401k Plan data: OSU FOUNDATION 403(B) PLAN plan

OSU FOUNDATION 403(B) PLAN 401k Plan overview

Plan Name	OSU FOUNDATION 403(B) PLAN
Plan identification number	002

OSU FOUNDATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

OREGON STATE UNIVERSITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: OREGON STATE UNIVERSITY FOUNDATION

Employer identification number (EIN): 936022772

NAIC Classification: 611000

Additional information about OREGON STATE UNIVERSITY FOUNDATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2047-10-15

Company Identification Number: 4615910

Legal Registered Office Address: 4238 SW RESEARCH WAY

CORVALLIS
United States of America (USA)
97333

More information about OREGON STATE UNIVERSITY FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSU FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KEVIN HARVEY 2023-10-13
002 2021-01-01 STEVEN M. SCHAUBLE 2022-09-27
002 2020-01-01 STEVEN M. SCHAUBLE 2021-10-07
002 2019-01-01 STEVEN M. SCHAUBLE 2020-10-01
002 2018-01-01 STEVEN M. SCHAUBLE 2019-10-07
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEVEN SCHAUBLE STEVEN SCHAUBLE 2013-10-11
002 2011-01-01 STEVEN SCHAUBLE STEVEN SCHAUBLE 2012-10-12
002 2009-01-01 STEVEN M. SCHAUBLE STEVEN M. SCHAUBLE 2010-10-14
002 2009-01-01 STEVEN M. SCHAUBLE STEVEN M. SCHAUBLE 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KEVIN HARVEY	2023-10-13
002	2021-01-01	STEVEN M. SCHAUBLE	2022-09-27
002	2020-01-01	STEVEN M. SCHAUBLE	2021-10-07
002	2019-01-01	STEVEN M. SCHAUBLE	2020-10-01
002	2018-01-01	STEVEN M. SCHAUBLE	2019-10-07
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	STEVEN SCHAUBLE		STEVEN SCHAUBLE	2013-10-11
002	2011-01-01	STEVEN SCHAUBLE		STEVEN SCHAUBLE	2012-10-12
002	2009-01-01	STEVEN M. SCHAUBLE		STEVEN M. SCHAUBLE	2010-10-14
002	2009-01-01	STEVEN M. SCHAUBLE		STEVEN M. SCHAUBLE	2010-10-13

Plan Statistics for OSU FOUNDATION 403(B) PLAN

401k plan membership statisitcs for OSU FOUNDATION 403(B) PLAN

Measure Date Value
2022: OSU FOUNDATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 171
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 214
Total participants 2022-01-01 214
Number of participants with account balances 2022-01-01 98
2021: OSU FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 152
Number of other retired or separated participants entitled to future benefits 2021-01-01 45
Total of all active and inactive participants 2021-01-01 197
Total participants 2021-01-01 197
Number of participants with account balances 2021-01-01 98
2020: OSU FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 161
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 194
Total participants 2020-01-01 194
Number of participants with account balances 2020-01-01 92
2019: OSU FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 169
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 38
Total of all active and inactive participants 2019-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 208
Number of participants with account balances 2019-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OSU FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 151
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 32
Total of all active and inactive participants 2018-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 184
Number of participants with account balances 2018-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OSU FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 153
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 184
Number of participants with account balances 2017-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OSU FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 152
Number of participants with account balances 2016-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OSU FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 138
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OSU FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 123
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 152
Total participants 2014-01-01 152
Number of participants with account balances 2014-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OSU FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 117
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 24
Total of all active and inactive participants 2013-01-01 142
Total participants 2013-01-01 142
Number of participants with account balances 2013-01-01 65
2012: OSU FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 115
Number of other retired or separated participants entitled to future benefits 2012-01-01 23
Total of all active and inactive participants 2012-01-01 138
Total participants 2012-01-01 138
Number of participants with account balances 2012-01-01 64
2011: OSU FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 119
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 138
Total participants 2011-01-01 138
Number of participants with account balances 2011-01-01 65
2009: OSU FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 116
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 132
Number of participants with account balances 2009-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: OSU FOUNDATION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	171
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	214
Total participants	2022-01-01	214
Number of participants with account balances	2022-01-01	98
2021: OSU FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	152
Number of other retired or separated participants entitled to future benefits	2021-01-01	45
Total of all active and inactive participants	2021-01-01	197
Total participants	2021-01-01	197
Number of participants with account balances	2021-01-01	98
2020: OSU FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	161
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	194
Total participants	2020-01-01	194
Number of participants with account balances	2020-01-01	92
2019: OSU FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	169
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	38
Total of all active and inactive participants	2019-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	208
Number of participants with account balances	2019-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OSU FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	151
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	32
Total of all active and inactive participants	2018-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	184
Number of participants with account balances	2018-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OSU FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	153
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	184
Number of participants with account balances	2017-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OSU FOUNDATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	152
Number of participants with account balances	2016-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OSU FOUNDATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	138
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OSU FOUNDATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	123
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	152
Total participants	2014-01-01	152
Number of participants with account balances	2014-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OSU FOUNDATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	117
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	24
Total of all active and inactive participants	2013-01-01	142
Total participants	2013-01-01	142
Number of participants with account balances	2013-01-01	65
2012: OSU FOUNDATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	115
Number of other retired or separated participants entitled to future benefits	2012-01-01	23
Total of all active and inactive participants	2012-01-01	138
Total participants	2012-01-01	138
Number of participants with account balances	2012-01-01	64
2011: OSU FOUNDATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	119
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	138
Total participants	2011-01-01	138
Number of participants with account balances	2011-01-01	65
2009: OSU FOUNDATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	116
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	132
Number of participants with account balances	2009-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OSU FOUNDATION 403(B) PLAN

Measure	Date	Value
2022 : OSU FOUNDATION 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-928,550
Total of all expenses incurred	2022-12-31	$789,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$788,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$484,873
Value of total assets at end of year	2022-12-31	$7,697,864
Value of total assets at beginning of year	2022-12-31	$9,416,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,518
Total interest from all sources	2022-12-31	$7,387
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$233,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$233,983
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$476,422
Participant contributions at beginning of year	2022-12-31	$4,383
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$8,451
Administrative expenses (other) incurred	2022-12-31	$1,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,718,223
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,697,864
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,416,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,464,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,256,564
Interest earned on other investments	2022-12-31	$3,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$270,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$223,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$223,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$962,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$931,772
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$16,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,654,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$771,863
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JONES & ROTH, PC
Accountancy firm EIN	2022-12-31	930819646
2021 : OSU FOUNDATION 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,901,238
Total of all expenses incurred	2021-12-31	$66,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$65,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$668,905
Value of total assets at end of year	2021-12-31	$9,416,087
Value of total assets at beginning of year	2021-12-31	$7,581,801
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,137
Total interest from all sources	2021-12-31	$5,096
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$332,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$332,999
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$489,162
Participant contributions at end of year	2021-12-31	$4,383
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$179,743
Administrative expenses (other) incurred	2021-12-31	$1,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,834,286
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,416,087
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,581,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,256,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$6,557,503
Interest earned on other investments	2021-12-31	$5,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$223,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$137,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$137,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$931,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$887,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$894,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$65,815
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	JONES & ROTH, PC
Accountancy firm EIN	2021-12-31	930819646
2020 : OSU FOUNDATION 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,570,362
Total of all expenses incurred	2020-12-31	$456,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$455,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$567,479
Value of total assets at end of year	2020-12-31	$7,581,801
Value of total assets at beginning of year	2020-12-31	$6,468,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,315
Total interest from all sources	2020-12-31	$5,862
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$156,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$156,246
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$473,841
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$93,638
Administrative expenses (other) incurred	2020-12-31	$1,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,113,760
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,581,801
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,468,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$6,557,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,078,392
Interest earned on other investments	2020-12-31	$5,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$137,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$110,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$110,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$887,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,278,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$840,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$455,287
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	JONES & ROTH, PC
Accountancy firm EIN	2020-12-31	930819646
2019 : OSU FOUNDATION 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,785,577
Total of all expenses incurred	2019-12-31	$331,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$329,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$777,831
Value of total assets at end of year	2019-12-31	$6,468,041
Value of total assets at beginning of year	2019-12-31	$5,013,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,242
Total interest from all sources	2019-12-31	$5,325
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$140,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$140,301
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$497,930
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$17,667
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$279,901
Administrative expenses (other) incurred	2019-12-31	$1,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,454,403
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,468,041
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,013,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,078,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,952,001
Interest earned on other investments	2019-12-31	$3,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$110,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$70,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$70,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,278,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$973,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$862,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$329,932
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JONES & ROTH, PC
Accountancy firm EIN	2019-12-31	930819646
2018 : OSU FOUNDATION 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$244,832
Total of all expenses incurred	2018-12-31	$734,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$733,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$523,897
Value of total assets at end of year	2018-12-31	$5,013,638
Value of total assets at beginning of year	2018-12-31	$5,503,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,151
Total interest from all sources	2018-12-31	$6,169
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$143,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$143,019
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$513,754
Participant contributions at end of year	2018-12-31	$17,667
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,143
Administrative expenses (other) incurred	2018-12-31	$1,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-489,621
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,013,638
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,503,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,952,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,414,327
Interest earned on other investments	2018-12-31	$5,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$70,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$46,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$46,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$973,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,042,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-428,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$733,302
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	JONES & ROTH, PC
Accountancy firm EIN	2018-12-31	930819646
2017 : OSU FOUNDATION 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,265,583
Total of all expenses incurred	2017-12-31	$321,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$320,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$541,021
Value of total assets at end of year	2017-12-31	$5,503,259
Value of total assets at beginning of year	2017-12-31	$4,558,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$967
Total interest from all sources	2017-12-31	$3,707
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$90,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$90,808
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$419,473
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$121,548
Administrative expenses (other) incurred	2017-12-31	$967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$944,417
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,503,259
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,558,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,414,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,614,975
Interest earned on other investments	2017-12-31	$3,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$46,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,042,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$943,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$630,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$320,199
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JONES & ROTH, PC
Accountancy firm EIN	2017-12-31	930819646
2016 : OSU FOUNDATION 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$734,285
Total of all expenses incurred	2016-12-31	$132,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$132,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$442,999
Value of total assets at end of year	2016-12-31	$4,558,842
Value of total assets at beginning of year	2016-12-31	$3,957,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$872
Total interest from all sources	2016-12-31	$3,166
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$52,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$52,658
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$372,526
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$70,473
Administrative expenses (other) incurred	2016-12-31	$872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$601,409
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,558,842
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,957,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,614,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,025,825
Interest earned on other investments	2016-12-31	$3,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$943,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$931,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$235,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$132,004
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2016-12-31	930819646
2015 : OSU FOUNDATION 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$425,336
Total of all expenses incurred	2015-12-31	$414,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$413,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$401,435
Value of total assets at end of year	2015-12-31	$3,957,433
Value of total assets at beginning of year	2015-12-31	$3,946,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$853
Total interest from all sources	2015-12-31	$4,475
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$65,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$65,908
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$401,435
Administrative expenses (other) incurred	2015-12-31	$853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$11,176
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,957,433
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,946,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,025,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,092,555
Interest earned on other investments	2015-12-31	$4,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$931,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$853,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-46,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$413,307
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2015-12-31	930819646
2014 : OSU FOUNDATION 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$873,165
Total of all expenses incurred	2014-12-31	$298,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$297,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$645,413
Value of total assets at end of year	2014-12-31	$3,946,257
Value of total assets at beginning of year	2014-12-31	$3,371,721
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,251
Total interest from all sources	2014-12-31	$4,266
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$85,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$85,293
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$312,645
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$332,768
Administrative expenses (other) incurred	2014-12-31	$1,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$574,536
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,946,257
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,371,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,092,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,796,398
Interest earned on other investments	2014-12-31	$4,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$853,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$575,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$138,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$297,378
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2014-12-31	930819646
2013 : OSU FOUNDATION 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$971,169
Total of all expenses incurred	2013-12-31	$42,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$41,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$447,987
Value of total assets at end of year	2013-12-31	$3,371,721
Value of total assets at beginning of year	2013-12-31	$2,442,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$792
Total interest from all sources	2013-12-31	$2,374
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$52,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$52,907
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$280,120
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$167,867
Administrative expenses (other) incurred	2013-12-31	$792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$929,069
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,371,721
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,442,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,796,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,001,602
Interest earned on other investments	2013-12-31	$2,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$575,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$441,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$467,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$41,308
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2013-12-31	930819646
2012 : OSU FOUNDATION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$692,550
Total of all expenses incurred	2012-12-31	$258,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$257,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$449,068
Value of total assets at end of year	2012-12-31	$2,442,652
Value of total assets at beginning of year	2012-12-31	$2,008,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$877
Total interest from all sources	2012-12-31	$2,396
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$22,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$22,114
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$265,453
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$183,615
Administrative expenses (other) incurred	2012-12-31	$877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$433,796
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,442,652
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,008,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,001,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,666,575
Interest earned on other investments	2012-12-31	$2,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$441,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$342,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$218,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$257,877
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2012-12-31	930819646
2011 : OSU FOUNDATION 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$286,651
Total of all expenses incurred	2011-12-31	$89,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$89,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$309,487
Value of total assets at end of year	2011-12-31	$2,008,856
Value of total assets at beginning of year	2011-12-31	$1,812,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$797
Total interest from all sources	2011-12-31	$2,309
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$21,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$21,907
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$303,799
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$5,688
Administrative expenses (other) incurred	2011-12-31	$797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$196,676
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,008,856
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,812,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,666,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,507,474
Interest earned on other investments	2011-12-31	$2,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$342,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$304,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-47,052
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$89,178
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2011-12-31	930819646
2010 : OSU FOUNDATION 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$492,273
Total of all expenses incurred	2010-12-31	$160,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$159,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$303,803
Value of total assets at end of year	2010-12-31	$1,812,180
Value of total assets at beginning of year	2010-12-31	$1,480,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$788
Total interest from all sources	2010-12-31	$2,255
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$13,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$13,695
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$293,400
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$10,403
Administrative expenses (other) incurred	2010-12-31	$788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$331,834
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,812,180
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,480,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$613,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,128,363
Value of interest in pooled separate accounts at end of year	2010-12-31	$893,487
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$59,243
Interest earned on other investments	2010-12-31	$2,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$304,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$292,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$66,052
Net investment gain/loss from pooled separate accounts	2010-12-31	$106,468
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$159,651
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	JONES & ROTH, P.C.
Accountancy firm EIN	2010-12-31	930819646
2009 : OSU FOUNDATION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OSU FOUNDATION 403(B) PLAN

2022: OSU FOUNDATION 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OSU FOUNDATION 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OSU FOUNDATION 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OSU FOUNDATION 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OSU FOUNDATION 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OSU FOUNDATION 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OSU FOUNDATION 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OSU FOUNDATION 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OSU FOUNDATION 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OSU FOUNDATION 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OSU FOUNDATION 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OSU FOUNDATION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OSU FOUNDATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	6
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $543
Insurance broker organization code?	3

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	35
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,075
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $995
Insurance broker organization code?	3

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	39
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	39
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $758
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $707
Insurance broker organization code?	3

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	38
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $205
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $191
Insurance broker organization code?	3

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	37
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	6
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,327
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,212
Insurance broker organization code?	3

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	39
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $168
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $153
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $419
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $381
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	33
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $813
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $732
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	33
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	9
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $770
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $704
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	33
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	32
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $286
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $263
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $586
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	30
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

358857

Policy instance

Insurance contract or identification number	358857
Number of Individuals Covered	30
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

44898

Policy instance

Insurance contract or identification number	44898
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $300
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Commission paid to Insurance Broker	USD $270
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HART, MICHAEL S

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-3572439

Policy instance

Insurance contract or identification number	01-3572439
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

01-5514328

Policy instance

Insurance contract or identification number	01-5514328
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	OREGON STATE UNIVERSITY FOUNDATION
Employer identification number (EIN):	936022772
NAIC Classification:	611000

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2047-10-15
Company Identification Number:	4615910
Legal Registered Office Address:	4238 SW RESEARCH WAY CORVALLIS United States of America (USA) 97333