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UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameUNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN
Plan identification number 001

UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNIVERSITY OF NEW ENGLAND has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF NEW ENGLAND
Employer identification number (EIN):010211810
NAIC Classification:611000

Additional information about UNIVERSITY OF NEW ENGLAND

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number: 18310000ND

More information about UNIVERSITY OF NEW ENGLAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHAREN BEAULIEU
0012016-01-01SHAREN BEAULIEU
0012015-01-01SHAREN BEAULIEU
0012014-01-01SHAREN BEAULIEU NICOLE TRUFANT2015-10-14
0012013-01-01SHAREN BEAULIEU NICOLE TRUFANT2014-10-14
0012012-01-01SHAREN BEAULIEU NICOLE TRUFANT2013-10-15
0012011-01-01SHAREN BEAULIEU NICOLE TRUFANT2012-10-13
0012010-01-01RICHARD ROESLER NICOLE TRUFANT2011-10-17
0012009-01-01RICHARD ROESLER NICOLE TRUFANT2010-10-11

Plan Statistics for UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,135
Total number of active participants reported on line 7a of the Form 55002022-01-011,077
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-011,050
Total of all active and inactive participants2022-01-012,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-012,155
Number of participants with account balances2022-01-011,904
2021: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,195
Total number of active participants reported on line 7a of the Form 55002021-01-011,071
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-011,047
Total of all active and inactive participants2021-01-012,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-012,135
Number of participants with account balances2021-01-011,935
2020: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,169
Total number of active participants reported on line 7a of the Form 55002020-01-011,122
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-011,063
Total of all active and inactive participants2020-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-012,195
Number of participants with account balances2020-01-011,520
2019: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,854
Total number of active participants reported on line 7a of the Form 55002019-01-011,130
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-011,029
Total of all active and inactive participants2019-01-012,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,169
Number of participants with account balances2019-01-011,963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,195
Total number of active participants reported on line 7a of the Form 55002018-01-011,672
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,177
Total of all active and inactive participants2018-01-012,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,854
Number of participants with account balances2018-01-012,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,061
Total number of active participants reported on line 7a of the Form 55002017-01-011,149
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011,041
Total of all active and inactive participants2017-01-012,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-012,195
Number of participants with account balances2017-01-011,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,192
Total number of active participants reported on line 7a of the Form 55002016-01-011,031
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,028
Total of all active and inactive participants2016-01-012,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,061
Number of participants with account balances2016-01-011,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,156
Total number of active participants reported on line 7a of the Form 55002015-01-01971
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011,205
Total of all active and inactive participants2015-01-012,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-012,192
Number of participants with account balances2015-01-011,867
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,693
Total number of active participants reported on line 7a of the Form 55002014-01-01696
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,022
Total of all active and inactive participants2014-01-011,718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,722
Number of participants with account balances2014-01-011,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,646
Total number of active participants reported on line 7a of the Form 55002013-01-01685
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,013
Total of all active and inactive participants2013-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,701
Number of participants with account balances2013-01-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,612
Total number of active participants reported on line 7a of the Form 55002012-01-01647
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01997
Total of all active and inactive participants2012-01-011,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,646
Number of participants with account balances2012-01-011,627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,606
Total number of active participants reported on line 7a of the Form 55002011-01-01619
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01992
Total of all active and inactive participants2011-01-011,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,612
Number of participants with account balances2011-01-011,594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,583
Total number of active participants reported on line 7a of the Form 55002010-01-011,011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,086
Total of all active and inactive participants2010-01-012,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-012,098
Number of participants with account balances2010-01-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,718
Total number of active participants reported on line 7a of the Form 55002009-01-011,665
Number of retired or separated participants receiving benefits2009-01-01161
Number of other retired or separated participants entitled to future benefits2009-01-01382
Total of all active and inactive participants2009-01-012,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,209
Number of participants with account balances2009-01-011,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2
Total income from all sources (including contributions)2022-12-31$-22,954,691
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,796,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,767,049
Value of total corrective distributions2022-12-31$29,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,360,204
Value of total assets at end of year2022-12-31$197,455,560
Value of total assets at beginning of year2022-12-31$239,206,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$1,132,734
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,359,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,359,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,729,519
Participant contributions at end of year2022-12-31$608,894
Participant contributions at beginning of year2022-12-31$555,119
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$997,072
Other income not declared elsewhere2022-12-31$85,290
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,751,191
Value of net assets at end of year (total assets less liabilities)2022-12-31$197,455,560
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$239,206,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$165,049,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$206,356,810
Value of interest in pooled separate accounts at end of year2022-12-31$2,311,204
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,552,248
Interest on participant loans2022-12-31$29,404
Interest earned on other investments2022-12-31$1,069,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,779,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,061,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,061,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$33,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$26,705,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,680,824
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$253,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,106,737
Net investment gain/loss from pooled separate accounts2022-12-31$214,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,633,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,513,319
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRYDUNN
Accountancy firm EIN2022-12-31010523282
2021 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$40,995,605
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,617,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,617,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,245,907
Value of total assets at end of year2021-12-31$239,206,753
Value of total assets at beginning of year2021-12-31$210,828,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$994,907
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,295,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$14,295,380
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,906,121
Participant contributions at end of year2021-12-31$555,119
Participant contributions at beginning of year2021-12-31$555,866
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,511,910
Other income not declared elsewhere2021-12-31$119,923
Liabilities. Value of operating payables at end of year2021-12-31$2
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$28,378,352
Value of net assets at end of year (total assets less liabilities)2021-12-31$239,206,751
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$210,828,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$206,356,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$176,377,680
Value of interest in pooled separate accounts at end of year2021-12-31$2,552,248
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,204,657
Interest on participant loans2021-12-31$28,658
Interest earned on other investments2021-12-31$966,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,061,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,830,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,830,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,680,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$29,859,632
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$878,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,951,404
Net investment gain/loss from pooled separate accounts2021-12-31$388,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,827,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,738,648
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRYDUNN
Accountancy firm EIN2021-12-31010523282
2020 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$40,525,147
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,521,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,517,759
Expenses. Certain deemed distributions of participant loans2020-12-31$4,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,355,052
Value of total assets at end of year2020-12-31$210,828,399
Value of total assets at beginning of year2020-12-31$184,825,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$1,182,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,855,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,855,659
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,743,937
Participant contributions at end of year2020-12-31$555,866
Participant contributions at beginning of year2020-12-31$602,835
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,805,385
Other income not declared elsewhere2020-12-31$81,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$26,003,288
Value of net assets at end of year (total assets less liabilities)2020-12-31$210,828,399
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$184,825,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$176,377,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$150,448,482
Value of interest in pooled separate accounts at end of year2020-12-31$2,204,657
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,778,796
Interest on participant loans2020-12-31$32,866
Interest earned on other investments2020-12-31$1,146,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,830,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,113,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,113,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$29,859,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$29,881,538
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$309,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,075,085
Net investment gain/loss from pooled separate accounts2020-12-31$-25,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,805,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,208,281
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BERRYDUNN
Accountancy firm EIN2020-12-31010523282
2019 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$42,476,678
Total income from all sources (including contributions)2019-12-31$42,476,678
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,097,681
Total of all expenses incurred2019-12-31$11,097,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,093,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,093,802
Expenses. Certain deemed distributions of participant loans2019-12-31$3,879
Expenses. Certain deemed distributions of participant loans2019-12-31$3,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,272,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,272,322
Value of total assets at end of year2019-12-31$184,825,111
Value of total assets at end of year2019-12-31$184,825,111
Value of total assets at beginning of year2019-12-31$153,446,114
Value of total assets at beginning of year2019-12-31$153,446,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,270,633
Total interest from all sources2019-12-31$1,270,633
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,938,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,938,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,938,670
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,938,670
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,717,287
Contributions received from participants2019-12-31$6,717,287
Participant contributions at end of year2019-12-31$602,835
Participant contributions at end of year2019-12-31$602,835
Participant contributions at beginning of year2019-12-31$661,663
Participant contributions at beginning of year2019-12-31$661,663
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,754,339
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,754,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,378,997
Value of net income/loss2019-12-31$31,378,997
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,825,111
Value of net assets at end of year (total assets less liabilities)2019-12-31$184,825,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,446,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,446,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$150,448,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$150,448,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,766,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,766,546
Value of interest in pooled separate accounts at end of year2019-12-31$2,778,796
Value of interest in pooled separate accounts at end of year2019-12-31$2,778,796
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,875,951
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,875,951
Interest on participant loans2019-12-31$34,562
Interest on participant loans2019-12-31$34,562
Interest earned on other investments2019-12-31$1,217,632
Interest earned on other investments2019-12-31$1,217,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,113,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,113,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$794,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$794,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$794,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$794,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,881,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,881,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,347,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,347,926
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$420,880
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$420,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,844,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,844,356
Net investment gain/loss from pooled separate accounts2019-12-31$150,697
Net investment gain/loss from pooled separate accounts2019-12-31$150,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,800,696
Contributions received in cash from employer2019-12-31$4,800,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,672,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,672,922
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BERRYDUNN
Accountancy firm name2019-12-31BERRYDUNN
Accountancy firm EIN2019-12-31010523282
Accountancy firm EIN2019-12-31010523282
2018 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,392,994
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,194,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,234,547
Value of total corrective distributions2018-12-31$30,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,568,620
Value of total assets at end of year2018-12-31$153,446,114
Value of total assets at beginning of year2018-12-31$160,247,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$-69,935
Total interest from all sources2018-12-31$1,283,990
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,346,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,346,796
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,332,189
Participant contributions at end of year2018-12-31$661,663
Participant contributions at beginning of year2018-12-31$588,094
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,514,337
Administrative expenses (other) incurred2018-12-31$-99,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,801,732
Value of net assets at end of year (total assets less liabilities)2018-12-31$153,446,114
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$160,247,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$118,766,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$124,294,149
Value of interest in pooled separate accounts at end of year2018-12-31$2,875,951
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,255,060
Interest on participant loans2018-12-31$28,659
Interest earned on other investments2018-12-31$1,243,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$794,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$496,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$496,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,347,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,614,494
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,106,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,947,811
Net investment gain/loss from pooled separate accounts2018-12-31$141,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,722,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,127,684
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRYDUNN
Accountancy firm EIN2018-12-31010523282
2017 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$32,602,014
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,627,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,663,225
Expenses. Certain deemed distributions of participant loans2017-12-31$2,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,564,710
Value of total assets at end of year2017-12-31$160,247,846
Value of total assets at beginning of year2017-12-31$135,272,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-38,200
Total interest from all sources2017-12-31$1,275,680
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,295,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,295,888
Administrative expenses professional fees incurred2017-12-31$11,415
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,945,536
Participant contributions at end of year2017-12-31$588,094
Participant contributions at beginning of year2017-12-31$410,001
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,106,539
Administrative expenses (other) incurred2017-12-31$-79,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$24,974,971
Value of net assets at end of year (total assets less liabilities)2017-12-31$160,247,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$135,272,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$124,294,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$99,055,493
Value of interest in pooled separate accounts at end of year2017-12-31$3,255,060
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,185,286
Interest on participant loans2017-12-31$23,484
Interest earned on other investments2017-12-31$1,249,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$496,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$509,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$509,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,614,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$32,112,226
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$135,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,329,405
Net investment gain/loss from pooled separate accounts2017-12-31$136,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,512,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,527,335
Contract administrator fees2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRYDUNN
Accountancy firm EIN2017-12-31010523282
2016 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$19,154,987
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,638,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,632,089
Expenses. Certain deemed distributions of participant loans2016-12-31$6,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,451,337
Value of total assets at end of year2016-12-31$135,272,875
Value of total assets at beginning of year2016-12-31$125,756,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,387,372
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,142,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,142,188
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,362,252
Participant contributions at end of year2016-12-31$410,001
Participant contributions at beginning of year2016-12-31$136,152
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,039,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,516,696
Value of net assets at end of year (total assets less liabilities)2016-12-31$135,272,875
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$125,756,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$99,055,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$88,914,570
Value of interest in pooled separate accounts at end of year2016-12-31$3,185,286
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,907,119
Interest on participant loans2016-12-31$14,037
Interest earned on other investments2016-12-31$1,373,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$509,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$312,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$312,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$32,112,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,470,206
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$421,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,991,427
Net investment gain/loss from pooled separate accounts2016-12-31$182,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,049,536
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$15,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,210,843
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRYDUNN
Accountancy firm EIN2016-12-31010523282
2015 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,501,242
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,394,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,424,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,276,922
Value of total assets at end of year2015-12-31$125,756,179
Value of total assets at beginning of year2015-12-31$120,649,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$-30,004
Total interest from all sources2015-12-31$1,335,083
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,229,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,229,595
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,803,272
Participant contributions at end of year2015-12-31$136,152
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,777,787
Administrative expenses (other) incurred2015-12-31$-30,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,106,562
Value of net assets at end of year (total assets less liabilities)2015-12-31$125,756,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$120,649,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$88,914,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$83,409,117
Value of interest in pooled separate accounts at end of year2015-12-31$3,907,119
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,521,306
Interest on participant loans2015-12-31$2,886
Interest earned on other investments2015-12-31$1,332,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$312,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,470,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$32,719,194
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$281,177
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,670,667
Net investment gain/loss from pooled separate accounts2015-12-31$330,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,695,863
Employer contributions (assets) at end of year2015-12-31$15,573
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,143,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BERRYDUNN
Accountancy firm EIN2015-12-31010523282
2014 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,399,447
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,580,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,580,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,673,401
Value of total assets at end of year2014-12-31$120,649,617
Value of total assets at beginning of year2014-12-31$112,830,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,335,938
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,708,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,708,641
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,389,109
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$917,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,819,208
Value of net assets at end of year (total assets less liabilities)2014-12-31$120,649,617
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$112,830,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$83,409,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,130,302
Value of interest in pooled separate accounts at end of year2014-12-31$4,521,306
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,082,101
Interest earned on other investments2014-12-31$1,335,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$32,719,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$31,618,006
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,181,337
Net investment gain/loss from pooled separate accounts2014-12-31$500,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,366,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,575,838
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BERRYDUNN
Accountancy firm EIN2014-12-31010523282
2013 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,004,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,640,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,640,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,005,542
Value of total assets at end of year2013-12-31$112,830,409
Value of total assets at beginning of year2013-12-31$93,466,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,244,422
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,121,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,121,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,148,877
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,713,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$19,363,587
Value of net assets at end of year (total assets less liabilities)2013-12-31$112,830,409
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,466,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,130,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$59,907,930
Value of interest in pooled separate accounts at end of year2013-12-31$4,082,101
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,413,833
Interest earned on other investments2013-12-31$1,244,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$31,618,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,145,059
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$783,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,288,894
Net investment gain/loss from pooled separate accounts2013-12-31$344,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,142,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,857,460
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BERRYDUNN
Accountancy firm EIN2013-12-31010523282
2012 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,493,504
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,307,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,307,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,630,187
Value of total assets at end of year2012-12-31$93,466,822
Value of total assets at beginning of year2012-12-31$81,281,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,165,447
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$465,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$465,247
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,898,912
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$746,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$12,185,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,466,822
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,281,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$59,907,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,910,001
Value of interest in pooled separate accounts at end of year2012-12-31$3,413,833
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,755,552
Interest earned on other investments2012-12-31$1,165,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,145,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,615,570
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$395,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,935,577
Net investment gain/loss from pooled separate accounts2012-12-31$297,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,984,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,911,892
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BERRYDUNN
Accountancy firm EIN2012-12-31010523282
2011 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,938,539
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,474,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,474,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,614,304
Value of total assets at end of year2011-12-31$81,281,123
Value of total assets at beginning of year2011-12-31$77,817,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,114,416
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$249,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$249,898
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,857,505
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$131,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,463,869
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,281,123
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,817,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,910,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$48,408,306
Value of interest in pooled separate accounts at end of year2011-12-31$2,755,552
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,172,009
Interest earned on other investments2011-12-31$1,114,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,615,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,014,290
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$354,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,342,981
Net investment gain/loss from pooled separate accounts2011-12-31$302,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,756,799
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$91,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,119,831
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31OUELLETTE & ASSOCIATES, P.A.
Accountancy firm EIN2011-12-31010448675
2010 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$21,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,075,066
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,488,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,488,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,094,689
Value of total assets at end of year2010-12-31$77,817,254
Value of total assets at beginning of year2010-12-31$68,209,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,005,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,812
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,419,307
Participant contributions at end of year2010-12-31$131,178
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$126,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,586,537
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,817,254
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,209,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$48,408,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,819,516
Value of interest in pooled separate accounts at end of year2010-12-31$2,172,009
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,665,322
Interest earned on other investments2010-12-31$1,005,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,014,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,724,279
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$367,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,631,591
Net investment gain/loss from pooled separate accounts2010-12-31$243,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,548,932
Employer contributions (assets) at end of year2010-12-31$91,471
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,121,225
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31OUELLETTE & ASSOCIATES, P.A.
Accountancy firm EIN2010-12-31010448675
2009 : UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN

2022: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF NEW ENGLAND DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered743
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered777
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered814
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered838
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered881
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number4033
Policy instance 2
Insurance contract or identification number4033
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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 number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered916
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered994
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered1075
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered1079
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered1627
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered1594
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150667
Policy instance 1
Insurance contract or identification number150667
Number of Individuals Covered1545
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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