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GOLDEN GATE UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameGOLDEN GATE UNIVERSITY RETIREMENT PLAN
Plan identification number 002

GOLDEN GATE UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GOLDEN GATE UNIVERSITY
Employer identification number (EIN):941585735
NAIC Classification:611000

Additional information about GOLDEN GATE UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0103987

More information about GOLDEN GATE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLDEN GATE UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTOPHER LIEBBE
0022017-01-01
0022016-01-01CHRISTOPHER LIEBBE
0022015-01-01CHRISTOPHER LIEBBE
0022014-01-01CHRISTOPHER LIEBBE
0022013-01-01CHRISTOPHER LIEBBE
0022012-01-01CHRISTOPHER LIEBBE
0022011-01-01CHRISTOPHER LIEBBE
0022009-01-01CHRISTOPHER LIEBBE CHRISTOPHER LIEBBE2010-04-02
0022009-01-01CHRISTOPHER LIEBBE CHRISTOPHER LIEBBE2010-10-13
0022009-01-01CHRISTOPHER LIEBBE CHRISTOPHER LIEBBE2010-04-02

Plan Statistics for GOLDEN GATE UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for GOLDEN GATE UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01697
Total number of active participants reported on line 7a of the Form 55002022-01-01245
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01480
Total of all active and inactive participants2022-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01734
Number of participants with account balances2022-01-01734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01754
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-01464
Total of all active and inactive participants2021-01-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01697
Number of participants with account balances2021-01-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01958
Total number of active participants reported on line 7a of the Form 55002020-01-01225
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01519
Total of all active and inactive participants2020-01-01749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01754
Number of participants with account balances2020-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01805
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01529
Total of all active and inactive participants2019-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01958
Number of participants with account balances2019-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01844
Total number of active participants reported on line 7a of the Form 55002018-01-01273
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01521
Total of all active and inactive participants2018-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01805
Number of participants with account balances2018-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01824
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01571
Total of all active and inactive participants2017-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01581
Number of participants with account balances2017-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-01260
2016: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01842
Total number of active participants reported on line 7a of the Form 55002016-01-01259
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01559
Total of all active and inactive participants2016-01-01823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01824
Number of participants with account balances2016-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01884
Total number of active participants reported on line 7a of the Form 55002015-01-01302
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01533
Total of all active and inactive participants2015-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01842
Number of participants with account balances2015-01-01811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01383
Total number of active participants reported on line 7a of the Form 55002014-01-01281
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01597
Total of all active and inactive participants2014-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01883
Number of participants with account balances2014-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01840
Total number of active participants reported on line 7a of the Form 55002013-01-01322
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01382
Number of participants with account balances2013-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01950
Total number of active participants reported on line 7a of the Form 55002012-01-01330
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01504
Total of all active and inactive participants2012-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01840
Number of participants with account balances2012-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01856
Total number of active participants reported on line 7a of the Form 55002011-01-01456
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01487
Total of all active and inactive participants2011-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01950
Number of participants with account balances2011-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0145
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0145
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GOLDEN GATE UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-10,759,357
Total of all expenses incurred2022-12-31$9,170,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,014,093
Expenses. Certain deemed distributions of participant loans2022-12-31$44,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,343,089
Value of total assets at end of year2022-12-31$81,936,152
Value of total assets at beginning of year2022-12-31$101,865,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$111,173
Total interest from all sources2022-12-31$619,090
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$993,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$993,533
Administrative expenses professional fees incurred2022-12-31$19,515
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,974,328
Participant contributions at end of year2022-12-31$87,309
Participant contributions at beginning of year2022-12-31$179,147
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$199,271
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,577
Administrative expenses (other) incurred2022-12-31$60,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,929,520
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,936,152
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,865,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,019,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,588,963
Value of interest in pooled separate accounts at end of year2022-12-31$1,728,160
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,075,175
Interest on participant loans2022-12-31$2,637
Interest earned on other investments2022-12-31$616,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,100,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,020,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,825,743
Net investment gain/loss from pooled separate accounts2022-12-31$110,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,169,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,014,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,639,314
Total of all expenses incurred2021-12-31$7,326,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,197,107
Expenses. Certain deemed distributions of participant loans2021-12-31$4,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,872,338
Value of total assets at end of year2021-12-31$101,865,672
Value of total assets at beginning of year2021-12-31$94,552,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$125,059
Total interest from all sources2021-12-31$599,059
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,163,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,163,374
Administrative expenses professional fees incurred2021-12-31$16,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,997,732
Participant contributions at end of year2021-12-31$179,147
Participant contributions at beginning of year2021-12-31$188,332
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$66,105
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$393,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,962
Administrative expenses (other) incurred2021-12-31$67,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,313,018
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,865,672
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$94,552,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,588,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,299,579
Value of interest in pooled separate accounts at end of year2021-12-31$2,075,175
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,782,595
Interest on participant loans2021-12-31$3,093
Interest earned on other investments2021-12-31$595,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,020,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,214,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,152,482
Net investment gain/loss from pooled separate accounts2021-12-31$852,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$480,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,197,107
Contract administrator fees2021-12-31$500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,565,099
Total of all expenses incurred2020-12-31$10,145,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,019,082
Expenses. Certain deemed distributions of participant loans2020-12-31$8,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,707,867
Value of total assets at end of year2020-12-31$94,552,654
Value of total assets at beginning of year2020-12-31$91,133,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,558
Total interest from all sources2020-12-31$655,490
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$907,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$907,724
Administrative expenses professional fees incurred2020-12-31$15,935
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,099,651
Participant contributions at end of year2020-12-31$188,332
Participant contributions at beginning of year2020-12-31$198,141
Participant contributions at end of year2020-12-31$66,105
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$72,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,960
Administrative expenses (other) incurred2020-12-31$61,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,419,499
Value of net assets at end of year (total assets less liabilities)2020-12-31$94,552,654
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,133,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,299,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$70,422,636
Value of interest in pooled separate accounts at end of year2020-12-31$1,782,595
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,161,606
Interest on participant loans2020-12-31$5,240
Interest earned on other investments2020-12-31$650,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,214,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,348,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,096,928
Net investment gain/loss from pooled separate accounts2020-12-31$197,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$536,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,019,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$19,496,255
Total of all expenses incurred2019-12-31$10,759,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,631,700
Expenses. Certain deemed distributions of participant loans2019-12-31$4,144
Value of total corrective distributions2019-12-31$754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,572,091
Value of total assets at end of year2019-12-31$91,133,155
Value of total assets at beginning of year2019-12-31$82,396,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,528
Total interest from all sources2019-12-31$669,265
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,196,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,196,093
Administrative expenses professional fees incurred2019-12-31$15,900
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,518,221
Participant contributions at end of year2019-12-31$198,141
Participant contributions at beginning of year2019-12-31$245,128
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$491,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,625
Administrative expenses (other) incurred2019-12-31$66,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,737,129
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,133,155
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$82,396,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$70,422,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,836,879
Value of interest in pooled separate accounts at end of year2019-12-31$2,161,606
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,116,468
Interest on participant loans2019-12-31$5,874
Interest earned on other investments2019-12-31$663,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,348,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$19,195,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,727,477
Net investment gain/loss from pooled separate accounts2019-12-31$331,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,562,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,631,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$938,855
Total of all expenses incurred2018-12-31$8,722,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,597,001
Expenses. Certain deemed distributions of participant loans2018-12-31$7,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,079,685
Value of total assets at end of year2018-12-31$82,396,026
Value of total assets at beginning of year2018-12-31$90,179,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$117,818
Total interest from all sources2018-12-31$695,448
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$998,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$998,001
Administrative expenses professional fees incurred2018-12-31$15,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,320,554
Participant contributions at end of year2018-12-31$245,128
Participant contributions at beginning of year2018-12-31$212,279
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$327,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,625
Administrative expenses (other) incurred2018-12-31$61,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,783,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$82,396,026
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,179,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$60,836,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$68,643,143
Value of interest in pooled separate accounts at end of year2018-12-31$2,116,468
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,413,407
Interest on participant loans2018-12-31$7,157
Interest earned on other investments2018-12-31$688,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$19,195,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,910,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,815,478
Net investment gain/loss from pooled separate accounts2018-12-31$-18,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,431,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,597,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,709,931
Total of all expenses incurred2017-12-31$11,126,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,960,432
Expenses. Certain deemed distributions of participant loans2017-12-31$2,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,921,592
Value of total assets at end of year2017-12-31$90,179,389
Value of total assets at beginning of year2017-12-31$85,595,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,113
Total interest from all sources2017-12-31$642,843
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$870,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$870,897
Administrative expenses professional fees incurred2017-12-31$15,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,260,315
Participant contributions at end of year2017-12-31$212,279
Participant contributions at beginning of year2017-12-31$222,528
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$280,055
Administrative expenses (other) incurred2017-12-31$107,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,583,798
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,179,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,595,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$68,643,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,734,792
Value of interest in pooled separate accounts at end of year2017-12-31$2,413,407
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,600,411
Interest on participant loans2017-12-31$5,618
Interest earned on other investments2017-12-31$637,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,910,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,037,860
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$291,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,980,245
Net investment gain/loss from pooled separate accounts2017-12-31$294,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,381,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,669,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$9,254,258
Total of all expenses incurred2016-12-31$5,923,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,823,980
Expenses. Certain deemed distributions of participant loans2016-12-31$1,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,901,090
Value of total assets at end of year2016-12-31$85,595,591
Value of total assets at beginning of year2016-12-31$82,264,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$98,326
Total interest from all sources2016-12-31$659,973
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$725,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$725,020
Administrative expenses professional fees incurred2016-12-31$15,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,274,553
Participant contributions at end of year2016-12-31$222,528
Participant contributions at beginning of year2016-12-31$227,115
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$236,303
Administrative expenses (other) incurred2016-12-31$43,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,330,609
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,595,591
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$82,264,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,734,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,427,266
Value of interest in pooled separate accounts at end of year2016-12-31$5,600,411
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,119,646
Interest on participant loans2016-12-31$5,333
Interest earned on other investments2016-12-31$654,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,037,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,490,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,800,563
Net investment gain/loss from pooled separate accounts2016-12-31$167,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,390,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,823,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,966,188
Total of all expenses incurred2015-12-31$9,269,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,156,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,143,358
Value of total assets at end of year2015-12-31$82,264,982
Value of total assets at beginning of year2015-12-31$86,568,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$113,241
Total interest from all sources2015-12-31$652,415
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$655,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$655,761
Administrative expenses professional fees incurred2015-12-31$16,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,390,685
Participant contributions at end of year2015-12-31$227,115
Participant contributions at beginning of year2015-12-31$249,270
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$317,812
Administrative expenses (other) incurred2015-12-31$57,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,303,076
Value of net assets at end of year (total assets less liabilities)2015-12-31$82,264,982
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$86,568,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,427,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$62,541,937
Value of interest in pooled separate accounts at end of year2015-12-31$6,119,646
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,467,153
Interest on participant loans2015-12-31$7,803
Interest earned on other investments2015-12-31$644,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,490,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,309,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-596,055
Net investment gain/loss from pooled separate accounts2015-12-31$110,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,434,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,156,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$9,764,647
Total of all expenses incurred2014-12-31$9,066,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,942,352
Expenses. Certain deemed distributions of participant loans2014-12-31$16,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,780,629
Value of total assets at end of year2014-12-31$86,568,058
Value of total assets at beginning of year2014-12-31$85,869,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$107,832
Total interest from all sources2014-12-31$691,478
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$742,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$742,252
Administrative expenses professional fees incurred2014-12-31$14,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,511,993
Participant contributions at end of year2014-12-31$249,270
Participant contributions at beginning of year2014-12-31$250,196
Participant contributions at beginning of year2014-12-31$81,647
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$726,791
Administrative expenses (other) incurred2014-12-31$53,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$698,366
Value of net assets at end of year (total assets less liabilities)2014-12-31$86,568,058
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,869,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$62,541,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$61,448,824
Value of interest in pooled separate accounts at end of year2014-12-31$6,467,153
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,320,437
Interest on participant loans2014-12-31$5,421
Interest earned on other investments2014-12-31$686,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,309,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,698,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,257,738
Net investment gain/loss from pooled separate accounts2014-12-31$292,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,541,845
Employer contributions (assets) at beginning of year2014-12-31$70,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,942,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$17,094,695
Total of all expenses incurred2013-12-31$6,076,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,963,930
Expenses. Certain deemed distributions of participant loans2013-12-31$4,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,058,891
Value of total assets at end of year2013-12-31$85,869,692
Value of total assets at beginning of year2013-12-31$74,851,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,472
Total interest from all sources2013-12-31$12,405
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$596,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$596,755
Administrative expenses professional fees incurred2013-12-31$14,188
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,567,549
Participant contributions at end of year2013-12-31$250,196
Participant contributions at beginning of year2013-12-31$322,046
Participant contributions at end of year2013-12-31$81,647
Participant contributions at beginning of year2013-12-31$73,165
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$931,510
Administrative expenses (other) incurred2013-12-31$43,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,018,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,869,692
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,851,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$61,448,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$52,098,718
Value of interest in pooled separate accounts at end of year2013-12-31$6,320,437
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,008,010
Interest on participant loans2013-12-31$12,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,698,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,284,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,880,119
Net investment gain/loss from pooled separate accounts2013-12-31$546,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,559,832
Employer contributions (assets) at end of year2013-12-31$70,488
Employer contributions (assets) at beginning of year2013-12-31$65,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,963,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$726,922
Total unrealized appreciation/depreciation of assets2012-12-31$726,922
Total transfer of assets to this plan2012-12-31$13,918
Total income from all sources (including contributions)2012-12-31$11,717,882
Total of all expenses incurred2012-12-31$3,846,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,756,347
Expenses. Certain deemed distributions of participant loans2012-12-31$11,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,679,825
Value of total assets at end of year2012-12-31$74,851,340
Value of total assets at beginning of year2012-12-31$66,966,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$78,954
Total interest from all sources2012-12-31$153,733
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$529,387
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$529,387
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,654,408
Participant contributions at end of year2012-12-31$322,046
Participant contributions at beginning of year2012-12-31$308,975
Participant contributions at end of year2012-12-31$73,165
Participant contributions at beginning of year2012-12-31$68,877
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$360,668
Administrative expenses (other) incurred2012-12-31$78,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,870,957
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,851,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,966,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$52,098,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,056,151
Value of interest in pooled separate accounts at end of year2012-12-31$3,008,010
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,029,601
Interest on participant loans2012-12-31$14,723
Interest earned on other investments2012-12-31$139,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,284,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,441,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,311,007
Net investment gain/loss from pooled separate accounts2012-12-31$317,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,664,749
Employer contributions (assets) at end of year2012-12-31$65,242
Employer contributions (assets) at beginning of year2012-12-31$61,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,756,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$5,243,160
Total of all expenses incurred2011-12-31$4,706,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,682,944
Expenses. Certain deemed distributions of participant loans2011-12-31$19,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,813,866
Value of total assets at end of year2011-12-31$66,966,465
Value of total assets at beginning of year2011-12-31$66,429,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,596
Total interest from all sources2011-12-31$727,065
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$352,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$352,039
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,396,823
Participant contributions at end of year2011-12-31$308,975
Participant contributions at beginning of year2011-12-31$322,178
Participant contributions at end of year2011-12-31$68,877
Participant contributions at beginning of year2011-12-31$74,604
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$889,433
Administrative expenses (other) incurred2011-12-31$3,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$537,042
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,966,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,429,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,056,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,084,340
Value of interest in pooled separate accounts at end of year2011-12-31$4,029,601
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,472,564
Interest on participant loans2011-12-31$12,819
Interest earned on other investments2011-12-31$714,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,441,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,415,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-726,177
Net investment gain/loss from pooled separate accounts2011-12-31$76,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,527,610
Employer contributions (assets) at end of year2011-12-31$61,539
Employer contributions (assets) at beginning of year2011-12-31$60,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,682,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$10,314,219
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,952,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,900,567
Expenses. Certain deemed distributions of participant loans2010-12-31$45,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,722,185
Value of total assets at end of year2010-12-31$66,429,423
Value of total assets at beginning of year2010-12-31$61,067,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,431
Total interest from all sources2010-12-31$241,155
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,255
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,288,586
Participant contributions at end of year2010-12-31$322,178
Participant contributions at beginning of year2010-12-31$551,791
Participant contributions at end of year2010-12-31$74,604
Participant contributions at beginning of year2010-12-31$83,166
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$993,813
Other income not declared elsewhere2010-12-31$11,131
Administrative expenses (other) incurred2010-12-31$6,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,361,456
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,429,423
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$61,067,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$40,084,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,394,607
Value of interest in pooled separate accounts at end of year2010-12-31$4,472,564
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,334,947
Interest on participant loans2010-12-31$11,999
Interest earned on other investments2010-12-31$229,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,415,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,646,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,287,920
Net investment gain/loss from pooled separate accounts2010-12-31$1,015,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,439,786
Employer contributions (assets) at end of year2010-12-31$60,675
Employer contributions (assets) at beginning of year2010-12-31$57,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,900,567
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : GOLDEN GATE UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOLDEN GATE UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 5
Insurance contract or identification numberTT069414
Number of Individuals Covered403
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered67
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered285
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered72
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $500
Total amount of fees paid to insurance companyUSD $40
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $473
Insurance broker organization code?3
Amount paid for insurance broker fees40
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered403
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered406
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $715
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $546
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered295
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered73
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 5
Insurance contract or identification numberTT069414
Number of Individuals Covered406
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 5
Insurance contract or identification numberTT069414
Number of Individuals Covered403
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered233
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered83
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $552
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $428
Insurance broker organization code?3
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered403
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered85
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $533
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $407
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered262
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered75
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 5
Insurance contract or identification numberTT069414
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered427
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered95
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $531
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $411
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered213
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered77
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004835
Policy instance 4
Insurance contract or identification number004835
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104022,104023
Policy instance 3
Insurance contract or identification number104022,104023
Number of Individuals Covered249
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number61969
Policy instance 2
Insurance contract or identification number61969
Number of Individuals Covered109
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $854
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Insurance broker organization code?3
Insurance broker nameJAYSON WAGNER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069414
Policy instance 1
Insurance contract or identification numberTT069414
Number of Individuals Covered435
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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