?>
Logo

AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameAZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

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

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

Company Name:AZUSA PACIFIC UNIVERSITY
Employer identification number (EIN):951744369
NAIC Classification:611000

Additional information about AZUSA PACIFIC UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0194591

More information about AZUSA PACIFIC UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUNINE S. SCHOEN JUNINE S SCHOEN2018-10-15
0012016-01-01JUNINE S. SCHOEN
0012015-01-01JUNINE S. SCHOEN JUNINE S SCHOEN2016-10-17
0012014-01-01JUNINE S. SCHOEN
0012013-01-01ROBERT L. JOHANSEN ROBERT L. JOHANSEN2014-10-15
0012012-01-01JOYCE L WILLIAMS JOYCE L WILLIAMS2013-10-07
0012011-01-01JOYCE L WILLIAMS
0012009-01-01STEPHEN B. GREY STEPHEN B. GREY2010-10-14

Plan Statistics for AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,883
Total number of active participants reported on line 7a of the Form 55002022-01-012,329
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,661
Total of all active and inactive participants2022-01-013,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0144
Total participants2022-01-014,034
Number of participants with account balances2022-01-013,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,299
Total number of active participants reported on line 7a of the Form 55002021-01-012,454
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,391
Total of all active and inactive participants2021-01-013,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-013,883
Number of participants with account balances2021-01-013,188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,307
Total number of active participants reported on line 7a of the Form 55002020-01-011,903
Number of other retired or separated participants entitled to future benefits2020-01-011,448
Total of all active and inactive participants2020-01-013,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-013,362
Number of participants with account balances2020-01-013,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,846
Total number of active participants reported on line 7a of the Form 55002019-01-012,128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,169
Total of all active and inactive participants2019-01-013,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-013,307
Number of participants with account balances2019-01-013,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,740
Total number of active participants reported on line 7a of the Form 55002018-01-011,723
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,117
Total of all active and inactive participants2018-01-012,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,847
Number of participants with account balances2018-01-012,760
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,597
Total number of active participants reported on line 7a of the Form 55002017-01-011,658
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,079
Total of all active and inactive participants2017-01-012,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,741
Number of participants with account balances2017-01-012,674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,435
Total number of active participants reported on line 7a of the Form 55002016-01-011,515
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,078
Total of all active and inactive participants2016-01-012,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,597
Number of participants with account balances2016-01-012,537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,333
Total number of active participants reported on line 7a of the Form 55002015-01-011,354
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,091
Total of all active and inactive participants2015-01-012,445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,448
Number of participants with account balances2015-01-012,400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,209
Total number of active participants reported on line 7a of the Form 55002014-01-011,354
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01977
Total of all active and inactive participants2014-01-012,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,334
Number of participants with account balances2014-01-012,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,138
Total number of active participants reported on line 7a of the Form 55002013-01-011,344
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01893
Total of all active and inactive participants2013-01-012,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,241
Number of participants with account balances2013-01-012,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,022
Total number of active participants reported on line 7a of the Form 55002012-01-011,330
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01805
Total of all active and inactive participants2012-01-012,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-012,138
Number of participants with account balances2012-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,911
Total number of active participants reported on line 7a of the Form 55002011-01-011,233
Number of other retired or separated participants entitled to future benefits2011-01-01788
Total of all active and inactive participants2011-01-012,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-012,023
Number of participants with account balances2011-01-011,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,148
Total number of active participants reported on line 7a of the Form 55002009-01-012,155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01418
Total of all active and inactive participants2009-01-012,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,575
Number of participants with account balances2009-01-012,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-26,929,743
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$24,213,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,977,707
Expenses. Certain deemed distributions of participant loans2022-12-31$8,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,844,124
Value of total assets at end of year2022-12-31$268,082,157
Value of total assets at beginning of year2022-12-31$319,224,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$227,236
Total interest from all sources2022-12-31$2,513,263
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,235,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,235,194
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,341,699
Participant contributions at end of year2022-12-31$743,230
Participant contributions at beginning of year2022-12-31$511,299
Participant contributions at end of year2022-12-31$207,342
Participant contributions at beginning of year2022-12-31$243,614
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$799,961
Other income not declared elsewhere2022-12-31$183,243
Administrative expenses (other) incurred2022-12-31$182,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,142,839
Value of net assets at end of year (total assets less liabilities)2022-12-31$268,082,157
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$319,224,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$194,263,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$247,372,382
Value of interest in pooled separate accounts at end of year2022-12-31$10,681,029
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,702,252
Interest on participant loans2022-12-31$30,102
Interest earned on other investments2022-12-31$2,483,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$62,075,506
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$61,395,449
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,123,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,536,846
Net investment gain/loss from pooled separate accounts2022-12-31$831,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,702,464
Employer contributions (assets) at end of year2022-12-31$111,848
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$22,854,173
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAPINCROUSE LLP
Accountancy firm EIN2022-12-31363990892
2021 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$44,965,417
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,001,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,734,268
Expenses. Certain deemed distributions of participant loans2021-12-31$6,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,213,726
Value of total assets at end of year2021-12-31$319,224,996
Value of total assets at beginning of year2021-12-31$295,260,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$260,290
Total interest from all sources2021-12-31$2,114,539
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,384,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,384,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,078,841
Participant contributions at end of year2021-12-31$511,299
Participant contributions at beginning of year2021-12-31$427,495
Participant contributions at end of year2021-12-31$243,614
Participant contributions at beginning of year2021-12-31$201,474
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$662,234
Other income not declared elsewhere2021-12-31$202,394
Administrative expenses (other) incurred2021-12-31$215,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$23,964,287
Value of net assets at end of year (total assets less liabilities)2021-12-31$319,224,996
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$295,260,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$247,372,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$225,142,889
Value of interest in pooled separate accounts at end of year2021-12-31$9,702,252
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,733,055
Interest earned on other investments2021-12-31$2,114,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$61,395,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$61,755,796
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,570,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,602,350
Net investment gain/loss from pooled separate accounts2021-12-31$1,447,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$472,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,163,658
Contract administrator fees2021-12-31$45,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAPINCROUSE LLP
Accountancy firm EIN2021-12-31363990892
2020 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$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$42,601,379
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,201,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,026,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,965,459
Value of total assets at end of year2020-12-31$295,260,709
Value of total assets at beginning of year2020-12-31$266,860,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$175,376
Total interest from all sources2020-12-31$2,377,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,325,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,325,503
Administrative expenses professional fees incurred2020-12-31$75,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,006,793
Participant contributions at end of year2020-12-31$427,495
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$201,474
Participant contributions at beginning of year2020-12-31$205,883
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,181,618
Other income not declared elsewhere2020-12-31$202,310
Administrative expenses (other) incurred2020-12-31$99,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$28,399,791
Value of net assets at end of year (total assets less liabilities)2020-12-31$295,260,709
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$266,860,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$225,142,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$197,393,550
Value of interest in pooled separate accounts at end of year2020-12-31$7,733,055
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,381,344
Interest on participant loans2020-12-31$12,002
Interest earned on other investments2020-12-31$2,365,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$61,755,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$60,767,688
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,161,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,803,059
Net investment gain/loss from pooled separate accounts2020-12-31$-72,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,777,048
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$112,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,865,178
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CAPINCROUSE LLP
Accountancy firm EIN2020-12-31363990892
2019 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$50,775,321
Total income from all sources (including contributions)2019-12-31$50,775,321
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,528,375
Total of all expenses incurred2019-12-31$17,528,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,484,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,484,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,940,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,940,743
Value of total assets at end of year2019-12-31$266,860,918
Value of total assets at end of year2019-12-31$266,860,918
Value of total assets at beginning of year2019-12-31$233,613,972
Value of total assets at beginning of year2019-12-31$233,613,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,604
Total interest from all sources2019-12-31$2,303,322
Total interest from all sources2019-12-31$2,303,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,320,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,320,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,320,093
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,320,093
Administrative expenses professional fees incurred2019-12-31$41,280
Administrative expenses professional fees incurred2019-12-31$41,280
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,869,087
Contributions received from participants2019-12-31$6,869,087
Participant contributions at end of year2019-12-31$205,883
Participant contributions at end of year2019-12-31$205,883
Participant contributions at beginning of year2019-12-31$260,173
Participant contributions at beginning of year2019-12-31$260,173
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,856,279
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,856,279
Other income not declared elsewhere2019-12-31$178,106
Other income not declared elsewhere2019-12-31$178,106
Administrative expenses (other) incurred2019-12-31$2,324
Administrative expenses (other) incurred2019-12-31$2,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$33,246,946
Value of net income/loss2019-12-31$33,246,946
Value of net assets at end of year (total assets less liabilities)2019-12-31$266,860,918
Value of net assets at end of year (total assets less liabilities)2019-12-31$266,860,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$233,613,972
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$233,613,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$197,393,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$197,393,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$166,763,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$166,763,213
Value of interest in pooled separate accounts at end of year2019-12-31$8,381,344
Value of interest in pooled separate accounts at end of year2019-12-31$8,381,344
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,881,178
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,881,178
Interest earned on other investments2019-12-31$2,303,322
Interest earned on other investments2019-12-31$2,303,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$60,767,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$60,767,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$58,709,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$58,709,408
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,400,211
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,400,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,596,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,596,701
Net investment gain/loss from pooled separate accounts2019-12-31$436,356
Net investment gain/loss from pooled separate accounts2019-12-31$436,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,215,377
Contributions received in cash from employer2019-12-31$2,215,377
Employer contributions (assets) at end of year2019-12-31$112,453
Employer contributions (assets) at end of year2019-12-31$112,453
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,084,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,084,560
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CAPINCROUSE LLP
Accountancy firm name2019-12-31CAPINCROUSE LLP
Accountancy firm EIN2019-12-31363990892
Accountancy firm EIN2019-12-31363990892
2018 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$3,766,873
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,808,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,762,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,310,636
Value of total assets at end of year2018-12-31$233,613,972
Value of total assets at beginning of year2018-12-31$245,655,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,457
Total interest from all sources2018-12-31$2,334,472
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,663,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,663,221
Administrative expenses professional fees incurred2018-12-31$42,610
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,192,560
Participant contributions at end of year2018-12-31$260,173
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$570,696
Other income not declared elsewhere2018-12-31$149,744
Administrative expenses (other) incurred2018-12-31$2,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,041,331
Value of net assets at end of year (total assets less liabilities)2018-12-31$233,613,972
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$245,655,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$166,763,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$181,829,996
Value of interest in pooled separate accounts at end of year2018-12-31$7,881,178
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,462,307
Interest earned on other investments2018-12-31$2,334,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$58,709,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$57,363,000
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,671,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,021,037
Net investment gain/loss from pooled separate accounts2018-12-31$329,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,547,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,091,027
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CAPINCROUSE LLP
Accountancy firm EIN2018-12-31363990892
2017 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$45,707,449
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,563,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,506,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,199,955
Value of total assets at end of year2017-12-31$245,655,303
Value of total assets at beginning of year2017-12-31$212,511,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$56,808
Total interest from all sources2017-12-31$2,190,866
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,018,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,018,893
Administrative expenses professional fees incurred2017-12-31$55,427
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,529,420
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,427,419
Other income not declared elsewhere2017-12-31$111,358
Administrative expenses (other) incurred2017-12-31$1,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$33,144,266
Value of net assets at end of year (total assets less liabilities)2017-12-31$245,655,303
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$212,511,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$181,829,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$151,769,197
Value of interest in pooled separate accounts at end of year2017-12-31$6,462,307
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,826,064
Interest earned on other investments2017-12-31$2,190,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$57,363,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$54,915,776
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$780,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,919,592
Net investment gain/loss from pooled separate accounts2017-12-31$266,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,243,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,726,203
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CAPINCROUSE LLP
Accountancy firm EIN2017-12-31363990892
2016 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$28,936,890
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,206,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,178,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,738,944
Value of total assets at end of year2016-12-31$212,511,037
Value of total assets at beginning of year2016-12-31$194,780,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,031
Total interest from all sources2016-12-31$2,272,854
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,815,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,815,835
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,200,524
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,383,950
Other income not declared elsewhere2016-12-31$113,205
Administrative expenses (other) incurred2016-12-31$581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,730,136
Value of net assets at end of year (total assets less liabilities)2016-12-31$212,511,037
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$194,780,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$151,769,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$136,711,893
Value of interest in pooled separate accounts at end of year2016-12-31$5,826,064
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,618,618
Interest earned on other investments2016-12-31$2,272,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$54,915,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$53,450,390
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,244,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,723,469
Net investment gain/loss from pooled separate accounts2016-12-31$272,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,154,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,934,088
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CAPINCROUSE LLP
Accountancy firm EIN2016-12-31363990892
2015 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$14,279,596
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,559,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,506,911
Expenses. Certain deemed distributions of participant loans2015-12-31$29
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,422,616
Value of total assets at end of year2015-12-31$194,780,901
Value of total assets at beginning of year2015-12-31$190,061,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,885
Total interest from all sources2015-12-31$2,101,396
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,894,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,894,313
Administrative expenses professional fees incurred2015-12-31$44,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,469,876
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$534,599
Other income not declared elsewhere2015-12-31$124,821
Administrative expenses (other) incurred2015-12-31$635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,719,771
Value of net assets at end of year (total assets less liabilities)2015-12-31$194,780,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$190,061,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$136,711,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$134,217,875
Value of interest in pooled separate accounts at end of year2015-12-31$4,618,618
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,822,474
Interest earned on other investments2015-12-31$2,101,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$53,450,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$52,020,781
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$785,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,599,379
Net investment gain/loss from pooled separate accounts2015-12-31$335,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,418,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,721,189
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CAPINCROUSE LLP
Accountancy firm EIN2015-12-31363990892
2014 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$23,097,181
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,293,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,246,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,643,637
Value of total assets at end of year2014-12-31$190,061,130
Value of total assets at beginning of year2014-12-31$177,257,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,411
Total interest from all sources2014-12-31$2,044,896
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,941,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,941,125
Administrative expenses professional fees incurred2014-12-31$47,411
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,471,891
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$644,918
Other income not declared elsewhere2014-12-31$111,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,803,676
Value of net assets at end of year (total assets less liabilities)2014-12-31$190,061,130
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$177,257,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$134,217,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$126,250,420
Value of interest in pooled separate accounts at end of year2014-12-31$3,822,474
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,830,255
Interest earned on other investments2014-12-31$2,044,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$52,020,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,176,779
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$198,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,977,317
Net investment gain/loss from pooled separate accounts2014-12-31$378,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,526,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,047,737
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CAPINCROUSE LLP
Accountancy firm EIN2014-12-31363990892
2013 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$36,457,457
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,264,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,200,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,499,609
Value of total assets at end of year2013-12-31$177,257,454
Value of total assets at beginning of year2013-12-31$147,064,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,622
Total interest from all sources2013-12-31$1,913,673
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,217,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,217,854
Administrative expenses professional fees incurred2013-12-31$63,609
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,186,067
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,217,638
Other income not declared elsewhere2013-12-31$104,557
Administrative expenses (other) incurred2013-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$30,193,145
Value of net assets at end of year (total assets less liabilities)2013-12-31$177,257,454
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$147,064,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$126,250,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,765,186
Value of interest in pooled separate accounts at end of year2013-12-31$2,830,255
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,853,105
Interest earned on other investments2013-12-31$1,913,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,176,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,446,018
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$959,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,518,570
Net investment gain/loss from pooled separate accounts2013-12-31$203,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,095,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,241,406
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CAPINCROUSE LLP
Accountancy firm EIN2013-12-31363990892
2012 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$24,784,261
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,522,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,522,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,068,450
Value of total assets at end of year2012-12-31$147,064,309
Value of total assets at beginning of year2012-12-31$127,802,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,793,372
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$965,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$965,063
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,805,522
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$586,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$19,261,862
Value of net assets at end of year (total assets less liabilities)2012-12-31$147,064,309
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$127,802,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$98,765,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$82,639,170
Value of interest in pooled separate accounts at end of year2012-12-31$1,853,105
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,226,633
Interest earned on other investments2012-12-31$1,793,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,446,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$43,936,644
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$407,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,811,503
Net investment gain/loss from pooled separate accounts2012-12-31$145,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,676,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,115,138
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CAPINCROUSE LLP
Accountancy firm EIN2012-12-31363990892
2011 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$11,347,721
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,715,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,715,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,056,724
Value of total assets at end of year2011-12-31$127,802,447
Value of total assets at beginning of year2011-12-31$122,170,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,735,624
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$478,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$478,966
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,365,995
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$30,995
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,516,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,632,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$127,802,447
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$122,170,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$82,639,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$79,519,538
Value of interest in pooled separate accounts at end of year2011-12-31$1,226,633
Value of interest in pooled separate accounts at beginning of year2011-12-31$858,097
Interest earned on other investments2011-12-31$1,735,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$43,936,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$41,761,730
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,495,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,049,778
Net investment gain/loss from pooled separate accounts2011-12-31$126,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,173,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,219,900
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAPINCROUSE LLP
Accountancy firm EIN2011-12-31363990892
2010 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$20,240,387
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,274,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,274,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,698,178
Value of total assets at end of year2010-12-31$122,170,360
Value of total assets at beginning of year2010-12-31$105,204,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,540,481
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$191,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$191,047
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,128,782
Assets. Other investments not covered elsewhere at end of year2010-12-31$30,995
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$30,086
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$765,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,966,001
Value of net assets at end of year (total assets less liabilities)2010-12-31$122,170,360
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,204,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$79,519,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$65,936,911
Value of interest in pooled separate accounts at end of year2010-12-31$858,097
Value of interest in pooled separate accounts at beginning of year2010-12-31$330,590
Interest earned on other investments2010-12-31$1,540,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$41,761,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,906,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,731,015
Net investment gain/loss from pooled separate accounts2010-12-31$79,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,803,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,274,386
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAPINCROUSE LLP
Accountancy firm EIN2010-12-31363990892
2009 : AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1593
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1605
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1680
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1709
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1694
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1653
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1599
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1573
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1564
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered2060
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1956
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103487
Policy instance 1
Insurance contract or identification number103487
Number of Individuals Covered1850
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3