401k Plan data: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN plan

BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN
Plan identification number	002

BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

BRIGHAM YOUNG UNIVERSITY-IDAHO has sponsored the creation of one or more 401k plans.

Company Name: BRIGHAM YOUNG UNIVERSITY-IDAHO

Employer identification number (EIN): 820207699

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KEVIN PRICE
002 2017-01-01
002 2016-01-01 KEVIN PRICE
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01 KEVIN PRICE
002 2014-01-01 KEVIN PRICE
002 2013-01-01 KEVIN PRICE
002 2012-01-01 KEVIN PRICE
002 2011-01-01 KEVIN PRICE
002 2009-01-01 CARLA RICKS

Plan Statistics for BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,386
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,373
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 1,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,415
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,464
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,373
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 8
Total of all active and inactive participants 2021-01-01 1,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 1,386
Number of participants with account balances 2021-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,459
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,453
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 1,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 1,464
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,566
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,448
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 10
Total of all active and inactive participants 2019-01-01 1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,459
Number of participants with account balances 2019-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,606
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,558
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 1,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,566
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,475
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,452
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,467
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 1,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,475
Number of participants with account balances 2016-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,365
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,446
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,452
Number of participants with account balances 2015-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,404
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 134
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 139
Number of participants with account balances 2014-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,339
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,399
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 1,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 1,404
Number of participants with account balances 2013-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,333
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 1,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,339
Number of participants with account balances 2012-01-01 115
2011: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 160
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 166
Number of participants with account balances 2011-01-01 119
2009: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 160
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 165
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,386
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,373
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	1,414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,415
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,464
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,373
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	8
Total of all active and inactive participants	2021-01-01	1,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	1,386
Number of participants with account balances	2021-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,459
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,453
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	1,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	1,464
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,566
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,448
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	10
Total of all active and inactive participants	2019-01-01	1,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,459
Number of participants with account balances	2019-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,606
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,558
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	1,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,566
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,475
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,452
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,467
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	1,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,475
Number of participants with account balances	2016-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,365
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,446
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,452
Number of participants with account balances	2015-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,404
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	134
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	139
Number of participants with account balances	2014-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,339
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,399
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	1,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	1,404
Number of participants with account balances	2013-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,333
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	1,337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,339
Number of participants with account balances	2012-01-01	115
2011: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	160
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	166
Number of participants with account balances	2011-01-01	119
2009: BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	160
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	165
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN

Measure	Date	Value
2022 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-669,238
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$597,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$597,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$299,860
Value of total assets at end of year	2022-12-31	$8,500,965
Value of total assets at beginning of year	2022-12-31	$9,768,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$117,554
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$55,277
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$244,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,267,162
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,500,965
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,768,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,590,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,938,930
Value of interest in pooled separate accounts at end of year	2022-12-31	$610,238
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$568,048
Interest earned on other investments	2022-12-31	$117,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,300,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,261,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,133,285
Net investment gain/loss from pooled separate accounts	2022-12-31	$46,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$597,924
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,062,052
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$428,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$428,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$53,350
Value of total assets at end of year	2021-12-31	$9,768,127
Value of total assets at beginning of year	2021-12-31	$9,134,219
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$100,585
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$53,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$633,908
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,768,127
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,134,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,938,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,474,154
Value of interest in pooled separate accounts at end of year	2021-12-31	$568,048
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$488,473
Interest earned on other investments	2021-12-31	$100,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,261,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,171,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$820,918
Net investment gain/loss from pooled separate accounts	2021-12-31	$87,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$428,144
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,060,576
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$689,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$689,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$59,801
Value of total assets at end of year	2020-12-31	$9,134,219
Value of total assets at beginning of year	2020-12-31	$8,762,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$111,041
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$57,244
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$371,564
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,134,219
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,762,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,474,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,028,931
Value of interest in pooled separate accounts at end of year	2020-12-31	$488,473
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$552,401
Interest earned on other investments	2020-12-31	$111,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,171,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,181,323
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$60,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$893,906
Net investment gain/loss from pooled separate accounts	2020-12-31	$-4,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$628,486
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,274,328
Total income from all sources (including contributions)	2019-12-31	$1,274,328
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$861,875
Total of all expenses incurred	2019-12-31	$861,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$861,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$861,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$90,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$90,993
Value of total assets at end of year	2019-12-31	$8,762,655
Value of total assets at end of year	2019-12-31	$8,762,655
Value of total assets at beginning of year	2019-12-31	$8,350,202
Value of total assets at beginning of year	2019-12-31	$8,350,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$117,346
Total interest from all sources	2019-12-31	$117,346
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$68,468
Contributions received from participants	2019-12-31	$68,468
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,525
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$412,453
Value of net income/loss	2019-12-31	$412,453
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,762,655
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,762,655
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,350,202
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,350,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,028,931
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,028,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,086,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,086,688
Value of interest in pooled separate accounts at end of year	2019-12-31	$552,401
Value of interest in pooled separate accounts at end of year	2019-12-31	$552,401
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$554,702
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$554,702
Interest earned on other investments	2019-12-31	$117,346
Interest earned on other investments	2019-12-31	$117,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,181,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,181,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,708,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,708,812
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$111,060
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$111,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,036,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,036,534
Net investment gain/loss from pooled separate accounts	2019-12-31	$29,455
Net investment gain/loss from pooled separate accounts	2019-12-31	$29,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$750,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$750,815
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-140,272
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$222,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$222,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$63,842
Value of total assets at end of year	2018-12-31	$8,350,202
Value of total assets at beginning of year	2018-12-31	$8,712,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$133,624
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$63,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-362,679
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,350,202
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,712,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,086,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,493,632
Value of interest in pooled separate accounts at end of year	2018-12-31	$554,702
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$502,676
Interest earned on other investments	2018-12-31	$133,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,708,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,716,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-363,429
Net investment gain/loss from pooled separate accounts	2018-12-31	$25,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$222,407
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2018-12-31	880265237
2017 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,113,447
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$737,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$715,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$77,730
Value of total assets at end of year	2017-12-31	$8,712,881
Value of total assets at beginning of year	2017-12-31	$8,337,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,708
Total interest from all sources	2017-12-31	$132,735
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$77,730
Administrative expenses (other) incurred	2017-12-31	$22,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$375,650
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,712,881
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,337,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,493,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,391,312
Value of interest in pooled separate accounts at end of year	2017-12-31	$502,676
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$493,132
Interest earned on other investments	2017-12-31	$132,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,716,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,452,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$881,534
Net investment gain/loss from pooled separate accounts	2017-12-31	$21,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$715,089
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2017-12-31	880265237
2016 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$904,902
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$436,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$436,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$451,343
Value of total assets at end of year	2016-12-31	$8,337,231
Value of total assets at beginning of year	2016-12-31	$7,868,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$135,148
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$79,879
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$371,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$468,697
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,337,231
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,868,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,391,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,831,018
Value of interest in pooled separate accounts at end of year	2016-12-31	$493,132
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$533,632
Interest earned on other investments	2016-12-31	$135,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,452,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,503,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$291,530
Net investment gain/loss from pooled separate accounts	2016-12-31	$26,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$436,205
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2016-12-31	880265237
2015 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$354,617
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$496,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$496,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$193,585
Value of total assets at end of year	2015-12-31	$7,868,534
Value of total assets at beginning of year	2015-12-31	$8,010,009
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$123,295
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$83,791
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$109,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-141,475
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,868,534
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,010,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,831,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,208,407
Value of interest in pooled separate accounts at end of year	2015-12-31	$533,632
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$512,754
Interest earned on other investments	2015-12-31	$123,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,503,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,288,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,577
Net investment gain/loss from pooled separate accounts	2015-12-31	$40,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$496,092
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2015-12-31	880265237
2014 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$561,957
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$163,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$163,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$102,863
Value of total assets at end of year	2014-12-31	$8,010,009
Value of total assets at beginning of year	2014-12-31	$7,612,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$120,399
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$102,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$397,977
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,010,009
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,612,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,208,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,062,082
Value of interest in pooled separate accounts at end of year	2014-12-31	$512,754
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$551,198
Interest earned on other investments	2014-12-31	$120,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,288,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,998,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$278,737
Net investment gain/loss from pooled separate accounts	2014-12-31	$59,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$163,980
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2014-12-31	880265237
2013 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,133,848
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$571,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$571,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$171,515
Value of total assets at end of year	2013-12-31	$7,612,032
Value of total assets at beginning of year	2013-12-31	$7,050,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$112,771
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$114,283
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$57,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$561,935
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,612,032
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,050,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,062,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,443,469
Value of interest in pooled separate accounts at end of year	2013-12-31	$551,198
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$546,229
Interest earned on other investments	2013-12-31	$112,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,998,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,060,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$797,002
Net investment gain/loss from pooled separate accounts	2013-12-31	$52,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$571,913
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2013-12-31	880265237
2012 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$752,781
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$669,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$669,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$142,527
Value of total assets at end of year	2012-12-31	$7,050,097
Value of total assets at beginning of year	2012-12-31	$6,966,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$109,466
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$117,527
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$25,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$83,129
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,050,097
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,966,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,443,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,131,093
Value of interest in pooled separate accounts at end of year	2012-12-31	$546,229
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$498,998
Interest earned on other investments	2012-12-31	$109,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,060,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,336,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$450,881
Net investment gain/loss from pooled separate accounts	2012-12-31	$49,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$669,652
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PIERCY BOWLER TAYLOR & KERN
Accountancy firm EIN	2012-12-31	880265237
2011 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$274,143
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$854,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$854,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$165,522
Value of total assets at end of year	2011-12-31	$6,966,968
Value of total assets at beginning of year	2011-12-31	$7,547,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$117,024
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$130,431
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$35,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-580,743
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,966,968
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,547,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,131,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,809,547
Value of interest in pooled separate accounts at end of year	2011-12-31	$498,998
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$365,521
Interest earned on other investments	2011-12-31	$117,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,336,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,372,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-64,794
Net investment gain/loss from pooled separate accounts	2011-12-31	$56,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$854,886
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$718,774
Total of all expenses incurred	2010-12-31	$303,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$303,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$130,539
Value of total assets at end of year	2010-12-31	$7,547,711
Value of total assets at beginning of year	2010-12-31	$7,132,118
Total interest from all sources	2010-12-31	$8,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$130,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$415,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,547,711
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,132,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,809,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,474,550
Value of interest in pooled separate accounts at end of year	2010-12-31	$365,521
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$317,306
Interest earned on other investments	2010-12-31	$8,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,372,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,340,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$536,746
Net investment gain/loss from pooled separate accounts	2010-12-31	$42,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$303,181
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2010-12-31	133891517

Form 5500 Responses for BRIGHAM YOUNG UNIVERSITY-IDAHO TAX-DEFERRED ANNUITY PLAN

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

Insurance Providers Used on plan

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	72
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	77
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	81
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	87
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	91
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334077

Policy instance

Insurance contract or identification number	334077
Number of Individuals Covered	90
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BRIGHAM YOUNG UNIVERSITY-IDAHO
Employer identification number (EIN):	820207699
NAIC Classification:	611000