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NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameNAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 003

NAROPA UNIVERSITY DEFINED CONTRIBUTION 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.
  • 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

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

Company Name:NAROPA UNIVERSITY
Employer identification number (EIN):841029228
NAIC Classification:611000

Additional information about NAROPA UNIVERSITY

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1985-12-27
Company Identification Number: 19871650857
Legal Registered Office Address: 1099 18TH STREET
SUITE 2150
DENVER
United States of America (USA)
80202

More information about NAROPA UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01TIFFANY MCLEAN2023-10-16 TIFFANY MCLEAN2023-10-16
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RANDALL ARNOLD RANDALL ARNOLD2018-08-22
0032016-01-01RANDALL ARNOLD RANDALL ARNOLD2017-09-15
0032015-01-01RANDALL ARNOLD
0032014-01-01ANGIE GOSSETT ANGIE GOSSETT2015-09-01
0032013-01-01ANGIE GOSSETT ANGIE GOSSETT2014-09-26
0032012-01-01ANGIE GOSSETT ANGIE GOSSETT2013-09-23
0032011-01-01SHELLY JOHNSON
0032010-01-01PATTI WARREN
0032009-01-01JAMES ROBINSON-LONG
0032008-01-01
0032008-01-01JAMES ROBINSON-LONG
0032007-01-01JAMES ROBINSON-LONG
0032005-01-01JAMES ROBINSON-LONG
0032004-01-01JAMES ROBINSON-LONG
0032003-01-01JAMES ROBINSON-LONG

Plan Statistics for NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01417
Total number of active participants reported on line 7a of the Form 55002022-01-01192
Number of other retired or separated participants entitled to future benefits2022-01-01234
Total of all active and inactive participants2022-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01431
Number of participants with account balances2022-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01373
Total number of active participants reported on line 7a of the Form 55002021-01-01210
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01202
Total of all active and inactive participants2021-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01418
Number of participants with account balances2021-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01386
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01214
Total of all active and inactive participants2020-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01378
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01220
Total of all active and inactive participants2019-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01386
Number of participants with account balances2019-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01407
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01217
Total of all active and inactive participants2018-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01386
Number of participants with account balances2018-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01424
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01217
Total of all active and inactive participants2017-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01407
Number of participants with account balances2017-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01214
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01208
Total of all active and inactive participants2016-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01424
Number of participants with account balances2016-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01414
Total number of active participants reported on line 7a of the Form 55002015-01-01224
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01199
Total of all active and inactive participants2015-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01426
Number of participants with account balances2015-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01385
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01175
Total of all active and inactive participants2014-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01414
Number of participants with account balances2014-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01360
Total number of active participants reported on line 7a of the Form 55002013-01-01204
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01179
Total of all active and inactive participants2013-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01386
Number of participants with account balances2013-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01199
Total of all active and inactive participants2012-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01360
Number of participants with account balances2012-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01330
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of other retired or separated participants entitled to future benefits2011-01-01171
Total of all active and inactive participants2011-01-01319
Total participants2011-01-01319
Number of participants with account balances2011-01-01315
2010: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01398
Total number of active participants reported on line 7a of the Form 55002010-01-01364
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01410
Total participants2010-01-01410
Number of participants with account balances2010-01-01365
2009: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01408
Total number of active participants reported on line 7a of the Form 55002009-01-01360
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01398
Total participants2009-01-01398
Number of participants with account balances2009-01-01360

Financial Data on NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-447,659
Total unrealized appreciation/depreciation of assets2022-12-31$-447,659
Total income from all sources (including contributions)2022-12-31$-1,049,336
Total loss/gain on sale of assets2022-12-31$28,563
Total of all expenses incurred2022-12-31$1,219,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,194,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$934,155
Value of total assets at end of year2022-12-31$14,689,260
Value of total assets at beginning of year2022-12-31$16,958,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,212
Total interest from all sources2022-12-31$23,169
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$89,964
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$89,964
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$641,668
Participant contributions at end of year2022-12-31$21,066
Participant contributions at beginning of year2022-12-31$34,283
Participant contributions at end of year2022-12-31$56,032
Participant contributions at beginning of year2022-12-31$52,255
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,340,633
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$92,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,268,900
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,689,260
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,958,160
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$8,303,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,031,765
Value of interest in pooled separate accounts at end of year2022-12-31$793,184
Value of interest in pooled separate accounts at beginning of year2022-12-31$785,310
Interest on participant loans2022-12-31$1,208
Interest earned on other investments2022-12-31$21,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,158,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,039,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,740,152
Net investment gain/loss from pooled separate accounts2022-12-31$62,624
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,135
Employer contributions (assets) at end of year2022-12-31$16,086
Employer contributions (assets) at beginning of year2022-12-31$15,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,194,352
Contract administrator fees2022-12-31$25,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$91,328
Aggregate carrying amount (costs) on sale of assets2022-12-31$62,765
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : NAROPA UNIVERSITY DEFINED CONTRIBUTION 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$2,511,869
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,637,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,614,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$596,276
Value of total assets at end of year2021-12-31$16,958,160
Value of total assets at beginning of year2021-12-31$16,084,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,818
Total interest from all sources2021-12-31$99,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$113,132
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$113,132
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$516,479
Participant contributions at end of year2021-12-31$34,283
Participant contributions at beginning of year2021-12-31$13,830
Participant contributions at end of year2021-12-31$52,255
Participant contributions at beginning of year2021-12-31$40,493
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$34,926
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$873,909
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,958,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,084,251
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$13,031,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,329,242
Value of interest in pooled separate accounts at end of year2021-12-31$785,310
Value of interest in pooled separate accounts at beginning of year2021-12-31$698,508
Interest on participant loans2021-12-31$1,830
Interest earned on other investments2021-12-31$98,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,039,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,002,178
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$61,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,582,882
Net investment gain/loss from pooled separate accounts2021-12-31$119,668
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,871
Employer contributions (assets) at end of year2021-12-31$15,328
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,552,565
Contract administrator fees2021-12-31$23,818
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,318,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,109,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,091,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$670,975
Value of total assets at end of year2020-12-31$16,084,251
Value of total assets at beginning of year2020-12-31$14,874,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,673
Total interest from all sources2020-12-31$107,317
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$76,589
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$76,589
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$531,715
Participant contributions at end of year2020-12-31$13,830
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$40,493
Participant contributions at beginning of year2020-12-31$47,731
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$139,260
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$1,209,715
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,084,251
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,874,536
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$12,329,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,084,825
Value of interest in pooled separate accounts at end of year2020-12-31$698,508
Value of interest in pooled separate accounts at beginning of year2020-12-31$850,313
Interest on participant loans2020-12-31$65
Interest earned on other investments2020-12-31$107,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,002,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,891,667
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,469,679
Net investment gain/loss from pooled separate accounts2020-12-31$-5,617
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,080,073
Contract administrator fees2020-12-31$17,673
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,772,946
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$945,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$932,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$615,294
Value of total assets at end of year2019-12-31$14,874,536
Value of total assets at beginning of year2019-12-31$13,046,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,081
Total interest from all sources2019-12-31$100,914
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$56,745
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$56,745
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$534,246
Participant contributions at end of year2019-12-31$47,731
Participant contributions at beginning of year2019-12-31$42,285
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$81,048
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
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$1,827,707
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,874,536
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,046,829
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$11,084,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,488,739
Value of interest in pooled separate accounts at end of year2019-12-31$850,313
Value of interest in pooled separate accounts at beginning of year2019-12-31$829,778
Interest earned on other investments2019-12-31$100,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,891,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,686,027
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$39,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,955,406
Net investment gain/loss from pooled separate accounts2019-12-31$44,587
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$892,964
Contract administrator fees2019-12-31$13,081
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 name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$50,635
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,125,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,118,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$575,770
Value of total assets at end of year2018-12-31$13,046,829
Value of total assets at beginning of year2018-12-31$14,121,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,633
Total interest from all sources2018-12-31$93,619
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,356
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$32,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$570,046
Participant contributions at end of year2018-12-31$42,285
Participant contributions at beginning of year2018-12-31$48,336
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,724
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$6,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,074,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,046,829
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,121,626
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$9,488,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,773,276
Value of interest in pooled separate accounts at end of year2018-12-31$829,778
Value of interest in pooled separate accounts at beginning of year2018-12-31$774,151
Interest earned on other investments2018-12-31$93,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,686,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,525,863
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$85,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-688,831
Net investment gain/loss from pooled separate accounts2018-12-31$37,721
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$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,033,116
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 name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,558,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$887,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$885,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$899,248
Value of total assets at end of year2017-12-31$14,121,626
Value of total assets at beginning of year2017-12-31$12,450,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,622
Total interest from all sources2017-12-31$89,532
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$12,488
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$12,488
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$630,596
Participant contributions at end of year2017-12-31$48,336
Participant contributions at beginning of year2017-12-31$53,551
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$170,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,671,205
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,121,626
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,450,421
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$10,773,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,065,756
Value of interest in pooled separate accounts at end of year2017-12-31$774,151
Value of interest in pooled separate accounts at beginning of year2017-12-31$873,182
Interest earned on other investments2017-12-31$89,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,525,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,425,150
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$42,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,520,682
Net investment gain/loss from pooled separate accounts2017-12-31$36,473
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$98,081
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$32,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$842,622
Contract administrator fees2017-12-31$1,622
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 name2017-12-31EKS&H LLLP
Accountancy firm EIN2017-12-31461497033
2016 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,882,343
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$442,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$442,048
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,229,139
Value of total assets at end of year2016-12-31$12,450,421
Value of total assets at beginning of year2016-12-31$11,010,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$90,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$685,334
Participant contributions at end of year2016-12-31$53,551
Participant contributions at beginning of year2016-12-31$52,450
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$122,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,440,295
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,450,421
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,010,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,065,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,915,873
Value of interest in pooled separate accounts at end of year2016-12-31$873,182
Value of interest in pooled separate accounts at beginning of year2016-12-31$768,597
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$90,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,425,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,239,832
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$11,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$520,708
Net investment gain/loss from pooled separate accounts2016-12-31$41,976
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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$421,192
Employer contributions (assets) at end of year2016-12-31$32,782
Employer contributions (assets) at beginning of year2016-12-31$33,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$430,555
Contract administrator fees2016-12-31$0
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 name2016-12-31EKS&H LLLP
Accountancy firm EIN2016-12-31461497033
2015 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,280,906
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$655,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$654,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,182,702
Value of total assets at end of year2015-12-31$11,010,126
Value of total assets at beginning of year2015-12-31$10,384,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$909
Total interest from all sources2015-12-31$79,958
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$689,844
Participant contributions at end of year2015-12-31$52,450
Participant contributions at beginning of year2015-12-31$56,052
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$909
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$625,661
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,010,126
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,384,465
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$7,915,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,432,854
Value of interest in pooled separate accounts at end of year2015-12-31$768,597
Value of interest in pooled separate accounts at beginning of year2015-12-31$681,395
Interest earned on other investments2015-12-31$79,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,239,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,181,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-37,800
Net investment gain/loss from pooled separate accounts2015-12-31$56,046
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$428,612
Employer contributions (assets) at end of year2015-12-31$33,374
Employer contributions (assets) at beginning of year2015-12-31$32,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$654,336
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 name2015-12-31EKS&H LLLP
Accountancy firm EIN2015-12-31461497033
2014 : NAROPA UNIVERSITY DEFINED CONTRIBUTION 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$1,626,782
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$583,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$583,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,073,094
Value of total assets at end of year2014-12-31$10,384,465
Value of total assets at beginning of year2014-12-31$9,341,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$78,310
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$638,648
Participant contributions at end of year2014-12-31$56,052
Participant contributions at beginning of year2014-12-31$40,416
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,267
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
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$1,043,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,384,465
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,341,067
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$7,432,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,707,333
Value of interest in pooled separate accounts at end of year2014-12-31$681,395
Value of interest in pooled separate accounts at beginning of year2014-12-31$540,128
Interest earned on other investments2014-12-31$78,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,181,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,023,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$405,336
Net investment gain/loss from pooled separate accounts2014-12-31$70,042
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$418,179
Employer contributions (assets) at end of year2014-12-31$32,475
Employer contributions (assets) at beginning of year2014-12-31$29,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$583,384
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 name2014-12-31EKS&H LLLP
Accountancy firm EIN2014-12-31461497033
2013 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,077,221
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$499,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$499,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$988,797
Value of total assets at end of year2013-12-31$9,341,067
Value of total assets at beginning of year2013-12-31$7,763,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$113
Total interest from all sources2013-12-31$78,297
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$499,099
Participant contributions at end of year2013-12-31$40,416
Participant contributions at beginning of year2013-12-31$33,800
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$128,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$53,292
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$1,577,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,341,067
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,763,082
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$6,707,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,220,957
Value of interest in pooled separate accounts at end of year2013-12-31$540,128
Value of interest in pooled separate accounts at beginning of year2013-12-31$470,096
Interest earned on other investments2013-12-31$78,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,023,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,959,056
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$124,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$963,631
Net investment gain/loss from pooled separate accounts2013-12-31$46,496
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$361,097
Employer contributions (assets) at end of year2013-12-31$29,234
Employer contributions (assets) at beginning of year2013-12-31$25,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$374,647
Contract administrator fees2013-12-31$113
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 name2013-12-31EKS&H LLLP
Accountancy firm EIN2013-12-31461497033
2012 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,380,410
Total of all expenses incurred2012-12-31$462,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$462,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$766,002
Value of total assets at end of year2012-12-31$7,763,082
Value of total assets at beginning of year2012-12-31$6,844,916
Total interest from all sources2012-12-31$69,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$438,265
Participant contributions at end of year2012-12-31$33,800
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,292
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$53,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$70,891
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$918,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,763,082
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,844,916
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$5,220,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,436,304
Value of interest in pooled separate accounts at end of year2012-12-31$470,096
Value of interest in pooled separate accounts at beginning of year2012-12-31$413,445
Interest earned on other investments2012-12-31$69,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,959,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,924,276
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$230,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$502,216
Net investment gain/loss from pooled separate accounts2012-12-31$42,870
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$274,445
Employer contributions (assets) at end of year2012-12-31$25,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$231,757
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 name2012-12-31EKS&H LLLP
Accountancy firm EIN2012-12-31461497033
2011 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$799,440
Total of all expenses incurred2011-12-31$717,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$714,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$656,207
Value of total assets at end of year2011-12-31$6,844,916
Value of total assets at beginning of year2011-12-31$6,762,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,589
Total interest from all sources2011-12-31$67,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$332,061
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$70,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$70,891
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$82,411
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,844,916
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,762,505
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$4,436,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,573,163
Value of interest in pooled separate accounts at end of year2011-12-31$413,445
Value of interest in pooled separate accounts at beginning of year2011-12-31$456,889
Interest earned on other investments2011-12-31$67,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,924,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,732,453
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-39,994
Net investment gain/loss from pooled separate accounts2011-12-31$44,969
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$245,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$706,255
Contract administrator fees2011-12-31$2,589
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 name2011-12-31EHRHARDT KEEFE STEINER & HOTTMAN PC
Accountancy firm EIN2011-12-31840869721
2010 : NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$927,980
Total of all expenses incurred2010-12-31$221,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$220,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$399,135
Value of total assets at end of year2010-12-31$6,762,505
Value of total assets at beginning of year2010-12-31$6,056,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,515
Total interest from all sources2010-12-31$59,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$346,133
Administrative expenses (other) incurred2010-12-31$1,515
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$706,414
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,762,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,056,091
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$4,573,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,319,227
Value of interest in pooled separate accounts at end of year2010-12-31$456,889
Value of interest in pooled separate accounts at beginning of year2010-12-31$278,937
Interest earned on other investments2010-12-31$59,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,732,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,457,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$432,196
Net investment gain/loss from pooled separate accounts2010-12-31$36,820
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$53,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$220,051
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2010-12-31363990892

Form 5500 Responses for NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN

2022: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2015: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2014: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2013: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: NAROPA UNIVERSITY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2011: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01This submission is the final filingNo
2005: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01This submission is the final filingNo
2004: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01This submission is the final filingNo
2003: NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01This submission is the final filingNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered332
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered345
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 number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered356
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered367
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered393
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 number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered420
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered402
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered381
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered356
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered315
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365250
Policy instance 2
Insurance contract or identification number365250
Number of Individuals Covered90
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365249
Policy instance 1
Insurance contract or identification number365249
Number of Individuals Covered275
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
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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