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WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameWESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number 001

WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

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

Company Name:WESTERN GOVERNORS UNIVERSITY
Employer identification number (EIN):841383926
NAIC Classification:611000

Additional information about WESTERN GOVERNORS UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-06-06
Company Identification Number: 0801608861
Legal Registered Office Address: 4001 S 700 E STE 700

SALT LAKE CTY
United States of America (USA)
84107

More information about WESTERN GOVERNORS UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID GROW
0012017-01-01
0012016-01-01DAVID GROW DAVID GROW2017-10-16
0012015-01-01DAVID GROW DAVID GROW2016-10-06
0012014-01-01DAVID GROW DAVID GROW2015-10-14
0012013-01-01DAVID GROW
0012012-01-01DAVID GROW DAVID GROW2013-10-14
0012011-01-01DAVID GROW
0012009-01-01DAVID GROW

Plan Statistics for WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2021: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,902
Total number of active participants reported on line 7a of the Form 55002021-01-017,193
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-013,364
Total of all active and inactive participants2021-01-0110,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0129
Total participants2021-01-0110,613
Number of participants with account balances2021-01-0110,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01818
2020: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-018,949
Total number of active participants reported on line 7a of the Form 55002020-01-017,385
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-012,485
Total of all active and inactive participants2020-01-019,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0120
Total participants2020-01-019,902
Number of participants with account balances2020-01-019,902
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01468
2019: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,766
Total number of active participants reported on line 7a of the Form 55002019-01-016,709
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-012,207
Total of all active and inactive participants2019-01-018,941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-018,949
Number of participants with account balances2019-01-018,949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01575
2018: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016,615
Total number of active participants reported on line 7a of the Form 55002018-01-016,040
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-011,699
Total of all active and inactive participants2018-01-017,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-017,766
Number of participants with account balances2018-01-017,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01546
2017: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,655
Total number of active participants reported on line 7a of the Form 55002017-01-015,201
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-011,250
Total of all active and inactive participants2017-01-016,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-016,463
Number of participants with account balances2017-01-016,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01465
2016: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,696
Total number of active participants reported on line 7a of the Form 55002016-01-014,738
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01913
Total of all active and inactive participants2016-01-015,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-015,655
Number of participants with account balances2016-01-015,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01219
2015: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,021
Total number of active participants reported on line 7a of the Form 55002015-01-013,901
Number of other retired or separated participants entitled to future benefits2015-01-01791
Total of all active and inactive participants2015-01-014,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-014,697
Number of participants with account balances2015-01-014,679
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01188
2014: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,330
Total number of active participants reported on line 7a of the Form 55002014-01-013,167
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01852
Total of all active and inactive participants2014-01-014,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-014,022
Number of participants with account balances2014-01-014,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01212
2013: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,659
Total number of active participants reported on line 7a of the Form 55002013-01-012,671
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01656
Total of all active and inactive participants2013-01-013,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-013,330
Number of participants with account balances2013-01-013,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01193
2012: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,150
Total number of active participants reported on line 7a of the Form 55002012-01-012,120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01540
Total of all active and inactive participants2012-01-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,661
Number of participants with account balances2012-01-012,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01192
2011: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,716
Total number of active participants reported on line 7a of the Form 55002011-01-011,716
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01373
Total of all active and inactive participants2011-01-012,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,089
Number of participants with account balances2011-01-012,031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01151
2009: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01526
Total number of active participants reported on line 7a of the Form 55002009-01-01678
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01739
Total participants2009-01-01739
Number of participants with account balances2009-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2021 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$97,328,569
Total of all expenses incurred2021-12-31$19,621,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,244,863
Expenses. Certain deemed distributions of participant loans2021-12-31$499,236
Value of total corrective distributions2021-12-31$13,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$54,855,043
Value of total assets at end of year2021-12-31$357,677,443
Value of total assets at beginning of year2021-12-31$279,970,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$864,368
Total interest from all sources2021-12-31$591,773
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,659,557
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$8,659,557
Administrative expenses professional fees incurred2021-12-31$20,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$26,477,182
Participant contributions at end of year2021-12-31$6,489,578
Participant contributions at beginning of year2021-12-31$4,829,102
Participant contributions at beginning of year2021-12-31$899,254
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,384,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$26,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$46,722
Administrative expenses (other) incurred2021-12-31$557,643
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$77,706,633
Value of net assets at end of year (total assets less liabilities)2021-12-31$357,677,443
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$279,970,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$286,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$337,230,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$258,821,123
Value of interest in pooled separate accounts at end of year2021-12-31$546,679
Value of interest in pooled separate accounts at beginning of year2021-12-31$484,109
Interest on participant loans2021-12-31$253,308
Interest earned on other investments2021-12-31$338,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,384,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,974,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$33,138,866
Net investment gain/loss from pooled separate accounts2021-12-31$83,330
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$23,993,252
Employer contributions (assets) at beginning of year2021-12-31$915,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$18,244,863
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$83,466,986
Total of all expenses incurred2020-12-31$15,171,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,920,011
Expenses. Certain deemed distributions of participant loans2020-12-31$573,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$50,150,777
Value of total assets at end of year2020-12-31$279,970,810
Value of total assets at beginning of year2020-12-31$211,675,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$677,849
Total interest from all sources2020-12-31$563,465
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,725,923
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$3,725,923
Administrative expenses professional fees incurred2020-12-31$39,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$23,296,518
Participant contributions at end of year2020-12-31$4,829,102
Participant contributions at beginning of year2020-12-31$3,806,152
Participant contributions at end of year2020-12-31$899,254
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,922,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$46,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$51,860
Administrative expenses (other) incurred2020-12-31$481,739
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$68,295,241
Value of net assets at end of year (total assets less liabilities)2020-12-31$279,970,810
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$211,675,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$157,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$258,821,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$196,691,764
Value of interest in pooled separate accounts at end of year2020-12-31$484,109
Value of interest in pooled separate accounts at beginning of year2020-12-31$730,926
Interest on participant loans2020-12-31$205,822
Interest earned on other investments2020-12-31$357,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,974,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,394,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,032,925
Net investment gain/loss from pooled separate accounts2020-12-31$-6,104
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
Contributions received in cash from employer2020-12-31$22,931,848
Employer contributions (assets) at end of year2020-12-31$915,636
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,920,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$75,562,248
Total of all expenses incurred2019-12-31$11,791,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,699,331
Expenses. Certain deemed distributions of participant loans2019-12-31$584,005
Value of total corrective distributions2019-12-31$1,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$41,455,775
Value of total assets at end of year2019-12-31$211,675,569
Value of total assets at beginning of year2019-12-31$147,905,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$506,769
Total interest from all sources2019-12-31$520,374
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,775,853
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$3,775,853
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$18,283,132
Participant contributions at end of year2019-12-31$3,806,152
Participant contributions at beginning of year2019-12-31$2,419,023
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,148,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$51,860
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$382,769
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$63,770,293
Value of net assets at end of year (total assets less liabilities)2019-12-31$211,675,569
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$147,905,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$124,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$196,691,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$134,531,061
Value of interest in pooled separate accounts at end of year2019-12-31$730,926
Value of interest in pooled separate accounts at beginning of year2019-12-31$783,254
Interest on participant loans2019-12-31$206,217
Interest earned on other investments2019-12-31$314,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,394,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,171,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$29,769,860
Net investment gain/loss from pooled separate accounts2019-12-31$40,386
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,024,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,699,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$27,668,187
Total of all expenses incurred2018-12-31$9,669,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,696,050
Expenses. Certain deemed distributions of participant loans2018-12-31$486,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,245,842
Value of total assets at end of year2018-12-31$147,905,276
Value of total assets at beginning of year2018-12-31$129,906,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$486,796
Total interest from all sources2018-12-31$357,433
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,688,771
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$3,688,771
Administrative expenses professional fees incurred2018-12-31$4,050
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$15,521,445
Participant contributions at end of year2018-12-31$2,419,023
Participant contributions at beginning of year2018-12-31$1,463,921
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,820,707
Administrative expenses (other) incurred2018-12-31$317,413
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$17,998,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$147,905,276
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$129,906,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$165,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$134,531,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$119,181,385
Value of interest in pooled separate accounts at end of year2018-12-31$783,254
Value of interest in pooled separate accounts at beginning of year2018-12-31$938,620
Interest on participant loans2018-12-31$86,230
Interest earned on other investments2018-12-31$271,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,171,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,322,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,661,105
Net investment gain/loss from pooled separate accounts2018-12-31$37,246
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,903,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,696,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$46,099,657
Total of all expenses incurred2017-12-31$7,473,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,252,526
Value of total corrective distributions2017-12-31$870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,743,020
Value of total assets at end of year2017-12-31$129,906,825
Value of total assets at beginning of year2017-12-31$91,280,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$220,349
Total interest from all sources2017-12-31$266,491
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,321,938
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$1,321,938
Administrative expenses professional fees incurred2017-12-31$8,500
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 period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,342,661
Participant contributions at end of year2017-12-31$1,463,921
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,544,783
Administrative expenses (other) incurred2017-12-31$105,818
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$38,625,912
Value of net assets at end of year (total assets less liabilities)2017-12-31$129,906,825
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$91,280,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$106,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$119,181,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$83,667,007
Value of interest in pooled separate accounts at end of year2017-12-31$938,620
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,062,473
Interest on participant loans2017-12-31$22,276
Interest earned on other investments2017-12-31$244,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,322,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,551,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,725,658
Net investment gain/loss from pooled separate accounts2017-12-31$42,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,855,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,252,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,158,289
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,837,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,760,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$22,046,387
Value of total assets at end of year2016-12-31$91,280,913
Value of total assets at beginning of year2016-12-31$66,960,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,199
Total interest from all sources2016-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,132,250
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$2,132,250
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,233,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,843,887
Other income not declared elsewhere2016-12-31$296,669
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$24,320,650
Value of net assets at end of year (total assets less liabilities)2016-12-31$91,280,913
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$66,960,263
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$77,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$83,667,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,042,316
Value of interest in pooled separate accounts at end of year2016-12-31$1,062,473
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,065,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,551,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,852,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,627,026
Net investment gain/loss from pooled separate accounts2016-12-31$55,907
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$9,968,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,760,440
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT 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$17,329,662
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,279,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,223,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,516,926
Value of total assets at end of year2015-12-31$66,960,263
Value of total assets at beginning of year2015-12-31$51,910,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$56,580
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,653,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,653,641
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,000,437
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,859,186
Other income not declared elsewhere2015-12-31$237,909
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$15,049,946
Value of net assets at end of year (total assets less liabilities)2015-12-31$66,960,263
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,910,317
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$60,042,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,059,387
Value of interest in pooled separate accounts at end of year2015-12-31$1,065,268
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,142,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,852,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,708,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,163,804
Net investment gain/loss from pooled separate accounts2015-12-31$84,990
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$7,657,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,223,136
Contract administrator fees2015-12-31$56,580
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$14,518,305
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,304,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,302,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,208,042
Value of total assets at end of year2014-12-31$51,910,317
Value of total assets at beginning of year2014-12-31$39,696,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,222
Total interest from all sources2014-12-31$169,087
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,144,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,144,747
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,232,943
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,017,040
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$12,213,761
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,910,317
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,696,556
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$46,059,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,133,800
Value of interest in pooled separate accounts at end of year2014-12-31$1,142,754
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,522,336
Interest earned on other investments2014-12-31$169,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,708,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,040,420
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$92,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$858,517
Net investment gain/loss from pooled separate accounts2014-12-31$137,912
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$5,958,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,209,612
Contract administrator fees2014-12-31$2,222
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,744,872
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,788,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,788,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,621,293
Value of total assets at end of year2013-12-31$39,696,556
Value of total assets at beginning of year2013-12-31$29,740,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$759
Total interest from all sources2013-12-31$159,164
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,499,784
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$115,642
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$519,354
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$9,955,994
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,696,556
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,740,562
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$33,133,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$24,111,432
Value of interest in pooled separate accounts at end of year2013-12-31$1,522,336
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,148,707
Income. Interest from loans (other than to participants)2013-12-31$1
Interest earned on other investments2013-12-31$159,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,040,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,210,011
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$106,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,841,300
Net investment gain/loss from pooled separate accounts2013-12-31$123,115
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$4,602,155
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$154,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,681,130
Contract administrator fees2013-12-31$759
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 name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,858,750
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,120,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,120,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,394,514
Value of total assets at end of year2012-12-31$29,740,562
Value of total assets at beginning of year2012-12-31$22,002,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$466
Total interest from all sources2012-12-31$136,586
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,803,262
Participant contributions at end of year2012-12-31$115,642
Participant contributions at beginning of year2012-12-31$92,982
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$947,600
Other income not declared elsewhere2012-12-31$6
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$7,738,229
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,740,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,002,333
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$24,111,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,625,429
Value of interest in pooled separate accounts at end of year2012-12-31$1,148,707
Value of interest in pooled separate accounts at beginning of year2012-12-31$807,449
Interest earned on other investments2012-12-31$136,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,210,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,351,431
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$38,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,233,682
Net investment gain/loss from pooled separate accounts2012-12-31$93,962
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$3,643,652
Employer contributions (assets) at end of year2012-12-31$154,770
Employer contributions (assets) at beginning of year2012-12-31$125,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,081,639
Contract administrator fees2012-12-31$466
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 name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,647,490
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$760,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$760,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,533,933
Value of total assets at end of year2011-12-31$22,002,333
Value of total assets at beginning of year2011-12-31$17,115,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$561
Total interest from all sources2011-12-31$113,634
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,327,416
Participant contributions at end of year2011-12-31$92,982
Participant contributions at beginning of year2011-12-31$2,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$6,442
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$338,592
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$4,886,539
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,002,333
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,115,794
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$17,625,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,715,785
Value of interest in pooled separate accounts at end of year2011-12-31$807,449
Value of interest in pooled separate accounts at beginning of year2011-12-31$658,572
Interest earned on other investments2011-12-31$113,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,351,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,686,232
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-90,230
Net investment gain/loss from pooled separate accounts2011-12-31$90,153
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,867,925
Employer contributions (assets) at end of year2011-12-31$125,042
Employer contributions (assets) at beginning of year2011-12-31$46,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$755,408
Contract administrator fees2011-12-31$561
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 name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,172,854
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$535,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$535,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,252,894
Value of total assets at end of year2010-12-31$17,115,794
Value of total assets at beginning of year2010-12-31$12,478,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$137
Total interest from all sources2010-12-31$86,259
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,707,631
Participant contributions at end of year2010-12-31$2,000
Participant contributions at beginning of year2010-12-31$48,794
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,442
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$512,950
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$137
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$4,637,109
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,115,794
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,478,685
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$13,715,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,573,156
Value of interest in pooled separate accounts at end of year2010-12-31$658,572
Value of interest in pooled separate accounts at beginning of year2010-12-31$715,149
Interest earned on other investments2010-12-31$86,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,686,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,045,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$761,620
Net investment gain/loss from pooled separate accounts2010-12-31$72,081
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,032,313
Employer contributions (assets) at end of year2010-12-31$46,763
Employer contributions (assets) at beginning of year2010-12-31$95,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$535,608
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 name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695
2009 : WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN

2021: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WESTERN GOVERNORS UNIVERSITY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069866
Policy instance 2
Insurance contract or identification numberTA069866
Number of Individuals Covered10229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500533
Policy instance 1
Insurance contract or identification number500533
Number of Individuals Covered1066
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069866
Policy instance 2
Insurance contract or identification numberTA069866
Number of Individuals Covered9902
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500533
Policy instance 1
Insurance contract or identification number500533
Number of Individuals Covered1109
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069866
Policy instance 2
Insurance contract or identification numberTA069866
Number of Individuals Covered8949
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500533
Policy instance 1
Insurance contract or identification number500533
Number of Individuals Covered1158
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069866
Policy instance 2
Insurance contract or identification numberTA069866
Number of Individuals Covered7361
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500533
Policy instance 1
Insurance contract or identification number500533
Number of Individuals Covered1227
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069866
Policy instance 2
Insurance contract or identification numberTA069866
Number of Individuals Covered6271
Insurance policy start date2017-06-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500533
Policy instance 1
Insurance contract or identification number500533
Number of Individuals Covered1304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered2180
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered2535
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 number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered3291
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered2616
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered2109
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number358342
Policy instance 2
Insurance contract or identification number358342
Number of Individuals Covered914
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 number358341
Policy instance 1
Insurance contract or identification number358341
Number of Individuals Covered1286
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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