401k Plan data: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN plan

UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF BRIDGEPORT

Employer identification number (EIN): 060646936

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01 CHERYL NYARADY 2023-09-11
001 2020-07-01 CHERYL NYARADY 2022-04-15
001 2020-07-01 JOHANNES VAN DER GIESSEN 2022-12-01
001 2019-07-01 MELITHA PRZYGODA 2021-04-14
001 2018-07-01 MELITHA PRZYGODA 2020-06-02
001 2017-07-01 MELITHA PRZYGODA 2019-04-05
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 MELITHA PRZYGODA
001 2011-07-01 MELITHA PRZYGODA
001 2009-07-01 DOUGLAS FARRINGTON
001 2009-07-01 MELITHA PRZYGODA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-07-01	CHERYL NYARADY	2023-09-11
001	2020-07-01	CHERYL NYARADY	2022-04-15
001	2020-07-01	JOHANNES VAN DER GIESSEN	2022-12-01
001	2019-07-01	MELITHA PRZYGODA	2021-04-14
001	2018-07-01	MELITHA PRZYGODA	2020-06-02
001	2017-07-01	MELITHA PRZYGODA	2019-04-05
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	MELITHA PRZYGODA
001	2011-07-01	MELITHA PRZYGODA
001	2009-07-01	DOUGLAS FARRINGTON
001	2009-07-01	MELITHA PRZYGODA

Plan Statistics for UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,200
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 0
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 0
Total participants 2021-07-01 0
Number of participants with account balances 2021-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,346
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 1,189
Total of all active and inactive participants 2020-07-01 1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 11
Total participants 2020-07-01 1,200
Number of participants with account balances 2020-07-01 408
2019: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,375
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 376
Number of other retired or separated participants entitled to future benefits 2019-07-01 966
Total of all active and inactive participants 2019-07-01 1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 1,346
Number of participants with account balances 2019-07-01 1,320
2018: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,319
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 494
Number of other retired or separated participants entitled to future benefits 2018-07-01 872
Total of all active and inactive participants 2018-07-01 1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 9
Total participants 2018-07-01 1,375
Number of participants with account balances 2018-07-01 1,357
2017: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,344
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 491
Number of other retired or separated participants entitled to future benefits 2017-07-01 817
Total of all active and inactive participants 2017-07-01 1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 11
Total participants 2017-07-01 1,319
Number of participants with account balances 2017-07-01 1,280
2016: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,310
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 497
Number of other retired or separated participants entitled to future benefits 2016-07-01 836
Total of all active and inactive participants 2016-07-01 1,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 11
Total participants 2016-07-01 1,344
Number of participants with account balances 2016-07-01 1,285
2015: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,257
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 494
Number of other retired or separated participants entitled to future benefits 2015-07-01 807
Total of all active and inactive participants 2015-07-01 1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 9
Total participants 2015-07-01 1,310
Number of participants with account balances 2015-07-01 1,260
2014: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,205
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 460
Number of other retired or separated participants entitled to future benefits 2014-07-01 788
Total of all active and inactive participants 2014-07-01 1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 9
Total participants 2014-07-01 1,257
Number of participants with account balances 2014-07-01 1,212
2013: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,150
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 397
Number of other retired or separated participants entitled to future benefits 2013-07-01 797
Total of all active and inactive participants 2013-07-01 1,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 11
Total participants 2013-07-01 1,205
Number of participants with account balances 2013-07-01 1,126
2012: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,176
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 432
Number of other retired or separated participants entitled to future benefits 2012-07-01 710
Total of all active and inactive participants 2012-07-01 1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 8
Total participants 2012-07-01 1,150
Number of participants with account balances 2012-07-01 1,064
2011: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,201
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 784
Number of other retired or separated participants entitled to future benefits 2011-07-01 387
Total of all active and inactive participants 2011-07-01 1,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 5
Total participants 2011-07-01 1,176
Number of participants with account balances 2011-07-01 1,097
2009: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 762
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 932
Number of other retired or separated participants entitled to future benefits 2009-07-01 399
Total of all active and inactive participants 2009-07-01 1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 29
Total participants 2009-07-01 1,360
Number of participants with account balances 2009-07-01 1,203
Number of retired or separated participants receiving benefits 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2021: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,200
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	0
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	0
Total participants	2021-07-01	0
Number of participants with account balances	2021-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,346
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	1,189
Total of all active and inactive participants	2020-07-01	1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	11
Total participants	2020-07-01	1,200
Number of participants with account balances	2020-07-01	408
2019: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,375
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	376
Number of other retired or separated participants entitled to future benefits	2019-07-01	966
Total of all active and inactive participants	2019-07-01	1,342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	1,346
Number of participants with account balances	2019-07-01	1,320
2018: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,319
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	494
Number of other retired or separated participants entitled to future benefits	2018-07-01	872
Total of all active and inactive participants	2018-07-01	1,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	9
Total participants	2018-07-01	1,375
Number of participants with account balances	2018-07-01	1,357
2017: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,344
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	491
Number of other retired or separated participants entitled to future benefits	2017-07-01	817
Total of all active and inactive participants	2017-07-01	1,308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	11
Total participants	2017-07-01	1,319
Number of participants with account balances	2017-07-01	1,280
2016: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,310
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	497
Number of other retired or separated participants entitled to future benefits	2016-07-01	836
Total of all active and inactive participants	2016-07-01	1,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	11
Total participants	2016-07-01	1,344
Number of participants with account balances	2016-07-01	1,285
2015: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,257
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	494
Number of other retired or separated participants entitled to future benefits	2015-07-01	807
Total of all active and inactive participants	2015-07-01	1,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	9
Total participants	2015-07-01	1,310
Number of participants with account balances	2015-07-01	1,260
2014: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,205
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	460
Number of other retired or separated participants entitled to future benefits	2014-07-01	788
Total of all active and inactive participants	2014-07-01	1,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	9
Total participants	2014-07-01	1,257
Number of participants with account balances	2014-07-01	1,212
2013: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,150
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	397
Number of other retired or separated participants entitled to future benefits	2013-07-01	797
Total of all active and inactive participants	2013-07-01	1,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	11
Total participants	2013-07-01	1,205
Number of participants with account balances	2013-07-01	1,126
2012: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,176
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	432
Number of other retired or separated participants entitled to future benefits	2012-07-01	710
Total of all active and inactive participants	2012-07-01	1,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	8
Total participants	2012-07-01	1,150
Number of participants with account balances	2012-07-01	1,064
2011: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,201
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	784
Number of other retired or separated participants entitled to future benefits	2011-07-01	387
Total of all active and inactive participants	2011-07-01	1,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	5
Total participants	2011-07-01	1,176
Number of participants with account balances	2011-07-01	1,097
2009: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	762
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	932
Number of other retired or separated participants entitled to future benefits	2009-07-01	399
Total of all active and inactive participants	2009-07-01	1,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	29
Total participants	2009-07-01	1,360
Number of participants with account balances	2009-07-01	1,203
Number of retired or separated participants receiving benefits	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2021 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,922,674
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$140,044,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$140,012,944
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$122,255
Value of total assets at end of year	2021-12-31	$0
Value of total assets at beginning of year	2021-12-31	$136,121,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,047
Total interest from all sources	2021-12-31	$795,497
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$48,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$48,330
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,399
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$152,337
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$118,856
Other income not declared elsewhere	2021-12-31	$45,153
Administrative expenses (other) incurred	2021-12-31	$21,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-136,121,624
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$136,121,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$80,625,305
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,549,229
Interest on participant loans	2021-12-31	$1,009
Interest earned on other investments	2021-12-31	$784,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$3,359,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$3,359,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$10,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$47,435,283
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,077,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,476,656
Net investment gain/loss from pooled separate accounts	2021-12-31	$434,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$138,935,226
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
Total income from all sources (including contributions)	2021-06-30	$27,755,945
Total of all expenses incurred	2021-06-30	$12,997,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$12,967,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,399,717
Value of total assets at end of year	2021-06-30	$136,121,624
Value of total assets at beginning of year	2021-06-30	$121,363,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$30,640
Total interest from all sources	2021-06-30	$1,782,744
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,222,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,222,300
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,952,522
Participant contributions at end of year	2021-06-30	$152,337
Participant contributions at beginning of year	2021-06-30	$213,889
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,430,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$14,758,009
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$136,121,624
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$121,363,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$80,625,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$64,028,074
Value of interest in pooled separate accounts at end of year	2021-06-30	$4,549,229
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$4,520,870
Interest on participant loans	2021-06-30	$4,831
Interest earned on other investments	2021-06-30	$1,777,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$3,359,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$4,296,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$4,296,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$347
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$47,435,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$48,304,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$21,062,741
Net investment gain/loss from pooled separate accounts	2021-06-30	$288,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$16,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$12,967,296
Contract administrator fees	2021-06-30	$30,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MARCUM LLP
Accountancy firm EIN	2021-06-30	111986323
2020 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$8,391,872
Total of all expenses incurred	2020-06-30	$12,900,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$12,892,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,968,100
Value of total assets at end of year	2020-06-30	$121,363,615
Value of total assets at beginning of year	2020-06-30	$125,872,600
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$8,832
Total interest from all sources	2020-06-30	$1,873,941
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$912,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$912,264
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,344,233
Participant contributions at end of year	2020-06-30	$213,889
Participant contributions at beginning of year	2020-06-30	$202,577
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$694,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-4,508,985
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$121,363,615
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$125,872,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$64,028,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$69,795,205
Value of interest in pooled separate accounts at end of year	2020-06-30	$4,520,870
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,079,566
Interest on participant loans	2020-06-30	$8,141
Interest earned on other investments	2020-06-30	$1,857,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$4,296,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$1,938,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$1,938,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$8,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$48,304,240
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$48,856,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,587,034
Net investment gain/loss from pooled separate accounts	2020-06-30	$50,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$929,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$12,892,025
Contract administrator fees	2020-06-30	$8,832
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MARCUM LLP
Accountancy firm EIN	2020-06-30	111986323
2019 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$9,832,054
Total of all expenses incurred	2019-06-30	$11,396,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$11,378,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$4,076,233
Value of total assets at end of year	2019-06-30	$125,872,600
Value of total assets at beginning of year	2019-06-30	$127,437,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$18,091
Total interest from all sources	2019-06-30	$1,970,522
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,110,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,110,651
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,382,842
Participant contributions at end of year	2019-06-30	$202,577
Participant contributions at beginning of year	2019-06-30	$202,970
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$1,654,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$-1,564,550
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$125,872,600
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$127,437,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$69,795,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$70,273,911
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,079,566
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,956,440
Interest on participant loans	2019-06-30	$7,462
Interest earned on other investments	2019-06-30	$1,955,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$1,938,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$2,988,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$2,988,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$7,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$48,856,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$49,015,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$2,417,868
Net investment gain/loss from pooled separate accounts	2019-06-30	$256,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$38,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$11,378,513
Contract administrator fees	2019-06-30	$18,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MARCUM LLP
Accountancy firm EIN	2019-06-30	111986323
2018 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$13,299,798
Total of all expenses incurred	2018-06-30	$7,853,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$7,840,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$3,722,264
Value of total assets at end of year	2018-06-30	$127,437,150
Value of total assets at beginning of year	2018-06-30	$121,990,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$13,035
Total interest from all sources	2018-06-30	$1,926,097
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,133,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,133,433
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,560,846
Participant contributions at end of year	2018-06-30	$202,970
Participant contributions at beginning of year	2018-06-30	$195,768
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$425,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$5,446,420
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$127,437,150
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$121,990,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$70,273,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$65,221,923
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,956,440
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$4,774,388
Interest on participant loans	2018-06-30	$7,489
Interest earned on other investments	2018-06-30	$1,899,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$2,988,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$2,348,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$2,348,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$19,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$49,015,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$48,216,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$6,277,635
Net investment gain/loss from pooled separate accounts	2018-06-30	$240,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$735,440
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$1,234,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$7,840,343
Contract administrator fees	2018-06-30	$13,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MARCUM LLP
Accountancy firm EIN	2018-06-30	111986323
2017 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$17,335,976
Total of all expenses incurred	2017-06-30	$7,274,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$7,262,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$5,888,606
Value of total assets at end of year	2017-06-30	$121,990,730
Value of total assets at beginning of year	2017-06-30	$111,929,030
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$11,293
Total interest from all sources	2017-06-30	$2,042,558
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$631,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$631,645
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,196,988
Participant contributions at end of year	2017-06-30	$195,768
Participant contributions at beginning of year	2017-06-30	$191,690
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$557,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$10,061,700
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$121,990,730
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$111,929,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$65,221,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$56,452,628
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,774,388
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,471,709
Interest on participant loans	2017-06-30	$7,320
Interest earned on other investments	2017-06-30	$2,030,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$2,348,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$2,658,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$2,658,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$4,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$48,216,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$48,144,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$8,592,588
Net investment gain/loss from pooled separate accounts	2017-06-30	$180,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$3,134,431
Employer contributions (assets) at end of year	2017-06-30	$1,234,379
Employer contributions (assets) at beginning of year	2017-06-30	$10,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$7,262,983
Contract administrator fees	2017-06-30	$11,293
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MARCUM LLP
Accountancy firm EIN	2017-06-30	111986323
2016 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$5,672,419
Total of all expenses incurred	2016-06-30	$6,942,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$6,932,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$4,588,088
Value of total assets at end of year	2016-06-30	$111,929,030
Value of total assets at beginning of year	2016-06-30	$113,199,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$10,676
Total interest from all sources	2016-06-30	$2,004,233
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$837,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$837,542
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,095,904
Participant contributions at end of year	2016-06-30	$191,690
Participant contributions at beginning of year	2016-06-30	$211,474
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$731,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-1,270,561
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$111,929,030
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$113,199,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$56,452,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$58,907,447
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,471,709
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$3,635,254
Interest on participant loans	2016-06-30	$8,315
Interest earned on other investments	2016-06-30	$1,995,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$2,658,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$2,908,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$2,908,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$48,144,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$47,537,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-2,017,843
Net investment gain/loss from pooled separate accounts	2016-06-30	$260,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,760,974
Employer contributions (assets) at end of year	2016-06-30	$10,086
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$6,932,304
Contract administrator fees	2016-06-30	$10,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MARCUM LLP
Accountancy firm EIN	2016-06-30	111986323
2015 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$8,879,559
Total of all expenses incurred	2015-06-30	$6,206,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$6,195,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$4,286,808
Value of total assets at end of year	2015-06-30	$113,199,591
Value of total assets at beginning of year	2015-06-30	$110,526,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$10,496
Total interest from all sources	2015-06-30	$1,981,946
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$722,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$722,373
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,800,734
Participant contributions at end of year	2015-06-30	$211,474
Participant contributions at beginning of year	2015-06-30	$164,058
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$872,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$2,673,548
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$113,199,591
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$110,526,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$58,907,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$57,690,387
Value of interest in pooled separate accounts at end of year	2015-06-30	$3,635,254
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$3,206,492
Interest on participant loans	2015-06-30	$6,661
Interest earned on other investments	2015-06-30	$1,975,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$2,908,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$2,599,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$2,599,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$47,537,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$46,865,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,540,315
Net investment gain/loss from pooled separate accounts	2015-06-30	$348,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,613,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$6,195,515
Contract administrator fees	2015-06-30	$10,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MARCUM LLP
Accountancy firm EIN	2015-06-30	111986323
2014 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$17,216,078
Total of all expenses incurred	2014-06-30	$8,534,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$8,524,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,252,166
Value of total assets at end of year	2014-06-30	$110,526,043
Value of total assets at beginning of year	2014-06-30	$101,844,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$9,304
Total interest from all sources	2014-06-30	$1,938,111
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$632,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$632,203
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,611,528
Participant contributions at end of year	2014-06-30	$164,058
Participant contributions at beginning of year	2014-06-30	$99,698
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$1,165,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$8,681,883
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$110,526,043
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$101,844,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$57,690,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$50,278,306
Value of interest in pooled separate accounts at end of year	2014-06-30	$3,206,492
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,663,564
Interest on participant loans	2014-06-30	$4,650
Interest earned on other investments	2014-06-30	$1,933,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$2,599,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$2,503,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$2,503,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$46,865,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$46,299,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$10,092,952
Net investment gain/loss from pooled separate accounts	2014-06-30	$300,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$1,474,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$8,524,891
Contract administrator fees	2014-06-30	$9,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MARCUM LLP
Accountancy firm EIN	2014-06-30	111986323
2013 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$12,414,941
Total of all expenses incurred	2013-06-30	$8,000,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$7,994,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,269,804
Value of total assets at end of year	2013-06-30	$101,844,160
Value of total assets at beginning of year	2013-06-30	$97,429,707
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$5,636
Total interest from all sources	2013-06-30	$1,851,661
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$281,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$281,561
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,522,921
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$408,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$4,414,453
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$101,844,160
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$97,429,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$50,287,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$45,970,178
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,663,564
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,247,364
Interest earned on other investments	2013-06-30	$1,851,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$2,503,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$2,527,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$2,527,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$46,389,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$46,684,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$6,810,728
Net investment gain/loss from pooled separate accounts	2013-06-30	$201,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,338,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$7,994,852
Contract administrator fees	2013-06-30	$5,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MARCUM LLP
Accountancy firm EIN	2013-06-30	111986323
2012 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$4,449,750
Total of all expenses incurred	2012-06-30	$8,103,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$8,099,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$2,973,877
Value of total assets at end of year	2012-06-30	$97,429,707
Value of total assets at beginning of year	2012-06-30	$101,083,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$4,077
Total interest from all sources	2012-06-30	$1,858,712
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$167,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$167,965
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,483,167
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$169,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-3,654,083
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$97,429,707
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$101,083,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$45,970,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$48,978,318
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,247,364
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,689,169
Interest earned on other investments	2012-06-30	$1,858,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$2,527,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$2,659,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$2,659,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$46,684,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$46,756,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-844,907
Net investment gain/loss from pooled separate accounts	2012-06-30	$294,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,321,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$8,099,756
Contract administrator fees	2012-06-30	$4,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MARCUM LLP
Accountancy firm EIN	2012-06-30	111986323
2011 : UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-06-30	$2,780
Total income from all sources (including contributions)	2011-06-30	$12,675,934
Total of all expenses incurred	2011-06-30	$6,722,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$6,720,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,863,826
Value of total assets at end of year	2011-06-30	$77,705,673
Value of total assets at beginning of year	2011-06-30	$71,749,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,941
Total interest from all sources	2011-06-30	$1,387,886
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$48,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$48,039
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$593,504
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$5,953,146
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$77,705,673
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$71,749,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$38,252,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$32,146,996
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,923,987
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,009,056
Interest earned on other investments	2011-06-30	$1,387,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$2,061,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$3,371,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$3,371,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$35,467,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$35,221,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$9,103,095
Net investment gain/loss from pooled separate accounts	2011-06-30	$273,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,270,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$6,720,847
Contract administrator fees	2011-06-30	$1,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MARCUM LLP
Accountancy firm EIN	2011-06-30	111986323

Form 5500 Responses for UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN

2021: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	Yes
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	Yes
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2018: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2017: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: UNIVERSITY OF BRIDGEPORT DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,802
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $932
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	0
Insurance policy start date	2021-07-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	792
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	84
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $3,666
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,253
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	96
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $372
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $307
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	825
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	857
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	104
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,465
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3512
Insurance broker organization code?	3

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	119
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $17,544
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	858
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	120
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $19,516
Total amount of fees paid to insurance company	USD $0
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,657
Insurance broker organization code?	3
Insurance broker name	SUSAN S CRIBB

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	884
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	96
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $13,334
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,173
Insurance broker organization code?	3
Insurance broker name	SUSAN S CRIBB

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	893
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	916
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	73
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $4,129
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,754
Insurance broker organization code?	3
Insurance broker name	GREGG A LIBUTTI

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	1097
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	53
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $2,942
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,649
Insurance broker organization code?	3
Insurance broker name	KYLE MARBURGER

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	24
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $607
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	47
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $6,867
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	1070
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

150234

Policy instance

Insurance contract or identification number	150234
Number of Individuals Covered	483
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	23
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $627
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )

Policy contract number

66935

Policy instance

Insurance contract or identification number	66935
Number of Individuals Covered	44
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $2,484
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 number

150231

Policy instance

Insurance contract or identification number	150231
Number of Individuals Covered	1063
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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 number

150234

Policy instance

Insurance contract or identification number	150234
Number of Individuals Covered	482
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNIVERSITY OF BRIDGEPORT
Employer identification number (EIN):	060646936
NAIC Classification:	611000