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UNIVERSITY OF DENVER RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY OF DENVER RETIREMENT PLAN
Plan identification number 001

UNIVERSITY OF DENVER RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:UNIVERSITY OF DENVER
Employer identification number (EIN):840404231
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF DENVER RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA MARESCA CRAIG WOODY2018-10-10
0012016-01-01LAURA MARESCA CRAIG WOODY2017-10-16
0012015-01-01AMY KING CRAIG WOODY2016-10-17
0012014-01-01AMY KING CRAIG WOODY2015-09-11
0012013-01-01AMY KING CRAIG WOODY2014-10-13
0012012-01-01AMY KING CRAIG WOODY2013-10-03
0012011-01-01AMY KING CRAIG WOODY2012-10-12
0012009-01-01SHANNON WINCKEL SHANNON WINCKEL2010-10-15

Plan Statistics for UNIVERSITY OF DENVER RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF DENVER RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY OF DENVER RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,633
Total number of active participants reported on line 7a of the Form 55002022-01-012,773
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,862
Total of all active and inactive participants2022-01-015,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0142
Total participants2022-01-015,677
Number of participants with account balances2022-01-015,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNIVERSITY OF DENVER RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,424
Total number of active participants reported on line 7a of the Form 55002021-01-012,817
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,779
Total of all active and inactive participants2021-01-015,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0137
Total participants2021-01-015,633
Number of participants with account balances2021-01-015,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNIVERSITY OF DENVER RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015,596
Total number of active participants reported on line 7a of the Form 55002020-01-012,853
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,581
Total of all active and inactive participants2020-01-015,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-015,453
Number of participants with account balances2020-01-015,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNIVERSITY OF DENVER RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,421
Total number of active participants reported on line 7a of the Form 55002019-01-012,816
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,763
Total of all active and inactive participants2019-01-015,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-015,596
Number of participants with account balances2019-01-015,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNIVERSITY OF DENVER RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,230
Total number of active participants reported on line 7a of the Form 55002018-01-012,749
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,660
Total of all active and inactive participants2018-01-015,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-015,420
Number of participants with account balances2018-01-015,286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF DENVER RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,059
Total number of active participants reported on line 7a of the Form 55002017-01-012,637
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,581
Total of all active and inactive participants2017-01-015,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-015,230
Number of participants with account balances2017-01-015,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF DENVER RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,905
Total number of active participants reported on line 7a of the Form 55002016-01-012,455
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,594
Total of all active and inactive participants2016-01-015,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-015,059
Number of participants with account balances2016-01-014,972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF DENVER RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,774
Total number of active participants reported on line 7a of the Form 55002015-01-012,280
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,617
Total of all active and inactive participants2015-01-014,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-014,905
Number of participants with account balances2015-01-014,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNIVERSITY OF DENVER RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,665
Total number of active participants reported on line 7a of the Form 55002014-01-012,427
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-012,341
Total of all active and inactive participants2014-01-014,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-014,799
Number of participants with account balances2014-01-014,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF DENVER RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,828
Total number of active participants reported on line 7a of the Form 55002013-01-012,279
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,425
Total of all active and inactive participants2013-01-014,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-014,710
Number of participants with account balances2013-01-014,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF DENVER RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,981
Total number of active participants reported on line 7a of the Form 55002012-01-012,910
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-011,912
Total of all active and inactive participants2012-01-014,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-014,831
Number of participants with account balances2012-01-014,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF DENVER RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,094
Total number of active participants reported on line 7a of the Form 55002011-01-012,852
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-011,961
Total of all active and inactive participants2011-01-014,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-014,818
Number of participants with account balances2011-01-014,671
2009: UNIVERSITY OF DENVER RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,874
Total number of active participants reported on line 7a of the Form 55002009-01-011,796
Number of retired or separated participants receiving benefits2009-01-0162
Number of other retired or separated participants entitled to future benefits2009-01-012,012
Total of all active and inactive participants2009-01-013,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-013,874
Number of participants with account balances2009-01-013,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF DENVER RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY OF DENVER RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-72,425,031
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$42,674,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,314,328
Expenses. Certain deemed distributions of participant loans2022-12-31$14,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,448,918
Value of total assets at end of year2022-12-31$743,727,200
Value of total assets at beginning of year2022-12-31$858,827,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$345,620
Total interest from all sources2022-12-31$7,329,013
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,321,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,321,575
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$15,924,439
Participant contributions at end of year2022-12-31$1,473,833
Participant contributions at beginning of year2022-12-31$1,214,168
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,767,935
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$11,593,628
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,981,862
Other income not declared elsewhere2022-12-31$-1,556,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-115,099,865
Value of net assets at end of year (total assets less liabilities)2022-12-31$743,727,200
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$858,827,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$539,012,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$651,689,493
Value of interest in pooled separate accounts at end of year2022-12-31$10,399,000
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,262,775
Interest on participant loans2022-12-31$63,595
Interest earned on other investments2022-12-31$7,265,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$184,073,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$184,067,001
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,176,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-129,814,321
Net investment gain/loss from pooled separate accounts2022-12-31$846,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,542,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,138,118
Contract administrator fees2022-12-31$345,620
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : UNIVERSITY OF DENVER RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$127,541,649
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,539,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,100,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$30,136,575
Value of total assets at end of year2021-12-31$858,827,065
Value of total assets at beginning of year2021-12-31$775,824,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$439,050
Total interest from all sources2021-12-31$6,326,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,535,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$17,535,266
Administrative expenses professional fees incurred2021-12-31$439,050
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$15,591,758
Participant contributions at end of year2021-12-31$1,214,168
Participant contributions at beginning of year2021-12-31$902,410
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,593,628
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,778,918
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,579,519
Other income not declared elsewhere2021-12-31$2,310,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$83,002,218
Value of net assets at end of year (total assets less liabilities)2021-12-31$858,827,065
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$775,824,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$651,689,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$568,783,708
Value of interest in pooled separate accounts at end of year2021-12-31$10,262,775
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,144,596
Interest on participant loans2021-12-31$50,685
Interest earned on other investments2021-12-31$6,275,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$184,067,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$187,215,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,646,145
Net investment gain/loss from pooled separate accounts2021-12-31$1,587,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,965,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$44,100,381
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : UNIVERSITY OF DENVER RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$62,628,295
Total unrealized appreciation/depreciation of assets2020-12-31$62,628,295
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$115,461,604
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$41,301,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$41,073,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$29,734,670
Value of total assets at end of year2020-12-31$775,824,847
Value of total assets at beginning of year2020-12-31$701,665,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$227,968
Total interest from all sources2020-12-31$2,504,131
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,305,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,305,161
Administrative expenses professional fees incurred2020-12-31$227,968
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,620,865
Participant contributions at end of year2020-12-31$902,410
Participant contributions at beginning of year2020-12-31$228,058
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,778,918
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,946,526
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,380,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$74,159,803
Value of net assets at end of year (total assets less liabilities)2020-12-31$775,824,847
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$701,665,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$568,783,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$499,216,501
Value of interest in pooled separate accounts at end of year2020-12-31$9,144,596
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,580,647
Interest on participant loans2020-12-31$23,963
Interest earned on other investments2020-12-31$2,480,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$187,215,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$183,693,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,964,869
Net investment gain/loss from pooled separate accounts2020-12-31$324,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,732,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$41,073,833
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : UNIVERSITY OF DENVER RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,558,921
Total unrealized appreciation/depreciation of assets2019-12-31$4,558,921
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$139,524,478
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$36,789,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,681,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$35,058,251
Value of total assets at end of year2019-12-31$701,665,044
Value of total assets at beginning of year2019-12-31$598,929,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$107,904
Total interest from all sources2019-12-31$2,915,231
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,950,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,950,282
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$13,914,888
Participant contributions at end of year2019-12-31$228,058
Participant contributions at beginning of year2019-12-31$19,375
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,946,526
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,825,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,333,635
Other income not declared elsewhere2019-12-31$1,763,240
Administrative expenses (other) incurred2019-12-31$107,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$102,735,445
Value of net assets at end of year (total assets less liabilities)2019-12-31$701,665,044
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$598,929,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$499,216,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$401,072,529
Value of interest in pooled separate accounts at end of year2019-12-31$10,580,647
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,627,873
Interest earned on other investments2019-12-31$2,915,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$183,693,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$181,384,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$84,709,334
Net investment gain/loss from pooled separate accounts2019-12-31$569,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,809,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,681,129
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2019-12-31410746749
2018 : UNIVERSITY OF DENVER RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-41,908,285
Total unrealized appreciation/depreciation of assets2018-12-31$-41,908,285
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$11,205,336
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$50,607,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$50,558,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$34,056,763
Value of total assets at end of year2018-12-31$598,929,599
Value of total assets at beginning of year2018-12-31$638,331,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,792
Total interest from all sources2018-12-31$1,099,740
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,825,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,825,212
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$12,820,030
Participant contributions at end of year2018-12-31$19,375
Participant contributions at beginning of year2018-12-31$3,324
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,825,518
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,993,758
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,253,046
Other income not declared elsewhere2018-12-31$212,591
Administrative expenses (other) incurred2018-12-31$48,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,401,880
Value of net assets at end of year (total assets less liabilities)2018-12-31$598,929,599
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$638,331,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$401,072,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$437,359,200
Value of interest in pooled separate accounts at end of year2018-12-31$10,627,873
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,261,754
Interest earned on other investments2018-12-31$1,099,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$181,384,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$180,713,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$8,416,549
Net investment gain/loss from pooled separate accounts2018-12-31$502,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$12,983,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,558,424
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : UNIVERSITY OF DENVER RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,812,269
Total unrealized appreciation/depreciation of assets2017-12-31$3,812,269
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$108,008,457
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$29,595,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,507,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,982,315
Value of total assets at end of year2017-12-31$638,331,479
Value of total assets at beginning of year2017-12-31$559,918,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$87,918
Total interest from all sources2017-12-31$2,608,031
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,146,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,146,079
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$11,875,074
Participant contributions at end of year2017-12-31$3,324
Participant contributions at beginning of year2017-12-31$29,114
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,993,758
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,712,374
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,829,207
Other income not declared elsewhere2017-12-31$1,843,028
Administrative expenses (other) incurred2017-12-31$87,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$78,413,065
Value of net assets at end of year (total assets less liabilities)2017-12-31$638,331,479
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$559,918,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$437,359,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$365,651,238
Value of interest in pooled separate accounts at end of year2017-12-31$11,261,754
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,144,009
Interest earned on other investments2017-12-31$2,608,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$180,713,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$173,381,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$62,121,185
Net investment gain/loss from pooled separate accounts2017-12-31$495,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,278,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,507,474
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : UNIVERSITY OF DENVER RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,103,648
Total unrealized appreciation/depreciation of assets2016-12-31$5,103,648
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$62,382,821
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$29,445,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$29,371,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,778,233
Value of total assets at end of year2016-12-31$559,918,414
Value of total assets at beginning of year2016-12-31$526,981,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,961
Total interest from all sources2016-12-31$2,134,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,177,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,177,257
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$11,173,084
Participant contributions at end of year2016-12-31$29,114
Participant contributions at beginning of year2016-12-31$57,342
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,712,374
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,978,511
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,882,069
Other income not declared elsewhere2016-12-31$543,741
Administrative expenses (other) incurred2016-12-31$74,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,936,827
Value of net assets at end of year (total assets less liabilities)2016-12-31$559,918,414
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$526,981,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$365,651,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$338,878,509
Value of interest in pooled separate accounts at end of year2016-12-31$12,144,009
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,097,382
Interest on participant loans2016-12-31$583
Interest earned on other investments2016-12-31$2,134,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$173,381,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$167,969,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,028,139
Net investment gain/loss from pooled separate accounts2016-12-31$617,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,723,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,371,033
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : UNIVERSITY OF DENVER RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,173,896
Total unrealized appreciation/depreciation of assets2015-12-31$5,173,896
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$35,321,632
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$27,420,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,345,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,184,961
Value of total assets at end of year2015-12-31$526,981,587
Value of total assets at beginning of year2015-12-31$519,080,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,519
Total interest from all sources2015-12-31$1,470,080
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,672,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,672,961
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,592,207
Participant contributions at end of year2015-12-31$57,342
Participant contributions at beginning of year2015-12-31$113,083
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,978,511
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$6,800,793
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,208,928
Other income not declared elsewhere2015-12-31$-78,135
Administrative expenses (other) incurred2015-12-31$75,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,900,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$526,981,587
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$519,080,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$338,878,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$339,555,469
Value of interest in pooled separate accounts at end of year2015-12-31$12,097,382
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,941,070
Interest on participant loans2015-12-31$1,523
Interest earned on other investments2015-12-31$1,468,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$167,969,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$160,670,265
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,465,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,052,700
Net investment gain/loss from pooled separate accounts2015-12-31$950,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,383,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$25,879,382
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : UNIVERSITY OF DENVER RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$54,217,376
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$32,666,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,591,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$23,798,438
Value of total assets at end of year2014-12-31$519,080,680
Value of total assets at beginning of year2014-12-31$497,529,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,961
Total interest from all sources2014-12-31$6,635,996
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,087,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,087,492
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$10,076,407
Participant contributions at end of year2014-12-31$113,083
Participant contributions at beginning of year2014-12-31$147,774
Assets. Other investments not covered elsewhere at end of year2014-12-31$6,800,793
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,620,936
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,841,451
Other income not declared elsewhere2014-12-31$673,669
Administrative expenses (other) incurred2014-12-31$74,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$21,550,819
Value of net assets at end of year (total assets less liabilities)2014-12-31$519,080,680
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$497,529,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$339,555,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$322,119,534
Value of interest in pooled separate accounts at end of year2014-12-31$11,941,070
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,400,568
Interest on participant loans2014-12-31$4,247
Interest earned on other investments2014-12-31$6,631,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$160,670,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$158,241,049
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,721,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,678,241
Net investment gain/loss from pooled separate accounts2014-12-31$1,343,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,880,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$29,870,565
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2014-12-31410746749
2013 : UNIVERSITY OF DENVER RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,278
Total income from all sources (including contributions)2013-12-31$89,974,872
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,281,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,214,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,804,951
Value of total assets at end of year2013-12-31$497,529,861
Value of total assets at beginning of year2013-12-31$434,840,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,078
Total interest from all sources2013-12-31$6,149,263
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,327,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,327,118
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,756,148
Participant contributions at end of year2013-12-31$147,774
Participant contributions at beginning of year2013-12-31$318,680
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,620,936
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,260,066
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,580,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,278
Other income not declared elsewhere2013-12-31$1,124,066
Administrative expenses (other) incurred2013-12-31$65,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$62,692,874
Value of net assets at end of year (total assets less liabilities)2013-12-31$497,529,861
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$434,836,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$322,119,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$269,939,576
Value of interest in pooled separate accounts at end of year2013-12-31$11,400,568
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,811,811
Interest on participant loans2013-12-31$8,139
Interest earned on other investments2013-12-31$6,141,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$158,241,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$148,510,132
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,414,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$54,497,560
Net investment gain/loss from pooled separate accounts2013-12-31$1,071,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,468,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$25,800,676
Contract administrator fees2013-12-31$1,793
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2013-12-31410746749
2012 : UNIVERSITY OF DENVER RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,930
Total income from all sources (including contributions)2012-12-31$65,774,608
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$34,962,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$34,901,964
Value of total corrective distributions2012-12-31$3,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,953,111
Value of total assets at end of year2012-12-31$434,840,265
Value of total assets at beginning of year2012-12-31$404,045,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$57,421
Total interest from all sources2012-12-31$5,798,558
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,578,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,578,897
Administrative expenses professional fees incurred2012-12-31$39,715
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$9,304,949
Participant contributions at end of year2012-12-31$318,680
Participant contributions at beginning of year2012-12-31$382,540
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,260,066
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,031
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,050,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,930
Other income not declared elsewhere2012-12-31$228,299
Administrative expenses (other) incurred2012-12-31$17,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$30,811,945
Value of net assets at end of year (total assets less liabilities)2012-12-31$434,836,987
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$404,025,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$269,939,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$248,452,943
Value of interest in pooled separate accounts at end of year2012-12-31$11,811,811
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,821,808
Interest on participant loans2012-12-31$13,431
Interest earned on other investments2012-12-31$5,785,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$148,510,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$144,383,650
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,834,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$33,100,672
Net investment gain/loss from pooled separate accounts2012-12-31$1,115,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$9,597,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$30,067,910
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : UNIVERSITY OF DENVER RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,911
Total income from all sources (including contributions)2011-12-31$19,894,731
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,507,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,418,386
Value of total corrective distributions2011-12-31$20,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,588,858
Value of total assets at end of year2011-12-31$404,045,972
Value of total assets at beginning of year2011-12-31$403,643,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$68,398
Total interest from all sources2011-12-31$5,662,399
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$873,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$873,848
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,535,521
Participant contributions at end of year2011-12-31$382,540
Participant contributions at beginning of year2011-12-31$357,442
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,031
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,923,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,911
Other income not declared elsewhere2011-12-31$59,679
Administrative expenses (other) incurred2011-12-31$68,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$387,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$404,025,042
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$403,638,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$248,452,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$254,549,958
Value of interest in pooled separate accounts at end of year2011-12-31$10,821,808
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,934,283
Interest on participant loans2011-12-31$11,397
Interest earned on other investments2011-12-31$5,651,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$144,383,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$140,802,253
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$447,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,470,496
Net investment gain/loss from pooled separate accounts2011-12-31$1,180,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,130,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,971,273
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : UNIVERSITY OF DENVER RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,846
Total income from all sources (including contributions)2010-12-31$56,052,981
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$23,884,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,851,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$19,076,963
Value of total assets at end of year2010-12-31$403,643,936
Value of total assets at beginning of year2010-12-31$371,475,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,227
Total interest from all sources2010-12-31$5,254,668
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,364,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,364,349
Was this plan covered by a fidelity bond2010-12-31No
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,532,395
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,761,167
Assets. Loans (other than to participants) at end of year2010-12-31$357,442
Assets. Loans (other than to participants) at beginning of year2010-12-31$194,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,846
Administrative expenses (other) incurred2010-12-31$33,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,168,433
Value of net assets at end of year (total assets less liabilities)2010-12-31$403,638,025
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$371,469,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$249,798,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$226,613,361
Value of interest in pooled separate accounts at end of year2010-12-31$7,934,283
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,436,815
Interest on participant loans2010-12-31$12,616
Interest earned on other investments2010-12-31$5,239,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,751,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$140,802,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$138,230,295
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,744,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$29,451,509
Net investment gain/loss from pooled separate accounts2010-12-31$905,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,783,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,106,436
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : UNIVERSITY OF DENVER RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF DENVER RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 1
Insurance contract or identification number405844
Number of Individuals Covered2855
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 1
Insurance contract or identification number405844
Number of Individuals Covered2948
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $350
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered2966
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered3041
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered62
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $676
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $676
Insurance broker organization code?3
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered63
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,295
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,295
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered3017
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $742
Insurance broker organization code?3
Insurance broker nameBRIGHTHOUSE SECURITIES, LLC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered2977
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered2980
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INVESTORS (National Association of Insurance Commissioners NAIC id number: 80950 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,889
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,889
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered3020
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,545
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,545
Insurance broker organization code?3
Insurance broker nameMETLIFE SOLUTIONS INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered3071
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered106
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,448
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,413
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,676
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,676
Insurance broker organization code?3
Insurance broker nameMETLIFE SECURITIES, INC.
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405844
Policy instance 2
Insurance contract or identification number405844
Number of Individuals Covered4450
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered122
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,003
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103939
Policy instance 2
Insurance contract or identification number103939
Number of Individuals Covered3460
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103939
Policy instance 2
Insurance contract or identification number103939
Number of Individuals Covered3406
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number800973
Policy instance 1
Insurance contract or identification number800973
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,915
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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