Upper Iowa University Tax Deferred Annuity Plan 403(b) Plan

Upper Iowa University Tax Deferred Annuity Plan is a Iowa 403(b) Plan located in Fayette, Iowa. It was founded on Sunday, September 01, 1963.


PO Box 1857
Fayette, Iowa, 52142-1857
United States
Phone: (563) 425-5286
Administrator Signatory
Donald Aungst
Administrator Signatory
Buddy Horner
Inception Date
1963-09-01
Updated
2017-06-20 12:28:08.887789
Inception
1963-09-01
Jurisdiction
Iowa
Name
Upper Iowa University Tax Deferred Annuity Plan
Latest Filing
2016-08-01
As of Date
2015-12-31
Plan Number
002
EIN
420680372
12-15 12-14 12-13
Assets 32.95M 31.93M 30.43M
Liabilities None None None
Net Assets 32.95M 31.93M 30.43M
12-15 12-14 12-13
Participants 930.00 892.00 652.00
12-15 12-14 12-13
Inflows 1.74M 1.31M 25.09M
Outflows 1.29M 1.72M 243.00K
Net Capital Flow 456.00K -404.00K 24.84M
12-15 12-14 12-13
Income 559.00K 1.91M 765.00K
Expenses None None None
Net Income 559.00K 1.91M 765.00K
Exempt Organizations: 2015-12-31
Upper Iowa University
Administration Agreements: 2015-12-31
Upper Iowa University
Insurance Contracts: 2015-12-31
American Medical Student Association New York