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SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 401k Plan overview

Plan NameSOUTH TEXAS COLLEGE OF LAW 403(B) PLAN
Plan identification number 001

SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN Benefits

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

401k Sponsoring company profile

SOUTH TEXAS COLLEGE OF LAW HOUSTON has sponsored the creation of one or more 401k plans.

Company Name:SOUTH TEXAS COLLEGE OF LAW HOUSTON
Employer identification number (EIN):741554976
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN ALDERMAN GREGORY BROTHERS2018-10-10
0012016-01-01STEPHEN ALDERMAN GREGORY BROTHERS2017-10-16
0012015-01-01STEPHEN ALDERMAN GREGORY BROTHERS2016-10-17
0012014-01-01STEPHEN ALDERMAN GREGORY BROTHERS2015-10-15
0012013-01-01STEPHEN ALDERMAN GREGORY BROTHERS2014-10-13
0012012-01-01STEPHEN ALDERMAN GREGORY BROTHERS2013-10-15
0012011-01-01STEPHEN ALDERMAN GREGORY BROTHERS2012-10-11
0012010-01-01STEPHEN ALDERMAN GREGORY BROTHERS2011-10-17
0012009-01-01STEPHEN ALDERMAN GREGORY BROTHERS2011-06-13

Plan Statistics for SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN

401k plan membership statisitcs for SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN

Measure Date Value
2022: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01373
Total number of active participants reported on line 7a of the Form 55002022-01-01324
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01375
Number of participants with account balances2022-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01344
Total number of active participants reported on line 7a of the Form 55002021-01-01331
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01373
Number of participants with account balances2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01305
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0138
Total of all active and inactive participants2020-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01344
Number of participants with account balances2020-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01341
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01310
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01344
Total number of active participants reported on line 7a of the Form 55002018-01-01308
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01341
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01344
Number of participants with account balances2017-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01307
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0133
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01340
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01144
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01178
Number of participants with account balances2015-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01188
Total participants2014-01-01188
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01196
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01195
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0198
2012: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01116
Total number of active participants reported on line 7a of the Form 55002012-01-01186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-01191
Total participants2012-01-01191
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01123
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01191
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01208
Total number of active participants reported on line 7a of the Form 55002010-01-01191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01214
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN

Measure Date Value
2022 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,053,430
Total of all expenses incurred2022-12-31$2,050,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,986,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,195,345
Value of total assets at end of year2022-12-31$18,001,750
Value of total assets at beginning of year2022-12-31$22,105,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,558
Total interest from all sources2022-12-31$55,045
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$339,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$339,132
Administrative expenses professional fees incurred2022-12-31$14,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,195,345
Participant contributions at end of year2022-12-31$52,973
Participant contributions at beginning of year2022-12-31$21,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6
Administrative expenses (other) incurred2022-12-31$21,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,104,133
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,001,750
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,105,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,262,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,911,379
Value of interest in pooled separate accounts at end of year2022-12-31$150,894
Value of interest in pooled separate accounts at beginning of year2022-12-31$140,498
Interest on participant loans2022-12-31$1,876
Interest earned on other investments2022-12-31$49,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$294,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$370,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$370,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,241,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,662,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,654,467
Net investment gain/loss from pooled separate accounts2022-12-31$11,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,986,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2022-12-31760488832
2021 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,889,280
Total of all expenses incurred2021-12-31$1,244,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,173,268
Value of total corrective distributions2021-12-31$3,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,087,211
Value of total assets at end of year2021-12-31$22,105,883
Value of total assets at beginning of year2021-12-31$19,461,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,838
Total interest from all sources2021-12-31$46,313
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$507,081
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$507,081
Administrative expenses professional fees incurred2021-12-31$18,190
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,056,085
Participant contributions at end of year2021-12-31$21,674
Participant contributions at beginning of year2021-12-31$16,796
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,126
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4
Administrative expenses (other) incurred2021-12-31$22,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,644,693
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,105,883
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,461,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,911,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,081,523
Value of interest in pooled separate accounts at end of year2021-12-31$140,498
Value of interest in pooled separate accounts at beginning of year2021-12-31$120,055
Interest on participant loans2021-12-31$866
Interest earned on other investments2021-12-31$45,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$370,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$454,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$454,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,662,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,788,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,226,947
Net investment gain/loss from pooled separate accounts2021-12-31$21,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,173,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2021-12-31760488832
2020 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,546,264
Total of all expenses incurred2020-12-31$2,622,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,556,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,218,748
Value of total assets at end of year2020-12-31$19,461,190
Value of total assets at beginning of year2020-12-31$18,537,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$66,324
Total interest from all sources2020-12-31$52,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$382,080
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$382,080
Administrative expenses professional fees incurred2020-12-31$17,684
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$911,932
Participant contributions at end of year2020-12-31$16,796
Participant contributions at beginning of year2020-12-31$11,237
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$306,816
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5
Administrative expenses (other) incurred2020-12-31$18,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$923,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,461,190
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,537,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,081,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,213,141
Value of interest in pooled separate accounts at end of year2020-12-31$120,055
Value of interest in pooled separate accounts at beginning of year2020-12-31$164,067
Interest on participant loans2020-12-31$750
Interest earned on other investments2020-12-31$50,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$454,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$454,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$454,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,788,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,695,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,894,731
Net investment gain/loss from pooled separate accounts2020-12-31$-1,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,556,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2020-12-31760488832
2019 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,045,919
Total of all expenses incurred2019-12-31$1,286,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,224,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$868,601
Value of total assets at end of year2019-12-31$18,537,812
Value of total assets at beginning of year2019-12-31$15,778,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,386
Total interest from all sources2019-12-31$57,931
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$378,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$378,183
Administrative expenses professional fees incurred2019-12-31$17,130
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$819,267
Participant contributions at end of year2019-12-31$11,237
Participant contributions at beginning of year2019-12-31$19,144
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$49,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5
Administrative expenses (other) incurred2019-12-31$21,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,759,048
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,537,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,778,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,213,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,424,099
Value of interest in pooled separate accounts at end of year2019-12-31$164,067
Value of interest in pooled separate accounts at beginning of year2019-12-31$129,328
Interest on participant loans2019-12-31$706
Interest earned on other investments2019-12-31$48,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$454,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$450,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$450,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,695,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,755,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,733,520
Net investment gain/loss from pooled separate accounts2019-12-31$7,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,224,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2019-12-31760488832
2018 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-174,485
Total of all expenses incurred2018-12-31$735,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$666,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$758,481
Value of total assets at end of year2018-12-31$15,778,764
Value of total assets at beginning of year2018-12-31$16,688,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,128
Total interest from all sources2018-12-31$61,478
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$361,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$361,419
Administrative expenses professional fees incurred2018-12-31$17,130
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$744,548
Participant contributions at end of year2018-12-31$19,144
Participant contributions at beginning of year2018-12-31$34,909
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,933
Administrative expenses (other) incurred2018-12-31$16,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-909,649
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,778,764
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,688,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$35,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,424,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,843,178
Value of interest in pooled separate accounts at end of year2018-12-31$129,328
Value of interest in pooled separate accounts at beginning of year2018-12-31$151,718
Interest on participant loans2018-12-31$1,193
Interest earned on other investments2018-12-31$53,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$450,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$447,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$447,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,755,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,210,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,362,740
Net investment gain/loss from pooled separate accounts2018-12-31$6,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$666,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2018-12-31760488832
2017 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,074,335
Total of all expenses incurred2017-12-31$1,849,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,759,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$987,378
Value of total assets at end of year2017-12-31$16,688,413
Value of total assets at beginning of year2017-12-31$15,463,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$90,316
Total interest from all sources2017-12-31$101,476
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$302,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$302,105
Administrative expenses professional fees incurred2017-12-31$22,849
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$699,377
Participant contributions at end of year2017-12-31$34,909
Participant contributions at beginning of year2017-12-31$52,582
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,416,656
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$288,001
Other income not declared elsewhere2017-12-31$1,316
Administrative expenses (other) incurred2017-12-31$40,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,224,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,688,413
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,463,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,843,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,361,314
Value of interest in pooled separate accounts at end of year2017-12-31$151,718
Value of interest in pooled separate accounts at beginning of year2017-12-31$161,131
Interest on participant loans2017-12-31$1,914
Interest earned on other investments2017-12-31$96,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$447,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,210,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,471,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,675,591
Net investment gain/loss from pooled separate accounts2017-12-31$6,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,759,247
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2017-12-31760488832
2016 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,698,773
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$114,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$673,631
Value of total assets at end of year2016-12-31$15,463,641
Value of total assets at beginning of year2016-12-31$13,879,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$80,466
Total interest from all sources2016-12-31$51,194
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$317,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$317,279
Administrative expenses professional fees incurred2016-12-31$18,020
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$663,632
Participant contributions at end of year2016-12-31$52,582
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,416,656
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,116,942
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,584,241
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,463,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,879,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,361,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,138,841
Value of interest in pooled separate accounts at end of year2016-12-31$161,131
Value of interest in pooled separate accounts at beginning of year2016-12-31$110,225
Interest on participant loans2016-12-31$1,129
Interest earned on other investments2016-12-31$50,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,471,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,513,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$650,913
Net investment gain/loss from pooled separate accounts2016-12-31$5,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,066
Contract administrator fees2016-12-31$29,957
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2016-12-31760488832
2015 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$727,259
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,526,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,526,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$805,182
Value of total assets at end of year2015-12-31$13,879,400
Value of total assets at beginning of year2015-12-31$15,679,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$52,112
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$457,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$457,827
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$765,721
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,116,942
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,799,709
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,879,400
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,679,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,138,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,374,652
Value of interest in pooled separate accounts at end of year2015-12-31$110,225
Value of interest in pooled separate accounts at beginning of year2015-12-31$102,493
Interest earned on other investments2015-12-31$52,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,513,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,201,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-596,073
Net investment gain/loss from pooled separate accounts2015-12-31$8,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,526,968
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2015-12-31760488832
2014 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,654,986
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,483,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,483,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,727,418
Value of total assets at end of year2014-12-31$15,679,109
Value of total assets at beginning of year2014-12-31$13,508,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$79,655
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$87,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$87,096
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,783,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,171,031
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,679,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,508,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,374,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,202,236
Value of interest in pooled separate accounts at end of year2014-12-31$102,493
Value of interest in pooled separate accounts at beginning of year2014-12-31$91,531
Interest earned on other investments2014-12-31$79,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,201,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,214,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$749,415
Net investment gain/loss from pooled separate accounts2014-12-31$11,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$944,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,483,955
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2014-12-31760488832
2013 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,633,802
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$86,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,059,023
Value of total assets at end of year2013-12-31$13,508,078
Value of total assets at beginning of year2013-12-31$10,960,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$68,100
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$51,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$51,053
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$801,854
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$257,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,547,728
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,508,078
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,960,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,202,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,051,052
Value of interest in pooled separate accounts at end of year2013-12-31$91,531
Value of interest in pooled separate accounts at beginning of year2013-12-31$94,054
Interest earned on other investments2013-12-31$68,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,214,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,815,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,445,026
Net investment gain/loss from pooled separate accounts2013-12-31$10,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,074
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2013-12-31760488832
2012 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,972,600
Total of all expenses incurred2012-12-31$33,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$33,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$895,331
Value of total assets at end of year2012-12-31$10,960,350
Value of total assets at beginning of year2012-12-31$9,021,387
Total interest from all sources2012-12-31$48,456
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$36,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$36,122
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$758,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,938,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,960,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,021,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,051,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,356,425
Value of interest in pooled separate accounts at end of year2012-12-31$94,054
Value of interest in pooled separate accounts at beginning of year2012-12-31$85,457
Interest earned on other investments2012-12-31$48,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,815,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,579,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$984,094
Net investment gain/loss from pooled separate accounts2012-12-31$8,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,637
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2012-12-31760488832
2011 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$868,484
Total of all expenses incurred2011-12-31$428,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$428,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$903,216
Value of total assets at end of year2011-12-31$9,021,387
Value of total assets at beginning of year2011-12-31$8,581,084
Total interest from all sources2011-12-31$48,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$30,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$30,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$785,675
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$117,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$440,303
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,021,387
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,581,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,356,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,039,320
Value of interest in pooled separate accounts at end of year2011-12-31$85,457
Value of interest in pooled separate accounts at beginning of year2011-12-31$75,088
Interest earned on other investments2011-12-31$48,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,579,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,466,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-123,287
Net investment gain/loss from pooled separate accounts2011-12-31$9,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$428,181
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2011-12-31760488832
2010 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,575,021
Total of all expenses incurred2010-12-31$794,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$794,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$808,655
Value of total assets at end of year2010-12-31$8,581,084
Value of total assets at beginning of year2010-12-31$7,800,615
Total interest from all sources2010-12-31$38,336
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$41,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$41,260
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$808,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$780,469
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,581,084
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,800,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,039,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,070,456
Value of interest in pooled separate accounts at end of year2010-12-31$75,088
Value of interest in pooled separate accounts at beginning of year2010-12-31$120,120
Interest earned on other investments2010-12-31$38,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,466,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,610,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$679,608
Net investment gain/loss from pooled separate accounts2010-12-31$7,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$794,552
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2010-12-31760488832
2009 : SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN

2022: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH TEXAS COLLEGE OF LAW 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered209
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered181
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered28
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered102
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered30
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTA069871
Policy instance 2
Insurance contract or identification numberTA069871
Number of Individuals Covered101
Insurance policy start date2017-07-24
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered36
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 2
Insurance contract or identification numberG62227
Insurance policy start date2015-01-01
Insurance policy end date2015-02-09
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 2
Insurance contract or identification numberG62227
Number of Individuals Covered97
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 1
Insurance contract or identification number103703
Number of Individuals Covered40
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 1
Insurance contract or identification numberG62227
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 2
Insurance contract or identification number103703
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103703
Policy instance 2
Insurance contract or identification number103703
Number of Individuals Covered47
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 1
Insurance contract or identification numberG62227
Number of Individuals Covered98
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 1
Insurance contract or identification numberG62227
Number of Individuals Covered98
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number103703
Policy instance 2
Insurance contract or identification number103703
Number of Individuals Covered47
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG62227
Policy instance 1
Insurance contract or identification numberG62227
Number of Individuals Covered100
Insurance policy start date2010-05-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number103703
Policy instance 2
Insurance contract or identification number103703
Number of Individuals Covered51
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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