401k Plan data: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER plan

LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 401k Plan overview

Plan Name	LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER
Plan identification number	521

LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

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

Company Name: UNIVERSITY OF ROCHESTER

Employer identification number (EIN): 160743209

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
521 2023-07-01
521 2023-07-01 KATHLEEN GALLUCCI
521 2022-07-01
521 2022-07-01 KATHLEEN GALLUCCI
521 2021-07-01
521 2021-07-01 KATHLEEN GALLUCCI
521 2020-07-01
521 2019-07-01
521 2018-07-01
521 2017-07-01 ANTHONY KINSLOW
521 2016-07-01 ANTHONY KINSLOW
521 2015-07-01 ANTHONY KINSLOW
521 2014-07-01 ANTHONY KINSLOW
521 2013-07-01 CHARLES MURPHY
521 2012-07-01 CHARLES MURPHY
521 2011-07-01 CHARLES MURPHY
521 2009-07-01 CHARLES MURPHY
521 2008-07-01 CHARLES MURPHY
521 2007-07-01 CHARLES MURPHY

Plan Statistics for LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER

401k plan membership statisitcs for LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER

Measure Date Value
2023: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2023 401k membership
Total participants, beginning-of-year 2023-07-01 1,079
Total number of active participants reported on line 7a of the Form 5500 2023-07-01 1,023
Number of retired or separated participants receiving benefits 2023-07-01 0
Number of other retired or separated participants entitled to future benefits 2023-07-01 0
Total of all active and inactive participants 2023-07-01 1,023
Total participants 2023-07-01 1,023
2022: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2022 401k membership
Total participants, beginning-of-year 2022-07-01 942
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 1,079
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 0
Total of all active and inactive participants 2022-07-01 1,079
Total participants 2022-07-01 1,079
2021: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2021 401k membership
Total participants, beginning-of-year 2021-07-01 912
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 942
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 942
Total participants 2021-07-01 942
2020: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,077
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 912
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 912
Total participants 2020-07-01 912
2019: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2019 401k membership
Total participants, beginning-of-year 2019-07-01 982
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,077
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 1,077
Total participants 2019-07-01 1,077
2018: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2018 401k membership
Total participants, beginning-of-year 2018-07-01 866
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 982
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 982
2017: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2017 401k membership
Total participants, beginning-of-year 2017-07-01 852
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 866
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 866
2016: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2016 401k membership
Total participants, beginning-of-year 2016-07-01 844
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 852
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 852
2015: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2015 401k membership
Total participants, beginning-of-year 2015-07-01 826
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 844
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 844
2014: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2014 401k membership
Total participants, beginning-of-year 2014-07-01 831
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 826
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 826
Total participants 2014-07-01 826
2013: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2013 401k membership
Total participants, beginning-of-year 2013-07-01 813
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 831
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 831
Total participants 2013-07-01 831
2012: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2012 401k membership
Total participants, beginning-of-year 2012-07-01 790
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 813
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 813
2011: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2011 401k membership
Total participants, beginning-of-year 2011-07-01 776
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 790
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 790
Total participants 2011-07-01 790
2009: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2009 401k membership
Total participants, beginning-of-year 2009-07-01 737
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 756
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 756
2008: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2008 401k membership
Total participants, beginning-of-year 2008-07-01 720
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 737
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 0
Total of all active and inactive participants 2008-07-01 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 737
2007: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2007 401k membership
Total participants, beginning-of-year 2007-07-01 741
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 720
Number of retired or separated participants receiving benefits 2007-07-01 0
Number of other retired or separated participants entitled to future benefits 2007-07-01 0
Total of all active and inactive participants 2007-07-01 720
Total participants 2007-07-01 720

Measure	Date	Value
2023: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2023 401k membership
Total participants, beginning-of-year	2023-07-01	1,079
Total number of active participants reported on line 7a of the Form 5500	2023-07-01	1,023
Number of retired or separated participants receiving benefits	2023-07-01	0
Number of other retired or separated participants entitled to future benefits	2023-07-01	0
Total of all active and inactive participants	2023-07-01	1,023
Total participants	2023-07-01	1,023
2022: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2022 401k membership
Total participants, beginning-of-year	2022-07-01	942
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	1,079
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	0
Total of all active and inactive participants	2022-07-01	1,079
Total participants	2022-07-01	1,079
2021: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2021 401k membership
Total participants, beginning-of-year	2021-07-01	912
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	942
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	942
Total participants	2021-07-01	942
2020: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,077
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	912
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	912
Total participants	2020-07-01	912
2019: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2019 401k membership
Total participants, beginning-of-year	2019-07-01	982
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,077
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	1,077
Total participants	2019-07-01	1,077
2018: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2018 401k membership
Total participants, beginning-of-year	2018-07-01	866
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	982
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	982
2017: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2017 401k membership
Total participants, beginning-of-year	2017-07-01	852
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	866
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	866
2016: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2016 401k membership
Total participants, beginning-of-year	2016-07-01	844
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	852
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	852
2015: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2015 401k membership
Total participants, beginning-of-year	2015-07-01	826
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	844
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	844
2014: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2014 401k membership
Total participants, beginning-of-year	2014-07-01	831
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	826
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	826
Total participants	2014-07-01	826
2013: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2013 401k membership
Total participants, beginning-of-year	2013-07-01	813
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	831
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	831
Total participants	2013-07-01	831
2012: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2012 401k membership
Total participants, beginning-of-year	2012-07-01	790
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	813
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	813
2011: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2011 401k membership
Total participants, beginning-of-year	2011-07-01	776
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	790
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	790
Total participants	2011-07-01	790
2009: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2009 401k membership
Total participants, beginning-of-year	2009-07-01	737
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	756
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	756
2008: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2008 401k membership
Total participants, beginning-of-year	2008-07-01	720
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	737
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	0
Total of all active and inactive participants	2008-07-01	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	737
2007: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2007 401k membership
Total participants, beginning-of-year	2007-07-01	741
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	720
Number of retired or separated participants receiving benefits	2007-07-01	0
Number of other retired or separated participants entitled to future benefits	2007-07-01	0
Total of all active and inactive participants	2007-07-01	720
Total participants	2007-07-01	720

Form 5500 Responses for LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER

2023: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2023 form 5500 responses
2023-07-01	Type of plan entity	Single employer plan
2023-07-01	Submission has been amended	No
2023-07-01	This submission is the final filing	No
2023-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-07-01	Plan is a collectively bargained plan	No
2023-07-01	Plan funding arrangement – Insurance	Yes
2023-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-07-01	Plan benefit arrangement – Insurance	Yes
2023-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement – General assets of the sponsor	Yes
2007: LONG-TERM DISABILITY FOR RESIDENTS OF THE UNIVERSITY OF ROCHESTER 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	First time form 5500 has been submitted	Yes
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2007-07-01	Plan funding arrangement – Insurance	Yes
2007-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2007-07-01	Plan benefit arrangement – Insurance	Yes
2007-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

Insurance contract or identification number	681458G
Number of Individuals Covered	1023
Insurance policy start date	2023-07-01
Insurance policy end date	2024-06-30
Total amount of commissions paid to insurance broker	USD $1,587
Total amount of fees paid to insurance company	USD $1,049
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

681458G

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00428654

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00428654

Policy instance

Potentially related plans

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Company Name:	UNIVERSITY OF ROCHESTER
Employer identification number (EIN):	160743209
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator
521	2023-07-01
521	2023-07-01	KATHLEEN GALLUCCI
521	2022-07-01
521	2022-07-01	KATHLEEN GALLUCCI
521	2021-07-01
521	2021-07-01	KATHLEEN GALLUCCI
521	2020-07-01
521	2019-07-01
521	2018-07-01
521	2017-07-01	ANTHONY KINSLOW
521	2016-07-01	ANTHONY KINSLOW
521	2015-07-01	ANTHONY KINSLOW
521	2014-07-01	ANTHONY KINSLOW
521	2013-07-01	CHARLES MURPHY
521	2012-07-01	CHARLES MURPHY
521	2011-07-01	CHARLES MURPHY
521	2009-07-01	CHARLES MURPHY
521	2008-07-01	CHARLES MURPHY
521	2007-07-01	CHARLES MURPHY