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URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameURBANA UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:URBANA UNIVERSITY
Employer identification number (EIN):810997614
NAIC Classification:611000

Additional information about URBANA UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1850-03-07
Company Identification Number: 374415
Legal Registered Office Address: 579 COLLEGE WAY
-
URBANA
United States of America (USA)
430782091

More information about URBANA UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01CHRISTI CABUNGCAL

Plan Statistics for URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2016: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01303
Total number of active participants reported on line 7a of the Form 55002016-01-01261
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01315
Number of participants with account balances2016-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01277
Total number of active participants reported on line 7a of the Form 55002015-01-01283
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01303
Number of participants with account balances2015-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2016 : URBANA UNIVERSITY DEFINED CONTRIBUTION 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$1,233,779
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,175,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,170,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$574,868
Value of total assets at end of year2016-12-31$11,166,118
Value of total assets at beginning of year2016-12-31$11,107,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,342
Total interest from all sources2016-12-31$168,724
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,778
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$63,778
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$221,075
Participant contributions at end of year2016-12-31$8,592
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$132,718
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$58,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,166,118
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,107,867
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$3,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,678,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,804,221
Value of interest in pooled separate accounts at end of year2016-12-31$387,088
Value of interest in pooled separate accounts at beginning of year2016-12-31$420,704
Interest earned on other investments2016-12-31$168,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,083,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,882,942
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$81,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$405,888
Net investment gain/loss from pooled separate accounts2016-12-31$20,521
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$221,075
Employer contributions (assets) at end of year2016-12-31$8,592
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,088,812
Contract administrator fees2016-12-31$2,137
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 name2016-12-31PLANTE & MORAN, PPLC
Accountancy firm EIN2016-12-31381357951
2015 : URBANA UNIVERSITY DEFINED CONTRIBUTION 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$734,632
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$738,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$737,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$525,458
Value of total assets at end of year2015-12-31$11,107,867
Value of total assets at beginning of year2015-12-31$11,111,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$818
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$48,695
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$48,695
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,850
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,758
Other income not declared elsewhere2015-12-31$158,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,803
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,107,867
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,111,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,804,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,749,315
Value of interest in pooled separate accounts at end of year2015-12-31$420,704
Value of interest in pooled separate accounts at beginning of year2015-12-31$457,168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,882,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,905,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,173
Net investment gain/loss from pooled separate accounts2015-12-31$35,972
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$238,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$737,617
Contract administrator fees2015-12-31$818
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 name2015-12-31CLARK SCHAEFER HACKETT
Accountancy firm EIN2015-12-31310800053

Form 5500 Responses for URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN

2016: URBANA UNIVERSITY DEFINED CONTRIBUTION 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: URBANA UNIVERSITY DEFINED CONTRIBUTION 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500895
Policy instance 1
Insurance contract or identification number500895
Number of Individuals Covered282
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

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