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CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CALIFORNIA LUTHERAN UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA LUTHERAN UNIVERSITY
Employer identification number (EIN):952962604
NAIC Classification:611000

Additional information about CALIFORNIA LUTHERAN UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0380621

More information about CALIFORNIA LUTHERAN UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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
0012017-01-01TOM MARSH TOM MARSH2018-07-10
0012016-01-01TOM MARSH TOM MARSH2017-09-07
0012015-01-01TOM MARSH TOM MARSH2016-09-07
0012014-01-01TOM MARSH TOM MARSH2015-07-22
0012013-01-01TOM MARSH TOM MARSH2014-09-15
0012012-01-01TOM MARSH TOM MARSH2013-10-14
0012011-01-01TOM MARSH TOM MARSH2012-09-27
0012009-01-01TOM MARSH TOM MARSH2010-10-15
0012009-01-01TOM MARSH TOM MARSH2011-04-14
0012009-01-01JOHN WARD JOHN WARD2010-10-14

Plan Statistics for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,300
Total number of active participants reported on line 7a of the Form 55002022-01-01575
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01781
Total of all active and inactive participants2022-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-011,373
Number of participants with account balances2022-01-011,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,342
Total number of active participants reported on line 7a of the Form 55002021-01-01557
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01739
Total of all active and inactive participants2021-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-011,310
Number of participants with account balances2021-01-011,294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,313
Total number of active participants reported on line 7a of the Form 55002020-01-01616
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01725
Total of all active and inactive participants2020-01-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,346
Number of participants with account balances2020-01-011,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,293
Total number of active participants reported on line 7a of the Form 55002019-01-01619
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01690
Total of all active and inactive participants2019-01-011,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,314
Number of participants with account balances2019-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,260
Total number of active participants reported on line 7a of the Form 55002018-01-01600
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01689
Total of all active and inactive participants2018-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,293
Number of participants with account balances2018-01-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,244
Total number of active participants reported on line 7a of the Form 55002017-01-01582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01674
Total of all active and inactive participants2017-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,260
Number of participants with account balances2017-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,225
Total number of active participants reported on line 7a of the Form 55002016-01-01575
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01666
Total of all active and inactive participants2016-01-011,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,244
Number of participants with account balances2016-01-011,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,192
Total number of active participants reported on line 7a of the Form 55002015-01-01584
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01641
Total of all active and inactive participants2015-01-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,231
Number of participants with account balances2015-01-011,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,124
Total number of active participants reported on line 7a of the Form 55002014-01-01653
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01536
Total of all active and inactive participants2014-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,192
Number of participants with account balances2014-01-011,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,114
Total number of active participants reported on line 7a of the Form 55002013-01-011,097
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01366
Total of all active and inactive participants2013-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,466
Number of participants with account balances2013-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,087
Total number of active participants reported on line 7a of the Form 55002012-01-01783
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01332
Total of all active and inactive participants2012-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,116
Number of participants with account balances2012-01-011,061
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,035
Total number of active participants reported on line 7a of the Form 55002011-01-01797
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01291
Total of all active and inactive participants2011-01-011,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,089
Number of participants with account balances2011-01-011,026
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,260
Total number of active participants reported on line 7a of the Form 55002009-01-011,025
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01303
Total of all active and inactive participants2009-01-011,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,330
Number of participants with account balances2009-01-011,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-13,041,276
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,819,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,673,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,416,389
Value of total assets at end of year2022-12-31$135,892,924
Value of total assets at beginning of year2022-12-31$157,753,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,311
Total interest from all sources2022-12-31$1,150,763
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,998,196
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$1,998,196
Administrative expenses professional fees incurred2022-12-31$18,375
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$2,653,895
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$763,583
Other income not declared elsewhere2022-12-31$47,235
Administrative expenses (other) incurred2022-12-31$111,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,860,432
Value of net assets at end of year (total assets less liabilities)2022-12-31$135,892,924
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$157,753,356
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$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$103,211,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$126,996,082
Value of interest in pooled separate accounts at end of year2022-12-31$1,700,198
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,316,980
Interest earned on other investments2022-12-31$1,150,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,981,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$29,440,294
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$639,428
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,765,489
Net investment gain/loss from pooled separate accounts2022-12-31$111,630
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$3,998,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,034,417
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLC
Accountancy firm EIN2022-12-31910189318
2021 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$24,867,247
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,618,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,488,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,622,291
Value of total assets at end of year2021-12-31$157,753,356
Value of total assets at beginning of year2021-12-31$141,505,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$130,895
Total interest from all sources2021-12-31$963,529
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,722,019
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$2,722,019
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$2,946,412
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,014,677
Other income not declared elsewhere2021-12-31$29,875
Administrative expenses (other) incurred2021-12-31$130,895
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$16,248,321
Value of net assets at end of year (total assets less liabilities)2021-12-31$157,753,356
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,505,035
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$126,996,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$110,957,586
Value of interest in pooled separate accounts at end of year2021-12-31$1,316,980
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,039,536
Interest earned on other investments2021-12-31$963,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$29,440,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,507,913
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$406,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,333,457
Net investment gain/loss from pooled separate accounts2021-12-31$196,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,661,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,081,265
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 name2021-12-31MOSS ADAMS LLC
Accountancy firm EIN2021-12-31910189318
2020 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$23,837,776
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,904,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,800,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,937,667
Value of total assets at end of year2020-12-31$141,505,035
Value of total assets at beginning of year2020-12-31$124,572,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$104,411
Total interest from all sources2020-12-31$1,065,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,386,951
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$1,386,951
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,721,507
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$442,471
Other income not declared elsewhere2020-12-31$24,266
Administrative expenses (other) incurred2020-12-31$104,411
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$16,933,020
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,505,035
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$124,572,015
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$110,957,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$95,412,495
Value of interest in pooled separate accounts at end of year2020-12-31$1,039,536
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,060,380
Interest earned on other investments2020-12-31$1,065,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,507,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,099,140
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$68,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,433,883
Net investment gain/loss from pooled separate accounts2020-12-31$-10,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,773,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,731,876
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLC
Accountancy firm EIN2020-12-31910189318
2019 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
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 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$25,841,052
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,003,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,914,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,174,045
Value of total assets at end of year2019-12-31$124,572,015
Value of total assets at beginning of year2019-12-31$105,734,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,448
Total interest from all sources2019-12-31$1,025,439
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,273,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,273,232
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,527,758
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$330,200
Other income not declared elsewhere2019-12-31$22,464
Administrative expenses (other) incurred2019-12-31$89,448
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$18,837,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$124,572,015
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,734,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$95,412,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$77,166,274
Value of interest in pooled separate accounts at end of year2019-12-31$1,060,380
Value of interest in pooled separate accounts at beginning of year2019-12-31$947,130
Interest earned on other investments2019-12-31$1,025,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,099,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,621,323
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$403,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,293,423
Net investment gain/loss from pooled separate accounts2019-12-31$52,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,316,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,510,440
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm EIN2019-12-31910189318
2018 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$3,253,789
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,904,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,811,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,877,989
Value of total assets at end of year2018-12-31$105,734,727
Value of total assets at beginning of year2018-12-31$107,385,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$93,145
Total interest from all sources2018-12-31$1,065,759
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,197,667
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$1,197,667
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$2,470,487
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,028
Other income not declared elsewhere2018-12-31$5,525
Administrative expenses (other) incurred2018-12-31$93,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,650,740
Value of net assets at end of year (total assets less liabilities)2018-12-31$105,734,727
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$107,385,467
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$77,166,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$79,612,874
Value of interest in pooled separate accounts at end of year2018-12-31$947,130
Value of interest in pooled separate accounts at beginning of year2018-12-31$744,154
Interest earned on other investments2018-12-31$1,065,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,621,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,028,439
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$459,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,931,739
Net investment gain/loss from pooled separate accounts2018-12-31$38,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,297,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,351,536
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLC
Accountancy firm EIN2018-12-31910189318
2017 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$19,693,105
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,463,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,414,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,528,996
Value of total assets at end of year2017-12-31$107,385,467
Value of total assets at beginning of year2017-12-31$92,155,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,988
Total interest from all sources2017-12-31$1,003,640
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$796,417
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$796,417
Administrative expenses professional fees incurred2017-12-31$5,533
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$2,276,719
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$221,812
Other income not declared elsewhere2017-12-31$5,393
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$15,229,532
Value of net assets at end of year (total assets less liabilities)2017-12-31$107,385,467
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$92,155,935
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$79,612,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,897,440
Value of interest in pooled separate accounts at end of year2017-12-31$744,154
Value of interest in pooled separate accounts at beginning of year2017-12-31$624,003
Interest earned on other investments2017-12-31$1,003,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,028,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$25,634,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,329,432
Net investment gain/loss from pooled separate accounts2017-12-31$29,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,030,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,414,585
Contract administrator fees2017-12-31$43,455
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLC
Accountancy firm EIN2017-12-31910189318
2016 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$11,971,422
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,728,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,711,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,521,941
Value of total assets at end of year2016-12-31$92,155,935
Value of total assets at beginning of year2016-12-31$84,912,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,034
Total interest from all sources2016-12-31$1,058,171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$694,516
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$694,516
Administrative expenses professional fees incurred2016-12-31$3,908
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,872,556
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$795,780
Other income not declared elsewhere2016-12-31$3,828
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$7,243,326
Value of net assets at end of year (total assets less liabilities)2016-12-31$92,155,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,912,609
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,897,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,749,461
Value of interest in pooled separate accounts at end of year2016-12-31$624,003
Value of interest in pooled separate accounts at beginning of year2016-12-31$389,542
Interest earned on other investments2016-12-31$1,058,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$25,634,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$24,773,606
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$271,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,671,538
Net investment gain/loss from pooled separate accounts2016-12-31$21,428
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$3,853,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,439,807
Contract administrator fees2016-12-31$13,126
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLC
Accountancy firm EIN2016-12-31910189318
2015 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$6,978,441
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,115,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,106,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,074,975
Value of total assets at end of year2015-12-31$84,912,609
Value of total assets at beginning of year2015-12-31$83,049,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,221
Total interest from all sources2015-12-31$942,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,350,919
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$1,350,919
Administrative expenses professional fees incurred2015-12-31$9,221
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,812,776
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$486,572
Other income not declared elsewhere2015-12-31$9,221
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$1,862,830
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,912,609
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$83,049,779
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,749,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,474,524
Value of interest in pooled separate accounts at end of year2015-12-31$389,542
Value of interest in pooled separate accounts at beginning of year2015-12-31$465,079
Interest earned on other investments2015-12-31$942,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$24,773,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,110,176
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$84,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,433,507
Net investment gain/loss from pooled separate accounts2015-12-31$34,783
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$3,775,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,021,881
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLC
Accountancy firm EIN2015-12-31910189318
2014 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$10,436,957
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,679,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,679,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,843,837
Value of total assets at end of year2014-12-31$83,049,779
Value of total assets at beginning of year2014-12-31$77,292,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$929,242
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,081,264
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$1,081,264
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,486,330
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$878,744
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$5,757,457
Value of net assets at end of year (total assets less liabilities)2014-12-31$83,049,779
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,292,322
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$59,474,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$54,061,153
Value of interest in pooled separate accounts at end of year2014-12-31$465,079
Value of interest in pooled separate accounts at beginning of year2014-12-31$487,860
Interest earned on other investments2014-12-31$929,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,110,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,743,309
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$259,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,527,438
Net investment gain/loss from pooled separate accounts2014-12-31$55,176
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$3,478,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,420,221
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLC
Accountancy firm EIN2014-12-31910189318
2013 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$15,371,818
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,644,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,644,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,824,743
Value of total assets at end of year2013-12-31$77,292,322
Value of total assets at beginning of year2013-12-31$64,565,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$897,161
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$811,205
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$811,205
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,291,441
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$317,966
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$12,727,289
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,292,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,565,033
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$54,061,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,203,085
Value of interest in pooled separate accounts at end of year2013-12-31$487,860
Value of interest in pooled separate accounts at beginning of year2013-12-31$495,717
Interest earned on other investments2013-12-31$897,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,743,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$21,866,231
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$152,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,792,965
Net investment gain/loss from pooled separate accounts2013-12-31$45,744
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$3,215,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,491,774
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLC
Accountancy firm EIN2013-12-31910189318
2012 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$10,368,074
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,342,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,341,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,264,172
Value of total assets at end of year2012-12-31$64,565,033
Value of total assets at beginning of year2012-12-31$58,539,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$749
Total interest from all sources2012-12-31$857,793
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$308,650
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$308,650
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$1,122,689
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$115,903
Administrative expenses (other) incurred2012-12-31$749
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$6,025,561
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,565,033
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,539,472
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$42,203,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,195,965
Value of interest in pooled separate accounts at end of year2012-12-31$495,717
Value of interest in pooled separate accounts at beginning of year2012-12-31$509,481
Interest earned on other investments2012-12-31$857,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$21,866,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$21,834,026
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$356,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,888,052
Net investment gain/loss from pooled separate accounts2012-12-31$49,407
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$3,025,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,985,372
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLC
Accountancy firm EIN2012-12-31910189318
2011 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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$4,207,380
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,282,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,282,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,050,128
Value of total assets at end of year2011-12-31$58,539,472
Value of total assets at beginning of year2011-12-31$57,614,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$851,701
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$152,852
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$152,852
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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$920,120
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$297,209
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$925,316
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,539,472
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,614,156
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$36,195,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,035,156
Value of interest in pooled separate accounts at end of year2011-12-31$509,481
Value of interest in pooled separate accounts at beginning of year2011-12-31$377,533
Interest earned on other investments2011-12-31$851,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$21,834,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,201,467
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$663,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-902,149
Net investment gain/loss from pooled separate accounts2011-12-31$54,848
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$2,832,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,618,437
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLC
Accountancy firm EIN2011-12-31910189318
2010 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,667,381
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,687,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,686,037
Value of total corrective distributions2010-12-31$1,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,695,906
Value of total assets at end of year2010-12-31$57,614,156
Value of total assets at beginning of year2010-12-31$52,634,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$809,637
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$48,116
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$48,116
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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$1,011,081
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,078
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$4,980,123
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,614,156
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$52,634,033
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$36,035,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,334,548
Value of interest in pooled separate accounts at end of year2010-12-31$377,533
Value of interest in pooled separate accounts at beginning of year2010-12-31$245,398
Interest earned on other investments2010-12-31$809,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,201,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,054,087
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$573,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,073,685
Net investment gain/loss from pooled separate accounts2010-12-31$40,037
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$2,683,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,112,501
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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: CALIFORNIA LUTHERAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT 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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered670
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered679
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered708
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered712
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered749
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered792
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered804
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 number104653
Policy instance 1
Insurance contract or identification number104653
Number of Individuals Covered818
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
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered0
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 number104653
Policy instance 2
Insurance contract or identification number104653
Number of Individuals Covered1061
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 number104653
Policy instance 2
Insurance contract or identification number104653
Number of Individuals Covered1024
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
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered2
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 number104653,104654
Policy instance 2
Insurance contract or identification number104653,104654
Number of Individuals Covered967
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
THRIVENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97721 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered5
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?Yes

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