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CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number 002

CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE has sponsored the creation of one or more 401k plans.

Company Name:CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE
Employer identification number (EIN):956151774
NAIC Classification:611000

Additional information about CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1966-08-22
Company Identification Number: C0514036
Legal Registered Office Address: 1731 E. 120th Street

Los Angeles
United States of America (USA)
90059

More information about CHARLES R. DREW UNIVERSITY OF MEDICINE AND SCIENCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022019-07-01
0022018-07-01
0022018-07-01
0022017-07-01
0022016-07-01ELIAS MUNOZ ELIAS MUNOZ2018-04-16
0022016-07-01 ELIAS MUNOZ2018-04-13
0022015-07-01ELIAS MUNOZ ELIAS MUNOZ2017-04-13
0022014-07-01ELIAS MUNOZ ELIAS MUNOZ2016-03-24
0022013-07-01
0022012-07-01TONI C. ELBOUSHI
0022011-07-01TONI C. ELBOUSHI
0022010-07-01TONI C. ELBOUSHI
0022009-07-01TONI C. ELBOUSHI
0022009-07-01TONI C. ELBOUSHI
0022008-07-01TONI C. ELBOUSHI
0022007-07-01TONI C. ELBOUSHI
0022006-07-01TONI C. ELBOUSHI
0022001-07-01TONI C. ELBOUSHI
0022000-07-01TONI C. ELBOUSHI
0021999-07-01TONI C. ELBOUSHI
0021998-07-01TONI C. ELBOUSHI
0021997-07-01TONI C. ELBOUSHI
0021995-07-01TONI C. ELBOUSHI
0021994-07-01TONI C. ELBOUSHI
0021993-07-01TONI C. ELBOUSHI
0021992-07-01TONI C. ELBOUSHI
0021991-07-01TONI C. ELBOUSHI
0021989-07-01TONI C. ELBOUSHI
0021988-07-01TONI C. ELBOUSHI

Plan Statistics for CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2021: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01719
Total number of active participants reported on line 7a of the Form 55002021-07-01405
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01345
Total of all active and inactive participants2021-07-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0123
Total participants2021-07-01773
Number of participants with account balances2021-07-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01707
Total number of active participants reported on line 7a of the Form 55002020-07-01376
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01335
Total of all active and inactive participants2020-07-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0113
Total participants2020-07-01724
Number of participants with account balances2020-07-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01754
Total number of active participants reported on line 7a of the Form 55002019-07-01346
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01353
Total of all active and inactive participants2019-07-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0110
Total participants2019-07-01709
Number of participants with account balances2019-07-01698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01711
Total number of active participants reported on line 7a of the Form 55002018-07-01337
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01410
Total of all active and inactive participants2018-07-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-017
Total participants2018-07-01754
Number of participants with account balances2018-07-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01694
Total number of active participants reported on line 7a of the Form 55002017-07-01358
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01350
Total of all active and inactive participants2017-07-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01711
Number of participants with account balances2017-07-01697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01654
Total number of active participants reported on line 7a of the Form 55002016-07-01370
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01321
Total of all active and inactive participants2016-07-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01694
Number of participants with account balances2016-07-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01637
Total number of active participants reported on line 7a of the Form 55002015-07-01350
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01303
Total of all active and inactive participants2015-07-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01654
Number of participants with account balances2015-07-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01712
Total number of active participants reported on line 7a of the Form 55002014-07-01330
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01306
Total of all active and inactive participants2014-07-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01637
Number of participants with account balances2014-07-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01711
Total number of active participants reported on line 7a of the Form 55002013-07-01317
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01403
Total of all active and inactive participants2013-07-01720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01723
Number of participants with account balances2013-07-01709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01772
Total number of active participants reported on line 7a of the Form 55002012-07-01712
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01312
Total of all active and inactive participants2012-07-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-011,027
Number of participants with account balances2012-07-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01598
Total number of active participants reported on line 7a of the Form 55002011-07-01448
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01322
Total of all active and inactive participants2011-07-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01772
Number of participants with account balances2011-07-01666
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01634
Total number of active participants reported on line 7a of the Form 55002010-07-01448
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01150
Total of all active and inactive participants2010-07-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01598
Number of participants with account balances2010-07-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01729
Total number of active participants reported on line 7a of the Form 55002009-07-01456
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01175
Total of all active and inactive participants2009-07-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01634
Number of participants with account balances2009-07-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
2008: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-010
Total of all active and inactive participants2008-07-010
Total participants2008-07-010
2007: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-010
Total of all active and inactive participants2007-07-010
Total participants2007-07-010
2006: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-010
Total of all active and inactive participants2006-07-010
Total participants2006-07-010
2001: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2001 401k membership
Total participants, beginning-of-year2001-07-010
Total of all active and inactive participants2001-07-010
Total participants2001-07-010
2000: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2000 401k membership
Total participants, beginning-of-year2000-07-010
Total of all active and inactive participants2000-07-010
Total participants2000-07-010
1999: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1999 401k membership
Total participants, beginning-of-year1999-07-010
Total of all active and inactive participants1999-07-010
Total participants1999-07-010
1998: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1998 401k membership
Total participants, beginning-of-year1998-07-010
Total of all active and inactive participants1998-07-010
Total participants1998-07-010
1997: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1997 401k membership
Total participants, beginning-of-year1997-07-010
Total of all active and inactive participants1997-07-010
Total participants1997-07-010
1995: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1995 401k membership
Total participants, beginning-of-year1995-07-010
Total of all active and inactive participants1995-07-010
Total participants1995-07-010
1994: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1994 401k membership
Total participants, beginning-of-year1994-07-010
Total of all active and inactive participants1994-07-010
Total participants1994-07-010
1993: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1993 401k membership
Total participants, beginning-of-year1993-07-010
Total of all active and inactive participants1993-07-010
Total participants1993-07-010
1992: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1992 401k membership
Total of all active and inactive participants1992-07-010
Total participants1992-07-010
1991: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1991 401k membership
Total participants, beginning-of-year1991-07-010
Total of all active and inactive participants1991-07-010
Total participants1991-07-010
1989: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1989 401k membership
Total participants, beginning-of-year1989-07-010
Total of all active and inactive participants1989-07-010
Total participants1989-07-010
1988: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1988 401k membership
Total of all active and inactive participants1988-07-010
Total participants1988-07-010

Financial Data on CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,189,070
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,388,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,386,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,172,280
Value of total assets at end of year2022-06-30$38,910,860
Value of total assets at beginning of year2022-06-30$41,488,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,190
Total interest from all sources2022-06-30$339,384
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,098,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,098,739
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,201,674
Participant contributions at end of year2022-06-30$202,447
Participant contributions at beginning of year2022-06-30$89,239
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$32,874
Other income not declared elsewhere2022-06-30$725
Administrative expenses (other) incurred2022-06-30$1,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,577,210
Value of net assets at end of year (total assets less liabilities)2022-06-30$38,910,860
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$41,488,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$26,052,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$29,937,887
Value of interest in pooled separate accounts at end of year2022-06-30$1,421,742
Value of interest in pooled separate accounts at beginning of year2022-06-30$933,776
Interest on participant loans2022-06-30$6,038
Interest earned on other investments2022-06-30$333,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$11,233,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$10,527,168
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$41,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,035,552
Net investment gain/loss from pooled separate accounts2022-06-30$235,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,937,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,345,418
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2022-06-30300840934
2021 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$10,315,190
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,883,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,882,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,955,542
Value of total assets at end of year2021-06-30$41,488,070
Value of total assets at beginning of year2021-06-30$34,056,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$854
Total interest from all sources2021-06-30$347,116
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$576,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$576,545
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,046,109
Participant contributions at end of year2021-06-30$89,239
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$125,687
Other income not declared elsewhere2021-06-30$725
Administrative expenses (other) incurred2021-06-30$854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,431,545
Value of net assets at end of year (total assets less liabilities)2021-06-30$41,488,070
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$34,056,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$29,937,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$22,041,521
Value of interest in pooled separate accounts at end of year2021-06-30$933,776
Value of interest in pooled separate accounts at beginning of year2021-06-30$962,988
Interest on participant loans2021-06-30$963
Interest earned on other investments2021-06-30$346,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$10,527,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$11,052,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,373,232
Net investment gain/loss from pooled separate accounts2021-06-30$62,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,783,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,882,791
Did the plan have assets held for investment2021-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Accountancy firm name2021-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2021-06-30300840934
2020 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,709,966
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,984,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,984,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,163,073
Value of total assets at end of year2020-06-30$34,056,525
Value of total assets at beginning of year2020-06-30$31,330,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$79
Total interest from all sources2020-06-30$337,295
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$301,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$301,689
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$968,861
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$566,273
Administrative expenses (other) incurred2020-06-30$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,725,593
Value of net assets at end of year (total assets less liabilities)2020-06-30$34,056,525
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$31,330,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$22,041,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$20,190,151
Value of interest in pooled separate accounts at end of year2020-06-30$962,988
Value of interest in pooled separate accounts at beginning of year2020-06-30$921,310
Interest earned on other investments2020-06-30$337,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$11,052,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$10,219,471
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$241,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$898,920
Net investment gain/loss from pooled separate accounts2020-06-30$8,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,627,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,742,484
Did the plan have assets held for investment2020-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2020-06-30300840934
2019 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$4,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$4,215,483
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,304,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,304,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,794,058
Value of total assets at end of year2019-06-30$31,330,932
Value of total assets at beginning of year2019-06-30$29,415,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$40
Total interest from all sources2019-06-30$319,098
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$322,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$322,966
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$972,758
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$339,289
Administrative expenses (other) incurred2019-06-30$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,910,668
Value of net assets at end of year (total assets less liabilities)2019-06-30$31,330,932
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$29,415,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$20,190,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$18,850,796
Value of interest in pooled separate accounts at end of year2019-06-30$921,310
Value of interest in pooled separate accounts at beginning of year2019-06-30$812,522
Interest earned on other investments2019-06-30$319,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$10,219,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$9,752,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$735,273
Net investment gain/loss from pooled separate accounts2019-06-30$44,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,482,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,304,775
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PENSION ASSURANCE LLP
Accountancy firm EIN2019-06-30300840934
2018 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$5,151,839
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,187,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,187,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,965,979
Value of total assets at end of year2018-06-30$29,415,405
Value of total assets at beginning of year2018-06-30$25,450,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$299,508
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$206,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$206,696
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$927,081
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$564,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,964,573
Value of net assets at end of year (total assets less liabilities)2018-06-30$29,415,405
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$25,450,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$18,850,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,456,903
Value of interest in pooled separate accounts at end of year2018-06-30$812,522
Value of interest in pooled separate accounts at beginning of year2018-06-30$519,306
Interest earned on other investments2018-06-30$299,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$9,752,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$9,474,623
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$60,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,646,049
Net investment gain/loss from pooled separate accounts2018-06-30$33,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,474,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,126,470
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30REDWITZ, INC.
Accountancy firm EIN2018-06-30330850406
2017 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,767,410
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,722,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,722,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,532,028
Value of total assets at end of year2017-06-30$25,450,832
Value of total assets at beginning of year2017-06-30$22,406,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$295,826
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$155,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$155,153
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$821,070
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$31,452
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$245,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,044,582
Value of net assets at end of year (total assets less liabilities)2017-06-30$25,450,832
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$22,406,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,456,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$12,911,985
Value of interest in pooled separate accounts at end of year2017-06-30$519,306
Value of interest in pooled separate accounts at beginning of year2017-06-30$490,822
Interest earned on other investments2017-06-30$295,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$9,474,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$8,923,851
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$27,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,765,616
Net investment gain/loss from pooled separate accounts2017-06-30$18,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,465,728
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$48,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,694,888
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30REDWITZ, INC.
Accountancy firm EIN2017-06-30330850406
2016 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$4,912,049
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,111,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,111,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,825,234
Value of total assets at end of year2016-06-30$22,406,250
Value of total assets at beginning of year2016-06-30$18,605,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$220,061
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$142,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$142,151
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$750,430
Participant contributions at end of year2016-06-30$31,452
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,893,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$3,800,264
Value of net assets at end of year (total assets less liabilities)2016-06-30$22,406,250
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$18,605,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$12,911,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$12,546,206
Value of interest in pooled separate accounts at end of year2016-06-30$490,822
Value of interest in pooled separate accounts at beginning of year2016-06-30$318,282
Interest earned on other investments2016-06-30$220,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$8,923,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,741,498
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$28,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-302,482
Net investment gain/loss from pooled separate accounts2016-06-30$27,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,181,744
Employer contributions (assets) at end of year2016-06-30$48,140
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,083,066
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30REDWITZ, INC.
Accountancy firm EIN2016-06-30330850406
2015 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,097,082
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,963,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,963,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,337,432
Value of total assets at end of year2015-06-30$18,605,986
Value of total assets at beginning of year2015-06-30$17,472,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$187,703
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$89,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$89,446
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$615,323
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$26,698
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$804,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,133,831
Value of net assets at end of year (total assets less liabilities)2015-06-30$18,605,986
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$17,472,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$12,546,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$11,597,358
Value of interest in pooled separate accounts at end of year2015-06-30$318,282
Value of interest in pooled separate accounts at beginning of year2015-06-30$212,500
Interest earned on other investments2015-06-30$187,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,741,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$5,604,238
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$105,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$456,246
Net investment gain/loss from pooled separate accounts2015-06-30$26,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$917,680
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$31,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,857,734
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30REDWITZ, INC.
Accountancy firm EIN2015-06-30330850406
2014 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$3,680,912
Total of all expenses incurred2014-06-30$1,009,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,009,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,559,693
Value of total assets at end of year2014-06-30$17,472,155
Value of total assets at beginning of year2014-06-30$14,801,055
Total interest from all sources2014-06-30$78,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$547,689
Participant contributions at end of year2014-06-30$26,698
Participant contributions at beginning of year2014-06-30$22,676
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$296,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,671,100
Value of net assets at end of year (total assets less liabilities)2014-06-30$17,472,155
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,801,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$11,597,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$9,258,014
Value of interest in pooled separate accounts at end of year2014-06-30$212,500
Value of interest in pooled separate accounts at beginning of year2014-06-30$216,530
Interest earned on other investments2014-06-30$78,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$5,604,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$5,201,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,043,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$715,518
Employer contributions (assets) at end of year2014-06-30$31,361
Employer contributions (assets) at beginning of year2014-06-30$102,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,009,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ROBERT R. REDWITZ & CO.
Accountancy firm EIN2014-06-30330850406
2013 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,480,862
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,301,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,301,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,100,857
Value of total assets at end of year2013-06-30$14,801,055
Value of total assets at beginning of year2013-06-30$13,621,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$40,131
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$493,853
Participant contributions at end of year2013-06-30$22,676
Participant contributions at beginning of year2013-06-30$19,686
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$197,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,179,678
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,801,055
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,621,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$9,258,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$8,343,401
Value of interest in pooled separate accounts at end of year2013-06-30$216,530
Value of interest in pooled separate accounts at beginning of year2013-06-30$166,455
Interest earned on other investments2013-06-30$40,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$5,201,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$5,078,957
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$89,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,339,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$409,762
Employer contributions (assets) at end of year2013-06-30$102,791
Employer contributions (assets) at beginning of year2013-06-30$12,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,211,913
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ROBERT R. REDWITZ & CO.
Accountancy firm EIN2013-06-30330850406
2012 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$987,085
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$726,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$726,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$786,212
Value of total assets at end of year2012-06-30$13,621,377
Value of total assets at beginning of year2012-06-30$13,360,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$28,155
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$410,002
Participant contributions at end of year2012-06-30$19,686
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$70,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$260,633
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,621,377
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$13,360,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$8,343,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$8,298,446
Value of interest in pooled separate accounts at end of year2012-06-30$166,455
Value of interest in pooled separate accounts at beginning of year2012-06-30$122,938
Interest earned on other investments2012-06-30$28,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$5,078,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$4,939,360
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$97,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$172,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$305,973
Employer contributions (assets) at end of year2012-06-30$12,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$628,523
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ROBERT R. REDWITZ & CO.
Accountancy firm EIN2012-06-30330850406
2011 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,823,377
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$935,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$935,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,021,940
Value of total assets at end of year2011-06-30$13,360,744
Value of total assets at beginning of year2011-06-30$11,473,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$16,245
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$383,819
Participant contributions at beginning of year2011-06-30$15,015
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$638,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,887,477
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,360,744
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,473,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$8,298,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,440,565
Value of interest in pooled separate accounts at end of year2011-06-30$122,938
Value of interest in pooled separate accounts at beginning of year2011-06-30$71,650
Interest earned on other investments2011-06-30$16,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$4,939,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$4,946,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,785,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$935,900
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ROBERT R. REDWITZ & CO.
Accountancy firm EIN2011-06-30330850406
2010 : CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN

2021: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2007: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2006: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2001: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-07-01Type of plan entitySingle employer plan
2001-07-01Submission has been amendedNo
2001-07-01This submission is the final filingNo
2001-07-01This return/report is a short plan year return/report (less than 12 months)No
2001-07-01Plan is a collectively bargained planNo
2000: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-07-01Type of plan entitySingle employer plan
2000-07-01Submission has been amendedNo
2000-07-01This submission is the final filingNo
2000-07-01This return/report is a short plan year return/report (less than 12 months)No
2000-07-01Plan is a collectively bargained planNo
1999: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1999 form 5500 responses
1999-07-01Type of plan entitySingle employer plan
1999-07-01Submission has been amendedNo
1999-07-01This submission is the final filingNo
1999-07-01This return/report is a short plan year return/report (less than 12 months)No
1999-07-01Plan is a collectively bargained planNo
1998: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1998 form 5500 responses
1998-07-01Type of plan entitySingle employer plan
1998-07-01Submission has been amendedNo
1998-07-01This submission is the final filingNo
1998-07-01This return/report is a short plan year return/report (less than 12 months)No
1998-07-01Plan is a collectively bargained planNo
1997: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1997 form 5500 responses
1997-07-01Type of plan entitySingle employer plan
1997-07-01Submission has been amendedNo
1997-07-01This submission is the final filingNo
1997-07-01This return/report is a short plan year return/report (less than 12 months)No
1997-07-01Plan is a collectively bargained planNo
1995: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1995 form 5500 responses
1995-07-01Type of plan entitySingle employer plan
1995-07-01Submission has been amendedNo
1995-07-01This submission is the final filingNo
1995-07-01This return/report is a short plan year return/report (less than 12 months)No
1995-07-01Plan is a collectively bargained planNo
1994: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1994 form 5500 responses
1994-07-01Type of plan entitySingle employer plan
1994-07-01Submission has been amendedNo
1994-07-01This submission is the final filingNo
1994-07-01This return/report is a short plan year return/report (less than 12 months)No
1994-07-01Plan is a collectively bargained planNo
1993: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1993 form 5500 responses
1993-07-01Type of plan entitySingle employer plan
1993-07-01Submission has been amendedNo
1993-07-01This submission is the final filingNo
1993-07-01This return/report is a short plan year return/report (less than 12 months)No
1993-07-01Plan is a collectively bargained planNo
1992: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1992 form 5500 responses
1992-07-01Type of plan entitySingle employer plan
1992-07-01Submission has been amendedNo
1992-07-01This submission is the final filingNo
1992-07-01This return/report is a short plan year return/report (less than 12 months)No
1992-07-01Plan is a collectively bargained planNo
1991: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1991 form 5500 responses
1991-07-01Type of plan entitySingle employer plan
1991-07-01Submission has been amendedNo
1991-07-01This submission is the final filingNo
1991-07-01This return/report is a short plan year return/report (less than 12 months)No
1991-07-01Plan is a collectively bargained planNo
1989: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1989 form 5500 responses
1989-07-01Type of plan entitySingle employer plan
1989-07-01Submission has been amendedNo
1989-07-01This submission is the final filingNo
1989-07-01This return/report is a short plan year return/report (less than 12 months)No
1989-07-01Plan is a collectively bargained planNo
1988: CHARLES DREW UNIVERSITY TAX DEFERRED ANNUITY PLAN 1988 form 5500 responses
1988-07-01Type of plan entitySingle employer plan
1988-07-01First time form 5500 has been submittedYes
1988-07-01Submission has been amendedNo
1988-07-01This submission is the final filingNo
1988-07-01This return/report is a short plan year return/report (less than 12 months)No
1988-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151047
Policy instance 1
Insurance contract or identification number151047
Number of Individuals Covered428
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number151047
Policy instance 1
Insurance contract or identification number151047
Number of Individuals Covered428
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number151047
Policy instance 1
Insurance contract or identification number151047
Number of Individuals Covered439
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number151047
Policy instance 1
Insurance contract or identification number151047
Number of Individuals Covered468
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number151047
Policy instance 1
Insurance contract or identification number151047
Number of Individuals Covered473
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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

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