Home   >   California Lutheran University Defined Contribution Retirement Plan  >  Form 5500   >   Investments
   Basic Info | Financials | Service Providers | Investments | Insurance Information

Company:
California Lutheran University

Plan:
California Lutheran University Defined Contribution Retirement Plan
 
Form 5500 | Insurance Information
Insurance Carrier Summary Persons Covered
 
Tiaa-Cref 967
EIN 13-1624203
Industry Code 69345
Contract Number 104653,104654
Contract Year 01/01/2010 — 12/31/2010
Value in General Account at Year End $21,098,474
Value in Separate Accounts at Year End $32,438,877
 
Insurance Fees and Commissions $0
 
Persons Receiving Commissions and Fees  
There are no brokers listed for this plan.
 
Allocated Funds  
Type of Contract Unspecified
Basis of premium rates
Premiums paid to carrier $0
Premiums due but unpaid at the end of the year $0
If the carrier, service, or other organization incurred any specific costs in connection with the acquisition or retention of the contract or policy, enter amount $0
Specify the nature of the costs
 
Unallocated Funds  
Type of Contract Guaranteed Investment
Balance at the end of the previous year $21,173,420
Additions $3,929,803
Contributions Deposited during the year $741,587
Dividends and credits $0
Interest credited during the year $799,338
Transferred from separate account $94,607
Other $2,294,271
Total of Balance and Additions $25,103,223
Deductions $4,004,749
Disbursed from fund to pay benefits or purchase annuities during the year $1,761,120
Administration charge made by carrier $0
Transferred to Separate Account $0
Other $2,243,629
Balance at the end of the current year $21,098,474
 
Thrivent 5
EIN 41-1437943
Industry Code 97721
Contract Number 00000
Contract Year 01/01/2010 — 12/31/2010
Value in General Account at Year End $102,992
Value in Separate Accounts at Year End $0
 
Insurance Fees and Commissions $0
 
Persons Receiving Commissions and Fees  
There are no brokers listed for this plan.
 
Allocated Funds  
Type of Contract Unspecified
Basis of premium rates
Premiums paid to carrier $0
Premiums due but unpaid at the end of the year $0
If the carrier, service, or other organization incurred any specific costs in connection with the acquisition or retention of the contract or policy, enter amount $0
Specify the nature of the costs
 
Unallocated Funds  
Type of Contract Guaranteed Investment
Balance at the end of the previous year $880,667
Additions $10,299
Contributions Deposited during the year $0
Dividends and credits $0
Interest credited during the year $10,299
Transferred from separate account $0
Other $0
Total of Balance and Additions $890,966
Deductions $787,974
Disbursed from fund to pay benefits or purchase annuities during the year $0
Administration charge made by carrier $6,116
Transferred to Separate Account $781,858
Other $0
Balance at the end of the current year $102,992