?>
Logo

RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 401k Plan overview

Plan NameRETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL
Plan identification number 002

RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

ST. PETERS UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:ST. PETERS UNIVERSITY
Employer identification number (EIN):221508627
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022021-07-01
0022020-07-01
0022019-07-01PAUL CIRAULO2021-04-14
0022019-07-01PAUL CIRAULO2021-12-22
0022018-07-01
0022017-07-01
0022016-07-01HECTOR PAREDES HECTOR PAREDES2018-04-16
0022015-07-01DENTON STARGEL2017-04-12 DENTON STARGEL2017-04-12
0022014-07-01DENTON STARGEL2016-04-15 DENTON STARGEL2016-04-15
0022013-07-01JOSEPH A. DESCISCIO2015-04-10 DENTON STARGEL2015-04-13
0022012-07-01DENTON STARGEL2014-04-11 DENTON STARGEL2014-04-11
0022011-07-01JOSEPH A. DESCISCIO DENTON STARGEL2013-04-12
0022010-07-01JOSEPH A. DESCISCIO DENTON STARGEL2012-04-17
0022009-07-01JOSEPH A. DESCISCIO

Plan Statistics for RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL

401k plan membership statisitcs for RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL

Measure Date Value
2021: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2021 401k membership
Total participants, beginning-of-year2021-07-01790
Total number of active participants reported on line 7a of the Form 55002021-07-01401
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01395
Total of all active and inactive participants2021-07-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-018
Total participants2021-07-01804
Number of participants with account balances2021-07-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-011
2020: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2020 401k membership
Total participants, beginning-of-year2020-07-01805
Total number of active participants reported on line 7a of the Form 55002020-07-01417
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01371
Total of all active and inactive participants2020-07-01788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01790
Number of participants with account balances2020-07-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-012
2019: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2019 401k membership
Total participants, beginning-of-year2019-07-01841
Total number of active participants reported on line 7a of the Form 55002019-07-01504
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01299
Total of all active and inactive participants2019-07-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01807
Number of participants with account balances2019-07-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-019
2018: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2018 401k membership
Total participants, beginning-of-year2018-07-01782
Total number of active participants reported on line 7a of the Form 55002018-07-01519
Number of other retired or separated participants entitled to future benefits2018-07-01321
Total of all active and inactive participants2018-07-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01841
Number of participants with account balances2018-07-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2017 401k membership
Total participants, beginning-of-year2017-07-01738
Total number of active participants reported on line 7a of the Form 55002017-07-01489
Number of other retired or separated participants entitled to future benefits2017-07-01292
Total of all active and inactive participants2017-07-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01782
Number of participants with account balances2017-07-01767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
2016: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2016 401k membership
Total participants, beginning-of-year2016-07-01683
Total number of active participants reported on line 7a of the Form 55002016-07-01460
Number of other retired or separated participants entitled to future benefits2016-07-01277
Total of all active and inactive participants2016-07-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01738
Number of participants with account balances2016-07-01702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2015 401k membership
Total participants, beginning-of-year2015-07-01675
Total number of active participants reported on line 7a of the Form 55002015-07-01412
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01270
Total of all active and inactive participants2015-07-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01683
Number of participants with account balances2015-07-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2014 401k membership
Total participants, beginning-of-year2014-07-01623
Total number of active participants reported on line 7a of the Form 55002014-07-01449
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01225
Total of all active and inactive participants2014-07-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01675
Number of participants with account balances2014-07-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-013
2013: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2013 401k membership
Total participants, beginning-of-year2013-07-01625
Total number of active participants reported on line 7a of the Form 55002013-07-01403
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01231
Total of all active and inactive participants2013-07-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01635
Number of participants with account balances2013-07-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-015
2012: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2012 401k membership
Total participants, beginning-of-year2012-07-01637
Total number of active participants reported on line 7a of the Form 55002012-07-01398
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01235
Total of all active and inactive participants2012-07-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01634
Number of participants with account balances2012-07-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0131
2011: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2011 401k membership
Total participants, beginning-of-year2011-07-01612
Total number of active participants reported on line 7a of the Form 55002011-07-01557
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0179
Total of all active and inactive participants2011-07-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01637
Number of participants with account balances2011-07-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2010 401k membership
Total participants, beginning-of-year2010-07-01578
Total number of active participants reported on line 7a of the Form 55002010-07-01544
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0168
Total of all active and inactive participants2010-07-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01612
Number of participants with account balances2010-07-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2009 401k membership
Total participants, beginning-of-year2009-07-01526
Total number of active participants reported on line 7a of the Form 55002009-07-01510
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0163
Total of all active and inactive participants2009-07-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01575
Number of participants with account balances2009-07-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL

Measure Date Value
2022 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-3,238,806
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,485,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,483,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,167,581
Value of total assets at end of year2022-06-30$52,404,809
Value of total assets at beginning of year2022-06-30$58,129,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,245
Total interest from all sources2022-06-30$355,128
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,057,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,057,872
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,887,479
Participant contributions at end of year2022-06-30$44,088
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Administrative expenses (other) incurred2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,724,483
Value of net assets at end of year (total assets less liabilities)2022-06-30$52,404,809
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$58,129,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$139
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$38,472,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$45,338,873
Value of interest in pooled separate accounts at end of year2022-06-30$3,582,717
Value of interest in pooled separate accounts at beginning of year2022-06-30$2,907,079
Interest on participant loans2022-06-30$223
Interest earned on other investments2022-06-30$354,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$10,305,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$9,883,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-8,491,917
Net investment gain/loss from pooled separate accounts2022-06-30$672,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,280,102
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,483,432
Contract administrator fees2022-06-30$2,106
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$14,492,998
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,465,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,465,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,461,040
Value of total assets at end of year2021-06-30$58,129,292
Value of total assets at beginning of year2021-06-30$46,101,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$58
Total interest from all sources2021-06-30$338,519
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$502,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$502,168
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,811,226
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$91,343
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$338,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,027,925
Value of net assets at end of year (total assets less liabilities)2021-06-30$58,129,292
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$46,101,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$58
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$45,338,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$34,195,238
Value of interest in pooled separate accounts at end of year2021-06-30$2,907,079
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,727,465
Interest earned on other investments2021-06-30$338,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$9,883,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,087,321
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$61,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,009,295
Net investment gain/loss from pooled separate accounts2021-06-30$181,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$311,122
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,403,463
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$4,433,788
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,815,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,718,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,820,489
Value of total assets at end of year2020-06-30$46,010,024
Value of total assets at beginning of year2020-06-30$43,391,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$96,657
Total interest from all sources2020-06-30$317,738
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$419,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$419,839
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,735,188
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$127,695
Administrative expenses (other) incurred2020-06-30$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,618,552
Value of net assets at end of year (total assets less liabilities)2020-06-30$46,010,024
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$43,391,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$34,195,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$32,684,375
Value of interest in pooled separate accounts at end of year2020-06-30$2,727,465
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,689,128
Interest earned on other investments2020-06-30$317,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$9,087,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8,017,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$848,058
Net investment gain/loss from pooled separate accounts2020-06-30$27,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$957,606
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,718,579
Contract administrator fees2020-06-30$96,532
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$5,153,129
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,710,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,504,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,248,912
Value of total assets at end of year2019-06-30$43,391,472
Value of total assets at beginning of year2019-06-30$39,949,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$206,344
Total interest from all sources2019-06-30$295,650
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$597,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$597,174
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,739,490
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$141,613
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$183,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,442,369
Value of net assets at end of year (total assets less liabilities)2019-06-30$43,391,472
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$39,949,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$32,684,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$29,709,104
Value of interest in pooled separate accounts at end of year2019-06-30$2,689,128
Value of interest in pooled separate accounts at beginning of year2019-06-30$2,548,913
Interest on participant loans2019-06-30$295,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8,017,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$7,439,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$876,061
Net investment gain/loss from pooled separate accounts2019-06-30$135,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,325,746
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$110,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,504,416
Contract administrator fees2019-06-30$206,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BDG-CPAS
Accountancy firm EIN2019-06-30222625944
2018 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$6,708,901
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$955,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$726,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,504,659
Value of total assets at end of year2018-06-30$39,949,103
Value of total assets at beginning of year2018-06-30$34,195,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$228,642
Total interest from all sources2018-06-30$263,374
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$400,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$400,351
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,758,795
Participant contributions at end of year2018-06-30$141,613
Participant contributions at beginning of year2018-06-30$30,387
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$378,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$5,753,271
Value of net assets at end of year (total assets less liabilities)2018-06-30$39,949,103
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$34,195,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$29,709,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$25,317,931
Value of interest in pooled separate accounts at end of year2018-06-30$2,548,913
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,211,866
Interest on participant loans2018-06-30$263,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$7,439,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,613,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,422,266
Net investment gain/loss from pooled separate accounts2018-06-30$118,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,367,190
Employer contributions (assets) at end of year2018-06-30$110,111
Employer contributions (assets) at beginning of year2018-06-30$22,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$726,988
Contract administrator fees2018-06-30$228,642
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BDG-CPAS.
Accountancy firm EIN2018-06-30222625944
2017 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets from this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,813,979
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$544,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$543,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,274,405
Value of total assets at end of year2017-06-30$34,195,832
Value of total assets at beginning of year2017-06-30$27,925,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$188
Total interest from all sources2017-06-30$244,812
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$250,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$250,782
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,615,865
Participant contributions at end of year2017-06-30$30,387
Participant contributions at beginning of year2017-06-30$32,014
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$443,745
Other income not declared elsewhere2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$6,269,914
Value of net assets at end of year (total assets less liabilities)2017-06-30$34,195,832
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$27,925,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$25,317,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$19,937,750
Value of interest in pooled separate accounts at end of year2017-06-30$2,211,866
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,008,275
Interest earned on other investments2017-06-30$244,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,613,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$5,919,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,962,507
Net investment gain/loss from pooled separate accounts2017-06-30$81,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,214,795
Employer contributions (assets) at end of year2017-06-30$22,382
Employer contributions (assets) at beginning of year2017-06-30$28,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$543,877
Contract administrator fees2017-06-30$188
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2017-06-30222625944
2016 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Expenses. Interest paid2016-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-06-30$0
Total income from all sources (including contributions)2016-06-30$2,740,040
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$452,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$452,461
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,678,915
Value of total assets at end of year2016-06-30$27,925,918
Value of total assets at beginning of year2016-06-30$25,638,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$364
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$219,333
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$259,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$259,229
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,417,543
Participant contributions at end of year2016-06-30$32,014
Participant contributions at beginning of year2016-06-30$26,565
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$217,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$2,287,215
Value of net assets at end of year (total assets less liabilities)2016-06-30$27,925,918
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$25,638,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$19,937,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$18,403,150
Value of interest in pooled separate accounts at end of year2016-06-30$2,008,275
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,766,761
Interest on participant loans2016-06-30$0
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$219,333
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$5,919,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,415,260
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$58,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-544,362
Net investment gain/loss from pooled separate accounts2016-06-30$126,925
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,043,834
Employer contributions (assets) at end of year2016-06-30$28,073
Employer contributions (assets) at beginning of year2016-06-30$26,967
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$393,881
Contract administrator fees2016-06-30$364
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2016-06-30222625944
2015 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$3,696,321
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,218,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,218,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,562,940
Value of total assets at end of year2015-06-30$25,638,703
Value of total assets at beginning of year2015-06-30$23,160,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$133
Total interest from all sources2015-06-30$197,281
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$202,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$202,971
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,255,667
Participant contributions at end of year2015-06-30$26,565
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$305,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$2,478,024
Value of net assets at end of year (total assets less liabilities)2015-06-30$25,638,703
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,160,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$18,403,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$16,785,522
Value of interest in pooled separate accounts at end of year2015-06-30$1,766,761
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,537,296
Interest on participant loans2015-06-30$0
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$197,281
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,415,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$4,837,861
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$522,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$565,276
Net investment gain/loss from pooled separate accounts2015-06-30$167,853
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,001,913
Employer contributions (assets) at end of year2015-06-30$26,967
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$695,785
Contract administrator fees2015-06-30$133
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2015-06-30222625944
2014 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$5,099,790
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$385,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$384,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,055,497
Value of total assets at end of year2014-06-30$23,160,679
Value of total assets at beginning of year2014-06-30$18,446,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$882
Total interest from all sources2014-06-30$176,992
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$150,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$150,459
Assets. Real estate other than employer real property at end of year2014-06-30$0
Assets. Real estate other than employer real property at beginning of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,115,575
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Assets. Other investments not covered elsewhere at end of year2014-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$28,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Assets. Loans (other than to participants) at end of year2014-06-30$0
Assets. Loans (other than to participants) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Liabilities. Value of operating payables at end of year2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$21,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$4,714,475
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,160,679
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$18,446,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$0
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$16,785,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$12,956,329
Value of interest in pooled separate accounts at end of year2014-06-30$1,537,296
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,305,522
Interest earned on other investments2014-06-30$176,992
Value of interest in master investment trust accounts at end of year2014-06-30$0
Value of interest in master investment trust accounts at beginning of year2014-06-30$0
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest in common/collective trusts at beginning of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$4,837,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$4,142,003
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$12,593
Asset value of US Government securities at end of year2014-06-30$0
Asset value of US Government securities at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,569,149
Net investment gain/loss from pooled separate accounts2014-06-30$147,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Assets. Invements in employer securities at end of year2014-06-30$0
Assets. Invements in employer securities at beginning of year2014-06-30$0
Assets. Value of employer real property at end of year2014-06-30$0
Assets. Value of employer real property at beginning of year2014-06-30$0
Contributions received in cash from employer2014-06-30$911,219
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$21,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$371,840
Asset. Corporate debt instrument preferred debt at end of year2014-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$0
Contract administrator fees2014-06-30$882
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$0
Liabilities. Value of benefit claims payable at end of year2014-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Liabilities. Value of acquisition indebtedness at end of year2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BECHER, DELLA TORRE, GITTO & CO.
Accountancy firm EIN2014-06-30222625944
2013 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,992,327
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$486,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$485,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,169,056
Value of total assets at end of year2013-06-30$18,446,204
Value of total assets at beginning of year2013-06-30$14,940,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$951
Total interest from all sources2013-06-30$154,275
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$65,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$65,836
Administrative expenses professional fees incurred2013-06-30$951
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,055,106
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$358,734
Total non interest bearing cash at end of year2013-06-30$21,282
Total non interest bearing cash at beginning of year2013-06-30$20,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,505,402
Value of net assets at end of year (total assets less liabilities)2013-06-30$18,446,204
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$14,940,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$12,956,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$10,178,029
Value of interest in pooled separate accounts at end of year2013-06-30$1,305,522
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,064,021
Interest earned on other investments2013-06-30$154,275
Value of interest in master investment trust accounts at end of year2013-06-30$0
Value of interest in master investment trust accounts at beginning of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$4,142,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,659,609
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$42,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,504,297
Net investment gain/loss from pooled separate accounts2013-06-30$98,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$755,216
Employer contributions (assets) at end of year2013-06-30$21,068
Employer contributions (assets) at beginning of year2013-06-30$18,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$443,881
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BECHER, DELLA TORRE, GITTO & CO
Accountancy firm EIN2013-06-30222625944
2012 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$2,029,654
Total of all expenses incurred2012-06-30$356,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$356,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,737,854
Value of total assets at end of year2012-06-30$14,940,802
Value of total assets at beginning of year2012-06-30$13,267,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$267
Total interest from all sources2012-06-30$140,324
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$35,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$35,484
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$917,634
Participant contributions at end of year2012-06-30$18,871
Participant contributions at beginning of year2012-06-30$3,235
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$53,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,672,969
Value of net assets at end of year (total assets less liabilities)2012-06-30$14,940,802
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$13,267,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$10,178,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$9,128,339
Value of interest in pooled separate accounts at end of year2012-06-30$1,064,021
Value of interest in pooled separate accounts at beginning of year2012-06-30$874,992
Interest earned on other investments2012-06-30$140,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,659,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,258,265
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$56,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$13,271
Net investment gain/loss from pooled separate accounts2012-06-30$102,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$766,530
Employer contributions (assets) at end of year2012-06-30$20,272
Employer contributions (assets) at beginning of year2012-06-30$3,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$299,864
Contract administrator fees2012-06-30$267
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BECHER DELLA TORRE GITTO
Accountancy firm EIN2012-06-30222625944
2011 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,739,312
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$147,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$147,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,813,154
Value of total assets at end of year2011-06-30$13,267,833
Value of total assets at beginning of year2011-06-30$9,676,056
Total interest from all sources2011-06-30$120,553
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$14,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$14,886
Assets. Real estate other than employer real property at beginning of year2011-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$938,426
Participant contributions at beginning of year2011-06-30$0
Participant contributions at end of year2011-06-30$3,235
Participant contributions at beginning of year2011-06-30$20,443
Assets. Other investments not covered elsewhere at end of year2011-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$10,351
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Assets. Loans (other than to participants) at beginning of year2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$3,591,777
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,267,833
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,676,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at beginning of year2011-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$9,128,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,173,420
Value of interest in pooled separate accounts at end of year2011-06-30$874,992
Value of interest in pooled separate accounts at beginning of year2011-06-30$637,821
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$120,553
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Value of interest in master investment trust accounts at end of year2011-06-30$0
Value of interest in master investment trust accounts at beginning of year2011-06-30$0
Value of interest in common/collective trusts at beginning of year2011-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,258,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,823,969
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$46,470
Asset value of US Government securities at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,660,026
Net investment gain/loss from pooled separate accounts2011-06-30$130,693
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$864,377
Employer contributions (assets) at end of year2011-06-30$3,002
Employer contributions (assets) at beginning of year2011-06-30$20,403
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$101,065
Asset. Corporate debt instrument preferred debt at beginning of year2011-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BECHER DELLA TORRE GITTO
Accountancy firm EIN2011-06-30222625944
2010 : RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL

2021: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2021 form 5500 responses
2021-07-01Type of plan entityMulitple employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2020 form 5500 responses
2020-07-01Type of plan entityMulitple employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2013 form 5500 responses
2013-07-01Type of plan entityMulitple employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2012 form 5500 responses
2012-07-01Type of plan entityMulitple employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2010 form 5500 responses
2010-07-01Type of plan entityMulitple employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR SAINT PETER'S COLLEGE AND SAINT PETER'S PREP SCHOOL 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered479
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered473
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered478
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered490
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered474
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered448
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454/386428
Policy instance 1
Insurance contract or identification number150454/386428
Number of Individuals Covered456
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number1504554/386428
Policy instance 1
Insurance contract or identification number1504554/386428
Number of Individuals Covered623
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number1504554/386428
Policy instance 1
Insurance contract or identification number1504554/386428
Number of Individuals Covered614
Insurance policy start date2012-07-01
Insurance policy end date2103-06-30
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 number150454
Policy instance 1
Insurance contract or identification number150454
Number of Individuals Covered614
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150454
Policy instance 1
Insurance contract or identification number150454
Number of Individuals Covered589
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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