?>
Logo

ST. JOSEPH'S UNIVERSITY 403(B) PLAN 401k Plan overview

Plan NameST. JOSEPH'S UNIVERSITY 403(B) PLAN
Plan identification number 001

ST. JOSEPH'S UNIVERSITY 403(B) PLAN Benefits

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

401k Sponsoring company profile

ST. JOSEPH'S UNIVERSITY, NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:ST. JOSEPH'S UNIVERSITY, NEW YORK
Employer identification number (EIN):111733439
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOSEPH'S UNIVERSITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01D'ADRA CRUMP D'ADRA CRUMP2018-10-15
0012017-01-012018-10-15
0012016-01-01D'ADRA CRUMP D'ADRA CRUMP2017-10-16
0012015-01-01D'ADRA CRUMP D'ADRA CRUMP2016-10-17
0012014-01-01D'ADRA CRUMP D'ADRA CRUMP2015-10-15
0012013-01-01D'ADRA CRUMP D'ADRA CRUMP2014-10-15
0012012-01-01D'ADRA CRUMP D'ADRA CRUMP2013-10-10
0012011-01-01D'ADRA CRUMP D'ADRA CRUMP2012-10-12
0012010-01-01D'ADRA CRUMP D'ADRA CRUMP2011-09-22
0012009-01-01D'ADRA CRUMP D'ADRA CRUMP2010-10-15

Plan Statistics for ST. JOSEPH'S UNIVERSITY 403(B) PLAN

401k plan membership statisitcs for ST. JOSEPH'S UNIVERSITY 403(B) PLAN

Measure Date Value
2022: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,044
Total number of active participants reported on line 7a of the Form 55002022-01-01576
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01509
Total of all active and inactive participants2022-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,104
Number of participants with account balances2022-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,018
Total number of active participants reported on line 7a of the Form 55002021-01-01520
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01520
Total of all active and inactive participants2021-01-011,040
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-011,055
Number of participants with account balances2021-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,010
Total number of active participants reported on line 7a of the Form 55002020-01-01523
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01492
Total of all active and inactive participants2020-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-011,019
Number of participants with account balances2020-01-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01971
Total number of active participants reported on line 7a of the Form 55002019-01-01535
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01472
Total of all active and inactive participants2019-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,010
Number of participants with account balances2019-01-011,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01956
Total number of active participants reported on line 7a of the Form 55002018-01-01512
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01455
Total of all active and inactive participants2018-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01971
Number of participants with account balances2018-01-01959
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01916
Total number of active participants reported on line 7a of the Form 55002017-01-01514
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01439
Total of all active and inactive participants2017-01-01953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01956
Number of participants with account balances2017-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,328
Total number of active participants reported on line 7a of the Form 55002016-01-01813
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01541
Total of all active and inactive participants2016-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,355
Number of participants with account balances2016-01-011,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01799
Total number of active participants reported on line 7a of the Form 55002015-01-01518
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01332
Total of all active and inactive participants2015-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01851
Number of participants with account balances2015-01-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01760
Total number of active participants reported on line 7a of the Form 55002014-01-01545
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01252
Total of all active and inactive participants2014-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01799
Number of participants with account balances2014-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01762
Total number of active participants reported on line 7a of the Form 55002013-01-01756
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01219
Total of all active and inactive participants2013-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01976
Number of participants with account balances2013-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01399
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01428
Number of participants with account balances2012-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01637
Total number of active participants reported on line 7a of the Form 55002011-01-01530
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01205
Total of all active and inactive participants2011-01-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01737
Number of participants with account balances2011-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01671
Total number of active participants reported on line 7a of the Form 55002010-01-01445
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01188
Total of all active and inactive participants2010-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-01637
Number of participants with account balances2010-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01636
Total number of active participants reported on line 7a of the Form 55002009-01-01638
Number of retired or separated participants receiving benefits2009-01-0148
Number of other retired or separated participants entitled to future benefits2009-01-01167
Total of all active and inactive participants2009-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01856
Number of participants with account balances2009-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. JOSEPH'S UNIVERSITY 403(B) PLAN

Measure Date Value
2022 : ST. JOSEPH'S UNIVERSITY 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-8,743,141
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,086,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,083,914
Expenses. Certain deemed distributions of participant loans2022-12-31$2,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,891,868
Value of total assets at end of year2022-12-31$111,715,736
Value of total assets at beginning of year2022-12-31$124,545,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$645
Total interest from all sources2022-12-31$1,222,860
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,314,445
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$1,314,445
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,322,447
Participant contributions at end of year2022-12-31$158,169
Participant contributions at beginning of year2022-12-31$60,511
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$239,276
Other income not declared elsewhere2022-12-31$40,225
Administrative expenses (other) incurred2022-12-31$645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,829,922
Value of net assets at end of year (total assets less liabilities)2022-12-31$111,715,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$124,545,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,728,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$84,953,699
Value of interest in pooled separate accounts at end of year2022-12-31$7,583,376
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,839,670
Interest on participant loans2022-12-31$4,913
Interest earned on other investments2022-12-31$1,217,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$34,052,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,691,778
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$215,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,761,548
Net investment gain/loss from pooled separate accounts2022-12-31$549,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,330,145
Employer contributions (assets) at end of year2022-12-31$193,374
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,868,244
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : ST. JOSEPH'S UNIVERSITY 403(B) 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$18,361,751
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,943,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,942,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,089,884
Value of total assets at end of year2021-12-31$124,545,658
Value of total assets at beginning of year2021-12-31$111,127,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,170
Total interest from all sources2021-12-31$1,038,490
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,037,249
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$2,037,249
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,446,001
Participant contributions at end of year2021-12-31$60,511
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$298,032
Other income not declared elsewhere2021-12-31$30,074
Administrative expenses (other) incurred2021-12-31$1,170
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$13,417,924
Value of net assets at end of year (total assets less liabilities)2021-12-31$124,545,658
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$111,127,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,953,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,573,225
Value of interest in pooled separate accounts at end of year2021-12-31$6,839,670
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,621,305
Interest on participant loans2021-12-31$1,114
Interest earned on other investments2021-12-31$1,037,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,691,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$32,933,204
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$483,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,138,590
Net investment gain/loss from pooled separate accounts2021-12-31$1,027,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,345,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,458,795
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : ST. JOSEPH'S UNIVERSITY 403(B) 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$16,901,267
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,416,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,416,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,069,108
Value of total assets at end of year2020-12-31$111,127,734
Value of total assets at beginning of year2020-12-31$99,642,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$156
Total interest from all sources2020-12-31$1,136,692
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$692,639
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$692,639
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,326,451
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$38,513
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,015
Other income not declared elsewhere2020-12-31$6,917
Administrative expenses (other) incurred2020-12-31$156
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$11,484,787
Value of net assets at end of year (total assets less liabilities)2020-12-31$111,127,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$99,642,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$72,573,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,045,441
Value of interest in pooled separate accounts at end of year2020-12-31$5,621,305
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,429,551
Interest earned on other investments2020-12-31$1,136,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$32,933,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,129,442
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$35,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,051,697
Net investment gain/loss from pooled separate accounts2020-12-31$-55,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,343,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,381,244
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : ST. JOSEPH'S UNIVERSITY 403(B) 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$18,673,652
Total income from all sources (including contributions)2019-12-31$18,673,652
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$4,752,454
Total of all expenses incurred2019-12-31$4,752,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,752,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,752,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,347,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,347,095
Value of total assets at end of year2019-12-31$99,642,947
Value of total assets at end of year2019-12-31$99,642,947
Value of total assets at beginning of year2019-12-31$85,721,749
Value of total assets at beginning of year2019-12-31$85,721,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245
Total interest from all sources2019-12-31$1,085,120
Total interest from all sources2019-12-31$1,085,120
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$548,170
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$548,170
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$548,170
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$548,170
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,300,939
Contributions received from participants2019-12-31$2,300,939
Participant contributions at end of year2019-12-31$38,513
Participant contributions at end of year2019-12-31$38,513
Participant contributions at beginning of year2019-12-31$85,672
Participant contributions at beginning of year2019-12-31$85,672
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,005,983
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,005,983
Other income not declared elsewhere2019-12-31$5,935
Other income not declared elsewhere2019-12-31$5,935
Administrative expenses (other) incurred2019-12-31$245
Administrative expenses (other) incurred2019-12-31$245
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$13,921,198
Value of net income/loss2019-12-31$13,921,198
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,642,947
Value of net assets at end of year (total assets less liabilities)2019-12-31$99,642,947
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,721,749
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$85,721,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,045,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,045,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,276,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,276,464
Value of interest in pooled separate accounts at end of year2019-12-31$6,429,551
Value of interest in pooled separate accounts at end of year2019-12-31$6,429,551
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,021,868
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,021,868
Interest earned on other investments2019-12-31$1,085,120
Interest earned on other investments2019-12-31$1,085,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,129,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,129,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,178,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,178,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,351,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,351,994
Net investment gain/loss from pooled separate accounts2019-12-31$335,338
Net investment gain/loss from pooled separate accounts2019-12-31$335,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,040,173
Contributions received in cash from employer2019-12-31$2,040,173
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$159,444
Employer contributions (assets) at beginning of year2019-12-31$159,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,752,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,752,209
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : ST. JOSEPH'S UNIVERSITY 403(B) 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$1,978,667
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,928,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,928,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,545,351
Value of total assets at end of year2018-12-31$85,721,749
Value of total assets at beginning of year2018-12-31$87,671,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,072,267
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$863,955
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$863,955
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,254,183
Participant contributions at end of year2018-12-31$85,672
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$380,354
Other income not declared elsewhere2018-12-31$5,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,949,843
Value of net assets at end of year (total assets less liabilities)2018-12-31$85,721,749
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,671,592
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$49,276,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,531,222
Value of interest in pooled separate accounts at end of year2018-12-31$6,021,868
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,949,666
Interest earned on other investments2018-12-31$1,072,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,178,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$29,190,704
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$949,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,794,241
Net investment gain/loss from pooled separate accounts2018-12-31$286,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,910,814
Employer contributions (assets) at end of year2018-12-31$159,444
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,979,437
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : ST. JOSEPH'S UNIVERSITY 403(B) 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$13,850,411
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,785,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,785,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,189,261
Value of total assets at end of year2017-12-31$87,671,592
Value of total assets at beginning of year2017-12-31$77,606,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$240
Total interest from all sources2017-12-31$997,381
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$442,994
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$442,994
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,169,173
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$125,111
Administrative expenses (other) incurred2017-12-31$240
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$10,064,853
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,671,592
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$77,606,739
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$52,531,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,645,608
Value of interest in pooled separate accounts at end of year2017-12-31$5,949,666
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,666,294
Interest earned on other investments2017-12-31$997,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$29,190,704
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,294,837
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$88,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,971,330
Net investment gain/loss from pooled separate accounts2017-12-31$249,445
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$1,894,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,697,270
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$36,688,475
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$8,777,756
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,656,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,656,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,570,505
Value of total assets at end of year2016-12-31$77,606,739
Value of total assets at beginning of year2016-12-31$34,796,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$267
Total interest from all sources2016-12-31$998,797
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$264,408
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$264,408
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$2,177,821
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$490,108
Administrative expenses (other) incurred2016-12-31$267
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$6,121,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$77,606,739
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,796,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,645,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,499,251
Value of interest in pooled separate accounts at end of year2016-12-31$5,666,294
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,526,668
Interest earned on other investments2016-12-31$998,797
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,294,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,615,823
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$26,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,685,246
Net investment gain/loss from pooled separate accounts2016-12-31$258,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,902,576
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$155,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,629,181
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ST. JOSEPH'S UNIVERSITY 403(B) 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$2,441,358
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,049,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,049,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,857,682
Value of total assets at end of year2015-12-31$34,796,918
Value of total assets at beginning of year2015-12-31$34,404,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$417,482
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$157,678
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$157,678
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
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$392,317
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,796,918
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,404,601
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$21,499,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,751,964
Value of interest in pooled separate accounts at end of year2015-12-31$2,526,668
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,261,461
Interest earned on other investments2015-12-31$417,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,615,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,391,176
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$151,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-176,884
Net investment gain/loss from pooled separate accounts2015-12-31$185,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,857,682
Employer contributions (assets) at end of year2015-12-31$155,176
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,897,104
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ST. JOSEPH'S UNIVERSITY 403(B) 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$3,733,396
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,253,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,253,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,889,395
Value of total assets at end of year2014-12-31$34,404,601
Value of total assets at beginning of year2014-12-31$31,924,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$412,359
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$130,969
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$130,969
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,934
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$2,479,678
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,404,601
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,924,923
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$21,751,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,315,242
Value of interest in pooled separate accounts at end of year2014-12-31$2,261,461
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,779,952
Interest earned on other investments2014-12-31$412,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,391,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,829,729
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$299,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,068,435
Net investment gain/loss from pooled separate accounts2014-12-31$232,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,885,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$953,831
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ST. JOSEPH'S UNIVERSITY 403(B) 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$6,551,285
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,008,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,008,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,011,903
Value of total assets at end of year2013-12-31$31,924,923
Value of total assets at beginning of year2013-12-31$26,382,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$383,579
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$94,769
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$94,769
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$647,827
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$5,542,337
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,924,923
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,382,586
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$20,315,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,742,346
Value of interest in pooled separate accounts at end of year2013-12-31$1,779,952
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,493,378
Interest earned on other investments2013-12-31$383,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,829,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,146,862
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$179,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,908,327
Net investment gain/loss from pooled separate accounts2013-12-31$152,707
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$2,364,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$829,883
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE,LLP
Accountancy firm EIN2013-12-31390859910
2012 : ST. JOSEPH'S UNIVERSITY 403(B) 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$4,707,873
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$479,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$479,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,579,721
Value of total assets at end of year2012-12-31$26,382,586
Value of total assets at beginning of year2012-12-31$22,154,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$353,087
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,818
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$21,818
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
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$4,228,538
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,382,586
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,154,048
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$15,742,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,616,757
Value of interest in pooled separate accounts at end of year2012-12-31$1,493,378
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,185,239
Interest earned on other investments2012-12-31$353,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,146,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,352,052
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$124,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,626,290
Net investment gain/loss from pooled separate accounts2012-12-31$126,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,579,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$354,570
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : ST. JOSEPH'S UNIVERSITY 403(B) 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$2,624,932
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$363,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$363,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,272,637
Value of total assets at end of year2011-12-31$22,154,048
Value of total assets at beginning of year2011-12-31$19,893,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$319,934
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,215
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$4,215
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
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$2,261,035
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,154,048
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,893,013
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$12,616,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,610,510
Value of interest in pooled separate accounts at end of year2011-12-31$1,185,239
Value of interest in pooled separate accounts at beginning of year2011-12-31$898,545
Interest earned on other investments2011-12-31$319,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,352,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,383,958
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$13,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-96,806
Net investment gain/loss from pooled separate accounts2011-12-31$124,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,272,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$350,680
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2011-12-31112355064
2010 : ST. JOSEPH'S UNIVERSITY 403(B) 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$3,532,938
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$378,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$378,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,964,135
Value of total assets at end of year2010-12-31$19,893,013
Value of total assets at beginning of year2010-12-31$16,738,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$273,822
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$608
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$3,154,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,893,013
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,738,756
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$11,610,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,464,337
Value of interest in pooled separate accounts at end of year2010-12-31$898,545
Value of interest in pooled separate accounts at beginning of year2010-12-31$671,793
Interest earned on other investments2010-12-31$273,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,383,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,602,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,194,054
Net investment gain/loss from pooled separate accounts2010-12-31$100,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,963,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$378,681
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOLTZ RUBENSTEIN REMINICK LLP
Accountancy firm EIN2010-12-31112355064
2009 : ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. JOSEPH'S UNIVERSITY 403(B) PLAN

2022: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ST. JOSEPH'S UNIVERSITY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
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 number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered721
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,555
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
Commission paid to Insurance BrokerUSD $1,493
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered725
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
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered13
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,570
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
Commission paid to Insurance BrokerUSD $1,511
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered13
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,419
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
Commission paid to Insurance BrokerUSD $1,360
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered728
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered13
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,355
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
Commission paid to Insurance BrokerUSD $2,303
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered728
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
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 number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered716
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,386
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
Commission paid to Insurance BrokerUSD $2,333
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberGRA-1204A
Policy instance 3
Insurance contract or identification numberGRA-1204A
Number of Individuals Covered4
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 number386334
Policy instance 2
Insurance contract or identification number386334
Number of Individuals Covered718
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVE5002
Policy instance 1
Insurance contract or identification numberVE5002
Number of Individuals Covered16
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,297
Total amount of fees paid to insurance companyUSD $3
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
Commission paid to Insurance BrokerUSD $2,246
Insurance broker organization code?3
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerSUPPLEMENTAL CASH PAID
Insurance broker nameTORTORA, CHRISTOPHER
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered642
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 number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered638
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 number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered640
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 number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered757
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 number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered732
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 number386334
Policy instance 1
Insurance contract or identification number386334
Number of Individuals Covered634
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