401k Plan data: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN plan

AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN
Plan identification number	001

AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: AMERICAN JEWISH UNIVERSITY

Employer identification number (EIN): 951684064

NAIC Classification: 611000

Additional information about AMERICAN JEWISH UNIVERSITY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0250428

More information about AMERICAN JEWISH UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2019-06-29
001 2017-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2018-07-25
001 2016-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2017-07-25
001 2015-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2016-09-07
001 2014-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2015-07-29
001 2013-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2014-08-13
001 2012-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2013-08-12
001 2011-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2012-07-30
001 2010-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2011-09-22
001 2009-01-01 ZOFIA YALOVSKY ZOFIA YALOVSKY 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2019-06-29
001	2017-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2018-07-25
001	2016-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2017-07-25
001	2015-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2016-09-07
001	2014-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2015-07-29
001	2013-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2014-08-13
001	2012-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2013-08-12
001	2011-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2012-07-30
001	2010-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2011-09-22
001	2009-01-01	ZOFIA YALOVSKY	ZOFIA YALOVSKY	2010-10-15

Plan Statistics for AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN

Measure Date Value
2022: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 156
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 217
Total of all active and inactive participants 2022-01-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 378
Number of participants with account balances 2022-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 446
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 297
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 114
Total of all active and inactive participants 2021-01-01 411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 416
Number of participants with account balances 2021-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 577
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 177
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 265
Total of all active and inactive participants 2020-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 446
Number of participants with account balances 2020-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 620
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 326
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 245
Total of all active and inactive participants 2019-01-01 571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 6
Total participants 2019-01-01 577
Number of participants with account balances 2019-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 380
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 237
Total of all active and inactive participants 2018-01-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 620
Number of participants with account balances 2018-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 362
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 237
Total of all active and inactive participants 2017-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 602
Number of participants with account balances 2017-01-01 370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 664
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 358
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 236
Total of all active and inactive participants 2016-01-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 597
Number of participants with account balances 2016-01-01 363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 789
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 432
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 229
Total of all active and inactive participants 2015-01-01 661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 664
Number of participants with account balances 2015-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 739
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 568
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 218
Total of all active and inactive participants 2014-01-01 786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 789
Number of participants with account balances 2014-01-01 354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 713
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 536
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 200
Total of all active and inactive participants 2013-01-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 739
Number of participants with account balances 2013-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 770
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 527
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 203
Total of all active and inactive participants 2012-01-01 730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 732
Number of participants with account balances 2012-01-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 798
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 581
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 201
Total of all active and inactive participants 2011-01-01 782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 785
Number of participants with account balances 2011-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 615
Number of retired or separated participants receiving benefits 2010-01-01 33
Number of other retired or separated participants entitled to future benefits 2010-01-01 149
Total of all active and inactive participants 2010-01-01 797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 798
Number of participants with account balances 2010-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 341
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 303
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 338
Number of participants with account balances 2009-01-01 314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	156
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	217
Total of all active and inactive participants	2022-01-01	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	378
Number of participants with account balances	2022-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	446
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	297
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	114
Total of all active and inactive participants	2021-01-01	411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	416
Number of participants with account balances	2021-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	577
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	177
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	265
Total of all active and inactive participants	2020-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	446
Number of participants with account balances	2020-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	620
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	326
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	245
Total of all active and inactive participants	2019-01-01	571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	6
Total participants	2019-01-01	577
Number of participants with account balances	2019-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	380
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	237
Total of all active and inactive participants	2018-01-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	620
Number of participants with account balances	2018-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	362
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	237
Total of all active and inactive participants	2017-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	602
Number of participants with account balances	2017-01-01	370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	664
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	358
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	236
Total of all active and inactive participants	2016-01-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	597
Number of participants with account balances	2016-01-01	363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	789
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	432
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	229
Total of all active and inactive participants	2015-01-01	661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	664
Number of participants with account balances	2015-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	739
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	568
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	218
Total of all active and inactive participants	2014-01-01	786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	789
Number of participants with account balances	2014-01-01	354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	713
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	536
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	200
Total of all active and inactive participants	2013-01-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	739
Number of participants with account balances	2013-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	770
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	527
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	203
Total of all active and inactive participants	2012-01-01	730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	732
Number of participants with account balances	2012-01-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	798
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	581
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	201
Total of all active and inactive participants	2011-01-01	782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	785
Number of participants with account balances	2011-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	615
Number of retired or separated participants receiving benefits	2010-01-01	33
Number of other retired or separated participants entitled to future benefits	2010-01-01	149
Total of all active and inactive participants	2010-01-01	797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	798
Number of participants with account balances	2010-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	341
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	303
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	338
Number of participants with account balances	2009-01-01	314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN

Measure	Date	Value
2022 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,051,694
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,423,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,409,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$561,852
Value of total assets at end of year	2022-12-31	$17,200,353
Value of total assets at beginning of year	2022-12-31	$20,675,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,713
Total interest from all sources	2022-12-31	$186,174
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$68,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$68,365
Administrative expenses professional fees incurred	2022-12-31	$13,141
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$419,239
Participant contributions at end of year	2022-12-31	$61,383
Participant contributions at beginning of year	2022-12-31	$59,294
Other income not declared elsewhere	2022-12-31	$3,595
Administrative expenses (other) incurred	2022-12-31	$572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,475,108
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,200,353
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,675,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,873,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$15,250,961
Value of interest in pooled separate accounts at end of year	2022-12-31	$556,434
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$572,470
Interest on participant loans	2022-12-31	$2,237
Interest earned on other investments	2022-12-31	$183,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$4,709,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,792,736
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$77,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,915,541
Net investment gain/loss from pooled separate accounts	2022-12-31	$43,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$142,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,332,047
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2022-12-31	910189318
2021 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,824,881
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,512,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,510,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$431,469
Value of total assets at end of year	2021-12-31	$20,675,461
Value of total assets at beginning of year	2021-12-31	$19,363,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$2,005
Total interest from all sources	2021-12-31	$158,861
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$122,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$122,646
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$430,745
Participant contributions at end of year	2021-12-31	$59,294
Participant contributions at beginning of year	2021-12-31	$42,086
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$724
Other income not declared elsewhere	2021-12-31	$5,278
Administrative expenses (other) incurred	2021-12-31	$2,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,312,151
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,675,461
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,363,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$15,250,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$14,154,723
Value of interest in pooled separate accounts at end of year	2021-12-31	$572,470
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$633,694
Interest on participant loans	2021-12-31	$2,263
Interest earned on other investments	2021-12-31	$156,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,792,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,532,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,011,463
Net investment gain/loss from pooled separate accounts	2021-12-31	$95,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,510,725
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MOSS ADAMS
Accountancy firm EIN	2021-12-31	910189318
2020 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,736,331
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,877,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,877,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$542,176
Value of total assets at end of year	2020-12-31	$19,363,310
Value of total assets at beginning of year	2020-12-31	$18,504,960
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$801
Total interest from all sources	2020-12-31	$168,567
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$52,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$52,946
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$373,725
Participant contributions at end of year	2020-12-31	$42,086
Participant contributions at beginning of year	2020-12-31	$13,291
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,043
Administrative expenses (other) incurred	2020-12-31	$801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$858,350
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,363,310
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,504,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$14,154,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,299,795
Value of interest in pooled separate accounts at end of year	2020-12-31	$633,694
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$665,520
Interest earned on other investments	2020-12-31	$168,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,532,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,526,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,978,090
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$145,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,877,180
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MOSS ADAMS
Accountancy firm EIN	2020-12-31	910189318
2019 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,601,775
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,343,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,343,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$835,199
Value of total assets at end of year	2019-12-31	$18,504,960
Value of total assets at beginning of year	2019-12-31	$16,246,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$115
Total interest from all sources	2019-12-31	$168,032
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$40,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$40,383
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$316,970
Participant contributions at end of year	2019-12-31	$13,291
Participant contributions at beginning of year	2019-12-31	$4,666
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$256,587
Administrative expenses (other) incurred	2019-12-31	$115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,258,392
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,504,960
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,246,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$13,299,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,071,907
Value of interest in pooled separate accounts at end of year	2019-12-31	$665,520
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$436,317
Interest on participant loans	2019-12-31	$352
Interest earned on other investments	2019-12-31	$167,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,526,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,733,678
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$214,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,535,038
Net investment gain/loss from pooled separate accounts	2019-12-31	$23,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$261,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,128,364
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS
Accountancy firm EIN	2019-12-31	910189318
2018 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$241,736
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,705,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,705,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$870,703
Value of total assets at end of year	2018-12-31	$16,246,568
Value of total assets at beginning of year	2018-12-31	$17,710,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$191,067
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$17,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$17,753
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$287,423
Participant contributions at end of year	2018-12-31	$4,666
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$339,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,463,569
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,246,568
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,710,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,071,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,959,486
Value of interest in pooled separate accounts at end of year	2018-12-31	$436,317
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$385,237
Interest earned on other investments	2018-12-31	$191,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,733,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,365,414
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,055,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-857,262
Net investment gain/loss from pooled separate accounts	2018-12-31	$19,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$243,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$650,048
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2018-12-31	951777440
2017 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,771,152
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,598,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,594,682
Value of total corrective distributions	2017-12-31	$3,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$542,781
Value of total assets at end of year	2017-12-31	$17,710,137
Value of total assets at beginning of year	2017-12-31	$16,537,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$189,098
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$274,719
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,172,851
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,710,137
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,537,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,959,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,438,646
Value of interest in pooled separate accounts at end of year	2017-12-31	$385,237
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$382,752
Interest earned on other investments	2017-12-31	$189,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,365,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,715,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,022,401
Net investment gain/loss from pooled separate accounts	2017-12-31	$16,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$246,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,594,682
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2017-12-31	951777440
2016 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,458,845
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$608,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$608,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$498,859
Value of total assets at end of year	2016-12-31	$16,537,286
Value of total assets at beginning of year	2016-12-31	$15,686,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$183,143
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$264,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$850,287
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,537,286
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,686,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,438,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,101,086
Value of interest in pooled separate accounts at end of year	2016-12-31	$382,752
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$220,901
Interest earned on other investments	2016-12-31	$183,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,715,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,365,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$762,727
Net investment gain/loss from pooled separate accounts	2016-12-31	$14,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$234,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$608,558
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2016-12-31	951777440
2015 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$638,247
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$692,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$692,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$500,515
Value of total assets at end of year	2015-12-31	$15,686,999
Value of total assets at beginning of year	2015-12-31	$15,741,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$167,251
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$228,676
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-54,491
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,686,999
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,741,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,101,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,317,479
Value of interest in pooled separate accounts at end of year	2015-12-31	$220,901
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$144,525
Interest earned on other investments	2015-12-31	$167,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,365,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,279,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-41,628
Net investment gain/loss from pooled separate accounts	2015-12-31	$12,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$224,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$692,738
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2015-12-31	951777440
2014 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,418,168
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$660,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$660,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$487,380
Value of total assets at end of year	2014-12-31	$15,741,490
Value of total assets at beginning of year	2014-12-31	$14,983,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$168,149
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$271,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$757,939
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,741,490
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,983,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,317,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,760,052
Value of interest in pooled separate accounts at end of year	2014-12-31	$144,525
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$108,484
Interest earned on other investments	2014-12-31	$168,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,279,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,115,015
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$215,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$747,823
Net investment gain/loss from pooled separate accounts	2014-12-31	$14,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$215,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$445,035
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2014-12-31	951777440
2013 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,046,904
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$480,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$480,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$928,249
Value of total assets at end of year	2013-12-31	$14,983,551
Value of total assets at beginning of year	2013-12-31	$12,417,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$147,111
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$251,100
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$457,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,565,954
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,983,551
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,417,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,760,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,778,605
Value of interest in pooled separate accounts at end of year	2013-12-31	$108,484
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$62,253
Interest earned on other investments	2013-12-31	$147,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,115,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,576,739
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$130,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,963,597
Net investment gain/loss from pooled separate accounts	2013-12-31	$7,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$219,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$350,295
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2013-12-31	951777440
2012 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,757,113
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,016,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,015,057
Value of total corrective distributions	2012-12-31	$1,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$484,330
Value of total assets at end of year	2012-12-31	$12,417,597
Value of total assets at beginning of year	2012-12-31	$11,676,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$139,761
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$257,893
Other income not declared elsewhere	2012-12-31	$9,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$740,777
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,417,597
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,676,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,778,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,162,740
Value of interest in pooled separate accounts at end of year	2012-12-31	$62,253
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$16,379
Interest earned on other investments	2012-12-31	$139,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,576,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,497,701
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$434,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,120,470
Net investment gain/loss from pooled separate accounts	2012-12-31	$3,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$226,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$580,787
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2012-12-31	951777440
2011 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$501,731
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$726,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$498,321
Value of total corrective distributions	2011-12-31	$228,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$493,344
Value of total assets at end of year	2011-12-31	$11,676,820
Value of total assets at beginning of year	2011-12-31	$11,901,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$140,456
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$263,069
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$19,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-224,645
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,676,820
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,901,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,162,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,337,878
Value of interest in pooled separate accounts at end of year	2011-12-31	$16,379
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,537
Interest earned on other investments	2011-12-31	$140,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,497,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,524,278
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$267,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-132,834
Net investment gain/loss from pooled separate accounts	2011-12-31	$765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$230,275
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$18,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$231,071
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2011-12-31	951777440
2010 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$1,422,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,529,537
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$198,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$198,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$444,118
Value of total assets at end of year	2010-12-31	$11,901,465
Value of total assets at beginning of year	2010-12-31	$9,147,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$129,795
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$202,467
Participant contributions at end of year	2010-12-31	$19,387
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,959
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$60,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,331,309
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,901,465
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,147,421
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,337,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,077,896
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,537
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$338
Interest earned on other investments	2010-12-31	$129,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,524,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,987,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$955,478
Net investment gain/loss from pooled separate accounts	2010-12-31	$146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$233,692
Employer contributions (assets) at end of year	2010-12-31	$18,385
Employer contributions (assets) at beginning of year	2010-12-31	$21,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$198,228
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GREEN HASSON AND JANKS, LLP
Accountancy firm EIN	2010-12-31	951777440
2009 : AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN

2022: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: AMERICAN JEWISH UNIVERSITY DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	371
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	371
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	345
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	358
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	373
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	370
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	361
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	354
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	345
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	344
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782

Policy instance

Insurance contract or identification number	367782
Number of Individuals Covered	346
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367782, 367783

Policy instance

Insurance contract or identification number	367782, 367783
Number of Individuals Covered	423
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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See full terms and conditions

Company Name:	AMERICAN JEWISH UNIVERSITY
Employer identification number (EIN):	951684064
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0250428