?>
Logo

UNITY COLLEGE DC RETIREMENT PLAN 401k Plan overview

Plan NameUNITY COLLEGE DC RETIREMENT PLAN
Plan identification number 001

UNITY COLLEGE DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:UNITY COLLEGE
Employer identification number (EIN):010275130
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITY COLLEGE DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01BETHANY DRIGGS BETHANY DRIGGS2018-04-09
0012015-07-01BETHANY DRIGGS BETHANY DRIGGS2017-04-12
0012014-07-01SARAH CONROY SARAH CONROY2016-01-29
0012013-07-01SARAH CONROY SARAH CONROY2015-01-29
0012012-07-01DEBORAH CRONIN DEBORAH CRONIN2014-01-30
0012011-07-01DEBORAH CRONIN DEBORAH CRONIN2013-02-15
0012009-07-01KATHLEEN A. HALE KATHLEEN A. HALE2011-04-12

Plan Statistics for UNITY COLLEGE DC RETIREMENT PLAN

401k plan membership statisitcs for UNITY COLLEGE DC RETIREMENT PLAN

Measure Date Value
2021: UNITY COLLEGE DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01381
Total number of active participants reported on line 7a of the Form 55002021-07-01192
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01213
Total of all active and inactive participants2021-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-012
Total participants2021-07-01407
Number of participants with account balances2021-07-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: UNITY COLLEGE DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01401
Total number of active participants reported on line 7a of the Form 55002020-07-01165
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01273
Total of all active and inactive participants2020-07-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01438
Number of participants with account balances2020-07-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: UNITY COLLEGE DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01391
Total number of active participants reported on line 7a of the Form 55002019-07-01170
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01216
Total of all active and inactive participants2019-07-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01386
Number of participants with account balances2019-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: UNITY COLLEGE DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01336
Total number of active participants reported on line 7a of the Form 55002018-07-01165
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01186
Total of all active and inactive participants2018-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01352
Number of participants with account balances2018-07-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: UNITY COLLEGE DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01304
Total number of active participants reported on line 7a of the Form 55002017-07-01156
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01168
Total of all active and inactive participants2017-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01325
Number of participants with account balances2017-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: UNITY COLLEGE DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01309
Total number of active participants reported on line 7a of the Form 55002016-07-01176
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01147
Total of all active and inactive participants2016-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01323
Number of participants with account balances2016-07-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: UNITY COLLEGE DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01306
Total number of active participants reported on line 7a of the Form 55002015-07-01164
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01139
Total of all active and inactive participants2015-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01303
Number of participants with account balances2015-07-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: UNITY COLLEGE DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01293
Total number of active participants reported on line 7a of the Form 55002014-07-01188
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01130
Total of all active and inactive participants2014-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01319
Number of participants with account balances2014-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: UNITY COLLEGE DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01231
Total number of active participants reported on line 7a of the Form 55002013-07-01118
Number of other retired or separated participants entitled to future benefits2013-07-01113
Total of all active and inactive participants2013-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01232
Number of participants with account balances2013-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: UNITY COLLEGE DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01221
Total number of active participants reported on line 7a of the Form 55002012-07-01117
Number of other retired or separated participants entitled to future benefits2012-07-01113
Total of all active and inactive participants2012-07-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01231
Number of participants with account balances2012-07-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: UNITY COLLEGE DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01211
Total number of active participants reported on line 7a of the Form 55002011-07-01166
Number of other retired or separated participants entitled to future benefits2011-07-0155
Total of all active and inactive participants2011-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01222
Number of participants with account balances2011-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: UNITY COLLEGE DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01201
Total number of active participants reported on line 7a of the Form 55002009-07-01165
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0138
Total of all active and inactive participants2009-07-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01203
Number of participants with account balances2009-07-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on UNITY COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022 : UNITY COLLEGE DC RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-06-30$7,153
Total income from all sources (including contributions)2022-06-30$-1,179,071
Total of all expenses incurred2022-06-30$1,426,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,419,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$802,171
Value of total assets at end of year2022-06-30$16,250,836
Value of total assets at beginning of year2022-06-30$18,849,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,841
Total interest from all sources2022-06-30$160,034
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$454,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$454,636
Administrative expenses professional fees incurred2022-06-30$6,841
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$329,296
Participant contributions at end of year2022-06-30$54,254
Participant contributions at beginning of year2022-06-30$74,455
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$145,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,605,319
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,250,836
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$18,849,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$11,476,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$14,019,198
Value of interest in pooled separate accounts at end of year2022-06-30$327,905
Value of interest in pooled separate accounts at beginning of year2022-06-30$307,278
Interest on participant loans2022-06-30$3,050
Interest earned on other investments2022-06-30$156,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$4,391,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$4,448,071
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$88,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,664,714
Net investment gain/loss from pooled separate accounts2022-06-30$68,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$327,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,330,826
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2022-06-30010440155
2021 : UNITY COLLEGE DC RETIREMENT PLAN 2021 401k financial data
Total transfer of assets to this plan2021-06-30$432
Total income from all sources (including contributions)2021-06-30$4,555,511
Total of all expenses incurred2021-06-30$2,482,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,469,797
Expenses. Certain deemed distributions of participant loans2021-06-30$6,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$687,996
Value of total assets at end of year2021-06-30$18,849,002
Value of total assets at beginning of year2021-06-30$16,775,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$6,702
Total interest from all sources2021-06-30$167,870
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$293,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$293,366
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$372,238
Participant contributions at end of year2021-06-30$74,455
Participant contributions at beginning of year2021-06-30$46,902
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,072,766
Value of net assets at end of year (total assets less liabilities)2021-06-30$18,849,002
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$16,775,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$14,019,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$11,602,636
Value of interest in pooled separate accounts at end of year2021-06-30$307,278
Value of interest in pooled separate accounts at beginning of year2021-06-30$320,493
Interest on participant loans2021-06-30$2,295
Interest earned on other investments2021-06-30$165,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$4,448,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$4,805,773
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$38,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,386,748
Net investment gain/loss from pooled separate accounts2021-06-30$19,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$315,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,431,751
Contract administrator fees2021-06-30$6,702
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2021-06-30010440155
2020 : UNITY COLLEGE DC RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,568,646
Total of all expenses incurred2020-06-30$1,279,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,273,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$869,403
Value of total assets at end of year2020-06-30$16,775,804
Value of total assets at beginning of year2020-06-30$16,486,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$5,499
Total interest from all sources2020-06-30$185,052
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$233,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$233,304
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$419,015
Participant contributions at end of year2020-06-30$46,902
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$14,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$289,310
Value of net assets at end of year (total assets less liabilities)2020-06-30$16,775,804
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$16,486,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$11,602,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$11,232,884
Value of interest in pooled separate accounts at end of year2020-06-30$320,493
Value of interest in pooled separate accounts at beginning of year2020-06-30$386,406
Interest on participant loans2020-06-30$554
Interest earned on other investments2020-06-30$184,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$4,805,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,867,204
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$140,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$276,687
Net investment gain/loss from pooled separate accounts2020-06-30$4,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$435,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,133,261
Contract administrator fees2020-06-30$5,499
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2020-06-30010440155
2019 : UNITY COLLEGE DC RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,213,509
Total of all expenses incurred2019-06-30$966,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$962,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,365,849
Value of total assets at end of year2019-06-30$16,486,494
Value of total assets at beginning of year2019-06-30$15,239,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,397
Total interest from all sources2019-06-30$182,761
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$227,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$227,504
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$445,604
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$467,509
Other income not declared elsewhere2019-06-30$26
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,246,881
Value of net assets at end of year (total assets less liabilities)2019-06-30$16,486,494
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$15,239,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$11,232,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$10,212,109
Value of interest in pooled separate accounts at end of year2019-06-30$386,406
Value of interest in pooled separate accounts at beginning of year2019-06-30$408,402
Interest earned on other investments2019-06-30$182,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,867,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$4,619,102
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$231,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$417,112
Net investment gain/loss from pooled separate accounts2019-06-30$20,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30Yes
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$452,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$731,174
Contract administrator fees2019-06-30$4,397
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2019-06-30010440155
2018 : UNITY COLLEGE DC RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$1,382
Total transfer of assets from this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,026,108
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,254,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,248,289
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$2,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$841,554
Value of total assets at end of year2018-06-30$15,239,613
Value of total assets at beginning of year2018-06-30$14,466,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$3,397
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$169,985
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$3,397
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$403,308
Participant contributions at beginning of year2018-06-30$25
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$41,642
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Other income not declared elsewhere2018-06-30$2,839
Administrative expenses (other) incurred2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$771,485
Value of net assets at end of year (total assets less liabilities)2018-06-30$15,239,613
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$14,466,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$10,212,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,525,648
Value of interest in pooled separate accounts at end of year2018-06-30$408,402
Value of interest in pooled separate accounts at beginning of year2018-06-30$411,417
Interest on participant loans2018-06-30$0
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$169,985
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$4,619,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$4,529,632
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$991,428
Net investment gain/loss from pooled separate accounts2018-06-30$20,302
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30Yes
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$396,604
Employer contributions (assets) at beginning of year2018-06-30$24
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,248,289
Contract administrator fees2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2018-06-30010440155
2017 : UNITY COLLEGE DC RETIREMENT PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,104,870
Total of all expenses incurred2017-06-30$1,452,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,447,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$716,406
Value of total assets at end of year2017-06-30$14,466,746
Value of total assets at beginning of year2017-06-30$13,814,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$4,780
Total interest from all sources2017-06-30$179,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$4,780
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$382,343
Participant contributions at end of year2017-06-30$25
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$29,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$652,463
Value of net assets at end of year (total assets less liabilities)2017-06-30$14,466,746
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$13,814,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$9,525,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,629,262
Value of interest in pooled separate accounts at end of year2017-06-30$411,417
Value of interest in pooled separate accounts at beginning of year2017-06-30$587,251
Interest earned on other investments2017-06-30$179,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$4,529,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$4,597,770
Net investment gain/loss from pooled separate accounts2017-06-30$17,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$304,148
Employer contributions (assets) at end of year2017-06-30$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,447,627
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RUNYON KERSTEEN OUELLETTE, P.A.
Accountancy firm EIN2017-06-30010440155
2016 : UNITY COLLEGE DC RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$825,149
Total of all expenses incurred2016-06-30$732,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$731,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$695,282
Value of total assets at end of year2016-06-30$13,814,283
Value of total assets at beginning of year2016-06-30$13,721,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$1,013
Total interest from all sources2016-06-30$177,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$1,013
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$404,821
Participant contributions at beginning of year2016-06-30$13,029
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$11,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Income. Non cash contributions2016-06-30$0
Value of net income/loss2016-06-30$92,602
Value of net assets at end of year (total assets less liabilities)2016-06-30$13,814,283
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$13,721,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$8,629,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,475,145
Value of interest in pooled separate accounts at end of year2016-06-30$587,251
Value of interest in pooled separate accounts at beginning of year2016-06-30$630,168
Interest earned on other investments2016-06-30$177,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$4,597,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$4,596,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-87,252
Net investment gain/loss from pooled separate accounts2016-06-30$39,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$278,870
Employer contributions (assets) at beginning of year2016-06-30$7,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$731,534
Contract administrator fees2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RUNYEN KIRSTEEN OUELLETTE, P.A.
Accountancy firm EIN2016-06-30010440155
2015 : UNITY COLLEGE DC RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,230,236
Total of all expenses incurred2015-06-30$473,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$473,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$695,012
Value of total assets at end of year2015-06-30$13,721,681
Value of total assets at beginning of year2015-06-30$12,965,080
Total interest from all sources2015-06-30$176,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$379,552
Participant contributions at end of year2015-06-30$13,029
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$59,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Income. Non cash contributions2015-06-30$0
Value of net income/loss2015-06-30$756,601
Value of net assets at end of year (total assets less liabilities)2015-06-30$13,721,681
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,965,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,475,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,183,901
Value of interest in pooled separate accounts at end of year2015-06-30$630,168
Value of interest in pooled separate accounts at beginning of year2015-06-30$544,981
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$176,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$4,596,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$4,236,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$299,265
Net investment gain/loss from pooled separate accounts2015-06-30$59,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$255,935
Employer contributions (assets) at end of year2015-06-30$7,135
Employer contributions (assets) at beginning of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$473,635
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RUNYEN KIRSTEEN OUELLETTE, P.A.
Accountancy firm EIN2015-06-30010440155
2014 : UNITY COLLEGE DC RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$2,302,272
Total of all expenses incurred2014-06-30$880,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$880,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$774,712
Value of total assets at end of year2014-06-30$12,965,080
Value of total assets at beginning of year2014-06-30$11,543,192
Total interest from all sources2014-06-30$163,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$367,699
Participant contributions at beginning of year2014-06-30$13,884
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$158,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,421,888
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,965,080
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,543,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,183,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,188,721
Value of interest in pooled separate accounts at end of year2014-06-30$544,981
Value of interest in pooled separate accounts at beginning of year2014-06-30$504,799
Interest earned on other investments2014-06-30$163,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$4,236,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,827,009
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$55,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,311,162
Net investment gain/loss from pooled separate accounts2014-06-30$52,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$248,675
Employer contributions (assets) at beginning of year2014-06-30$8,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$824,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2014-06-30010523282
2013 : UNITY COLLEGE DC RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-06-30$2,693,120
Total income from all sources (including contributions)2013-06-30$1,650,013
Total of all expenses incurred2013-06-30$435,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$435,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$639,681
Value of total assets at end of year2013-06-30$11,543,192
Value of total assets at beginning of year2013-06-30$7,635,660
Total interest from all sources2013-06-30$133,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$389,105
Participant contributions at end of year2013-06-30$13,884
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$11,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,214,412
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,543,192
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,635,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,188,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$4,624,622
Value of interest in pooled separate accounts at end of year2013-06-30$504,799
Value of interest in pooled separate accounts at beginning of year2013-06-30$298,100
Interest earned on other investments2013-06-30$133,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,827,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,712,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$841,174
Net investment gain/loss from pooled separate accounts2013-06-30$35,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$238,665
Employer contributions (assets) at end of year2013-06-30$8,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$435,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN2013-06-30010523282
2012 : UNITY COLLEGE DC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$532,897
Total of all expenses incurred2012-06-30$481,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$481,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$407,524
Value of total assets at end of year2012-06-30$7,635,660
Value of total assets at beginning of year2012-06-30$7,584,736
Total interest from all sources2012-06-30$108,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$203,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$50,924
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,635,660
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,584,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$4,624,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$4,751,095
Value of interest in pooled separate accounts at end of year2012-06-30$298,100
Value of interest in pooled separate accounts at beginning of year2012-06-30$249,565
Interest earned on other investments2012-06-30$108,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,712,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,584,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-11,094
Net investment gain/loss from pooled separate accounts2012-06-30$28,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$203,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$481,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2012-06-30010523282
2011 : UNITY COLLEGE DC RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,548,673
Total of all expenses incurred2011-06-30$367,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$367,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$407,342
Value of total assets at end of year2011-06-30$7,584,736
Value of total assets at beginning of year2011-06-30$6,403,552
Total interest from all sources2011-06-30$99,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$205,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,181,184
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,584,736
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,403,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$4,751,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$3,786,461
Value of interest in pooled separate accounts at end of year2011-06-30$249,565
Value of interest in pooled separate accounts at beginning of year2011-06-30$180,732
Interest earned on other investments2011-06-30$99,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,584,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$2,436,359
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$93,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,003,182
Net investment gain/loss from pooled separate accounts2011-06-30$38,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$202,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$274,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2011-06-30010523282

Form 5500 Responses for UNITY COLLEGE DC RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered174
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered182
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered190
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered199
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered203
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500821
Policy instance 1
Insurance contract or identification number500821
Number of Individuals Covered246
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356883
Policy instance 1
Insurance contract or identification number356883
Number of Individuals Covered236
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356883
Policy instance 1
Insurance contract or identification number356883
Number of Individuals Covered230
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356883
Policy instance 1
Insurance contract or identification number356883
Number of Individuals Covered230
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356883
Policy instance 1
Insurance contract or identification number356883
Number of Individuals Covered205
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number356883
Policy instance 1
Insurance contract or identification number356883
Number of Individuals Covered194
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3