401k Plan data: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF plan

SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 401k Plan overview

Plan Name	SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF
Plan identification number	001

SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF Benefits

401k Plan Type

Defined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ARIZONA CHRISTIAN UNIVERSITY 403B PLAN has sponsored the creation of one or more 401k plans.

Company Name: ARIZONA CHRISTIAN UNIVERSITY 403B PLAN

Employer identification number (EIN): 860186050

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-07-01
001 2019-07-01 ROBIN KLUNG 2021-04-09 ROBIN KLUNG 2021-04-09
001 2018-07-01 KELLY BULLOCK 2020-04-13 KELLY BULLOCK 2020-04-13
001 2017-07-01 KELLY BULLOCK 2019-04-12 KELLY BULLOCK 2019-04-12
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 DIANE CATLIN
001 2011-07-01 DIANE CATLIN
001 2010-07-01 DIANE CATLIN 2012-03-13
001 2008-07-01
001 2007-07-01 DAVID BARNES
001 2006-07-01 DAVID BARNES
001 2005-07-01 DAVID BARNES
001 2004-07-01 DAVID BARNES
001 2003-07-01 DAVID BARNES
001 2002-07-01 DAVID BARNES
001 2002-01-01 DAVID BARNES
001 2001-01-01 DAVID BARNES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-07-01
001	2019-07-01	ROBIN KLUNG	2021-04-09	ROBIN KLUNG	2021-04-09
001	2018-07-01	KELLY BULLOCK	2020-04-13	KELLY BULLOCK	2020-04-13
001	2017-07-01	KELLY BULLOCK	2019-04-12	KELLY BULLOCK	2019-04-12
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	DIANE CATLIN
001	2011-07-01	DIANE CATLIN
001	2010-07-01	DIANE CATLIN	2012-03-13
001	2008-07-01
001	2007-07-01	DAVID BARNES
001	2006-07-01	DAVID BARNES
001	2005-07-01	DAVID BARNES
001	2004-07-01	DAVID BARNES
001	2003-07-01	DAVID BARNES
001	2002-07-01	DAVID BARNES
001	2002-01-01	DAVID BARNES
001	2001-01-01	DAVID BARNES

Plan Statistics for SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF

401k plan membership statisitcs for SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF

Measure Date Value
2020: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2020 401k membership
Total participants, beginning-of-year 2020-07-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 69
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 94
Total of all active and inactive participants 2020-07-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 163
Number of participants with account balances 2020-07-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2019 401k membership
Total participants, beginning-of-year 2019-07-01 221
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 103
Number of retired or separated participants receiving benefits 2019-07-01 31
Number of other retired or separated participants entitled to future benefits 2019-07-01 68
Total of all active and inactive participants 2019-07-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 202
Number of participants with account balances 2019-07-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2018 401k membership
Total participants, beginning-of-year 2018-07-01 204
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 142
Number of retired or separated participants receiving benefits 2018-07-01 32
Number of other retired or separated participants entitled to future benefits 2018-07-01 61
Total of all active and inactive participants 2018-07-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 235
Number of participants with account balances 2018-07-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2017 401k membership
Total participants, beginning-of-year 2017-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 86
Number of retired or separated participants receiving benefits 2017-07-01 29
Number of other retired or separated participants entitled to future benefits 2017-07-01 65
Total of all active and inactive participants 2017-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 180
Number of participants with account balances 2017-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2016 401k membership
Total participants, beginning-of-year 2016-07-01 299
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 106
Number of retired or separated participants receiving benefits 2016-07-01 30
Number of other retired or separated participants entitled to future benefits 2016-07-01 65
Total of all active and inactive participants 2016-07-01 201
Total participants 2016-07-01 201
Number of participants with account balances 2016-07-01 141
2015: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2015 401k membership
Total participants, beginning-of-year 2015-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 200
Number of retired or separated participants receiving benefits 2015-07-01 23
Number of other retired or separated participants entitled to future benefits 2015-07-01 66
Total of all active and inactive participants 2015-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 289
Number of participants with account balances 2015-07-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2014 401k membership
Total participants, beginning-of-year 2014-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 89
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 85
Total of all active and inactive participants 2014-07-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 174
Number of participants with account balances 2014-07-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2013 401k membership
Total participants, beginning-of-year 2013-07-01 131
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 78
Number of retired or separated participants receiving benefits 2013-07-01 20
Number of other retired or separated participants entitled to future benefits 2013-07-01 60
Total of all active and inactive participants 2013-07-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 158
Number of participants with account balances 2013-07-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2012 401k membership
Total participants, beginning-of-year 2012-07-01 116
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 64
Number of retired or separated participants receiving benefits 2012-07-01 16
Number of other retired or separated participants entitled to future benefits 2012-07-01 47
Total of all active and inactive participants 2012-07-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 127
Number of participants with account balances 2012-07-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2011 401k membership
Total participants, beginning-of-year 2011-07-01 87
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 63
Number of retired or separated participants receiving benefits 2011-07-01 15
Number of other retired or separated participants entitled to future benefits 2011-07-01 38
Total of all active and inactive participants 2011-07-01 116
Total participants 2011-07-01 116
Number of participants with account balances 2011-07-01 104

Measure	Date	Value
2020: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2020 401k membership
Total participants, beginning-of-year	2020-07-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	69
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	94
Total of all active and inactive participants	2020-07-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	163
Number of participants with account balances	2020-07-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2019 401k membership
Total participants, beginning-of-year	2019-07-01	221
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	103
Number of retired or separated participants receiving benefits	2019-07-01	31
Number of other retired or separated participants entitled to future benefits	2019-07-01	68
Total of all active and inactive participants	2019-07-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	202
Number of participants with account balances	2019-07-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2018 401k membership
Total participants, beginning-of-year	2018-07-01	204
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	142
Number of retired or separated participants receiving benefits	2018-07-01	32
Number of other retired or separated participants entitled to future benefits	2018-07-01	61
Total of all active and inactive participants	2018-07-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	235
Number of participants with account balances	2018-07-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2017 401k membership
Total participants, beginning-of-year	2017-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	86
Number of retired or separated participants receiving benefits	2017-07-01	29
Number of other retired or separated participants entitled to future benefits	2017-07-01	65
Total of all active and inactive participants	2017-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	180
Number of participants with account balances	2017-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2016 401k membership
Total participants, beginning-of-year	2016-07-01	299
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	106
Number of retired or separated participants receiving benefits	2016-07-01	30
Number of other retired or separated participants entitled to future benefits	2016-07-01	65
Total of all active and inactive participants	2016-07-01	201
Total participants	2016-07-01	201
Number of participants with account balances	2016-07-01	141
2015: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2015 401k membership
Total participants, beginning-of-year	2015-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	200
Number of retired or separated participants receiving benefits	2015-07-01	23
Number of other retired or separated participants entitled to future benefits	2015-07-01	66
Total of all active and inactive participants	2015-07-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	289
Number of participants with account balances	2015-07-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2014 401k membership
Total participants, beginning-of-year	2014-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	89
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	85
Total of all active and inactive participants	2014-07-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	174
Number of participants with account balances	2014-07-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2013 401k membership
Total participants, beginning-of-year	2013-07-01	131
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	78
Number of retired or separated participants receiving benefits	2013-07-01	20
Number of other retired or separated participants entitled to future benefits	2013-07-01	60
Total of all active and inactive participants	2013-07-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	158
Number of participants with account balances	2013-07-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2012 401k membership
Total participants, beginning-of-year	2012-07-01	116
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	64
Number of retired or separated participants receiving benefits	2012-07-01	16
Number of other retired or separated participants entitled to future benefits	2012-07-01	47
Total of all active and inactive participants	2012-07-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	127
Number of participants with account balances	2012-07-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2011 401k membership
Total participants, beginning-of-year	2011-07-01	87
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	63
Number of retired or separated participants receiving benefits	2011-07-01	15
Number of other retired or separated participants entitled to future benefits	2011-07-01	38
Total of all active and inactive participants	2011-07-01	116
Total participants	2011-07-01	116
Number of participants with account balances	2011-07-01	104

Financial Data on SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF

Measure	Date	Value
2021 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2021 401k financial data
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$11,549
Total income from all sources (including contributions)	2021-06-30	$1,463,366
Total of all expenses incurred	2021-06-30	$708,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$708,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$415,561
Value of total assets at end of year	2021-06-30	$5,345,855
Value of total assets at beginning of year	2021-06-30	$4,602,405
Total interest from all sources	2021-06-30	$41,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$283,998
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$8,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$754,999
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,345,855
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,590,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$4,147,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$2,913,195
Value of interest in pooled separate accounts at end of year	2021-06-30	$132,915
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$139,466
Interest earned on other investments	2021-06-30	$41,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$1,065,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$1,549,744
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$491,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$997,465
Net investment gain/loss from pooled separate accounts	2021-06-30	$8,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$122,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$217,267
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$11,549
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-06-30	410746749
2020 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$11,549
Total income from all sources (including contributions)	2020-06-30	$558,449
Total of all expenses incurred	2020-06-30	$465,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$454,416
Value of total corrective distributions	2020-06-30	$11,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$349,110
Value of total assets at end of year	2020-06-30	$4,602,405
Value of total assets at beginning of year	2020-06-30	$4,498,372
Total interest from all sources	2020-06-30	$60,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$284,991
Participant contributions at beginning of year	2020-06-30	$0
Other income not declared elsewhere	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$92,484
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,590,856
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$4,498,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$2,913,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,682,383
Value of interest in pooled separate accounts at end of year	2020-06-30	$139,466
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$269,932
Interest earned on other investments	2020-06-30	$60,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,549,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,546,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$145,261
Net investment gain/loss from pooled separate accounts	2020-06-30	$4,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$64,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$454,416
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$11,549
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-06-30	410746749
2019 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$446,084
Total of all expenses incurred	2019-06-30	$201,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$201,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$232,929
Value of total assets at end of year	2019-06-30	$4,498,372
Value of total assets at beginning of year	2019-06-30	$4,254,176
Total interest from all sources	2019-06-30	$60,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$425,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$232,929
Participant contributions at end of year	2019-06-30	$0
Participant contributions at beginning of year	2019-06-30	$8,373
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$244,196
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$4,498,372
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,254,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,682,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,645,540
Value of interest in pooled separate accounts at end of year	2019-06-30	$269,932
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$262,946
Interest earned on other investments	2019-06-30	$60,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,546,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$1,337,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$138,748
Net investment gain/loss from pooled separate accounts	2019-06-30	$13,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$201,888
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-06-30	410746749
2018 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$492,263
Total of all expenses incurred	2018-06-30	$307,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$307,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$173,017
Value of total assets at end of year	2018-06-30	$4,254,176
Value of total assets at beginning of year	2018-06-30	$4,068,922
Total interest from all sources	2018-06-30	$51,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$425,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$173,017
Participant contributions at end of year	2018-06-30	$8,373
Participant contributions at beginning of year	2018-06-30	$6,013
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$185,254
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,254,176
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,068,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,645,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,298,377
Value of interest in pooled separate accounts at end of year	2018-06-30	$262,946
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$448,848
Interest earned on other investments	2018-06-30	$51,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$1,337,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,315,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$250,835
Net investment gain/loss from pooled separate accounts	2018-06-30	$16,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$307,009
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-06-30	410746749
2017 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$513,204
Total of all expenses incurred	2017-06-30	$223,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$223,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$150,429
Value of total assets at end of year	2017-06-30	$4,068,922
Value of total assets at beginning of year	2017-06-30	$3,779,164
Total interest from all sources	2017-06-30	$52,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$425,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$149,972
Participant contributions at end of year	2017-06-30	$6,013
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$289,758
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$4,068,922
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$3,779,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,298,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$1,908,956
Value of interest in pooled separate accounts at end of year	2017-06-30	$448,848
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$460,302
Interest earned on other investments	2017-06-30	$52,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$150,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$150,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,315,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$1,259,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$292,600
Net investment gain/loss from pooled separate accounts	2017-06-30	$17,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$223,446
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CAPINCROUSE, LLP
Accountancy firm EIN	2017-06-30	363990892
2016 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$163,507
Total of all expenses incurred	2016-06-30	$241,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$241,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$107,878
Value of total assets at end of year	2016-06-30	$3,779,164
Value of total assets at beginning of year	2016-06-30	$3,856,767
Total interest from all sources	2016-06-30	$50,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$365,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$98,211
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$9,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-77,603
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$3,779,164
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$3,856,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$1,908,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$2,035,686
Value of interest in pooled separate accounts at end of year	2016-06-30	$460,302
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$461,288
Interest earned on other investments	2016-06-30	$50,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$150,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$133,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$133,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$1,259,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,226,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-25,805
Net investment gain/loss from pooled separate accounts	2016-06-30	$31,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$241,110
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2016-06-30	464370753
2015 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$399,923
Total of all expenses incurred	2015-06-30	$635,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$635,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$195,372
Value of total assets at end of year	2015-06-30	$3,856,767
Value of total assets at beginning of year	2015-06-30	$4,092,307
Total interest from all sources	2015-06-30	$45
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$365,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$170,737
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$6,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-235,540
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$3,856,767
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$4,092,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$2,035,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,413,583
Value of interest in pooled separate accounts at end of year	2015-06-30	$461,288
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$464,779
Income. Interest from US Government securities	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$133,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,226,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,206,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$156,853
Net investment gain/loss from pooled separate accounts	2015-06-30	$47,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$24,635
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$635,463
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2015-06-30	464370753
2014 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$916,790
Total of all expenses incurred	2014-06-30	$244,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$244,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$419,836
Value of total assets at end of year	2014-06-30	$4,092,307
Value of total assets at beginning of year	2014-06-30	$3,419,916
Total interest from all sources	2014-06-30	$100,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$365,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$177,531
Participant contributions at end of year	2014-06-30	$6,919
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$158,110
Other income not declared elsewhere	2014-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$672,391
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$4,092,307
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$3,419,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,413,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$3,419,916
Value of interest in pooled separate accounts at end of year	2014-06-30	$464,779
Interest earned on other investments	2014-06-30	$48,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$51,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,206,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$351,670
Net investment gain/loss from pooled separate accounts	2014-06-30	$45,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$84,195
Employer contributions (assets) at end of year	2014-06-30	$984
Employer contributions (assets) at beginning of year	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$244,399
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BALDWIN & BALDWIN, PLLC
Accountancy firm EIN	2014-06-30	464370753
2013 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$601,186
Total of all expenses incurred	2013-06-30	$685,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$685,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$252,233
Value of total assets at end of year	2013-06-30	$3,419,916
Value of total assets at beginning of year	2013-06-30	$3,504,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$365,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$174,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-84,428
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$3,419,916
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,504,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$3,419,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$3,504,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$348,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$77,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$685,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	ESTES BALDWIN ZOBEL HALL, PLLC
Accountancy firm EIN	2013-06-30	454250967
2012 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$462,608
Total of all expenses incurred	2012-06-30	$348,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$348,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$406,095
Value of total assets at end of year	2012-06-30	$3,504,344
Value of total assets at beginning of year	2012-06-30	$3,389,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$365,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$233,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$114,529
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,504,344
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$3,389,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$3,504,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,389,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$56,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$173,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$348,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	ESTES BALDWIN ZOBEL HALL, PLLC
Accountancy firm EIN	2012-06-30	454250967
2010 : SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2010 401k financial data
Transfers to/from the plan	2010-06-30	$0
Total plan liabilities at end of year	2010-06-30	$0
Total plan liabilities at beginning of year	2010-06-30	$0
Total income from all sources	2010-06-30	$356,314
Expenses. Total of all expenses incurred	2010-06-30	$238,168
Benefits paid (including direct rollovers)	2010-06-30	$238,168
Total plan assets at end of year	2010-06-30	$2,923,874
Total plan assets at beginning of year	2010-06-30	$2,805,728
Value of fidelity bond covering the plan	2010-06-30	$2,500
Total contributions received or receivable from participants	2010-06-30	$171,704
Expenses. Other expenses not covered elsewhere	2010-06-30	$0
Contributions received from other sources (not participants or employers)	2010-06-30	$16,015
Other income received	2010-06-30	$168,595
Noncash contributions received	2010-06-30	$0
Net income (gross income less expenses)	2010-06-30	$118,146
Net plan assets at end of year (total assets less liabilities)	2010-06-30	$2,923,874
Net plan assets at beginning of year (total assets less liabilities)	2010-06-30	$2,805,728
Total contributions received or receivable from employer(s)	2010-06-30	$0
Value of certain deemed distributions of participant loans	2010-06-30	$0
Value of corrective distributions	2010-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-06-30	$0

Form 5500 Responses for SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF

2020: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2008: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2008 form 5500 responses
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2007: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes
2006: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2006-07-01	Plan funding arrangement – Insurance	Yes
2006-07-01	Plan benefit arrangement – Insurance	Yes
2005: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2005-07-01	Plan funding arrangement – Insurance	Yes
2005-07-01	Plan benefit arrangement – Insurance	Yes
2004: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No
2004-07-01	Plan funding arrangement – Insurance	Yes
2004-07-01	Plan benefit arrangement – Insurance	Yes
2003: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2003 form 5500 responses
2003-07-01	Type of plan entity	Single employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	No
2003-07-01	Plan funding arrangement – Insurance	Yes
2003-07-01	Plan benefit arrangement – Insurance	Yes
2002: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2002 form 5500 responses
2002-07-01	Type of plan entity	Single employer plan
2002-07-01	Submission has been amended	No
2002-07-01	This submission is the final filing	No
2002-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-07-01	Plan is a collectively bargained plan	No
2002-07-01	Plan funding arrangement – Insurance	Yes
2002-07-01	Plan benefit arrangement – Insurance	Yes
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Insurance	Yes
2002-01-01	Plan benefit arrangement – Insurance	Yes
2001: SOUTHWESTERN COLLEGE TIAA-CREF RETIREMENT PLAN FOR FULL TIME FACULTY AND STAFF 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Insurance	Yes
2001-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

314397

Policy instance

Insurance contract or identification number	314397
Number of Individuals Covered	158
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

314397

Policy instance

Insurance contract or identification number	314397
Number of Individuals Covered	163
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

314397

Policy instance

Insurance contract or identification number	314397
Number of Individuals Covered	147
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

314397

Policy instance

Insurance contract or identification number	314397
Number of Individuals Covered	137
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	ARIZONA CHRISTIAN UNIVERSITY 403B PLAN
Employer identification number (EIN):	860186050
NAIC Classification:	611000