021-12-31	$2,309,811
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,874,917
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	$3,874,917
Administrative expenses professional fees incurred	2021-12-31	$1,125
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$1,451,582
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$62,642
Other income not declared elsewhere	2021-12-31	$109,065
Administrative expenses (other) incurred	2021-12-31	$95,899
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	$11,001,689
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$218,509,432
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$207,507,743
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	$30,525
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$147,528,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$135,435,295
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,665,539
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,930,125
Interest earned on other investments	2021-12-31	$2,309,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$64,315,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$66,142,323
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,375,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$17,496,422
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,038,437
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	$353,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$13,191,242
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
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2021-12-31	720870824
2020 : LOYOLA UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$23,611,868
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,862,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,737,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,489,547
Value of total assets at end of year	2020-12-31	$207,507,743
Value of total assets at beginning of year	2020-12-31	$195,758,685
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$125,512
Total interest from all sources	2020-12-31	$2,635,861
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,910,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$2,910,676
Administrative expenses professional fees incurred	2020-12-31	$8,278
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,408,171
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$73,076
Other income not declared elsewhere	2020-12-31	$97,844
Administrative expenses (other) incurred	2020-12-31	$76,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$11,749,058
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$207,507,743
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$195,758,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$41,113
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$135,435,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$123,659,030
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,930,125
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,634,331
Interest earned on other investments	2020-12-31	$2,635,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$66,142,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$65,465,324
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$927,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$16,534,787
Net investment gain/loss from pooled separate accounts	2020-12-31	$-56,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$8,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,809,877
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2020-12-31	720870824
2019 : LOYOLA UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$28,932,969
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$11,844,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$11,715,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,474,348
Value of total assets at end of year	2019-12-31	$195,758,685
Value of total assets at beginning of year	2019-12-31	$178,670,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$129,296
Total interest from all sources	2019-12-31	$2,656,854
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,548,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,548,735
Administrative expenses professional fees incurred	2019-12-31	$8,921
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,422,037
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$44,812
Other income not declared elsewhere	2019-12-31	$98,506
Administrative expenses (other) incurred	2019-12-31	$75,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$17,088,068
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$195,758,685
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$178,670,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$44,688
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$123,659,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$105,909,023
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,634,331
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$6,468,244
Interest earned on other investments	2019-12-31	$2,656,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$65,465,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$66,293,350
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,803,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$21,803,968
Net investment gain/loss from pooled separate accounts	2019-12-31	$350,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$7,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,912,164
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2019-12-31	720870824
2018 : LOYOLA UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-1,180,333
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$13,628,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$13,518,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,662,070
Value of total assets at end of year	2018-12-31	$178,670,617
Value of total assets at beginning of year	2018-12-31	$193,479,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$110,837
Total interest from all sources	2018-12-31	$2,836,958
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,976,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,976,636
Administrative expenses professional fees incurred	2018-12-31	$43,486
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,468,840
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$263,044
Other income not declared elsewhere	2018-12-31	$90,869
Administrative expenses (other) incurred	2018-12-31	$67,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-14,809,294
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$178,670,617
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$193,479,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$105,909,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$120,471,512
Value of interest in pooled separate accounts at end of year	2018-12-31	$6,468,244
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,311,972
Interest earned on other investments	2018-12-31	$2,836,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$66,293,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$67,696,427
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$3,153,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-11,046,093
Net investment gain/loss from pooled separate accounts	2018-12-31	$299,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,930,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,364,553
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2018-12-31	720870824
2017 : LOYOLA UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$28,088,191
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$11,011,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$11,010,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,055,219
Value of total assets at end of year	2017-12-31	$193,479,911
Value of total assets at beginning of year	2017-12-31	$176,403,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$641
Total interest from all sources	2017-12-31	$2,747,324
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,315,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,315,044
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,541,493
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,099
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,120
Other income not declared elsewhere	2017-12-31	$43,559
Administrative expenses (other) incurred	2017-12-31	$641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$17,076,847
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$193,479,911
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$176,403,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$120,471,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$104,962,338
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,311,972
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,099,825
Interest earned on other investments	2017-12-31	$2,747,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$67,696,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$66,335,739
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,692,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,703,842
Net investment gain/loss from pooled separate accounts	2017-12-31	$223,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,509,606
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$3,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$9,318,466
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2017-12-31	720870824
2016 : LOYOLA UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$14,132,828
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$9,120,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,120,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,580,055
Value of total assets at end of year	2016-12-31	$176,403,064
Value of total assets at beginning of year	2016-12-31	$171,391,110
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$2,918,316
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,667,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,667,168
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,646,962
Participant contributions at end of year	2016-12-31	$2,099
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$43,111
Other income not declared elsewhere	2016-12-31	$12,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,011,954
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$176,403,064
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$171,391,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$104,962,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$102,139,386
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,099,825
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,889,862
Interest earned on other investments	2016-12-31	$2,918,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$66,335,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$64,361,862
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$526,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,704,546
Net investment gain/loss from pooled separate accounts	2016-12-31	$250,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,889,982
Employer contributions (assets) at end of year	2016-12-31	$3,063
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$8,594,712
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2016-12-31	720870824
2015 : LOYOLA UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,566,037
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$12,440,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$12,440,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,541,714
Value of total assets at end of year	2015-12-31	$171,391,110
Value of total assets at beginning of year	2015-12-31	$177,265,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$42
Total interest from all sources	2015-12-31	$2,705,977
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,218,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,218,292
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,644,882
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,554
Other income not declared elsewhere	2015-12-31	$41,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,874,343
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$171,391,110
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$177,265,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$102,139,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$108,513,588
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,889,862
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,580,916
Interest earned on other investments	2015-12-31	$2,705,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$64,361,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$64,170,949
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$2,829,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,309,105
Net investment gain/loss from pooled separate accounts	2015-12-31	$367,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,895,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,610,567
Contract administrator fees	2015-12-31	$42
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WEGMANN DAZET & COMPANY
Accountancy firm EIN	2015-12-31	720870824
2014 : LOYOLA UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$122,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$16,108,606
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$10,994,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,986,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$6,214,884
Value of total assets at end of year	2014-12-31	$177,265,453
Value of total assets at beginning of year	2014-12-31	$172,028,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,583
Total interest from all sources	2014-12-31	$2,781,671
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,089,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,089,628
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,830,295
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$275,300
Other income not declared elsewhere	2014-12-31	$79,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$5,114,271
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$177,265,453
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$172,028,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$108,513,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$103,373,668
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,580,916
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,129,557
Interest earned on other investments	2014-12-31	$2,781,671
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$64,170,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$64,525,466
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,620,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$4,434,458
Net investment gain/loss from pooled separate accounts	2014-12-31	$508,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,109,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$9,365,989
Contract administrator fees	2014-12-31	$7,583
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN	2014-12-31	721396621
2013 : LOYOLA UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$28,808,813
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$11,157,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$11,156,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,699,008
Value of total assets at end of year	2013-12-31	$172,028,691
Value of total assets at beginning of year	2013-12-31	$154,377,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,054
Total interest from all sources	2013-12-31	$2,689,953
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,659,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,659,198
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,936,208
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$307,248
Other income not declared elsewhere	2013-12-31	$133,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$17,651,263
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$172,028,691
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$154,377,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$103,373,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$86,527,712
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,129,557
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,737,957
Interest earned on other investments	2013-12-31	$2,689,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$64,525,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$64,111,759
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$2,017,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$17,263,688
Net investment gain/loss from pooled separate accounts	2013-12-31	$363,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,455,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,139,375
Contract administrator fees	2013-12-31	$1,054
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GURTNER ZUNIGA ABNEY, LLC
Accountancy firm EIN	2013-12-31	204981479
2012 : LOYOLA UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$19,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$19,856,479
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$6,894,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$6,893,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$6,198,390
Value of total assets at end of year	2012-12-31	$154,377,428
Value of total assets at beginning of year	2012-12-31	$141,395,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$904
Total interest from all sources	2012-12-31	$2,551,642
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$678,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$678,670
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,867,123
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$59,794
Administrative expenses (other) incurred	2012-12-31	$904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$12,962,038
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$154,377,428
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$141,395,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$86,527,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$76,048,376
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,737,957
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,993,968
Interest earned on other investments	2012-12-31	$2,551,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$64,111,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$62,353,499
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$587,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$10,106,659
Net investment gain/loss from pooled separate accounts	2012-12-31	$321,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,271,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$6,305,640
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SILVA GURTNER & ABNEY
Accountancy firm EIN	2012-12-31	204981479
2011 : LOYOLA UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,966,268
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$7,459,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,458,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,014,451
Value of total assets at end of year	2011-12-31	$141,395,843
Value of total assets at beginning of year	2011-12-31	$141,888,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,022
Total interest from all sources	2011-12-31	$2,497,982
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$398,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$398,436
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,829,216
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$20,348
Administrative expenses (other) incurred	2011-12-31	$1,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-492,873
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$141,395,843
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$141,888,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$76,048,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$78,545,853
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,993,968
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,333,912
Interest earned on other investments	2011-12-31	$2,497,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$62,353,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$61,008,951
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,690,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-2,268,121
Net investment gain/loss from pooled separate accounts	2011-12-31	$323,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,164,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,767,360
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SILVA GURTNER & ABNEY
Accountancy firm EIN	2011-12-31	204981479
2010 : LOYOLA UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$192
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$17,264,898
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$5,579,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$5,578,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,715,370
Value of total assets at end of year	2010-12-31	$141,888,716
Value of total assets at beginning of year	2010-12-31	$130,203,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$851
Total interest from all sources	2010-12-31	$2,309,000
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$168,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$168,981
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,706,910
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$100,967
Administrative expenses (other) incurred	2010-12-31	$851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,685,813
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$141,888,716
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$130,203,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$78,545,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$68,949,470
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,333,912
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,078,489
Interest earned on other investments	2010-12-31	$2,309,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$61,008,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$59,175,136
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$843,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$8,788,671
Net investment gain/loss from pooled separate accounts	2010-12-31	$282,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,907,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$4,734,885
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	SILVA GURTNER & ABNEY
Accountancy firm EIN	2010-12-31	204981479
2009 : LOYOLA UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOYOLA UNIVERSITY RETIREMENT PLAN

2022: LOYOLA UNIVERSITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LOYOLA UNIVERSITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LOYOLA UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOYOLA UNIVERSITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOYOLA UNIVERSITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LOYOLA UNIVERSITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOYOLA UNIVERSITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOYOLA UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOYOLA UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOYOLA UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOYOLA UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOYOLA UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOYOLA UNIVERSITY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOYOLA UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1135
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1151
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1162
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1182
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1216
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1224
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1248
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1291
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1325
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1920
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1885
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

102435

Policy instance

Insurance contract or identification number	102435
Number of Individuals Covered	1845
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	LOYOLA UNIVERSITY NEW ORLEANS
Employer identification number (EIN):	720408946
NAIC Classification:	611000