?>
Logo

LONG ISLAND UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameLONG ISLAND UNIVERSITY RETIREMENT PLAN
Plan identification number 080

LONG ISLAND UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LONG ISLAND UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:LONG ISLAND UNIVERSITY
Employer identification number (EIN):111633516
NAIC Classification:611000

Additional information about LONG ISLAND UNIVERSITY

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 841397

More information about LONG ISLAND UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG ISLAND UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0802022-01-01
0802021-01-01
0802020-01-01
0802019-01-01
0802018-01-01
0802017-01-01CHRISTOPHER FEVOLA CHRISTOPHER FEVOLA2018-07-30
0802016-01-01CHRISTOPHER FEVOLA CHRISTOPHER FEVOLA2017-07-21
0802015-01-01CHRISTOPHER FEVOLA CHRISTOPHER FEVOLA2016-08-01
0802014-01-01CHRISTOPHER FEVOLA CHRISTOPHER FEVOLA2015-07-29
0802013-01-01CHRISTOPHER FEVOLA CHRISTOPHER FEVOLA2014-07-30
0802012-01-01DANIEL J. RODAS DANIEL J. RODAS2013-07-22
0802011-01-01DANIEL J. RODAS DANIEL J. RODAS2012-07-18
0802009-01-01DANIEL J. RODAS

Plan Statistics for LONG ISLAND UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for LONG ISLAND UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,203
Total number of active participants reported on line 7a of the Form 55002022-01-011,162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,041
Total of all active and inactive participants2022-01-014,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01139
Total participants2022-01-014,342
Number of participants with account balances2022-01-014,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,255
Total number of active participants reported on line 7a of the Form 55002021-01-011,216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,980
Total of all active and inactive participants2021-01-014,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01120
Total participants2021-01-014,316
Number of participants with account balances2021-01-014,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,243
Total number of active participants reported on line 7a of the Form 55002020-01-011,184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,998
Total of all active and inactive participants2020-01-014,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-014,203
Number of participants with account balances2020-01-014,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,230
Total number of active participants reported on line 7a of the Form 55002019-01-011,395
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,832
Total of all active and inactive participants2019-01-014,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-014,243
Number of participants with account balances2019-01-014,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,235
Total number of active participants reported on line 7a of the Form 55002018-01-011,588
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012,736
Total of all active and inactive participants2018-01-014,324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-014,337
Number of participants with account balances2018-01-014,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,221
Total number of active participants reported on line 7a of the Form 55002017-01-011,582
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,638
Total of all active and inactive participants2017-01-014,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0114
Total participants2017-01-014,234
Number of participants with account balances2017-01-014,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,292
Total number of active participants reported on line 7a of the Form 55002016-01-011,765
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,519
Total of all active and inactive participants2016-01-014,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-014,301
Number of participants with account balances2016-01-014,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,292
Total number of active participants reported on line 7a of the Form 55002015-01-011,951
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,350
Total of all active and inactive participants2015-01-014,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0115
Total participants2015-01-014,316
Number of participants with account balances2015-01-014,145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,386
Total number of active participants reported on line 7a of the Form 55002014-01-011,955
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,220
Total of all active and inactive participants2014-01-014,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-014,188
Number of participants with account balances2014-01-014,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,553
Total number of active participants reported on line 7a of the Form 55002013-01-012,358
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,142
Total of all active and inactive participants2013-01-014,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0114
Total participants2013-01-014,514
Number of participants with account balances2013-01-014,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,552
Total number of active participants reported on line 7a of the Form 55002012-01-012,446
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,093
Total of all active and inactive participants2012-01-014,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0114
Total participants2012-01-014,553
Number of participants with account balances2012-01-014,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,093
Total number of active participants reported on line 7a of the Form 55002011-01-012,253
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,789
Total of all active and inactive participants2011-01-014,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-014,051
Number of participants with account balances2011-01-013,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LONG ISLAND UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,024
Total number of active participants reported on line 7a of the Form 55002009-01-013,306
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01632
Total of all active and inactive participants2009-01-013,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-013,945
Number of participants with account balances2009-01-013,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LONG ISLAND UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-92,214,604
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$60,352,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,082,686
Expenses. Certain deemed distributions of participant loans2022-12-31$29,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,205,959
Value of total assets at end of year2022-12-31$961,996,830
Value of total assets at beginning of year2022-12-31$1,114,564,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$240,398
Total interest from all sources2022-12-31$13,605,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$14,394,826
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$14,394,826
Administrative expenses professional fees incurred2022-12-31$26,907
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,416,146
Participant contributions at end of year2022-12-31$861,908
Participant contributions at beginning of year2022-12-31$611,393
Participant contributions at end of year2022-12-31$552,485
Participant contributions at beginning of year2022-12-31$584,218
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$790,882
Other income not declared elsewhere2022-12-31$988,146
Administrative expenses (other) incurred2022-12-31$4,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-152,567,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$961,996,830
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,114,564,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$209,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$567,223,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$723,229,990
Value of interest in pooled separate accounts at end of year2022-12-31$52,933,561
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,933,206
Interest on participant loans2022-12-31$34,504
Interest earned on other investments2022-12-31$13,571,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$339,936,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$339,692,671
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,206,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-141,559,015
Net investment gain/loss from pooled separate accounts2022-12-31$4,149,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,998,931
Employer contributions (assets) at end of year2022-12-31$489,326
Employer contributions (assets) at beginning of year2022-12-31$512,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,876,248
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$144,190,689
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$73,144,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$72,988,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,868,136
Value of total assets at end of year2021-12-31$1,114,564,360
Value of total assets at beginning of year2021-12-31$1,043,518,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,290
Total interest from all sources2021-12-31$11,602,213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,360,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$13,360,999
Administrative expenses professional fees incurred2021-12-31$44,720
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,833,292
Participant contributions at end of year2021-12-31$611,393
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$584,218
Participant contributions at beginning of year2021-12-31$635,887
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,525,548
Other income not declared elsewhere2021-12-31$957,105
Administrative expenses (other) incurred2021-12-31$3,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$71,046,206
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,114,564,360
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,043,518,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$107,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$723,229,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$657,957,273
Value of interest in pooled separate accounts at end of year2021-12-31$49,933,206
Value of interest in pooled separate accounts at beginning of year2021-12-31$43,833,101
Interest on participant loans2021-12-31$11,294
Interest earned on other investments2021-12-31$11,590,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$339,692,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$340,516,859
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,261,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$90,715,217
Net investment gain/loss from pooled separate accounts2021-12-31$7,687,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,509,296
Employer contributions (assets) at end of year2021-12-31$512,882
Employer contributions (assets) at beginning of year2021-12-31$575,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,726,339
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$130,097,881
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$68,281,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$68,083,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$24,044,323
Value of total assets at end of year2020-12-31$1,043,518,154
Value of total assets at beginning of year2020-12-31$981,701,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,105
Total interest from all sources2020-12-31$12,936,576
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,016,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,016,055
Administrative expenses professional fees incurred2020-12-31$89,063
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,379,228
Participant contributions at end of year2020-12-31$635,887
Participant contributions at beginning of year2020-12-31$693,577
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,472,950
Other income not declared elsewhere2020-12-31$871,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$61,816,171
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,043,518,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$981,701,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$109,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$657,957,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$592,509,539
Value of interest in pooled separate accounts at end of year2020-12-31$43,833,101
Value of interest in pooled separate accounts at beginning of year2020-12-31$51,355,598
Interest earned on other investments2020-12-31$12,936,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$340,516,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$336,478,872
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,670,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$85,658,440
Net investment gain/loss from pooled separate accounts2020-12-31$-428,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,192,145
Employer contributions (assets) at end of year2020-12-31$575,034
Employer contributions (assets) at beginning of year2020-12-31$664,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,412,924
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$158,740,058
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$62,888,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,718,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,718,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,836,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,836,484
Value of total assets at end of year2019-12-31$981,701,983
Value of total assets at end of year2019-12-31$981,701,983
Value of total assets at beginning of year2019-12-31$885,850,505
Value of total assets at beginning of year2019-12-31$885,850,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,956
Total interest from all sources2019-12-31$13,029,016
Total interest from all sources2019-12-31$13,029,016
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,675,886
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,675,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,675,886
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,675,886
Administrative expenses professional fees incurred2019-12-31$64,694
Administrative expenses professional fees incurred2019-12-31$64,694
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,665,369
Contributions received from participants2019-12-31$10,665,369
Participant contributions at end of year2019-12-31$693,577
Participant contributions at end of year2019-12-31$693,577
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,784,957
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,784,957
Other income not declared elsewhere2019-12-31$896,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$95,851,478
Value of net assets at end of year (total assets less liabilities)2019-12-31$981,701,983
Value of net assets at end of year (total assets less liabilities)2019-12-31$981,701,983
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$885,850,505
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$885,850,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$105,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$592,509,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$592,509,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$497,894,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$497,894,698
Value of interest in pooled separate accounts at end of year2019-12-31$51,355,598
Value of interest in pooled separate accounts at end of year2019-12-31$51,355,598
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,990,815
Value of interest in pooled separate accounts at beginning of year2019-12-31$48,990,815
Interest earned on other investments2019-12-31$13,029,016
Interest earned on other investments2019-12-31$13,029,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$336,478,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$336,478,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$338,941,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$338,941,472
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,967,701
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,967,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$108,610,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$108,610,660
Net investment gain/loss from pooled separate accounts2019-12-31$2,691,749
Net investment gain/loss from pooled separate accounts2019-12-31$2,691,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,386,158
Contributions received in cash from employer2019-12-31$9,386,158
Employer contributions (assets) at end of year2019-12-31$664,397
Employer contributions (assets) at end of year2019-12-31$664,397
Employer contributions (assets) at beginning of year2019-12-31$23,520
Employer contributions (assets) at beginning of year2019-12-31$23,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$52,750,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$52,750,923
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,210,316
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$49,736,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,544,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$26,205,296
Value of total assets at end of year2018-12-31$885,850,505
Value of total assets at beginning of year2018-12-31$931,376,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$192,212
Total interest from all sources2018-12-31$13,549,003
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,059,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,059,167
Administrative expenses professional fees incurred2018-12-31$68,842
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$11,533,598
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$822,812
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,716,015
Other income not declared elsewhere2018-12-31$941,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-45,526,236
Value of net assets at end of year (total assets less liabilities)2018-12-31$885,850,505
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$931,376,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$123,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$497,894,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$548,284,178
Value of interest in pooled separate accounts at end of year2018-12-31$48,990,815
Value of interest in pooled separate accounts at beginning of year2018-12-31$47,995,349
Interest earned on other investments2018-12-31$13,549,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$338,941,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$333,543,225
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,139,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-46,799,916
Net investment gain/loss from pooled separate accounts2018-12-31$2,255,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,955,683
Employer contributions (assets) at end of year2018-12-31$23,520
Employer contributions (assets) at beginning of year2018-12-31$731,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,405,058
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$134,170,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$46,630,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$46,493,754
Expenses. Certain deemed distributions of participant loans2017-12-31$32,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,554,550
Value of total assets at end of year2017-12-31$931,376,741
Value of total assets at beginning of year2017-12-31$843,836,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$104,609
Total interest from all sources2017-12-31$12,996,825
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,109,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,109,221
Administrative expenses professional fees incurred2017-12-31$60,537
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$12,000,086
Participant contributions at end of year2017-12-31$822,812
Participant contributions at beginning of year2017-12-31$851,802
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,357,521
Other income not declared elsewhere2017-12-31$886,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$87,539,895
Value of net assets at end of year (total assets less liabilities)2017-12-31$931,376,741
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$843,836,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$44,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$548,284,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$466,666,706
Value of interest in pooled separate accounts at end of year2017-12-31$47,995,349
Value of interest in pooled separate accounts at beginning of year2017-12-31$46,474,430
Interest earned on other investments2017-12-31$12,996,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$333,543,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$329,076,827
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,570,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$84,588,179
Net investment gain/loss from pooled separate accounts2017-12-31$2,035,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$10,196,943
Employer contributions (assets) at end of year2017-12-31$731,177
Employer contributions (assets) at beginning of year2017-12-31$767,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$41,922,971
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$78,932,219
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$41,426,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$41,207,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,840,585
Value of total assets at end of year2016-12-31$843,836,846
Value of total assets at beginning of year2016-12-31$806,331,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$219,322
Total interest from all sources2016-12-31$13,895,766
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,375,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,375,350
Administrative expenses professional fees incurred2016-12-31$173,389
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,581,751
Participant contributions at end of year2016-12-31$851,802
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,597,492
Other income not declared elsewhere2016-12-31$829,451
Administrative expenses (other) incurred2016-12-31$13,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$37,505,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$843,836,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$806,331,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$32,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$466,666,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$441,322,291
Value of interest in pooled separate accounts at end of year2016-12-31$46,474,430
Value of interest in pooled separate accounts at beginning of year2016-12-31$42,583,615
Interest earned on other investments2016-12-31$13,895,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$329,076,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$322,425,654
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,023,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$30,741,015
Net investment gain/loss from pooled separate accounts2016-12-31$2,250,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,661,342
Employer contributions (assets) at end of year2016-12-31$767,081
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$38,183,662
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$42,794,852
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$56,999,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$56,797,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$28,378,899
Value of total assets at end of year2015-12-31$806,331,560
Value of total assets at beginning of year2015-12-31$820,536,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$201,857
Total interest from all sources2015-12-31$12,858,494
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,230,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,230,798
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$13,126,056
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,094,074
Other income not declared elsewhere2015-12-31$964,612
Administrative expenses (other) incurred2015-12-31$201,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-14,204,953
Value of net assets at end of year (total assets less liabilities)2015-12-31$806,331,560
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$820,536,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$441,322,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$461,942,324
Value of interest in pooled separate accounts at end of year2015-12-31$42,583,615
Value of interest in pooled separate accounts at beginning of year2015-12-31$38,282,977
Interest earned on other investments2015-12-31$12,858,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$322,425,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$320,311,212
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$5,511,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,786,948
Net investment gain/loss from pooled separate accounts2015-12-31$3,148,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,158,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$51,286,367
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$74,235,471
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$48,646,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$48,401,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,801,610
Value of total assets at end of year2014-12-31$820,536,513
Value of total assets at beginning of year2014-12-31$794,947,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$245,834
Total interest from all sources2014-12-31$13,237,858
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,177,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,177,158
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$13,274,061
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,750,484
Other income not declared elsewhere2014-12-31$1,090,048
Administrative expenses (other) incurred2014-12-31$245,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$25,588,569
Value of net assets at end of year (total assets less liabilities)2014-12-31$820,536,513
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$794,947,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$461,942,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$442,211,926
Value of interest in pooled separate accounts at end of year2014-12-31$38,282,977
Value of interest in pooled separate accounts at beginning of year2014-12-31$32,569,633
Interest earned on other investments2014-12-31$13,237,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$320,311,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$320,166,385
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$6,274,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,895,075
Net investment gain/loss from pooled separate accounts2014-12-31$4,033,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,777,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$42,126,838
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$132,792,540
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$53,565,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,220,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,345,619
Value of total assets at end of year2013-12-31$794,947,944
Value of total assets at beginning of year2013-12-31$715,721,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$345,113
Total interest from all sources2013-12-31$12,765,800
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,160,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,160,077
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$14,250,102
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$1,075,465
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,407,578
Other income not declared elsewhere2013-12-31$859,472
Administrative expenses (other) incurred2013-12-31$345,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$79,226,700
Value of net assets at end of year (total assets less liabilities)2013-12-31$794,947,944
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$715,721,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$442,211,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$375,210,307
Value of interest in pooled separate accounts at end of year2013-12-31$32,569,633
Value of interest in pooled separate accounts at beginning of year2013-12-31$27,003,648
Interest earned on other investments2013-12-31$12,765,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$320,166,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$311,442,727
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,474,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$79,899,260
Net investment gain/loss from pooled separate accounts2013-12-31$2,762,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,687,939
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$989,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$46,746,535
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$93,640,675
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,557,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,662,721
Expenses. Certain deemed distributions of participant loans2012-12-31$791,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,887,194
Value of total assets at end of year2012-12-31$715,721,244
Value of total assets at beginning of year2012-12-31$662,638,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$102,891
Total interest from all sources2012-12-31$12,251,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,994,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,994,696
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$14,752,235
Participant contributions at end of year2012-12-31$1,075,465
Participant contributions at beginning of year2012-12-31$988,963
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,036,346
Other income not declared elsewhere2012-12-31$506,557
Administrative expenses (other) incurred2012-12-31$102,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$53,083,162
Value of net assets at end of year (total assets less liabilities)2012-12-31$715,721,244
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$662,638,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$375,210,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$329,405,361
Value of interest in pooled separate accounts at end of year2012-12-31$27,003,648
Value of interest in pooled separate accounts at beginning of year2012-12-31$23,092,911
Interest earned on other investments2012-12-31$12,251,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$311,442,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$308,201,228
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,511,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$45,594,233
Net investment gain/loss from pooled separate accounts2012-12-31$2,406,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,098,613
Employer contributions (assets) at end of year2012-12-31$989,097
Employer contributions (assets) at beginning of year2012-12-31$949,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,151,156
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$34,847,652
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$30,871,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$30,804,771
Expenses. Certain deemed distributions of participant loans2011-12-31$13,960
Value of total corrective distributions2011-12-31$50,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$28,898,416
Value of total assets at end of year2011-12-31$662,638,082
Value of total assets at beginning of year2011-12-31$658,662,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,284
Total interest from all sources2011-12-31$12,004,237
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$965,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$965,437
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,902,399
Participant contributions at end of year2011-12-31$988,963
Participant contributions at beginning of year2011-12-31$1,053,396
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,094,453
Administrative expenses (other) incurred2011-12-31$2,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,975,783
Value of net assets at end of year (total assets less liabilities)2011-12-31$662,638,082
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$658,662,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$329,405,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$340,491,418
Value of interest in pooled separate accounts at end of year2011-12-31$23,092,911
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,740,065
Interest earned on other investments2011-12-31$12,004,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$308,201,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$298,372,838
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,164,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,540,360
Net investment gain/loss from pooled separate accounts2011-12-31$2,519,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,901,564
Employer contributions (assets) at end of year2011-12-31$949,619
Employer contributions (assets) at beginning of year2011-12-31$1,004,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,640,571
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : LONG ISLAND UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$81,032,924
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$26,760,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,760,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,994,752
Value of total assets at end of year2010-12-31$658,662,299
Value of total assets at beginning of year2010-12-31$604,389,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$11,071,092
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$427,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$427,669
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$14,249,331
Participant contributions at end of year2010-12-31$1,053,396
Participant contributions at beginning of year2010-12-31$1,187,343
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,037,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$54,272,625
Value of net assets at end of year (total assets less liabilities)2010-12-31$658,662,299
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$604,389,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$340,491,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$300,609,203
Value of interest in pooled separate accounts at end of year2010-12-31$17,740,065
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,479,819
Interest earned on other investments2010-12-31$11,071,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$298,372,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$288,030,345
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$4,009,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$39,600,100
Net investment gain/loss from pooled separate accounts2010-12-31$1,939,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,707,750
Employer contributions (assets) at end of year2010-12-31$1,004,582
Employer contributions (assets) at beginning of year2010-12-31$1,082,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,751,065
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for LONG ISLAND UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3056
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3083
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3243
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3303
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3462
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3514
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3612
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered4296
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3838
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102130
Policy instance 1
Insurance contract or identification number102130
Number of Individuals Covered3825
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3