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PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NamePALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.

401k Sponsoring company profile

PALO ALTO UNIVERSITY, INC has sponsored the creation of one or more 401k plans.

Company Name:PALO ALTO UNIVERSITY, INC
Employer identification number (EIN):942340692
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012020-08-01
0012019-08-01
0012016-08-01JUNE KLEIN
0012015-08-01JUNE KLEIN
0012014-08-01JUNE KLEIN
0012013-08-01JUNE KLEIN
0012012-08-01JUNE KLEIN
0012011-08-01JUNE KLEIN JUNE KLEIN2013-12-05
0012009-10-01JUNE KLEIN
0012008-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012007-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012006-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012005-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012004-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012003-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012002-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012001-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012000-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0012000-10-01JUNE KLEIN JUNE KLEIN2013-12-06
0011999-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011998-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011997-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011996-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011995-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011994-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011993-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011992-10-01JUNE KLEIN JUNE KLEIN2013-12-05
0011991-10-01JUNE KLEIN
0011990-10-01JUNE KLEIN JUNE KLEIN2013-12-05

Plan Statistics for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01296
Total number of active participants reported on line 7a of the Form 55002022-08-01231
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-0184
Total of all active and inactive participants2022-08-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-014
Total participants2022-08-01319
Number of participants with account balances2022-08-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-010
2021: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01271
Total number of active participants reported on line 7a of the Form 55002021-08-01211
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-0181
Total of all active and inactive participants2021-08-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-014
Total participants2021-08-01296
Number of participants with account balances2021-08-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
2020: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01271
Total number of active participants reported on line 7a of the Form 55002020-08-01189
Number of other retired or separated participants entitled to future benefits2020-08-0180
Total of all active and inactive participants2020-08-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-012
Total participants2020-08-01271
Number of participants with account balances2020-08-01267
2019: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01395
Total number of active participants reported on line 7a of the Form 55002019-08-01311
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-01117
Total of all active and inactive participants2019-08-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-011
Total participants2019-08-01429
Number of participants with account balances2019-08-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-010
2016: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01355
Total number of active participants reported on line 7a of the Form 55002016-08-01251
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-01113
Total of all active and inactive participants2016-08-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-011
Total participants2016-08-01365
Number of participants with account balances2016-08-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-010
2015: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01356
Total number of active participants reported on line 7a of the Form 55002015-08-01248
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-0196
Total of all active and inactive participants2015-08-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-011
Total participants2015-08-01345
Number of participants with account balances2015-08-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01189
Total number of active participants reported on line 7a of the Form 55002014-08-01252
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-01104
Total of all active and inactive participants2014-08-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-01356
Number of participants with account balances2014-08-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01151
Total number of active participants reported on line 7a of the Form 55002013-08-01320
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-0192
Total of all active and inactive participants2013-08-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-01412
Number of participants with account balances2013-08-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0199
Total number of active participants reported on line 7a of the Form 55002012-08-0195
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-0152
Total of all active and inactive participants2012-08-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-01147
Number of participants with account balances2012-08-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0174
Total number of active participants reported on line 7a of the Form 55002011-08-0184
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-0115
Total of all active and inactive participants2011-08-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0199
Number of participants with account balances2011-08-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0169
Total number of active participants reported on line 7a of the Form 55002009-10-0152
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0111
Total of all active and inactive participants2009-10-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0163
Number of participants with account balances2009-10-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
2008: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-0145
Total of all active and inactive participants2008-10-010
Total participants2008-10-010
2007: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-10-0145
Total of all active and inactive participants2007-10-010
Total participants2007-10-010
2006: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-10-0145
Total of all active and inactive participants2006-10-010
Total participants2006-10-010
2005: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-10-0145
Total of all active and inactive participants2005-10-010
Total participants2005-10-010
2004: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-10-0145
Total of all active and inactive participants2004-10-010
Total participants2004-10-010
2003: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-10-0145
Total of all active and inactive participants2003-10-010
Total participants2003-10-010
2002: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2002 401k membership
Total participants, beginning-of-year2002-10-0145
Total of all active and inactive participants2002-10-010
Total participants2002-10-010
2001: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2001 401k membership
Total participants, beginning-of-year2001-10-0145
Total of all active and inactive participants2001-10-010
Total participants2001-10-010
2000: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2000 401k membership
Total participants, beginning-of-year2000-10-0145
Total of all active and inactive participants2000-10-010
Total participants2000-10-010
1999: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1999 401k membership
Total participants, beginning-of-year1999-10-0145
Total of all active and inactive participants1999-10-010
Total participants1999-10-010
1998: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1998 401k membership
Total participants, beginning-of-year1998-10-0145
Total of all active and inactive participants1998-10-010
Total participants1998-10-010
1997: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1997 401k membership
Total participants, beginning-of-year1997-10-0145
Total of all active and inactive participants1997-10-010
Total participants1997-10-010
1996: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1996 401k membership
Total participants, beginning-of-year1996-10-0145
Total of all active and inactive participants1996-10-010
Total participants1996-10-010
1995: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1995 401k membership
Total participants, beginning-of-year1995-10-0145
Total of all active and inactive participants1995-10-010
Total participants1995-10-010
1994: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1994 401k membership
Total participants, beginning-of-year1994-10-0145
Total of all active and inactive participants1994-10-010
Total participants1994-10-010
1993: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1993 401k membership
Total participants, beginning-of-year1993-10-0145
Total of all active and inactive participants1993-10-010
Total participants1993-10-010
1992: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1992 401k membership
Total participants, beginning-of-year1992-10-0145
Total of all active and inactive participants1992-10-010
Total participants1992-10-010
1991: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1991 401k membership
Total participants, beginning-of-year1991-10-0145
Total of all active and inactive participants1991-10-010
Total participants1991-10-010
1990: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1990 401k membership
Total participants, beginning-of-year1990-10-0145
Total of all active and inactive participants1990-10-010
Total participants1990-10-010

Financial Data on PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$4,577,053
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$1,710,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$1,622,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$2,668,429
Value of total assets at end of year2023-07-31$27,505,513
Value of total assets at beginning of year2023-07-31$24,638,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$88,262
Total interest from all sources2023-07-31$185,902
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$3,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-31$3,645
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$1,000,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Contributions received from participants2023-07-31$1,178,149
Participant contributions at end of year2023-07-31$14,554
Participant contributions at beginning of year2023-07-31$18,732
Income. Received or receivable in cash from other sources (including rollovers)2023-07-31$637,055
Other income not declared elsewhere2023-07-31$50,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$2,866,689
Value of net assets at end of year (total assets less liabilities)2023-07-31$27,505,513
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$24,638,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Investment advisory and management fees2023-07-31$175
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$21,744,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$18,550,987
Value of interest in pooled separate accounts at end of year2023-07-31$1,296,675
Value of interest in pooled separate accounts at beginning of year2023-07-31$1,484,159
Interest on participant loans2023-07-31$547
Interest earned on other investments2023-07-31$185,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-07-31$4,450,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-07-31$4,584,946
Expenses. Payments to insurance carriers foe the provision of benefits2023-07-31$343,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$1,822,206
Net investment gain/loss from pooled separate accounts2023-07-31$-153,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$853,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$1,278,832
Contract administrator fees2023-07-31$88,087
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31HOOD & STRONG
Accountancy firm EIN2023-07-31941254756
2022 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$82,789
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$2,884,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$2,881,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$1,850,667
Value of total assets at end of year2022-07-31$24,638,824
Value of total assets at beginning of year2022-07-31$27,440,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$2,953
Total interest from all sources2022-07-31$153,454
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$45
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$45
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$1,000,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$1,052,480
Participant contributions at end of year2022-07-31$18,732
Participant contributions at beginning of year2022-07-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-07-31$5,234
Other income not declared elsewhere2022-07-31$43,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-2,802,149
Value of net assets at end of year (total assets less liabilities)2022-07-31$24,638,824
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$27,440,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$18,550,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$21,726,508
Value of interest in pooled separate accounts at end of year2022-07-31$1,484,159
Value of interest in pooled separate accounts at beginning of year2022-07-31$1,323,070
Interest on participant loans2022-07-31$696
Interest earned on other investments2022-07-31$152,758
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-07-31$4,584,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-07-31$4,391,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-2,245,300
Net investment gain/loss from pooled separate accounts2022-07-31$280,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$792,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$2,881,985
Contract administrator fees2022-07-31$2,953
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31HOOD & STRONG
Accountancy firm EIN2022-07-31941254756
2021 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$0
Total income from all sources (including contributions)2021-07-31$6,343,302
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$915,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$915,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$1,574,405
Value of total assets at end of year2021-07-31$27,440,973
Value of total assets at beginning of year2021-07-31$22,013,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$0
Total interest from all sources2021-07-31$144,837
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$1,000,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$886,051
Income. Received or receivable in cash from other sources (including rollovers)2021-07-31$17,783
Other income not declared elsewhere2021-07-31$30,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$5,427,712
Value of net assets at end of year (total assets less liabilities)2021-07-31$27,440,973
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$22,013,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$21,726,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$16,633,827
Value of interest in pooled separate accounts at end of year2021-07-31$1,323,070
Value of interest in pooled separate accounts at beginning of year2021-07-31$1,144,838
Interest earned on other investments2021-07-31$144,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-07-31$4,391,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-31$4,234,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$4,495,973
Net investment gain/loss from pooled separate accounts2021-07-31$97,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$670,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$915,590
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31HOOD & STRONG
Accountancy firm EIN2021-07-31941254756
2020 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-31$851,877
Total unrealized appreciation/depreciation of assets2020-07-31$851,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$0
Total income from all sources (including contributions)2020-07-31$2,832,076
Total loss/gain on sale of assets2020-07-31$496,939
Total of all expenses incurred2020-07-31$923,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$916,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$1,462,363
Value of total assets at end of year2020-07-31$22,013,261
Value of total assets at beginning of year2020-07-31$20,104,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$7,694
Total interest from all sources2020-07-31$20,897
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$1,000,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$783,730
Income. Received or receivable in cash from other sources (including rollovers)2020-07-31$279
Administrative expenses (other) incurred2020-07-31$7,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$1,908,299
Value of net assets at end of year (total assets less liabilities)2020-07-31$22,013,261
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$20,104,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$16,633,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$14,897,517
Value of interest in pooled separate accounts at end of year2020-07-31$1,144,838
Value of interest in pooled separate accounts at beginning of year2020-07-31$1,058,652
Interest earned on other investments2020-07-31$20,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-07-31$4,234,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-07-31$4,148,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31Yes
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$678,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$916,083
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Aggregate proceeds on sale of assets2020-07-31$496,939
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31HOOD & STRONG
Accountancy firm EIN2020-07-31941254756
2019 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$0
Total income from all sources (including contributions)2019-07-31$2,253,587
Total loss/gain on sale of assets2019-07-31$0
Total of all expenses incurred2019-07-31$1,401,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$1,401,299
Expenses. Certain deemed distributions of participant loans2019-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$1,687,846
Value of total assets at end of year2019-07-31$20,104,962
Value of total assets at beginning of year2019-07-31$19,252,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$0
Total interest from all sources2019-07-31$149,084
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-07-31$0
Administrative expenses professional fees incurred2019-07-31$0
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
If this is an individual account plan, was there a blackout period2019-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$828,971
Income. Received or receivable in cash from other sources (including rollovers)2019-07-31$187,319
Administrative expenses (other) incurred2019-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$852,288
Value of net assets at end of year (total assets less liabilities)2019-07-31$20,104,962
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$19,252,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Investment advisory and management fees2019-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$14,897,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$14,081,837
Value of interest in pooled separate accounts at end of year2019-07-31$1,058,652
Value of interest in pooled separate accounts at beginning of year2019-07-31$1,081,567
Interest earned on other investments2019-07-31$149,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-07-31$4,148,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-07-31$4,089,270
Expenses. Payments to insurance carriers foe the provision of benefits2019-07-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$369,347
Net investment gain/loss from pooled separate accounts2019-07-31$47,310
Net investment gain or loss from common/collective trusts2019-07-31$0
Net gain/loss from 103.12 investment entities2019-07-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31No
Was there a failure to transmit to the plan any participant contributions2019-07-31Yes
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$671,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$1,401,299
Contract administrator fees2019-07-31$0
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31Yes
Opinion of an independent qualified public accountant for this plan2019-07-31Disclaimer
Accountancy firm name2019-07-31HOOD & STRONG
Accountancy firm EIN2019-07-31941254756
2018 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$0
Expenses. Interest paid2018-07-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-07-31$0
Total income from all sources (including contributions)2018-07-31$2,943,803
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$558,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$558,743
Expenses. Certain deemed distributions of participant loans2018-07-31$0
Value of total corrective distributions2018-07-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$1,543,951
Value of total assets at end of year2018-07-31$19,252,674
Value of total assets at beginning of year2018-07-31$16,867,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$0
Total interest from all sources2018-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$141,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$141,838
Administrative expenses professional fees incurred2018-07-31$0
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$1,000,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$841,439
Income. Received or receivable in cash from other sources (including rollovers)2018-07-31$19,330
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-07-31$0
Administrative expenses (other) incurred2018-07-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Income. Non cash contributions2018-07-31$0
Value of net income/loss2018-07-31$2,385,060
Value of net assets at end of year (total assets less liabilities)2018-07-31$19,252,674
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$16,867,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$14,081,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$12,131,253
Value of interest in pooled separate accounts at end of year2018-07-31$1,081,567
Value of interest in pooled separate accounts at beginning of year2018-07-31$892,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-07-31$4,089,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-07-31$3,844,173
Expenses. Payments to insurance carriers foe the provision of benefits2018-07-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$1,209,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$683,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$558,743
Contract administrator fees2018-07-31$0
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31Yes
Opinion of an independent qualified public accountant for this plan2018-07-31Disclaimer
Accountancy firm name2018-07-31HOOD & STRONG
Accountancy firm EIN2018-07-31941254756
2017 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$0
Total income from all sources (including contributions)2017-07-31$3,345,210
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$1,877,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$1,877,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$1,872,651
Value of total assets at end of year2017-07-31$16,867,614
Value of total assets at beginning of year2017-07-31$15,399,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$0
Total interest from all sources2017-07-31$137,103
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$1,000,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$704,190
Income. Received or receivable in cash from other sources (including rollovers)2017-07-31$542,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$1,467,717
Value of net assets at end of year (total assets less liabilities)2017-07-31$16,867,614
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$15,399,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$12,131,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$10,891,213
Value of interest in pooled separate accounts at end of year2017-07-31$892,188
Value of interest in pooled separate accounts at beginning of year2017-07-31$732,973
Interest earned on other investments2017-07-31$137,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-07-31$3,844,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-07-31$3,775,711
Expenses. Payments to insurance carriers foe the provision of benefits2017-07-31$1,093,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$1,304,506
Net investment gain/loss from pooled separate accounts2017-07-31$30,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$626,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$784,295
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31Yes
Opinion of an independent qualified public accountant for this plan2017-07-31Disclaimer
Accountancy firm name2017-07-31HOOD & STRONG
Accountancy firm EIN2017-07-31941254756
2016 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$0
Total income from all sources (including contributions)2016-07-31$2,459,241
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$1,262,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$1,262,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$2,194,209
Value of total assets at end of year2016-07-31$15,399,897
Value of total assets at beginning of year2016-07-31$14,203,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$0
Total interest from all sources2016-07-31$127,234
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$1,000,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$659,980
Income. Received or receivable in cash from other sources (including rollovers)2016-07-31$909,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$1,196,245
Value of net assets at end of year (total assets less liabilities)2016-07-31$15,399,897
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$14,203,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$10,891,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$10,879,712
Value of interest in pooled separate accounts at end of year2016-07-31$732,973
Value of interest in pooled separate accounts at beginning of year2016-07-31$302,115
Interest earned on other investments2016-07-31$127,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-07-31$3,775,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-07-31$3,021,825
Expenses. Payments to insurance carriers foe the provision of benefits2016-07-31$48,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$106,264
Net investment gain/loss from pooled separate accounts2016-07-31$31,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$624,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$1,214,081
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31Yes
Opinion of an independent qualified public accountant for this plan2016-07-31Disclaimer
Accountancy firm name2016-07-31HOOD & STRONG
Accountancy firm EIN2016-07-31941254756
2015 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$0
Total income from all sources (including contributions)2015-07-31$2,127,828
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$689,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$689,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$1,225,976
Value of total assets at end of year2015-07-31$14,203,652
Value of total assets at beginning of year2015-07-31$12,765,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$0
Total interest from all sources2015-07-31$112,986
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$1,000,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$628,946
Income. Received or receivable in cash from other sources (including rollovers)2015-07-31$60,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Income. Non cash contributions2015-07-31$0
Value of net income/loss2015-07-31$1,438,616
Value of net assets at end of year (total assets less liabilities)2015-07-31$14,203,652
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$12,765,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$10,879,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$9,709,231
Value of interest in pooled separate accounts at end of year2015-07-31$302,115
Value of interest in pooled separate accounts at beginning of year2015-07-31$161,865
Interest earned on other investments2015-07-31$112,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-07-31$3,021,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-07-31$2,893,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$766,613
Net investment gain/loss from pooled separate accounts2015-07-31$22,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$536,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$689,212
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31Yes
Opinion of an independent qualified public accountant for this plan2015-07-31Disclaimer
Accountancy firm name2015-07-31HOOD & STRONG
Accountancy firm EIN2015-07-31941254756
2014 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$0
Total income from all sources (including contributions)2014-07-31$3,412,372
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$739,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$737,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$1,108,039
Value of total assets at end of year2014-07-31$12,765,035
Value of total assets at beginning of year2014-07-31$10,092,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$2,300
Total interest from all sources2014-07-31$113,366
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$1,000,000
If this is an individual account plan, was there a blackout period2014-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$576,690
Income. Received or receivable in cash from other sources (including rollovers)2014-07-31$29,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-07-31$0
Other income not declared elsewhere2014-07-31$1,059,002
Administrative expenses (other) incurred2014-07-31$2,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Income. Non cash contributions2014-07-31$0
Value of net income/loss2014-07-31$2,672,549
Value of net assets at end of year (total assets less liabilities)2014-07-31$12,765,035
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$10,092,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$9,709,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$7,381,498
Value of interest in pooled separate accounts at end of year2014-07-31$161,865
Value of interest in pooled separate accounts at beginning of year2014-07-31$68,822
Interest earned on other investments2014-07-31$113,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-07-31$2,893,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-07-31$2,642,166
Expenses. Payments to insurance carriers foe the provision of benefits2014-07-31$77,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$1,119,127
Net investment gain/loss from pooled separate accounts2014-07-31$12,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$501,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$660,030
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31Yes
Opinion of an independent qualified public accountant for this plan2014-07-31Disclaimer
Accountancy firm name2014-07-31HOOD & STRONG
Accountancy firm EIN2014-07-31941254756
2013 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$2,604,944
Expenses. Total of all expenses incurred2013-07-31$769,690
Benefits paid (including direct rollovers)2013-07-31$769,690
Total plan assets at end of year2013-07-31$10,092,486
Total plan assets at beginning of year2013-07-31$8,257,232
Total contributions received or receivable from participants2013-07-31$593,009
Expenses. Other expenses not covered elsewhere2013-07-31$0
Contributions received from other sources (not participants or employers)2013-07-31$28,939
Other income received2013-07-31$1,524,733
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$1,835,254
Net plan assets at end of year (total assets less liabilities)2013-07-31$10,092,486
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$8,257,232
Total contributions received or receivable from employer(s)2013-07-31$458,263
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
2012 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-07-31$1,105,957
Expenses. Total of all expenses incurred2012-07-31$211,242
Benefits paid (including direct rollovers)2012-07-31$211,242
Total plan assets at end of year2012-07-31$8,257,232
Total plan assets at beginning of year2012-07-31$7,362,517
Total contributions received or receivable from participants2012-07-31$474,098
Contributions received from other sources (not participants or employers)2012-07-31$10,984
Other income received2012-07-31$260,652
Net income (gross income less expenses)2012-07-31$894,715
Net plan assets at end of year (total assets less liabilities)2012-07-31$8,257,232
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$7,362,517
Total contributions received or receivable from employer(s)2012-07-31$360,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
2011 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-07-31$1,539,004
Expenses. Total of all expenses incurred2011-07-31$257,475
Benefits paid (including direct rollovers)2011-07-31$257,475
Total plan assets at end of year2011-07-31$7,362,517
Total plan assets at beginning of year2011-07-31$6,080,988
Total contributions received or receivable from participants2011-07-31$433,352
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$806,167
Net income (gross income less expenses)2011-07-31$1,281,529
Net plan assets at end of year (total assets less liabilities)2011-07-31$7,362,517
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$6,080,988
Total contributions received or receivable from employer(s)2011-07-31$299,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement - TrustYes
2021: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2016: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedYes
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedYes
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2007: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2006: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2005: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2005 form 5500 responses
2005-10-01Type of plan entitySingle employer plan
2005-10-01Submission has been amendedNo
2005-10-01This submission is the final filingNo
2005-10-01This return/report is a short plan year return/report (less than 12 months)No
2005-10-01Plan is a collectively bargained planNo
2004: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2004 form 5500 responses
2004-10-01Type of plan entitySingle employer plan
2004-10-01Submission has been amendedNo
2004-10-01This submission is the final filingNo
2004-10-01This return/report is a short plan year return/report (less than 12 months)No
2004-10-01Plan is a collectively bargained planNo
2003: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2003 form 5500 responses
2003-10-01Type of plan entitySingle employer plan
2003-10-01Submission has been amendedNo
2003-10-01This submission is the final filingNo
2003-10-01This return/report is a short plan year return/report (less than 12 months)No
2003-10-01Plan is a collectively bargained planNo
2002: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2002 form 5500 responses
2002-10-01Type of plan entitySingle employer plan
2002-10-01Submission has been amendedNo
2002-10-01This submission is the final filingNo
2002-10-01This return/report is a short plan year return/report (less than 12 months)No
2002-10-01Plan is a collectively bargained planNo
2001: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2001 form 5500 responses
2001-10-01Type of plan entitySingle employer plan
2001-10-01Submission has been amendedYes
2001-10-01This submission is the final filingNo
2001-10-01This return/report is a short plan year return/report (less than 12 months)No
2001-10-01Plan is a collectively bargained planNo
2000: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2000 form 5500 responses
2000-10-01Type of plan entitySingle employer plan
2000-10-01Submission has been amendedNo
2000-10-01This submission is the final filingNo
2000-10-01This return/report is a short plan year return/report (less than 12 months)No
2000-10-01Plan is a collectively bargained planNo
1999: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1999 form 5500 responses
1999-10-01Type of plan entitySingle employer plan
1999-10-01Submission has been amendedNo
1999-10-01This submission is the final filingNo
1999-10-01This return/report is a short plan year return/report (less than 12 months)No
1999-10-01Plan is a collectively bargained planNo
1998: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1998 form 5500 responses
1998-10-01Type of plan entitySingle employer plan
1998-10-01Submission has been amendedNo
1998-10-01This submission is the final filingNo
1998-10-01This return/report is a short plan year return/report (less than 12 months)No
1998-10-01Plan is a collectively bargained planNo
1997: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1997 form 5500 responses
1997-10-01Type of plan entitySingle employer plan
1997-10-01Submission has been amendedNo
1997-10-01This submission is the final filingNo
1997-10-01This return/report is a short plan year return/report (less than 12 months)No
1997-10-01Plan is a collectively bargained planNo
1996: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1996 form 5500 responses
1996-10-01Type of plan entitySingle employer plan
1996-10-01Submission has been amendedNo
1996-10-01This submission is the final filingNo
1996-10-01This return/report is a short plan year return/report (less than 12 months)No
1996-10-01Plan is a collectively bargained planNo
1995: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1995 form 5500 responses
1995-10-01Type of plan entitySingle employer plan
1995-10-01Submission has been amendedNo
1995-10-01This submission is the final filingNo
1995-10-01This return/report is a short plan year return/report (less than 12 months)No
1995-10-01Plan is a collectively bargained planNo
1994: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1994 form 5500 responses
1994-10-01Type of plan entitySingle employer plan
1994-10-01Submission has been amendedNo
1994-10-01This submission is the final filingNo
1994-10-01This return/report is a short plan year return/report (less than 12 months)No
1994-10-01Plan is a collectively bargained planNo
1993: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1993 form 5500 responses
1993-10-01Type of plan entitySingle employer plan
1993-10-01Submission has been amendedNo
1993-10-01This submission is the final filingNo
1993-10-01This return/report is a short plan year return/report (less than 12 months)No
1993-10-01Plan is a collectively bargained planNo
1992: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1992 form 5500 responses
1992-10-01Type of plan entitySingle employer plan
1992-10-01Submission has been amendedNo
1992-10-01This submission is the final filingNo
1992-10-01This return/report is a short plan year return/report (less than 12 months)No
1992-10-01Plan is a collectively bargained planNo
1991: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1991 form 5500 responses
1991-10-01Type of plan entitySingle employer plan
1991-10-01Submission has been amendedYes
1991-10-01This submission is the final filingNo
1991-10-01This return/report is a short plan year return/report (less than 12 months)No
1991-10-01Plan is a collectively bargained planNo
1990: PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 1990 form 5500 responses
1990-10-01Type of plan entitySingle employer plan
1990-10-01First time form 5500 has been submittedYes
1990-10-01Submission has been amendedNo
1990-10-01This submission is the final filingNo
1990-10-01This return/report is a short plan year return/report (less than 12 months)No
1990-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 1
Insurance contract or identification number329004
Number of Individuals Covered275
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392004
Policy instance 1
Insurance contract or identification number392004
Number of Individuals Covered289
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392004
Policy instance 1
Insurance contract or identification number392004
Number of Individuals Covered267
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329005
Policy instance 2
Insurance contract or identification number329005
Number of Individuals Covered0
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 2
Insurance contract or identification number329004
Number of Individuals Covered127
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392005
Policy instance 1
Insurance contract or identification number392005
Number of Individuals Covered127
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 2
Insurance contract or identification number329004
Number of Individuals Covered213
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392005
Policy instance 1
Insurance contract or identification number392005
Number of Individuals Covered108
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 2
Insurance contract or identification number329004
Number of Individuals Covered203
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392005
Policy instance 1
Insurance contract or identification number392005
Number of Individuals Covered105
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 2
Insurance contract or identification number329004
Number of Individuals Covered183
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329005
Policy instance 1
Insurance contract or identification number329005
Number of Individuals Covered89
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number392005
Policy instance 1
Insurance contract or identification number392005
Number of Individuals Covered83
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 2
Insurance contract or identification number329004
Number of Individuals Covered178
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329005
Policy instance 2
Insurance contract or identification number329005
Number of Individuals Covered73
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 1
Insurance contract or identification number329004
Number of Individuals Covered160
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329004
Policy instance 1
Insurance contract or identification number329004
Number of Individuals Covered139
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number329005
Policy instance 2
Insurance contract or identification number329005
Number of Individuals Covered66
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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