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SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 401k Plan overview

Plan NameSEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)
Plan identification number 001

SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) Benefits

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

401k Sponsoring company profile

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

Company Name:SEATTLE PACIFIC UNIVERSITY
Employer identification number (EIN):910565553
NAIC Classification:611000

Additional information about SEATTLE PACIFIC UNIVERSITY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1891-06-25
Company Identification Number: 178020732
Legal Registered Office Address: 3307 3RD AVE W

SEATTLE
United States of America (USA)
981191940

More information about SEATTLE PACIFIC UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01NICOLE CUSTER GARY E. WOMELSDUFF2018-04-05
0012015-07-01NICOLE CUSTER GARY E. WOMELSDUFF2017-04-10
0012014-07-01NICOLE CUSTER GARY E. WOMELSDUFF2016-03-31
0012013-07-01JACKIE A BELZ GARY E. WOMELSDUFF2015-04-10
0012012-07-01JACKIE A BELZ GARY E. WOMELSDUFF2014-04-03
0012011-07-01JACKIE A BELZ GARY E. WOMELSDUFF2013-03-08
0012008-07-01GARY WOMELSDUFF
0012007-07-01GARY WOMELSDUFF
0012005-07-01GARY WOMELSDUFF
0012004-07-01GARY WOMELSDUFF
0012003-07-01GARY WOMELSDUFF
0012002-07-01GARY WOMELSDUFF
0012000-07-01GARY WOMELSDUFF
0011997-07-01GARY WOMELSDUFF
0011995-07-01GARY WOMELSDUFF
0011991-07-01GARY WOMELSDUFF
0011990-07-01GARY WOMELSDUFF
0011989-07-01GARY WOMELSDUFF

Plan Statistics for SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)

401k plan membership statisitcs for SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)

Measure Date Value
2021: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2021 401k membership
Total participants, beginning-of-year2021-07-011,361
Total number of active participants reported on line 7a of the Form 55002021-07-011,121
Number of retired or separated participants receiving benefits2021-07-0114
Number of other retired or separated participants entitled to future benefits2021-07-01425
Total of all active and inactive participants2021-07-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-016
Total participants2021-07-011,566
Number of participants with account balances2021-07-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2020 401k membership
Total participants, beginning-of-year2020-07-011,438
Total number of active participants reported on line 7a of the Form 55002020-07-01967
Number of retired or separated participants receiving benefits2020-07-019
Number of other retired or separated participants entitled to future benefits2020-07-01373
Total of all active and inactive participants2020-07-011,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-015
Total participants2020-07-011,354
Number of participants with account balances2020-07-01873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2019 401k membership
Total participants, beginning-of-year2019-07-011,526
Total number of active participants reported on line 7a of the Form 55002019-07-011,044
Number of retired or separated participants receiving benefits2019-07-0112
Number of other retired or separated participants entitled to future benefits2019-07-01376
Total of all active and inactive participants2019-07-011,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-011,438
Number of participants with account balances2019-07-01881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2018 401k membership
Total participants, beginning-of-year2018-07-011,522
Total number of active participants reported on line 7a of the Form 55002018-07-011,156
Number of retired or separated participants receiving benefits2018-07-0111
Number of other retired or separated participants entitled to future benefits2018-07-01354
Total of all active and inactive participants2018-07-011,521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-011,526
Number of participants with account balances2018-07-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2017 401k membership
Total participants, beginning-of-year2017-07-011,296
Total number of active participants reported on line 7a of the Form 55002017-07-011,176
Number of retired or separated participants receiving benefits2017-07-0110
Number of other retired or separated participants entitled to future benefits2017-07-01332
Total of all active and inactive participants2017-07-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-011,522
Number of participants with account balances2017-07-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2016 401k membership
Total participants, beginning-of-year2016-07-011,275
Total number of active participants reported on line 7a of the Form 55002016-07-011,036
Number of retired or separated participants receiving benefits2016-07-019
Number of other retired or separated participants entitled to future benefits2016-07-01247
Total of all active and inactive participants2016-07-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-011,295
Number of participants with account balances2016-07-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2015 401k membership
Total participants, beginning-of-year2015-07-011,291
Total number of active participants reported on line 7a of the Form 55002015-07-011,047
Number of retired or separated participants receiving benefits2015-07-019
Number of other retired or separated participants entitled to future benefits2015-07-01209
Total of all active and inactive participants2015-07-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-011,269
Number of participants with account balances2015-07-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2014 401k membership
Total participants, beginning-of-year2014-07-011,188
Total number of active participants reported on line 7a of the Form 55002014-07-011,063
Number of retired or separated participants receiving benefits2014-07-015
Number of other retired or separated participants entitled to future benefits2014-07-01217
Total of all active and inactive participants2014-07-011,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-011,288
Number of participants with account balances2014-07-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2013 401k membership
Total participants, beginning-of-year2013-07-011,199
Total number of active participants reported on line 7a of the Form 55002013-07-01964
Number of retired or separated participants receiving benefits2013-07-014
Number of other retired or separated participants entitled to future benefits2013-07-01216
Total of all active and inactive participants2013-07-011,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-011,185
Number of participants with account balances2013-07-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2012 401k membership
Total participants, beginning-of-year2012-07-011,383
Total number of active participants reported on line 7a of the Form 55002012-07-01961
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-01227
Total of all active and inactive participants2012-07-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-011,193
Number of participants with account balances2012-07-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2011 401k membership
Total participants, beginning-of-year2011-07-011,115
Total number of active participants reported on line 7a of the Form 55002011-07-011,129
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-01245
Total of all active and inactive participants2011-07-011,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-011,376
Number of participants with account balances2011-07-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)

Measure Date Value
2022 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-5,610,278
Total of all expenses incurred2022-06-30$8,183,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,133,657
Value of total corrective distributions2022-06-30$82
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,186,943
Value of total assets at end of year2022-06-30$64,155,337
Value of total assets at beginning of year2022-06-30$77,949,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$50,020
Total interest from all sources2022-06-30$438,007
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,261,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,261,401
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,922,629
Participant contributions at end of year2022-06-30$109,757
Participant contributions at beginning of year2022-06-30$30,963
Participant contributions at end of year2022-06-30$269,280
Participant contributions at beginning of year2022-06-30$237,262
Assets. Other investments not covered elsewhere at end of year2022-06-30$664,206
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$628,439
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$264,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$71
Other income not declared elsewhere2022-06-30$-78,927
Administrative expenses (other) incurred2022-06-30$50,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-13,794,037
Value of net assets at end of year (total assets less liabilities)2022-06-30$64,155,337
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$77,949,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$49,206,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$62,321,174
Value of interest in pooled separate accounts at end of year2022-06-30$1,477,749
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,269,967
Interest on participant loans2022-06-30$2,572
Interest earned on other investments2022-06-30$435,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$25,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$212,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$212,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$12,402,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$13,248,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-10,701,460
Net investment gain/loss from pooled separate accounts2022-06-30$283,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$8,133,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CLARK NUBER PS
Accountancy firm EIN2022-06-30911194016
2021 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$19,434,134
Total of all expenses incurred2021-06-30$6,144,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$6,093,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,905,598
Value of total assets at end of year2021-06-30$77,949,374
Value of total assets at beginning of year2021-06-30$64,659,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$51,111
Total interest from all sources2021-06-30$453,096
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$865,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$865,257
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,687,893
Participant contributions at end of year2021-06-30$30,963
Participant contributions at beginning of year2021-06-30$55,255
Participant contributions at end of year2021-06-30$237,262
Participant contributions at beginning of year2021-06-30$219,137
Assets. Other investments not covered elsewhere at end of year2021-06-30$628,439
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$525,359
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$217,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$71
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$153
Other income not declared elsewhere2021-06-30$119,369
Administrative expenses (other) incurred2021-06-30$49,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$13,289,691
Value of net assets at end of year (total assets less liabilities)2021-06-30$77,949,374
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$64,659,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$1,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$62,321,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$49,065,735
Value of interest in pooled separate accounts at end of year2021-06-30$1,269,967
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,960,263
Interest on participant loans2021-06-30$3,156
Interest earned on other investments2021-06-30$449,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$212,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$207,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$207,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$13,248,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$11,626,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$15,003,358
Net investment gain/loss from pooled separate accounts2021-06-30$87,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$6,093,332
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30CLARK NUBER P.S.
Accountancy firm EIN2021-06-30911194016
2020 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2020 401k financial data
Total transfer of assets to this plan2020-06-30$57,979
Total income from all sources (including contributions)2020-06-30$5,726,478
Total of all expenses incurred2020-06-30$8,804,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,753,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,650,692
Value of total assets at end of year2020-06-30$64,659,683
Value of total assets at beginning of year2020-06-30$67,680,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$51,353
Total interest from all sources2020-06-30$467,881
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$840,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$840,726
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,596,440
Participant contributions at end of year2020-06-30$55,255
Participant contributions at beginning of year2020-06-30$98,678
Participant contributions at end of year2020-06-30$219,137
Participant contributions at beginning of year2020-06-30$253,912
Assets. Other investments not covered elsewhere at end of year2020-06-30$525,359
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$464,934
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$54,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$16,031
Administrative expenses (other) incurred2020-06-30$51,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-3,078,451
Value of net assets at end of year (total assets less liabilities)2020-06-30$64,659,683
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$67,680,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$49,065,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$50,598,722
Value of interest in pooled separate accounts at end of year2020-06-30$2,960,263
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,765,490
Interest on participant loans2020-06-30$5,525
Interest earned on other investments2020-06-30$460,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$207,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$197,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$197,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$11,626,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$12,301,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,711,254
Net investment gain/loss from pooled separate accounts2020-06-30$39,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,753,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30CLARK NUBER P.S.
Accountancy firm EIN2020-06-30911194016
2019 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$6,638,635
Total of all expenses incurred2019-06-30$7,543,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$7,484,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,950,220
Value of total assets at end of year2019-06-30$67,680,155
Value of total assets at beginning of year2019-06-30$68,584,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$59,411
Total interest from all sources2019-06-30$522,855
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$944,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$944,538
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,662,386
Participant contributions at end of year2019-06-30$98,678
Participant contributions at beginning of year2019-06-30$142,236
Participant contributions at end of year2019-06-30$253,912
Participant contributions at beginning of year2019-06-30$223,383
Assets. Other investments not covered elsewhere at end of year2019-06-30$464,934
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$674,518
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$287,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$14,561
Other income not declared elsewhere2019-06-30$12,206
Administrative expenses (other) incurred2019-06-30$59,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-904,794
Value of net assets at end of year (total assets less liabilities)2019-06-30$67,680,155
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$68,584,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$50,598,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$50,469,967
Value of interest in pooled separate accounts at end of year2019-06-30$3,765,490
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,951,151
Interest on participant loans2019-06-30$10,141
Interest earned on other investments2019-06-30$508,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$197,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$196,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$196,895
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$3,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$12,301,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$12,912,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,099,564
Net investment gain/loss from pooled separate accounts2019-06-30$109,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,484,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30CLARK NUBER P.S.
Accountancy firm EIN2019-06-30911194016
2018 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$8,582,489
Total of all expenses incurred2018-06-30$7,223,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$7,154,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,758,897
Value of total assets at end of year2018-06-30$68,584,949
Value of total assets at beginning of year2018-06-30$67,226,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$69,606
Total interest from all sources2018-06-30$534,021
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$880,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$880,501
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,621,595
Participant contributions at end of year2018-06-30$142,236
Participant contributions at beginning of year2018-06-30$170,090
Participant contributions at end of year2018-06-30$223,383
Participant contributions at beginning of year2018-06-30$222,442
Assets. Other investments not covered elsewhere at end of year2018-06-30$674,518
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$875,952
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$137,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$14,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$462
Other income not declared elsewhere2018-06-30$76,347
Administrative expenses (other) incurred2018-06-30$69,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,358,657
Value of net assets at end of year (total assets less liabilities)2018-06-30$68,584,949
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$67,226,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$50,469,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$48,426,524
Value of interest in pooled separate accounts at end of year2018-06-30$3,951,151
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,731,905
Interest on participant loans2018-06-30$7,878
Interest earned on other investments2018-06-30$526,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$196,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$198,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$198,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$12,912,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$13,600,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$4,231,702
Net investment gain/loss from pooled separate accounts2018-06-30$101,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$7,154,226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CLARK NUBER P.S.
Accountancy firm EIN2018-06-30911194016
2017 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$9,931,065
Total of all expenses incurred2017-06-30$6,438,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$6,378,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,700,214
Value of total assets at end of year2017-06-30$67,226,292
Value of total assets at beginning of year2017-06-30$63,733,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$59,657
Total interest from all sources2017-06-30$607,127
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$692,248
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$692,248
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,516,590
Participant contributions at end of year2017-06-30$170,090
Participant contributions at beginning of year2017-06-30$247,615
Participant contributions at end of year2017-06-30$222,442
Participant contributions at beginning of year2017-06-30$208,831
Assets. Other investments not covered elsewhere at end of year2017-06-30$875,952
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$627,016
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$183,624
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$462
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$1,166
Administrative expenses (other) incurred2017-06-30$59,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,492,722
Value of net assets at end of year (total assets less liabilities)2017-06-30$67,226,292
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$63,733,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$48,426,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$44,659,833
Value of interest in pooled separate accounts at end of year2017-06-30$3,731,905
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,509,547
Interest on participant loans2017-06-30$11,224
Interest earned on other investments2017-06-30$595,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$198,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$199,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$199,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$13,600,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$14,280,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,829,182
Net investment gain/loss from pooled separate accounts2017-06-30$3,102,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$6,378,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CLARK NUBER P.S.
Accountancy firm EIN2017-06-30911194016
2016 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2016 401k financial data
Total transfer of assets to this plan2016-06-30$42,638
Total income from all sources (including contributions)2016-06-30$3,633,298
Total of all expenses incurred2016-06-30$7,319,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$7,269,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,852,105
Value of total assets at end of year2016-06-30$63,733,570
Value of total assets at beginning of year2016-06-30$67,377,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$50,370
Total interest from all sources2016-06-30$639,185
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$696,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$696,649
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,426,840
Participant contributions at end of year2016-06-30$247,615
Participant contributions at beginning of year2016-06-30$200,430
Participant contributions at end of year2016-06-30$208,831
Participant contributions at beginning of year2016-06-30$206,839
Assets. Other investments not covered elsewhere at end of year2016-06-30$627,016
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$986,603
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$425,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$1,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$886
Other income not declared elsewhere2016-06-30$-31,046
Administrative expenses (other) incurred2016-06-30$50,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-3,686,414
Value of net assets at end of year (total assets less liabilities)2016-06-30$63,733,570
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$67,377,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$44,659,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$47,324,031
Value of interest in pooled separate accounts at end of year2016-06-30$3,509,547
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,230,397
Interest on participant loans2016-06-30$8,985
Interest earned on other investments2016-06-30$630,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$199,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$206,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$206,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$14,280,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$15,222,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-686,539
Net investment gain/loss from pooled separate accounts2016-06-30$162,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$7,269,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CLARK NUBER P.S.
Accountancy firm EIN2016-06-30911194016
2015 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2015 401k financial data
Total transfer of assets to this plan2015-06-30$4,292
Total income from all sources (including contributions)2015-06-30$5,546,709
Total of all expenses incurred2015-06-30$2,803,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,745,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,658,399
Value of total assets at end of year2015-06-30$67,377,346
Value of total assets at beginning of year2015-06-30$64,630,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$57,782
Total interest from all sources2015-06-30$138,472
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$783,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$783,163
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,369,987
Participant contributions at end of year2015-06-30$200,430
Participant contributions at beginning of year2015-06-30$123,498
Participant contributions at end of year2015-06-30$206,839
Participant contributions at beginning of year2015-06-30$191,219
Assets. Other investments not covered elsewhere at end of year2015-06-30$986,603
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$712,169
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$288,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$338
Other income not declared elsewhere2015-06-30$63,096
Administrative expenses (other) incurred2015-06-30$57,782
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,742,988
Value of net assets at end of year (total assets less liabilities)2015-06-30$67,377,346
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$64,630,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$47,324,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$45,228,363
Value of interest in pooled separate accounts at end of year2015-06-30$3,230,397
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,620,081
Interest on participant loans2015-06-30$6,826
Interest earned on other investments2015-06-30$131,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$206,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$210,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$210,045
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$15,222,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$15,544,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,885,721
Net investment gain/loss from pooled separate accounts2015-06-30$17,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,745,939
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CLARK NUBER P.S.
Accountancy firm EIN2015-06-30911194016
2014 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2014 401k financial data
Total transfer of assets to this plan2014-06-30$238,827
Total income from all sources (including contributions)2014-06-30$11,110,702
Total of all expenses incurred2014-06-30$5,360,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,308,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,506,256
Value of total assets at end of year2014-06-30$64,630,066
Value of total assets at beginning of year2014-06-30$58,641,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$52,246
Total interest from all sources2014-06-30$677,551
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$752,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$752,241
Administrative expenses professional fees incurred2014-06-30$52,246
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,033,032
Participant contributions at end of year2014-06-30$123,498
Participant contributions at beginning of year2014-06-30$83,363
Participant contributions at end of year2014-06-30$191,219
Participant contributions at beginning of year2014-06-30$155,809
Assets. Other investments not covered elsewhere at end of year2014-06-30$712,169
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$598,741
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$473,224
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$338
Other income not declared elsewhere2014-06-30$96,579
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$8,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,749,989
Value of net assets at end of year (total assets less liabilities)2014-06-30$64,630,066
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$58,641,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$45,228,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$38,990,433
Value of interest in pooled separate accounts at end of year2014-06-30$2,620,081
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,460,347
Interest on participant loans2014-06-30$4,313
Interest earned on other investments2014-06-30$673,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$210,045
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$52,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$52,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$15,544,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$16,291,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,952,345
Net investment gain/loss from pooled separate accounts2014-06-30$125,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,308,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CLARK NUBER P.S.
Accountancy firm EIN2014-06-30911194016
2013 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$7,994,286
Total of all expenses incurred2013-06-30$3,733,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,700,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,237,889
Value of total assets at end of year2013-06-30$58,641,250
Value of total assets at beginning of year2013-06-30$54,380,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$33,560
Total interest from all sources2013-06-30$660,943
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$552,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$552,514
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,783,274
Participant contributions at end of year2013-06-30$83,363
Participant contributions at beginning of year2013-06-30$84,730
Participant contributions at end of year2013-06-30$155,809
Participant contributions at beginning of year2013-06-30$0
Assets. Other investments not covered elsewhere at end of year2013-06-30$598,741
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$432,804
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$454,615
Other income not declared elsewhere2013-06-30$79,471
Administrative expenses (other) incurred2013-06-30$33,560
Total non interest bearing cash at end of year2013-06-30$8,564
Total non interest bearing cash at beginning of year2013-06-30$36,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,260,389
Value of net assets at end of year (total assets less liabilities)2013-06-30$58,641,250
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$54,380,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$38,990,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$34,720,168
Value of interest in pooled separate accounts at end of year2013-06-30$2,460,347
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,245,464
Interest on participant loans2013-06-30$3,986
Interest earned on other investments2013-06-30$656,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$52,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$16,291,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$16,860,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,366,610
Net investment gain/loss from pooled separate accounts2013-06-30$96,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,700,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CLARK NUBER P.S.
Accountancy firm EIN2013-06-30911194016
2012 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$2,892,705
Total of all expenses incurred2012-06-30$3,767,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,760,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,858,156
Value of total assets at end of year2012-06-30$54,380,861
Value of total assets at beginning of year2012-06-30$55,255,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,057
Total interest from all sources2012-06-30$673,743
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$441,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$441,373
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,601,437
Participant contributions at end of year2012-06-30$84,730
Participant contributions at beginning of year2012-06-30$107,285
Participant contributions at beginning of year2012-06-30$136,102
Assets. Other investments not covered elsewhere at end of year2012-06-30$432,804
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$521,009
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$256,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$227
Other income not declared elsewhere2012-06-30$-11,773
Administrative expenses (other) incurred2012-06-30$7,057
Total non interest bearing cash at end of year2012-06-30$36,875
Total non interest bearing cash at beginning of year2012-06-30$13,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-874,650
Value of net assets at end of year (total assets less liabilities)2012-06-30$54,380,861
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$55,255,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$34,720,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$34,861,881
Value of interest in pooled separate accounts at end of year2012-06-30$2,245,464
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,318,151
Interest on participant loans2012-06-30$4,773
Interest earned on other investments2012-06-30$668,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$16,860,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$17,295,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-171,451
Net investment gain/loss from pooled separate accounts2012-06-30$102,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,760,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CLARK NUBER P.S.
Accountancy firm EIN2012-06-30911194016
2011 : SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$10,077,114
Total of all expenses incurred2011-06-30$4,915,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,914,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,984,577
Value of total assets at end of year2011-06-30$55,255,511
Value of total assets at beginning of year2011-06-30$50,093,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,145
Total interest from all sources2011-06-30$686,781
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$278,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$278,998
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,536,305
Participant contributions at end of year2011-06-30$107,285
Participant contributions at beginning of year2011-06-30$16,729
Participant contributions at end of year2011-06-30$136,102
Participant contributions at beginning of year2011-06-30$131,269
Assets. Other investments not covered elsewhere at end of year2011-06-30$521,009
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$448,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$227
Other income not declared elsewhere2011-06-30$16,396
Administrative expenses (other) incurred2011-06-30$1,145
Total non interest bearing cash at end of year2011-06-30$13,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$5,161,528
Value of net assets at end of year (total assets less liabilities)2011-06-30$55,255,511
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$50,093,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$34,861,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$28,768,595
Value of interest in pooled separate accounts at end of year2011-06-30$2,318,151
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,088,696
Interest on participant loans2011-06-30$3,309
Interest earned on other investments2011-06-30$683,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$206,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$206,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$17,295,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$19,881,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$6,906,878
Net investment gain/loss from pooled separate accounts2011-06-30$203,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,914,441
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CLARK NUBER P.S.
Accountancy firm EIN2011-06-30911194016

Form 5500 Responses for SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B)

2021: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2008: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2005: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2004: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2003: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2002: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2000: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 2000 form 5500 responses
2000-07-01Type of plan entitySingle employer plan
2000-07-01Submission has been amendedNo
2000-07-01This submission is the final filingNo
2000-07-01This return/report is a short plan year return/report (less than 12 months)No
2000-07-01Plan is a collectively bargained planNo
1997: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 1997 form 5500 responses
1997-07-01Type of plan entitySingle employer plan
1997-07-01Submission has been amendedNo
1997-07-01This submission is the final filingNo
1997-07-01This return/report is a short plan year return/report (less than 12 months)No
1997-07-01Plan is a collectively bargained planNo
1995: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 1995 form 5500 responses
1995-07-01Type of plan entitySingle employer plan
1995-07-01Submission has been amendedNo
1995-07-01This submission is the final filingNo
1995-07-01This return/report is a short plan year return/report (less than 12 months)No
1995-07-01Plan is a collectively bargained planNo
1991: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 1991 form 5500 responses
1991-07-01Type of plan entitySingle employer plan
1991-07-01Submission has been amendedNo
1991-07-01This submission is the final filingNo
1991-07-01This return/report is a short plan year return/report (less than 12 months)No
1991-07-01Plan is a collectively bargained planNo
1990: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 1990 form 5500 responses
1990-07-01Type of plan entitySingle employer plan
1990-07-01Submission has been amendedNo
1990-07-01This submission is the final filingNo
1990-07-01This return/report is a short plan year return/report (less than 12 months)No
1990-07-01Plan is a collectively bargained planNo
1989: SEATTLE PACIFIC UNIVERSITY EMPLOYEE SAVINGS PLAN - 403(B) 1989 form 5500 responses
1989-07-01Type of plan entitySingle employer plan
1989-07-01Submission has been amendedNo
1989-07-01This submission is the final filingNo
1989-07-01This return/report is a short plan year return/report (less than 12 months)No
1989-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTT069381
Policy instance 3
Insurance contract or identification numberTT069381
Number of Individuals Covered789
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered789
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered172
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered191
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered725
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 numberTT069381
Policy instance 3
Insurance contract or identification numberTT069381
Number of Individuals Covered725
Insurance policy start date2020-11-11
Insurance policy end date2021-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered692
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered204
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered232
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered657
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered247
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered607
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered425
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered267
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered287
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered391
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered344
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered303
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number150933
Policy instance 1
Insurance contract or identification number150933
Number of Individuals Covered318
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 2
Insurance contract or identification numberTT069381
Number of Individuals Covered312
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 number150933
Policy instance 2
Insurance contract or identification number150933
Number of Individuals Covered333
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 number150934
Policy instance 1
Insurance contract or identification number150934
Number of Individuals Covered0
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 3
Insurance contract or identification numberTT069381
Number of Individuals Covered289
Insurance policy start date2011-10-01
Insurance policy end date2012-06-30
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069381
Policy instance 3
Insurance contract or identification numberTT069381
Number of Individuals Covered253
Insurance policy start date2010-10-01
Insurance policy end date2011-06-30
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 number150933
Policy instance 2
Insurance contract or identification number150933
Number of Individuals Covered205
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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 number150934
Policy instance 1
Insurance contract or identification number150934
Number of Individuals Covered228
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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