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XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameXAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

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

Company Name:XAVIER UNIVERSITY
Employer identification number (EIN):310537516
NAIC Classification:611000

Additional information about XAVIER UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1842-03-05
Company Identification Number: 142789
Legal Registered Office Address: 3800 VICTORY PKWY
-
CINCINNATI
United States of America (USA)
45207

More information about XAVIER UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan XAVIER UNIVERSITY 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
0012018-01-01
0012017-01-01CONSTANCE L. PERME PHILIP G. CHICK2018-10-11
0012016-01-01CONSTANCE PERME STEPHEN STORCK2017-10-13
0012015-01-01CONSTANCE PERME MARIBETH AMYOT2016-10-14
0012014-01-01CONSTANCE PERME MARIBETH AMYOT2015-10-15
0012013-01-01LINDSAY KLINZMAN MARIBETH AMYOT2014-11-13
0012012-01-01KATHLEEN RIGA MARIBETH AMYOT2013-10-09
0012011-01-01KATHLEEN RIGA MARIBETH AMYOT2012-10-10
0012009-01-01KATHLEEN RIGA MARIBETH AMYOT2010-10-15

Plan Statistics for XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,440
Total number of active participants reported on line 7a of the Form 55002022-01-011,461
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,000
Total of all active and inactive participants2022-01-012,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0113
Total participants2022-01-012,474
Number of participants with account balances2022-01-012,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,704
Total number of active participants reported on line 7a of the Form 55002021-01-011,466
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01972
Total of all active and inactive participants2021-01-012,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-012,450
Number of participants with account balances2021-01-012,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,718
Total number of active participants reported on line 7a of the Form 55002020-01-011,656
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,039
Total of all active and inactive participants2020-01-012,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-012,704
Number of participants with account balances2020-01-012,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,686
Total number of active participants reported on line 7a of the Form 55002019-01-011,756
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01955
Total of all active and inactive participants2019-01-012,711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,718
Number of participants with account balances2019-01-012,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,643
Total number of active participants reported on line 7a of the Form 55002018-01-011,770
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01908
Total of all active and inactive participants2018-01-012,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-012,686
Number of participants with account balances2018-01-012,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,551
Total number of active participants reported on line 7a of the Form 55002017-01-012,184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,146
Total of all active and inactive participants2017-01-013,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,338
Number of participants with account balances2017-01-013,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,829
Total number of active participants reported on line 7a of the Form 55002016-01-011,699
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01849
Total of all active and inactive participants2016-01-012,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,552
Number of participants with account balances2016-01-012,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,792
Total number of active participants reported on line 7a of the Form 55002015-01-01942
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01884
Total of all active and inactive participants2015-01-011,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,829
Number of participants with account balances2015-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,806
Total number of active participants reported on line 7a of the Form 55002014-01-01992
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01797
Total of all active and inactive participants2014-01-011,789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,792
Number of participants with account balances2014-01-011,792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,906
Total number of active participants reported on line 7a of the Form 55002013-01-011,047
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01833
Total of all active and inactive participants2013-01-011,880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,888
Number of participants with account balances2013-01-011,785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,876
Total number of active participants reported on line 7a of the Form 55002012-01-011,152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01750
Total of all active and inactive participants2012-01-011,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,906
Number of participants with account balances2012-01-011,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,841
Total number of active participants reported on line 7a of the Form 55002011-01-011,123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01750
Total of all active and inactive participants2011-01-011,873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,876
Number of participants with account balances2011-01-011,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,790
Total number of active participants reported on line 7a of the Form 55002009-01-011,534
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01251
Total of all active and inactive participants2009-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,789
Number of participants with account balances2009-01-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : XAVIER UNIVERSITY 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$0
Total income from all sources (including contributions)2022-12-31$-31,174,760
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,961,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,677,241
Expenses. Certain deemed distributions of participant loans2022-12-31$8,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,396,728
Value of total assets at end of year2022-12-31$348,618,203
Value of total assets at beginning of year2022-12-31$398,754,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$275,330
Total interest from all sources2022-12-31$3,711,097
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,855,906
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$4,855,906
Administrative expenses professional fees incurred2022-12-31$19,703
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$7,661,838
Participant contributions at end of year2022-12-31$166,468
Participant contributions at beginning of year2022-12-31$208,168
Participant contributions at end of year2022-12-31$5,295
Participant contributions at beginning of year2022-12-31$13,856
Assets. Other investments not covered elsewhere at end of year2022-12-31$182,806
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$240,573
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,338,308
Other income not declared elsewhere2022-12-31$241,590
Administrative expenses (other) incurred2022-12-31$150,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,135,846
Value of net assets at end of year (total assets less liabilities)2022-12-31$348,618,203
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$398,754,049
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$105,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$243,929,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$290,220,409
Value of interest in pooled separate accounts at end of year2022-12-31$12,066,328
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,336,361
Interest on participant loans2022-12-31$8,476
Interest earned on other investments2022-12-31$3,702,621
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$92,243,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$95,723,399
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,240,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,418,753
Net investment gain/loss from pooled separate accounts2022-12-31$1,038,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,396,582
Employer contributions (assets) at end of year2022-12-31$23,690
Employer contributions (assets) at beginning of year2022-12-31$11,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,436,691
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 name2022-12-31PLANTE & MORAN, LLC
Accountancy firm EIN2022-12-31381357951
2021 : XAVIER UNIVERSITY 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$57,754,673
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$22,000,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,698,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,488,703
Value of total assets at end of year2021-12-31$398,754,049
Value of total assets at beginning of year2021-12-31$362,999,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$301,546
Total interest from all sources2021-12-31$3,238,351
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,264,166
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$4,264,166
Administrative expenses professional fees incurred2021-12-31$14,969
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$5,756,913
Participant contributions at end of year2021-12-31$208,168
Participant contributions at beginning of year2021-12-31$159,811
Participant contributions at end of year2021-12-31$13,856
Participant contributions at beginning of year2021-12-31$12,567
Assets. Other investments not covered elsewhere at end of year2021-12-31$240,573
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$181,215
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$878,658
Other income not declared elsewhere2021-12-31$336,181
Administrative expenses (other) incurred2021-12-31$173,770
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$35,754,161
Value of net assets at end of year (total assets less liabilities)2021-12-31$398,754,049
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$362,999,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$112,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$290,220,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$254,502,627
Value of interest in pooled separate accounts at end of year2021-12-31$12,336,361
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,174,917
Interest on participant loans2021-12-31$7,480
Interest earned on other investments2021-12-31$3,230,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$95,723,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$96,962,557
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,475,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$33,509,531
Net investment gain/loss from pooled separate accounts2021-12-31$1,917,741
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$7,853,132
Employer contributions (assets) at end of year2021-12-31$11,283
Employer contributions (assets) at beginning of year2021-12-31$6,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,223,535
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 name2021-12-31PLANTE & MORAN, LLC
Accountancy firm EIN2021-12-31381357951
2020 : XAVIER UNIVERSITY 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$41,649,071
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,899,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,632,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,710,031
Value of total assets at end of year2020-12-31$362,999,888
Value of total assets at beginning of year2020-12-31$336,249,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$266,582
Total interest from all sources2020-12-31$3,526,354
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,603,292
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$3,603,292
Administrative expenses professional fees incurred2020-12-31$6,124
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$4,756,328
Participant contributions at end of year2020-12-31$159,811
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$12,567
Participant contributions at beginning of year2020-12-31$11,012
Assets. Other investments not covered elsewhere at end of year2020-12-31$181,215
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$986,106
Other income not declared elsewhere2020-12-31$207,976
Administrative expenses (other) incurred2020-12-31$118,154
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$26,749,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$362,999,888
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$336,249,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$142,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$254,502,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$231,403,812
Value of interest in pooled separate accounts at end of year2020-12-31$11,174,917
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,915,599
Interest on participant loans2020-12-31$2,511
Interest earned on other investments2020-12-31$3,523,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$96,962,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$90,897,473
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$933,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,724,490
Net investment gain/loss from pooled separate accounts2020-12-31$-123,072
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$1,967,597
Employer contributions (assets) at end of year2020-12-31$6,194
Employer contributions (assets) at beginning of year2020-12-31$22,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,699,258
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 name2020-12-31PLANTE MORAN
Accountancy firm EIN2020-12-31381357951
2019 : XAVIER UNIVERSITY 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$66,389,448
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,386,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,334,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,911,633
Value of total assets at end of year2019-12-31$336,249,924
Value of total assets at beginning of year2019-12-31$284,247,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,920
Total interest from all sources2019-12-31$3,318,344
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,704,667
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$4,704,667
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$5,928,285
Participant contributions at end of year2019-12-31$11,012
Participant contributions at beginning of year2019-12-31$168,783
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,502,259
Other income not declared elsewhere2019-12-31$92,218
Administrative expenses (other) incurred2019-12-31$1,817
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$52,002,915
Value of net assets at end of year (total assets less liabilities)2019-12-31$336,249,924
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$284,247,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$231,403,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$184,074,324
Value of interest in pooled separate accounts at end of year2019-12-31$13,915,599
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,955,635
Interest earned on other investments2019-12-31$3,318,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$90,897,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$86,872,444
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$677,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$40,639,573
Net investment gain/loss from pooled separate accounts2019-12-31$723,013
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$6,481,089
Employer contributions (assets) at end of year2019-12-31$22,028
Employer contributions (assets) at beginning of year2019-12-31$175,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,657,324
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 name2019-12-31PLANTE MORAN
Accountancy firm EIN2019-12-31381357951
2018 : XAVIER UNIVERSITY 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$3,816,861
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,732,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,648,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,011,141
Value of total assets at end of year2018-12-31$284,247,009
Value of total assets at beginning of year2018-12-31$295,162,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,862
Total interest from all sources2018-12-31$3,305,834
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,762,396
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$4,762,396
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$5,878,643
Participant contributions at end of year2018-12-31$168,783
Participant contributions at beginning of year2018-12-31$183,004
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,963,645
Other income not declared elsewhere2018-12-31$59,882
Administrative expenses (other) incurred2018-12-31$6,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,915,473
Value of net assets at end of year (total assets less liabilities)2018-12-31$284,247,009
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$295,162,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$77,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$184,074,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$199,861,697
Value of interest in pooled separate accounts at end of year2018-12-31$12,955,635
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,903,528
Interest earned on other investments2018-12-31$3,305,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$86,872,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$83,015,619
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,016,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,906,443
Net investment gain/loss from pooled separate accounts2018-12-31$584,051
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$6,168,853
Employer contributions (assets) at end of year2018-12-31$175,823
Employer contributions (assets) at beginning of year2018-12-31$198,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,631,745
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 name2018-12-31PLANTE MORAN
Accountancy firm EIN2018-12-31381357951
2017 : XAVIER UNIVERSITY 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$68,599,944
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$38,266,023
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,899,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,798,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,536,980
Value of total assets at end of year2017-12-31$295,162,482
Value of total assets at beginning of year2017-12-31$202,196,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,516
Total interest from all sources2017-12-31$2,425,008
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,548,827
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$2,548,827
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,871,855
Participant contributions at end of year2017-12-31$183,004
Participant contributions at beginning of year2017-12-31$281,273
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$764,472
Other income not declared elsewhere2017-12-31$69,057
Administrative expenses (other) incurred2017-12-31$31,456
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$24,366,283
Value of net assets at end of year (total assets less liabilities)2017-12-31$295,162,482
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$202,196,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$199,861,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$133,107,582
Value of interest in pooled separate accounts at end of year2017-12-31$11,903,528
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,125,539
Interest earned on other investments2017-12-31$2,425,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$83,015,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$59,681,861
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,749,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,290,273
Net investment gain/loss from pooled separate accounts2017-12-31$395,878
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,900,653
Employer contributions (assets) at end of year2017-12-31$198,634
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,048,773
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 name2017-12-31PLANTE MORAN
Accountancy firm EIN2017-12-31381357951
2016 : XAVIER UNIVERSITY 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$22,024,973
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,221,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,145,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,332,560
Value of total assets at end of year2016-12-31$202,196,255
Value of total assets at beginning of year2016-12-31$189,393,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,556
Total interest from all sources2016-12-31$2,579,297
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,845,909
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$1,845,909
Administrative expenses professional fees incurred2016-12-31$11,166
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,943,888
Participant contributions at end of year2016-12-31$281,273
Participant contributions at beginning of year2016-12-31$248,506
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$455,491
Other income not declared elsewhere2016-12-31$77,841
Administrative expenses (other) incurred2016-12-31$7,612
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$12,803,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$202,196,255
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$189,393,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$57,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$133,107,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$123,205,703
Value of interest in pooled separate accounts at end of year2016-12-31$9,125,539
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,247,726
Interest earned on other investments2016-12-31$2,579,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$59,681,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$57,691,291
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,314,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,753,276
Net investment gain/loss from pooled separate accounts2016-12-31$436,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,933,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,830,534
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : XAVIER UNIVERSITY 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$10,344,029
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,944,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,888,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,613,502
Value of total assets at end of year2015-12-31$189,393,226
Value of total assets at beginning of year2015-12-31$188,993,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,848
Total interest from all sources2015-12-31$2,349,057
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,295,977
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$2,295,977
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$2,465,869
Participant contributions at end of year2015-12-31$248,506
Participant contributions at beginning of year2015-12-31$231,430
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$144,942
Other income not declared elsewhere2015-12-31$15,122
Administrative expenses (other) incurred2015-12-31$9,799
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$399,449
Value of net assets at end of year (total assets less liabilities)2015-12-31$189,393,226
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$188,993,777
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
Investment advisory and management fees2015-12-31$46,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$123,205,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$124,715,220
Value of interest in pooled separate accounts at end of year2015-12-31$8,247,726
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,329,351
Interest earned on other investments2015-12-31$2,349,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$57,691,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$56,717,776
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,392,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,533,665
Net investment gain/loss from pooled separate accounts2015-12-31$604,036
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$5,002,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,495,822
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : XAVIER UNIVERSITY 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$18,923,886
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$12,500,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,495,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,762,674
Value of total assets at end of year2014-12-31$188,993,777
Value of total assets at beginning of year2014-12-31$182,570,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,734
Total interest from all sources2014-12-31$2,415,625
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,943,898
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$1,943,898
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$2,547,492
Participant contributions at end of year2014-12-31$231,430
Participant contributions at beginning of year2014-12-31$235,363
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,608
Other income not declared elsewhere2014-12-31$63,896
Administrative expenses (other) incurred2014-12-31$5,734
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$6,423,108
Value of net assets at end of year (total assets less liabilities)2014-12-31$188,993,777
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$182,570,669
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$124,715,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$119,883,630
Value of interest in pooled separate accounts at end of year2014-12-31$7,329,351
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,189,821
Interest earned on other investments2014-12-31$2,415,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$56,717,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,261,855
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,053,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,950,510
Net investment gain/loss from pooled separate accounts2014-12-31$787,283
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$5,127,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,441,648
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : XAVIER UNIVERSITY 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$33,631,336
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$9,035,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,012,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,887,370
Value of total assets at end of year2013-12-31$182,570,669
Value of total assets at beginning of year2013-12-31$157,974,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,019
Total interest from all sources2013-12-31$2,282,460
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,345,188
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$1,345,188
Administrative expenses professional fees incurred2013-12-31$14,490
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$2,592,287
Participant contributions at end of year2013-12-31$235,363
Participant contributions at beginning of year2013-12-31$232,865
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,127
Other income not declared elsewhere2013-12-31$75,787
Administrative expenses (other) incurred2013-12-31$8,529
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$24,596,264
Value of net assets at end of year (total assets less liabilities)2013-12-31$182,570,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$157,974,405
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$119,883,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$98,854,895
Value of interest in pooled separate accounts at end of year2013-12-31$6,189,821
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,217,523
Interest earned on other investments2013-12-31$2,282,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,261,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$53,669,122
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,208,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,509,841
Net investment gain/loss from pooled separate accounts2013-12-31$530,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,233,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,803,849
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : XAVIER UNIVERSITY 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$23,207,394
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,504,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,500,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,035,476
Value of total assets at end of year2012-12-31$157,974,405
Value of total assets at beginning of year2012-12-31$141,271,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,313
Total interest from all sources2012-12-31$2,145,862
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$606,534
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$606,534
Was this plan covered by a fidelity bond2012-12-31No
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$2,572,446
Participant contributions at end of year2012-12-31$232,865
Participant contributions at beginning of year2012-12-31$217,741
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$244,320
Other income not declared elsewhere2012-12-31$33
Administrative expenses (other) incurred2012-12-31$4,313
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$16,702,689
Value of net assets at end of year (total assets less liabilities)2012-12-31$157,974,405
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$141,271,716
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$98,854,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$84,809,909
Value of interest in pooled separate accounts at end of year2012-12-31$5,217,523
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,345,715
Interest earned on other investments2012-12-31$2,145,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$53,669,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$51,898,351
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$446,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,963,559
Net investment gain/loss from pooled separate accounts2012-12-31$455,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,218,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,053,548
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : XAVIER UNIVERSITY 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$7,871,141
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,732,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,725,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,646,727
Value of total assets at end of year2011-12-31$141,271,716
Value of total assets at beginning of year2011-12-31$141,132,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,462
Total interest from all sources2011-12-31$2,067,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$318,694
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$318,694
Was this plan covered by a fidelity bond2011-12-31No
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$2,432,983
Participant contributions at end of year2011-12-31$217,741
Participant contributions at beginning of year2011-12-31$186,537
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$275,106
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$139,046
Value of net assets at end of year (total assets less liabilities)2011-12-31$141,271,716
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$141,132,670
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$84,809,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$87,535,323
Value of interest in pooled separate accounts at end of year2011-12-31$4,345,715
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,227,702
Interest earned on other investments2011-12-31$2,067,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$51,898,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,183,108
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$581,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,628,522
Net investment gain/loss from pooled separate accounts2011-12-31$466,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,938,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,143,641
Contract administrator fees2011-12-31$6,462
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : XAVIER UNIVERSITY 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$19,907,131
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,051,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,042,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,157,355
Value of total assets at end of year2010-12-31$141,132,670
Value of total assets at beginning of year2010-12-31$128,277,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,498
Total interest from all sources2010-12-31$1,910,706
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$143,243
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$143,243
Was this plan covered by a fidelity bond2010-12-31No
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$2,453,380
Participant contributions at end of year2010-12-31$186,537
Participant contributions at beginning of year2010-12-31$165,097
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$12,855,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$141,132,670
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$128,277,164
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$87,535,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$76,750,765
Value of interest in pooled separate accounts at end of year2010-12-31$3,227,702
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,349,351
Interest earned on other investments2010-12-31$1,910,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$50,183,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$49,011,951
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$704,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,332,812
Net investment gain/loss from pooled separate accounts2010-12-31$363,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,703,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,337,921
Contract administrator fees2010-12-31$9,498
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 name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517
2009 : XAVIER UNIVERSITY 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 XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: XAVIER UNIVERSITY 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: XAVIER UNIVERSITY 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: XAVIER UNIVERSITY 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: XAVIER UNIVERSITY 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
2009: XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407978
Policy instance 1
Insurance contract or identification number407978
Number of Individuals Covered1252
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number407978
Policy instance 1
Insurance contract or identification number407978
Number of Individuals Covered1282
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407978
Policy instance 1
Insurance contract or identification number407978
Number of Individuals Covered1368
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 number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1338
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 number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1813
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1383
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1408
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1469
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1786
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1752
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150517
Policy instance 1
Insurance contract or identification number150517
Number of Individuals Covered1721
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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