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THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:THE UNIVERSITY OF THE ARTS
Employer identification number (EIN):231639911
NAIC Classification:611000

Additional information about THE UNIVERSITY OF THE ARTS

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 278185

More information about THE UNIVERSITY OF THE ARTS

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01CHRISTINE SCHAEFER JAMES SQUADRITO2019-06-26
0012017-01-01CHRISTINE SCHAEFER RONALD PASCERI2018-06-29
0012016-01-01CHRISTINE SCHAEFER RONALD PASCERI2017-07-27
0012015-01-01CHRISTINE SCHAEFER RONALD PASCERI2016-08-19
0012014-01-01CHRISTINE SCHAEFER RONALD PASCERI2015-10-12
0012013-01-01CHRISTINE SCHAEFER RONALD PASCERI2014-10-13
0012012-01-01RONALD PASCERI
0012011-01-01JENNIFER EDWARDS RONALD PASCERI2012-10-13
0012010-01-01JENNIFER EDWARDS ROBERT W. RICHARDSON2011-10-17
0012009-01-01JENNIFER EDWARDS ROBERT RICHARDSON2011-07-18
0012009-01-01JENNIFER EDWARDS ROBERT W RICHARDSON2010-10-14
0012008-01-01JENNIFER EDWARDS ROBERT RICHARDSON2011-03-01

Plan Statistics for THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01998
Total number of active participants reported on line 7a of the Form 55002022-01-01286
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01659
Total of all active and inactive participants2022-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-01958
Number of participants with account balances2022-01-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,020
Total number of active participants reported on line 7a of the Form 55002021-01-01322
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01666
Total of all active and inactive participants2021-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01998
Number of participants with account balances2021-01-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,044
Total number of active participants reported on line 7a of the Form 55002020-01-01338
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01683
Total of all active and inactive participants2020-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,031
Number of participants with account balances2020-01-011,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,029
Total number of active participants reported on line 7a of the Form 55002019-01-01365
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01669
Total of all active and inactive participants2019-01-011,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,044
Number of participants with account balances2019-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01994
Total number of active participants reported on line 7a of the Form 55002018-01-01342
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01679
Total of all active and inactive participants2018-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,029
Number of participants with account balances2018-01-011,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01977
Total number of active participants reported on line 7a of the Form 55002017-01-01337
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01652
Total of all active and inactive participants2017-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-01995
Number of participants with account balances2017-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01961
Total number of active participants reported on line 7a of the Form 55002016-01-01376
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01594
Total of all active and inactive participants2016-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01977
Number of participants with account balances2016-01-01973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01945
Total number of active participants reported on line 7a of the Form 55002015-01-01373
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01579
Total of all active and inactive participants2015-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01961
Number of participants with account balances2015-01-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01933
Total number of active participants reported on line 7a of the Form 55002014-01-01358
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01580
Total of all active and inactive participants2014-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01945
Number of participants with account balances2014-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01972
Total number of active participants reported on line 7a of the Form 55002013-01-01368
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01568
Total of all active and inactive participants2013-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01939
Number of participants with account balances2013-01-01930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01990
Total number of active participants reported on line 7a of the Form 55002012-01-01451
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01527
Total of all active and inactive participants2012-01-01978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01982
Number of participants with account balances2012-01-01923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01962
Total number of active participants reported on line 7a of the Form 55002011-01-01513
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01473
Total of all active and inactive participants2011-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01990
Number of participants with account balances2011-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01937
Total number of active participants reported on line 7a of the Form 55002010-01-01511
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01448
Total of all active and inactive participants2010-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01962
Number of participants with account balances2010-01-01905
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01923
Total number of active participants reported on line 7a of the Form 55002009-01-01726
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01153
Total of all active and inactive participants2009-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01882
Number of participants with account balances2009-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01950
Total number of active participants reported on line 7a of the Form 55002008-01-01777
Number of other retired or separated participants entitled to future benefits2008-01-01186
Total of all active and inactive participants2008-01-01963
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-013
Total participants2008-01-01966
Number of participants with account balances2008-01-01966

Financial Data on THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,155,275
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,918,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,863,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,810,053
Value of total assets at end of year2022-12-31$91,300,037
Value of total assets at beginning of year2022-12-31$108,374,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,846
Total interest from all sources2022-12-31$1,115,259
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,349,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,349,493
Administrative expenses professional fees incurred2022-12-31$15,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,074,962
Participant contributions at end of year2022-12-31$33,127
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$1,798
Participant contributions at beginning of year2022-12-31$1,656
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,460
Other income not declared elsewhere2022-12-31$57,810
Administrative expenses (other) incurred2022-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,074,273
Value of net assets at end of year (total assets less liabilities)2022-12-31$91,300,037
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$108,374,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$59,548,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,254,005
Value of interest in pooled separate accounts at end of year2022-12-31$4,578,632
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,543,034
Interest on participant loans2022-12-31$889
Interest earned on other investments2022-12-31$1,114,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$27,136,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$27,575,347
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$411,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,869,173
Net investment gain/loss from pooled separate accounts2022-12-31$381,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$722,631
Employer contributions (assets) at end of year2022-12-31$1,842
Employer contributions (assets) at beginning of year2022-12-31$268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,451,352
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,706,906
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,110,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,108,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,177,770
Value of total assets at end of year2021-12-31$108,374,310
Value of total assets at beginning of year2021-12-31$100,777,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,736
Total interest from all sources2021-12-31$981,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,287,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,287,381
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,021,543
Participant contributions at end of year2021-12-31$1,656
Participant contributions at beginning of year2021-12-31$2,512
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,105
Administrative expenses (other) incurred2021-12-31$1,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,596,846
Value of net assets at end of year (total assets less liabilities)2021-12-31$108,374,310
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$100,777,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,254,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$68,493,026
Value of interest in pooled separate accounts at end of year2021-12-31$4,543,034
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,948,631
Interest earned on other investments2021-12-31$981,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$27,575,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,331,995
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$366,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,565,253
Net investment gain/loss from pooled separate accounts2021-12-31$694,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$141,122
Employer contributions (assets) at end of year2021-12-31$268
Employer contributions (assets) at beginning of year2021-12-31$1,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,741,978
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,314,599
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,343,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,332,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,239,430
Value of total assets at end of year2020-12-31$100,777,464
Value of total assets at beginning of year2020-12-31$92,806,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,107
Total interest from all sources2020-12-31$1,121,452
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,251,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,251,894
Administrative expenses professional fees incurred2020-12-31$11,104
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,168,057
Participant contributions at end of year2020-12-31$2,512
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$47,819
Administrative expenses (other) incurred2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,971,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$100,777,464
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$92,806,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$68,493,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,387,874
Value of interest in pooled separate accounts at end of year2020-12-31$3,948,631
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,109,318
Interest earned on other investments2020-12-31$1,121,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,331,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,309,097
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$255,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,738,117
Net investment gain/loss from pooled separate accounts2020-12-31$-36,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,023,554
Employer contributions (assets) at end of year2020-12-31$1,300
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,077,038
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,814,732
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,350,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,328,327
Expenses. Certain deemed distributions of participant loans2019-12-31$22,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,104,000
Value of total assets at end of year2019-12-31$92,806,289
Value of total assets at beginning of year2019-12-31$80,341,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,105,281
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$948,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$948,480
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,280,485
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,180,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,464,346
Value of net assets at end of year (total assets less liabilities)2019-12-31$92,806,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,341,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,387,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,783,796
Value of interest in pooled separate accounts at end of year2019-12-31$4,109,318
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,729,705
Interest earned on other investments2019-12-31$1,105,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,309,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,828,442
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$163,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,447,503
Net investment gain/loss from pooled separate accounts2019-12-31$209,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,643,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,165,194
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$102,753
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,646,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,646,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,483,598
Value of total assets at end of year2018-12-31$80,341,943
Value of total assets at beginning of year2018-12-31$87,885,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,162,293
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,106,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,106,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,226,808
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$57,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,543,803
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,341,943
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,885,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$48,783,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,485,573
Value of interest in pooled separate accounts at end of year2018-12-31$3,729,705
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,559,687
Interest earned on other investments2018-12-31$1,162,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,828,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$28,840,486
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,556,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,819,465
Net investment gain/loss from pooled separate accounts2018-12-31$169,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,199,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,090,264
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$7,332
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,035,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,896,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,896,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,868,830
Value of total assets at end of year2017-12-31$87,885,746
Value of total assets at beginning of year2017-12-31$78,738,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,147,457
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$756,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$756,341
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,241,674
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$422,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,139,505
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,885,746
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,738,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,485,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,453,514
Value of interest in pooled separate accounts at end of year2017-12-31$3,559,687
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,288,138
Interest earned on other investments2017-12-31$1,147,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$28,840,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$27,997,257
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$286,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,117,946
Net investment gain/loss from pooled separate accounts2017-12-31$145,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,204,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,609,307
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,969,450
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,730,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,724,752
Expenses. Certain deemed distributions of participant loans2016-12-31$5,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,554,584
Value of total assets at end of year2016-12-31$78,738,909
Value of total assets at beginning of year2016-12-31$75,499,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,218,010
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$494,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$494,221
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,217,783
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$154,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,239,375
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,738,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$75,499,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,453,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$44,419,009
Value of interest in pooled separate accounts at end of year2016-12-31$3,288,138
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,984,283
Interest earned on other investments2016-12-31$1,218,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$27,997,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,096,242
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$797,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,541,840
Net investment gain/loss from pooled separate accounts2016-12-31$160,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,182,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,927,633
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,212,989
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,139,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,139,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,826,560
Value of total assets at end of year2015-12-31$75,499,534
Value of total assets at beginning of year2015-12-31$76,426,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$50
Total interest from all sources2015-12-31$1,141,446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$617,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$617,166
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,229,843
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$434,133
Administrative expenses (other) incurred2015-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-926,595
Value of net assets at end of year (total assets less liabilities)2015-12-31$75,499,534
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$76,426,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$44,419,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,461,511
Value of interest in pooled separate accounts at end of year2015-12-31$2,984,283
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,619,055
Interest earned on other investments2015-12-31$1,141,446
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,096,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,345,563
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$621,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-591,070
Net investment gain/loss from pooled separate accounts2015-12-31$218,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,162,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,517,785
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,691,415
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,893,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,893,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,465,848
Value of total assets at end of year2014-12-31$76,426,129
Value of total assets at beginning of year2014-12-31$73,628,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,151,756
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$502,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$502,579
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,315,870
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$970,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,798,049
Value of net assets at end of year (total assets less liabilities)2014-12-31$76,426,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,628,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,461,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,842,047
Value of interest in pooled separate accounts at end of year2014-12-31$2,619,055
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,208,401
Interest earned on other investments2014-12-31$1,151,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,345,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$26,577,632
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$179,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,301,227
Net investment gain/loss from pooled separate accounts2014-12-31$270,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,179,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,713,805
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,551,231
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,377,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,377,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,439,590
Value of total assets at end of year2013-12-31$73,628,080
Value of total assets at beginning of year2013-12-31$64,454,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,092,865
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$432,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$432,278
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,349,082
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,341
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,173,975
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,628,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$64,454,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$44,842,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,562,255
Value of interest in pooled separate accounts at end of year2013-12-31$2,208,401
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,933,642
Interest earned on other investments2013-12-31$1,092,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$26,577,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$25,948,922
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$398,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,399,000
Net investment gain/loss from pooled separate accounts2013-12-31$187,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,086,047
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$4,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,978,528
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,211,440
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,961,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,902,924
Expenses. Certain deemed distributions of participant loans2012-12-31$58,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,546,028
Value of total assets at end of year2012-12-31$64,454,105
Value of total assets at beginning of year2012-12-31$59,204,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,039,281
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$155,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$155,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,389,908
Participant contributions at end of year2012-12-31$4,341
Participant contributions at beginning of year2012-12-31$5,735
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$170,604
Other income not declared elsewhere2012-12-31$60,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,249,826
Value of net assets at end of year (total assets less liabilities)2012-12-31$64,454,105
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$59,204,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$36,562,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,118,529
Value of interest in pooled separate accounts at end of year2012-12-31$1,933,642
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,591,410
Interest earned on other investments2012-12-31$1,039,281
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$25,948,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$25,483,077
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$655,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,240,954
Net investment gain/loss from pooled separate accounts2012-12-31$168,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$985,516
Employer contributions (assets) at end of year2012-12-31$4,945
Employer contributions (assets) at beginning of year2012-12-31$5,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,247,574
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,031,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,122,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,122,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,481,064
Value of total assets at end of year2011-12-31$59,204,279
Value of total assets at beginning of year2011-12-31$58,295,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,015,524
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$97,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$97,301
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,426,667
Participant contributions at end of year2011-12-31$5,735
Participant contributions at beginning of year2011-12-31$6,132
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$137,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$908,411
Value of net assets at end of year (total assets less liabilities)2011-12-31$59,204,279
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,295,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,118,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,452,780
Value of interest in pooled separate accounts at end of year2011-12-31$1,591,410
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,401,475
Interest earned on other investments2011-12-31$1,015,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$25,483,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$24,429,530
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$523,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-744,729
Net investment gain/loss from pooled separate accounts2011-12-31$182,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$917,382
Employer contributions (assets) at end of year2011-12-31$5,528
Employer contributions (assets) at beginning of year2011-12-31$5,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,599,102
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,000,748
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,968,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,968,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,372,807
Value of total assets at end of year2010-12-31$58,295,868
Value of total assets at beginning of year2010-12-31$53,263,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$921,025
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,400
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,452,760
Participant contributions at end of year2010-12-31$6,132
Participant contributions at beginning of year2010-12-31$129,332
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,032,511
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,295,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,263,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,452,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,566,984
Value of interest in pooled separate accounts at end of year2010-12-31$1,401,475
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,135,991
Interest earned on other investments2010-12-31$921,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$24,429,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,348,549
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$30,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,504,689
Net investment gain/loss from pooled separate accounts2010-12-31$157,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$915,385
Employer contributions (assets) at end of year2010-12-31$5,951
Employer contributions (assets) at beginning of year2010-12-31$82,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,937,683
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE UNIVERSITY OF THE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered652
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered666
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered688
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered700
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered705
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407087
Policy instance 1
Insurance contract or identification number407087
Number of Individuals Covered707
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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