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WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

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

Company Name:WILLAMETTE UNIVERSITY
Employer identification number (EIN):930386972
NAIC Classification:611000

Additional information about WILLAMETTE UNIVERSITY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1853-01-21
Company Identification Number: 574418
Legal Registered Office Address: 900 STATE ST

SALEM
United States of America (USA)
97301

More information about WILLAMETTE UNIVERSITY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-06-01
0022020-06-01
0022019-06-01
0022018-06-01
0022017-06-01DANA MONAGHAN
0022016-06-01DANA MONAGHAN
0022015-06-01SHANA SECHRIST
0022014-06-01SHANA SECHRIST
0022013-06-01KEITH A GRIMM
0022012-06-01KEITH A GRIMM
0022011-06-01KEITH A GRIMM
0022009-06-01KEITH A GRIMM

Plan Statistics for WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,535
Total number of active participants reported on line 7a of the Form 55002022-01-01766
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-01746
Total of all active and inactive participants2022-01-011,527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,533
Number of participants with account balances2022-01-011,453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,514
Total number of active participants reported on line 7a of the Form 55002021-01-01765
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01762
Total of all active and inactive participants2021-01-011,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-011,535
Number of participants with account balances2021-01-011,428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-011,418
Total number of active participants reported on line 7a of the Form 55002020-06-01695
Number of retired or separated participants receiving benefits2020-06-014
Number of other retired or separated participants entitled to future benefits2020-06-01807
Total of all active and inactive participants2020-06-011,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-018
Total participants2020-06-011,514
Number of participants with account balances2020-06-011,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-011,441
Total number of active participants reported on line 7a of the Form 55002019-06-01537
Number of retired or separated participants receiving benefits2019-06-0122
Number of other retired or separated participants entitled to future benefits2019-06-01851
Total of all active and inactive participants2019-06-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-018
Total participants2019-06-011,418
Number of participants with account balances2019-06-011,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-011,553
Total number of active participants reported on line 7a of the Form 55002018-06-01563
Number of retired or separated participants receiving benefits2018-06-0121
Number of other retired or separated participants entitled to future benefits2018-06-01849
Total of all active and inactive participants2018-06-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-018
Total participants2018-06-011,441
Number of participants with account balances2018-06-011,441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-011,751
Total number of active participants reported on line 7a of the Form 55002017-06-01717
Number of retired or separated participants receiving benefits2017-06-0113
Number of other retired or separated participants entitled to future benefits2017-06-01818
Total of all active and inactive participants2017-06-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-015
Total participants2017-06-011,553
Number of participants with account balances2017-06-011,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-011,583
Total number of active participants reported on line 7a of the Form 55002016-06-01938
Number of retired or separated participants receiving benefits2016-06-0112
Number of other retired or separated participants entitled to future benefits2016-06-01799
Total of all active and inactive participants2016-06-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-012
Total participants2016-06-011,751
Number of participants with account balances2016-06-011,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01760
Total number of active participants reported on line 7a of the Form 55002015-06-01894
Number of retired or separated participants receiving benefits2015-06-016
Number of other retired or separated participants entitled to future benefits2015-06-01680
Total of all active and inactive participants2015-06-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-012
Total participants2015-06-011,582
Number of participants with account balances2015-06-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-011,345
Total number of active participants reported on line 7a of the Form 55002014-06-01635
Number of retired or separated participants receiving benefits2014-06-012
Number of other retired or separated participants entitled to future benefits2014-06-01110
Total of all active and inactive participants2014-06-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01748
Number of participants with account balances2014-06-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-011,361
Total number of active participants reported on line 7a of the Form 55002013-06-01677
Number of retired or separated participants receiving benefits2013-06-012
Number of other retired or separated participants entitled to future benefits2013-06-01665
Total of all active and inactive participants2013-06-011,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-011,345
Number of participants with account balances2013-06-011,345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-011,175
Total number of active participants reported on line 7a of the Form 55002012-06-011,260
Number of retired or separated participants receiving benefits2012-06-011
Number of other retired or separated participants entitled to future benefits2012-06-0199
Total of all active and inactive participants2012-06-011,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-011,361
Number of participants with account balances2012-06-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-011,399
Total number of active participants reported on line 7a of the Form 55002011-06-011,160
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0115
Total of all active and inactive participants2011-06-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-011,175
Number of participants with account balances2011-06-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-011,349
Total number of active participants reported on line 7a of the Form 55002009-06-01605
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-01686
Total of all active and inactive participants2009-06-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-013
Total participants2009-06-011,294
Number of participants with account balances2009-06-011,294

Financial Data on WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5
Total income from all sources (including contributions)2022-12-31$-18,524,407
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,720,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,626,273
Expenses. Certain deemed distributions of participant loans2022-12-31$1,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,929,504
Value of total assets at end of year2022-12-31$176,596,093
Value of total assets at beginning of year2022-12-31$206,840,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$92,723
Total interest from all sources2022-12-31$126,990
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,738,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,738,702
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,020,027
Participant contributions at end of year2022-12-31$329,946
Participant contributions at beginning of year2022-12-31$440,066
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$660,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$90,784
Liabilities. Value of operating payables at end of year2022-12-31$1
Liabilities. Value of operating payables at beginning of year2022-12-31$5
Total non interest bearing cash at end of year2022-12-31$7,201
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,244,495
Value of net assets at end of year (total assets less liabilities)2022-12-31$176,596,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$206,840,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$134,586,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$164,001,854
Value of interest in pooled separate accounts at end of year2022-12-31$3,373,418
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,397,255
Interest on participant loans2022-12-31$16,445
Interest earned on other investments2022-12-31$76,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,345,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,616,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,616,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$33,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$36,947,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$37,384,524
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,795,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,691,399
Net investment gain/loss from pooled separate accounts2022-12-31$1,371,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,248,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,830,513
Contract administrator fees2022-12-31$1,939
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$387
Total income from all sources (including contributions)2021-12-31$29,414,114
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,608,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,514,256
Expenses. Certain deemed distributions of participant loans2021-12-31$-7,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,648,475
Value of total assets at end of year2021-12-31$206,840,592
Value of total assets at beginning of year2021-12-31$199,035,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,209
Total interest from all sources2021-12-31$105,450
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,239,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,239,458
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,795,885
Participant contributions at end of year2021-12-31$440,066
Participant contributions at beginning of year2021-12-31$361,630
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$290,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,576
Administrative expenses (other) incurred2021-12-31$100,609
Liabilities. Value of operating payables at end of year2021-12-31$5
Liabilities. Value of operating payables at beginning of year2021-12-31$387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,805,860
Value of net assets at end of year (total assets less liabilities)2021-12-31$206,840,587
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$199,034,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$300
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$164,001,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$153,381,294
Value of interest in pooled separate accounts at end of year2021-12-31$3,397,255
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,707,358
Interest on participant loans2021-12-31$21,730
Interest earned on other investments2021-12-31$76,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,616,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,274,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,274,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$37,384,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,307,693
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$909,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,420,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,562,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,604,502
Contract administrator fees2021-12-31$300
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$30,647,292
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,674,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,576,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,777,767
Value of total assets at end of year2020-12-31$198,528,895
Value of total assets at beginning of year2020-12-31$180,555,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,937
Total interest from all sources2020-12-31$910,528
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,067,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,067,173
Administrative expenses professional fees incurred2020-12-31$7,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,446,211
Participant contributions at end of year2020-12-31$361,630
Participant contributions at beginning of year2020-12-31$405,773
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,623,950
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$48,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,181
Other income not declared elsewhere2020-12-31$265,854
Administrative expenses (other) incurred2020-12-31$68,856
Liabilities. Value of operating payables at end of year2020-12-31$387
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,973,036
Value of net assets at end of year (total assets less liabilities)2020-12-31$198,528,508
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$180,555,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$152,875,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$133,558,927
Value of interest in pooled separate accounts at end of year2020-12-31$2,707,358
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,818,711
Interest on participant loans2020-12-31$6,123
Interest earned on other investments2020-12-31$904,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,274,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,307,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$41,146,930
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$514,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,616,524
Net investment gain/loss from pooled separate accounts2020-12-31$9,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,282,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,061,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$5,806,400
Total unrealized appreciation/depreciation of assets2020-05-31$5,806,400
Total income from all sources (including contributions)2020-05-31$18,369,717
Total of all expenses incurred2020-05-31$16,023,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$15,728,628
Expenses. Certain deemed distributions of participant loans2020-05-31$78,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$7,213,162
Value of total assets at end of year2020-05-31$180,555,472
Value of total assets at beginning of year2020-05-31$178,209,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$216,188
Total interest from all sources2020-05-31$446,624
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$2,331,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$2,331,044
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$2,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$2,647,612
Participant contributions at end of year2020-05-31$405,773
Participant contributions at beginning of year2020-05-31$664,537
Participant contributions at end of year2020-05-31$0
Participant contributions at beginning of year2020-05-31$217,557
Assets. Other investments not covered elsewhere at end of year2020-05-31$2,623,950
Assets. Other investments not covered elsewhere at beginning of year2020-05-31$2,282,708
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$647,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$1,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$2,716
Other income not declared elsewhere2020-05-31$43,918
Administrative expenses (other) incurred2020-05-31$216,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$2,346,459
Value of net assets at end of year (total assets less liabilities)2020-05-31$180,555,472
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$178,209,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$133,558,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$127,609,592
Value of interest in pooled separate accounts at end of year2020-05-31$2,818,711
Value of interest in pooled separate accounts at beginning of year2020-05-31$4,302,829
Interest on participant loans2020-05-31$32,489
Interest earned on other investments2020-05-31$414,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$41,146,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$42,796,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,528,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$3,917,659
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$332,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$15,728,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31MOSS ADAMS LLP
Accountancy firm EIN2020-05-31910189318
2019 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$-1,871,375
Total unrealized appreciation/depreciation of assets2019-05-31$-1,871,375
Total transfer of assets to this plan2019-05-31$23,921
Total income from all sources (including contributions)2019-05-31$10,468,841
Total of all expenses incurred2019-05-31$14,640,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$14,281,470
Expenses. Certain deemed distributions of participant loans2019-05-31$183,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$6,963,981
Value of total assets at end of year2019-05-31$178,209,013
Value of total assets at beginning of year2019-05-31$182,356,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$174,995
Total interest from all sources2019-05-31$35,353
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$2,598,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$2,598,331
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$2,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$2,636,630
Participant contributions at end of year2019-05-31$664,537
Participant contributions at beginning of year2019-05-31$706,172
Participant contributions at end of year2019-05-31$217,557
Participant contributions at beginning of year2019-05-31$200,475
Assets. Other investments not covered elsewhere at end of year2019-05-31$2,282,708
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$2,100,103
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$298,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$2,716
Administrative expenses (other) incurred2019-05-31$174,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-4,171,582
Value of net assets at end of year (total assets less liabilities)2019-05-31$178,209,013
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$182,356,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$127,609,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$129,892,472
Value of interest in pooled separate accounts at end of year2019-05-31$4,302,829
Value of interest in pooled separate accounts at beginning of year2019-05-31$4,754,492
Interest on participant loans2019-05-31$35,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$42,796,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$44,416,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$2,742,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$4,028,383
Employer contributions (assets) at end of year2019-05-31$332,435
Employer contributions (assets) at beginning of year2019-05-31$286,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$14,281,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31MOSS ADAMS LLP
Accountancy firm EIN2019-05-31910189318
2018 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$8,270,232
Total unrealized appreciation/depreciation of assets2018-05-31$8,270,232
Total transfer of assets to this plan2018-05-31$538,512
Total transfer of assets from this plan2018-05-31$762,662
Total income from all sources (including contributions)2018-05-31$20,785,676
Total of all expenses incurred2018-05-31$8,463,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$8,255,631
Expenses. Certain deemed distributions of participant loans2018-05-31$93,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$6,605,839
Value of total assets at end of year2018-05-31$182,356,674
Value of total assets at beginning of year2018-05-31$170,258,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$114,021
Total interest from all sources2018-05-31$10,138
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$2,264,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$2,264,358
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$2,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$2,520,492
Participant contributions at end of year2018-05-31$706,172
Participant contributions at beginning of year2018-05-31$745,958
Participant contributions at end of year2018-05-31$200,475
Participant contributions at beginning of year2018-05-31$220,816
Assets. Other investments not covered elsewhere at end of year2018-05-31$2,100,103
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$1,888,445
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$87,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$3,115
Administrative expenses (other) incurred2018-05-31$114,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$12,322,501
Value of net assets at end of year (total assets less liabilities)2018-05-31$182,356,674
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$170,258,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$129,892,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$117,108,615
Value of interest in pooled separate accounts at end of year2018-05-31$4,754,492
Value of interest in pooled separate accounts at beginning of year2018-05-31$4,864,631
Interest on participant loans2018-05-31$10,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$44,416,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$45,071,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$3,635,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$3,998,288
Employer contributions (assets) at end of year2018-05-31$286,614
Employer contributions (assets) at beginning of year2018-05-31$355,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$8,255,631
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31MOSS ADAMS LLP
Accountancy firm EIN2018-05-31910189318
2017 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$11,797,480
Total unrealized appreciation/depreciation of assets2017-05-31$11,797,480
Total transfer of assets to this plan2017-05-31$5,074,381
Total transfer of assets from this plan2017-05-31$4,638,137
Total income from all sources (including contributions)2017-05-31$23,323,244
Total of all expenses incurred2017-05-31$10,610,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$10,421,615
Expenses. Certain deemed distributions of participant loans2017-05-31$83,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$7,100,721
Value of total assets at end of year2017-05-31$170,258,323
Value of total assets at beginning of year2017-05-31$157,109,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$105,545
Total interest from all sources2017-05-31$12,464
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,935,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$1,935,333
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$2,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$2,610,088
Participant contributions at end of year2017-05-31$745,958
Participant contributions at beginning of year2017-05-31$561,775
Participant contributions at end of year2017-05-31$220,816
Participant contributions at beginning of year2017-05-31$216,589
Assets. Other investments not covered elsewhere at end of year2017-05-31$1,888,445
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$1,878,937
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$213,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$3,115
Administrative expenses (other) incurred2017-05-31$105,545
Total non interest bearing cash at beginning of year2017-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$12,712,908
Value of net assets at end of year (total assets less liabilities)2017-05-31$170,258,323
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$157,109,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$117,108,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$105,721,461
Value of interest in pooled separate accounts at end of year2017-05-31$4,864,631
Value of interest in pooled separate accounts at beginning of year2017-05-31$3,678,497
Interest on participant loans2017-05-31$12,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$45,071,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$44,705,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$2,477,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$4,276,721
Employer contributions (assets) at end of year2017-05-31$355,201
Employer contributions (assets) at beginning of year2017-05-31$346,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$10,421,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31MOSS ADAMS LLP
Accountancy firm EIN2017-05-31910189318
2016 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-05-31$6,744,093
Total of all expenses incurred2016-05-31$11,706,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$11,618,812
Expenses. Certain deemed distributions of participant loans2016-05-31$6,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$7,377,385
Value of total assets at end of year2016-05-31$157,109,171
Value of total assets at beginning of year2016-05-31$162,071,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$81,072
Total interest from all sources2016-05-31$1,826,458
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,441,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$1,441,117
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$2,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$2,610,040
Participant contributions at end of year2016-05-31$561,775
Participant contributions at beginning of year2016-05-31$446,005
Participant contributions at end of year2016-05-31$216,589
Participant contributions at beginning of year2016-05-31$210,885
Assets. Other investments not covered elsewhere at end of year2016-05-31$1,878,937
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$1,744,395
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$593,923
Other income not declared elsewhere2016-05-31$68,896
Administrative expenses (other) incurred2016-05-31$81,072
Total non interest bearing cash at end of year2016-05-31$0
Total non interest bearing cash at beginning of year2016-05-31$19,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-4,962,758
Value of net assets at end of year (total assets less liabilities)2016-05-31$157,109,171
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$162,071,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$105,721,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$110,208,257
Value of interest in pooled separate accounts at end of year2016-05-31$3,678,497
Value of interest in pooled separate accounts at beginning of year2016-05-31$3,641,635
Income. Interest from loans (other than to participants)2016-05-31$6,345
Interest earned on other investments2016-05-31$1,820,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$44,705,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$45,470,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-4,206,541
Net investment gain/loss from pooled separate accounts2016-05-31$236,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$4,173,422
Employer contributions (assets) at end of year2016-05-31$346,536
Employer contributions (assets) at beginning of year2016-05-31$330,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$11,618,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31KPMG LLP
Accountancy firm EIN2016-05-31135565207
2015 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-05-31$16,095,581
Total of all expenses incurred2015-05-31$9,456,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$9,415,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$6,575,599
Value of total assets at end of year2015-05-31$162,071,929
Value of total assets at beginning of year2015-05-31$155,432,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$40,670
Total interest from all sources2015-05-31$1,877,136
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,562,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$1,562,639
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$2,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$2,423,196
Participant contributions at end of year2015-05-31$446,005
Participant contributions at beginning of year2015-05-31$442,890
Participant contributions at end of year2015-05-31$210,885
Participant contributions at beginning of year2015-05-31$200,114
Assets. Other investments not covered elsewhere at end of year2015-05-31$1,744,395
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$1,813,466
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$141,157
Other income not declared elsewhere2015-05-31$135,287
Administrative expenses (other) incurred2015-05-31$40,670
Total non interest bearing cash at end of year2015-05-31$19,971
Total non interest bearing cash at beginning of year2015-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$6,639,491
Value of net assets at end of year (total assets less liabilities)2015-05-31$162,071,929
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$155,432,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$110,208,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$101,509,742
Value of interest in pooled separate accounts at end of year2015-05-31$3,641,635
Value of interest in pooled separate accounts at beginning of year2015-05-31$5,335,893
Interest on participant loans2015-05-31$4,850
Interest earned on other investments2015-05-31$1,872,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$45,470,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$45,792,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$5,562,172
Net investment gain/loss from pooled separate accounts2015-05-31$382,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$4,011,246
Employer contributions (assets) at end of year2015-05-31$330,395
Employer contributions (assets) at beginning of year2015-05-31$338,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$9,415,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31KPMG LLP
Accountancy firm EIN2015-05-31135565207
2014 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-05-31$23,167,844
Total of all expenses incurred2014-05-31$12,265,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$12,231,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$7,539,692
Value of total assets at end of year2014-05-31$155,432,438
Value of total assets at beginning of year2014-05-31$144,529,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$34,268
Total interest from all sources2014-05-31$1,914,294
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$1,400,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$1,400,473
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$2,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$2,422,501
Participant contributions at end of year2014-05-31$442,890
Participant contributions at beginning of year2014-05-31$342,412
Participant contributions at end of year2014-05-31$200,114
Participant contributions at beginning of year2014-05-31$191,063
Assets. Other investments not covered elsewhere at end of year2014-05-31$1,813,466
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$1,441,744
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$1,033,706
Other income not declared elsewhere2014-05-31$221,931
Administrative expenses (other) incurred2014-05-31$34,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$10,902,445
Value of net assets at end of year (total assets less liabilities)2014-05-31$155,432,438
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$144,529,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$101,509,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$89,546,752
Value of interest in pooled separate accounts at end of year2014-05-31$5,335,893
Value of interest in pooled separate accounts at beginning of year2014-05-31$5,089,735
Interest on participant loans2014-05-31$6,152
Interest earned on other investments2014-05-31$1,908,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$45,792,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$47,573,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$11,490,168
Net investment gain/loss from pooled separate accounts2014-05-31$601,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$4,083,485
Employer contributions (assets) at end of year2014-05-31$338,120
Employer contributions (assets) at beginning of year2014-05-31$344,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$12,231,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31KPMG LLP
Accountancy firm EIN2014-05-31135565207
2013 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-05-31$25,355,260
Total of all expenses incurred2013-05-31$6,691,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$6,657,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$7,896,404
Value of total assets at end of year2013-05-31$144,529,993
Value of total assets at beginning of year2013-05-31$125,865,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$33,732
Total interest from all sources2013-05-31$1,928,702
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$994,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$994,655
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$2,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$2,205,155
Participant contributions at end of year2013-05-31$342,412
Participant contributions at beginning of year2013-05-31$146,261
Participant contributions at end of year2013-05-31$191,063
Participant contributions at beginning of year2013-05-31$185,851
Assets. Other investments not covered elsewhere at end of year2013-05-31$1,441,744
Assets. Other investments not covered elsewhere at beginning of year2013-05-31$1,000,514
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$1,626,857
Other income not declared elsewhere2013-05-31$190,255
Administrative expenses (other) incurred2013-05-31$33,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$18,663,996
Value of net assets at end of year (total assets less liabilities)2013-05-31$144,529,993
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$125,865,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$89,546,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$70,449,835
Value of interest in pooled separate accounts at end of year2013-05-31$5,089,735
Value of interest in pooled separate accounts at beginning of year2013-05-31$4,800,214
Interest on participant loans2013-05-31$6,154
Interest earned on other investments2013-05-31$1,922,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$47,573,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$48,956,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$8,442,490
Net investment gain/loss from pooled separate accounts2013-05-31$5,902,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$4,064,392
Employer contributions (assets) at end of year2013-05-31$344,763
Employer contributions (assets) at beginning of year2013-05-31$326,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$6,657,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31KPMG LLP
Accountancy firm EIN2013-05-31135565207
2012 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-05-31$23,314,467
Total income from all sources (including contributions)2012-05-31$7,274,187
Total of all expenses incurred2012-05-31$7,409,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$7,391,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$7,746,629
Value of total assets at end of year2012-05-31$125,865,997
Value of total assets at beginning of year2012-05-31$102,687,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$18,509
Total interest from all sources2012-05-31$1,781,652
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$319,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$319,122
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$2,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$1,255,356
Participant contributions at end of year2012-05-31$146,261
Participant contributions at beginning of year2012-05-31$0
Participant contributions at end of year2012-05-31$185,851
Participant contributions at beginning of year2012-05-31$32,153
Assets. Other investments not covered elsewhere at end of year2012-05-31$1,000,514
Assets. Other investments not covered elsewhere at beginning of year2012-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$2,574,807
Other income not declared elsewhere2012-05-31$-24,556
Administrative expenses (other) incurred2012-05-31$18,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-135,486
Value of net assets at end of year (total assets less liabilities)2012-05-31$125,865,997
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$102,687,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$70,449,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$55,261,385
Value of interest in pooled separate accounts at end of year2012-05-31$4,800,214
Value of interest in pooled separate accounts at beginning of year2012-05-31$6,329,571
Interest on participant loans2012-05-31$186
Interest earned on other investments2012-05-31$1,781,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$48,956,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$40,735,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-2,651,768
Net investment gain/loss from pooled separate accounts2012-05-31$103,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$3,916,466
Employer contributions (assets) at end of year2012-05-31$326,442
Employer contributions (assets) at beginning of year2012-05-31$328,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$7,391,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31KPMG LLP
Accountancy firm EIN2012-05-31135565207
2011 : WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$17,204,298
Total of all expenses incurred2011-05-31$5,124,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$5,122,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$4,281,036
Value of total assets at end of year2011-05-31$102,687,016
Value of total assets at beginning of year2011-05-31$90,607,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$1,807
Total interest from all sources2011-05-31$1,576,770
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$104,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$104,877
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$2,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$386,661
Participant contributions at end of year2011-05-31$32,153
Participant contributions at beginning of year2011-05-31$29,498
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$12,079,596
Value of net assets at end of year (total assets less liabilities)2011-05-31$102,687,016
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$90,607,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$55,261,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$45,758,619
Value of interest in pooled separate accounts at end of year2011-05-31$6,329,571
Value of interest in pooled separate accounts at beginning of year2011-05-31$4,773,698
Interest earned on other investments2011-05-31$1,576,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$40,735,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$39,747,217
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$211,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$10,100,095
Net investment gain/loss from pooled separate accounts2011-05-31$1,141,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$3,894,100
Employer contributions (assets) at end of year2011-05-31$328,680
Employer contributions (assets) at beginning of year2011-05-31$298,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$4,910,913
Contract administrator fees2011-05-31$1,807
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31KPMG LLP
Accountancy firm EIN2011-05-31135565207

Form 5500 Responses for WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2009: WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80050
Policy instance 3
Insurance contract or identification numberGA80050
Number of Individuals Covered53
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered535
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered56
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $309
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $205
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered49
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $375
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $228
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered637
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80050
Policy instance 3
Insurance contract or identification numberGA80050
Number of Individuals Covered54
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80050
Policy instance 3
Insurance contract or identification numberGA80050
Number of Individuals Covered64
Insurance policy start date2020-06-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered722
Insurance policy start date2020-06-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered63
Insurance policy start date2020-06-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $196
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $119
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered65
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $328
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered748
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 3
Insurance contract or identification numberTT069446
Number of Individuals Covered865
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 3
Insurance contract or identification numberTT069446
Number of Individuals Covered850
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered781
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered69
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $355
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 3
Insurance contract or identification numberTT069446
Number of Individuals Covered824
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered811
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered72
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $407
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 4
Insurance contract or identification numberTT069446
Number of Individuals Covered791
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered86
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $397
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $168
Insurance broker organization code?3
Insurance broker nameDANIEL E. LEX
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069446
Policy instance 5
Insurance contract or identification numberTT069446
Number of Individuals Covered791
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered861
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A5504730
Policy instance 3
Insurance contract or identification number00A5504730
Number of Individuals Covered1
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number00A5504730
Policy instance 3
Insurance contract or identification number00A5504730
Number of Individuals Covered1
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered96
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $984
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $288
Insurance broker organization code?3
Insurance broker nameKERBY D CARAMBOT
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered900
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 4
Insurance contract or identification numberTT069446
Number of Individuals Covered748
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069446
Policy instance 5
Insurance contract or identification numberTT069446
Number of Individuals Covered748
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered931
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069446
Policy instance 4
Insurance contract or identification numberTT069446
Number of Individuals Covered726
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A5504730
Policy instance 3
Insurance contract or identification number00A5504730
Number of Individuals Covered1
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered102
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $1,227
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $514
Insurance broker organization code?3
Insurance broker nameKERBY D CARAMBOT
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069446
Policy instance 4
Insurance contract or identification numberTT069446
Number of Individuals Covered700
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered1092
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered109
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $509
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $420
Insurance broker organization code?3
Insurance broker nameCURTIS M. MERRILL
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A5504730
Policy instance 3
Insurance contract or identification number00A5504730
Number of Individuals Covered1
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number150384
Policy instance 2
Insurance contract or identification number150384
Number of Individuals Covered1115
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 1
Insurance contract or identification number48823
Number of Individuals Covered76
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,459
Contracts With Unallocated Funds Deposit Administration1
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 number150476
Policy instance 3
Insurance contract or identification number150476
Number of Individuals Covered287
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number00A5504730
Policy instance 4
Insurance contract or identification number00A5504730
Number of Individuals Covered1
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberTT069446
Policy instance 5
Insurance contract or identification numberTT069446
Number of Individuals Covered660
Insurance policy start date2011-09-24
Insurance policy end date2012-05-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150384
Policy instance 1
Insurance contract or identification number150384
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48823
Policy instance 2
Insurance contract or identification number48823
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,119
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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