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BENTLEY UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameBENTLEY UNIVERSITY RETIREMENT PLAN
Plan identification number 001

BENTLEY UNIVERSITY RETIREMENT PLAN Benefits

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

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

Company Name:BENTLEY UNIVERSITY
Employer identification number (EIN):041081650
NAIC Classification:611000

Additional information about BENTLEY UNIVERSITY

Jurisdiction of Incorporation: Commonwealth of Massachusetts Corporations Division
Incorporation Date:
Company Identification Number: 041081650

More information about BENTLEY UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENTLEY UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KRISTEN JADUL
0012023-01-01
0012023-01-01KRISTEN JADUL
0012022-01-01
0012022-01-01KRISTEN JADUL
0012021-01-01
0012021-01-01KRISTEN JADUL
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTEN JADUL
0012016-01-01KRISTEN JADUL
0012015-01-01LAURIE FONTAINE
0012014-01-01LAURIE FONTAINE
0012013-01-01LAURIE FONTAINE
0012012-01-01LAURIE FONTAINE LAURIE FONTAINE2013-10-11
0012011-01-01LAURIE FONTAINE
0012009-01-01SEE WONG

Plan Statistics for BENTLEY UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for BENTLEY UNIVERSITY RETIREMENT PLAN

Measure Date Value
2023: BENTLEY UNIVERSITY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,346
Total number of active participants reported on line 7a of the Form 55002023-01-011,230
Number of retired or separated participants receiving benefits2023-01-0119
Number of other retired or separated participants entitled to future benefits2023-01-011,507
Total of all active and inactive participants2023-01-012,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-012,763
Number of participants with account balances2023-01-012,646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BENTLEY UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,201
Total number of active participants reported on line 7a of the Form 55002022-01-011,171
Number of retired or separated participants receiving benefits2022-01-0122
Number of other retired or separated participants entitled to future benefits2022-01-011,119
Total of all active and inactive participants2022-01-012,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-012,346
Number of participants with account balances2022-01-012,128
2021: BENTLEY UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,600
Total number of active participants reported on line 7a of the Form 55002021-01-011,134
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-011,021
Total of all active and inactive participants2021-01-012,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-012,201
Number of participants with account balances2021-01-011,963
2020: BENTLEY UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,161
Total number of active participants reported on line 7a of the Form 55002020-01-011,364
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-011,210
Total of all active and inactive participants2020-01-012,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-012,600
Number of participants with account balances2020-01-012,336
2019: BENTLEY UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,187
Total number of active participants reported on line 7a of the Form 55002019-01-011,189
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01942
Total of all active and inactive participants2019-01-012,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-012,161
Number of participants with account balances2019-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BENTLEY UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,859
Total number of active participants reported on line 7a of the Form 55002018-01-011,233
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01944
Total of all active and inactive participants2018-01-012,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-012,187
Number of participants with account balances2018-01-011,513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BENTLEY UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,834
Total number of active participants reported on line 7a of the Form 55002017-01-01915
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01938
Total of all active and inactive participants2017-01-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,859
Number of participants with account balances2017-01-011,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BENTLEY UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,092
Total number of active participants reported on line 7a of the Form 55002016-01-01918
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01908
Total of all active and inactive participants2016-01-011,826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-011,834
Number of participants with account balances2016-01-011,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BENTLEY UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,088
Total number of active participants reported on line 7a of the Form 55002015-01-011,173
Number of other retired or separated participants entitled to future benefits2015-01-01909
Total of all active and inactive participants2015-01-012,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-012,092
Number of participants with account balances2015-01-011,738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BENTLEY UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,193
Total number of active participants reported on line 7a of the Form 55002014-01-011,160
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01921
Total of all active and inactive participants2014-01-012,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-012,088
Number of participants with account balances2014-01-011,713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BENTLEY UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,419
Total number of active participants reported on line 7a of the Form 55002013-01-011,198
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01984
Total of all active and inactive participants2013-01-012,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-012,193
Number of participants with account balances2013-01-011,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BENTLEY UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,004
Total number of active participants reported on line 7a of the Form 55002012-01-011,357
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-011,046
Total of all active and inactive participants2012-01-012,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,419
Number of participants with account balances2012-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BENTLEY UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,985
Total number of active participants reported on line 7a of the Form 55002011-01-01889
Number of retired or separated participants receiving benefits2011-01-0112
Number of other retired or separated participants entitled to future benefits2011-01-011,097
Total of all active and inactive participants2011-01-011,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,004
Number of participants with account balances2011-01-011,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BENTLEY UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,836
Total number of active participants reported on line 7a of the Form 55002009-01-011,049
Number of retired or separated participants receiving benefits2009-01-01202
Number of other retired or separated participants entitled to future benefits2009-01-01955
Total of all active and inactive participants2009-01-012,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,208
Number of participants with account balances2009-01-011,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BENTLEY UNIVERSITY RETIREMENT PLAN

Measure Date Value
2023 : BENTLEY UNIVERSITY RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$43,470
Total unrealized appreciation/depreciation of assets2023-12-31$43,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$86,372,339
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$39,565,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$39,284,587
Expenses. Certain deemed distributions of participant loans2023-12-31$16,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$19,602,683
Value of total assets at end of year2023-12-31$453,655,025
Value of total assets at beginning of year2023-12-31$406,847,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$264,273
Total interest from all sources2023-12-31$376,193
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,919,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,919,338
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$8,749,657
Participant contributions at end of year2023-12-31$814,150
Participant contributions at beginning of year2023-12-31$858,401
Participant contributions at end of year2023-12-31$190,488
Participant contributions at beginning of year2023-12-31$169,223
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,291,151
Other income not declared elsewhere2023-12-31$1,553,473
Administrative expenses (other) incurred2023-12-31$676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$46,807,331
Value of net assets at end of year (total assets less liabilities)2023-12-31$453,655,025
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$406,847,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$29,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$357,365,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$306,494,063
Value of interest in pooled separate accounts at end of year2023-12-31$7,224,295
Value of interest in pooled separate accounts at beginning of year2023-12-31$8,586,229
Interest on participant loans2023-12-31$44,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$6,958,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$7,202,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$7,202,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$331,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$80,908,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$83,353,181
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,504,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$60,051,108
Net investment gain/loss from pooled separate accounts2023-12-31$-1,173,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,561,875
Employer contributions (assets) at end of year2023-12-31$193,786
Employer contributions (assets) at beginning of year2023-12-31$183,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$36,779,655
Contract administrator fees2023-12-31$87,091
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$43,470
Total unrealized appreciation/depreciation of assets2023-01-01$43,470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$86,372,339
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$39,565,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$39,284,587
Expenses. Certain deemed distributions of participant loans2023-01-01$16,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$19,602,683
Value of total assets at end of year2023-01-01$453,655,025
Value of total assets at beginning of year2023-01-01$406,847,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$264,273
Total interest from all sources2023-01-01$376,193
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$5,919,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$5,919,338
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$3,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$8,749,657
Participant contributions at end of year2023-01-01$814,150
Participant contributions at beginning of year2023-01-01$858,401
Participant contributions at end of year2023-01-01$190,488
Participant contributions at beginning of year2023-01-01$169,223
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,291,151
Other income not declared elsewhere2023-01-01$1,553,473
Administrative expenses (other) incurred2023-01-01$676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$46,807,331
Value of net assets at end of year (total assets less liabilities)2023-01-01$453,655,025
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$406,847,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$29,136
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$357,365,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$306,494,063
Value of interest in pooled separate accounts at end of year2023-01-01$7,224,295
Value of interest in pooled separate accounts at beginning of year2023-01-01$8,586,229
Interest on participant loans2023-01-01$44,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$6,958,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$331,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$80,908,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$83,353,181
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$2,504,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$60,051,108
Net investment gain/loss from pooled separate accounts2023-01-01$-1,173,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$8,561,875
Employer contributions (assets) at end of year2023-01-01$193,786
Employer contributions (assets) at beginning of year2023-01-01$183,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$36,779,655
Contract administrator fees2023-01-01$87,091
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01301413443
2022 : BENTLEY UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-48,274,777
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$27,668,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,407,530
Expenses. Certain deemed distributions of participant loans2022-12-31$484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,002,502
Value of total assets at end of year2022-12-31$406,847,694
Value of total assets at beginning of year2022-12-31$482,790,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$260,329
Total interest from all sources2022-12-31$140,894
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$13,339,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$13,339,624
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,084,583
Participant contributions at end of year2022-12-31$858,401
Participant contributions at beginning of year2022-12-31$841,880
Participant contributions at end of year2022-12-31$169,223
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,662,865
Other income not declared elsewhere2022-12-31$1,280,237
Administrative expenses (other) incurred2022-12-31$193,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,943,120
Value of net assets at end of year (total assets less liabilities)2022-12-31$406,847,694
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$482,790,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$306,494,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$383,317,323
Value of interest in pooled separate accounts at end of year2022-12-31$8,586,229
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,725,457
Interest on participant loans2022-12-31$42,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,202,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,557,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,557,923
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$98,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$83,353,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$82,348,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-82,670,016
Net investment gain/loss from pooled separate accounts2022-12-31$631,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,255,054
Employer contributions (assets) at end of year2022-12-31$183,813
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,407,530
Contract administrator fees2022-12-31$67,261
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-48,274,777
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$27,668,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$27,407,530
Expenses. Certain deemed distributions of participant loans2022-01-01$484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$19,002,502
Value of total assets at end of year2022-01-01$406,847,694
Value of total assets at beginning of year2022-01-01$482,790,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$260,329
Total interest from all sources2022-01-01$140,894
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$13,339,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$13,339,624
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$8,084,583
Participant contributions at end of year2022-01-01$858,401
Participant contributions at beginning of year2022-01-01$841,880
Participant contributions at end of year2022-01-01$169,223
Participant contributions at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,662,865
Other income not declared elsewhere2022-01-01$1,280,237
Administrative expenses (other) incurred2022-01-01$193,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-75,943,120
Value of net assets at end of year (total assets less liabilities)2022-01-01$406,847,694
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$482,790,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$306,494,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$383,317,323
Value of interest in pooled separate accounts at end of year2022-01-01$8,586,229
Value of interest in pooled separate accounts at beginning of year2022-01-01$7,725,457
Interest on participant loans2022-01-01$42,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$7,202,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$98,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$83,353,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$82,348,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-82,670,016
Net investment gain/loss from pooled separate accounts2022-01-01$631,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$8,255,054
Employer contributions (assets) at end of year2022-01-01$183,813
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$27,407,530
Contract administrator fees2022-01-01$67,261
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : BENTLEY UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$73,859,705
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,502,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,243,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,570,294
Value of total assets at end of year2021-12-31$482,790,814
Value of total assets at beginning of year2021-12-31$453,433,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$259,104
Total interest from all sources2021-12-31$1,068,117
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,562,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,562,470
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,588,792
Participant contributions at end of year2021-12-31$841,880
Participant contributions at beginning of year2021-12-31$741,533
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,107,158
Administrative expenses (other) incurred2021-12-31$175,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$29,357,594
Value of net assets at end of year (total assets less liabilities)2021-12-31$482,790,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$453,433,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$383,317,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$351,916,923
Value of interest in pooled separate accounts at end of year2021-12-31$7,725,457
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,969,294
Interest on participant loans2021-12-31$40,127
Interest earned on other investments2021-12-31$1,026,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,557,923
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$8,849,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$8,849,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$82,348,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$84,955,671
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,002,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$38,459,063
Net investment gain/loss from pooled separate accounts2021-12-31$1,199,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,874,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,240,022
Contract administrator fees2021-12-31$83,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BENTLEY UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$73,268,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$33,696,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,442,529
Expenses. Certain deemed distributions of participant loans2020-12-31$13,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,164,821
Value of total assets at end of year2020-12-31$453,433,220
Value of total assets at beginning of year2020-12-31$413,861,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$240,882
Total interest from all sources2020-12-31$1,214,472
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,617,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,617,003
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,480,615
Participant contributions at end of year2020-12-31$741,533
Participant contributions at beginning of year2020-12-31$470,871
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,088,981
Administrative expenses (other) incurred2020-12-31$142,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$39,571,901
Value of net assets at end of year (total assets less liabilities)2020-12-31$453,433,220
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$413,861,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$351,916,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$315,382,939
Value of interest in pooled separate accounts at end of year2020-12-31$6,969,294
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,500,793
Interest on participant loans2020-12-31$33,650
Interest earned on other investments2020-12-31$1,159,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$8,849,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,860,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,860,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$21,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$84,955,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$81,646,669
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,063,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$48,341,721
Net investment gain/loss from pooled separate accounts2020-12-31$-69,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,595,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,379,208
Contract administrator fees2020-12-31$98,437
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : BENTLEY UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$86,576,854
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$33,912,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$33,891,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,925,140
Value of total assets at end of year2019-12-31$413,861,319
Value of total assets at beginning of year2019-12-31$361,196,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,467
Total interest from all sources2019-12-31$782,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$10,191,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$10,191,022
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,268,060
Participant contributions at end of year2019-12-31$470,871
Participant contributions at beginning of year2019-12-31$312,380
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,500,564
Other income not declared elsewhere2019-12-31$166,836
Administrative expenses (other) incurred2019-12-31$-32,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$52,664,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$413,861,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$361,196,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$315,382,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$263,059,655
Value of interest in pooled separate accounts at end of year2019-12-31$8,500,793
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,607,057
Interest on participant loans2019-12-31$18,006
Interest earned on other investments2019-12-31$631,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,860,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,781,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,781,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$132,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$81,646,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,436,644
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$964,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$56,042,459
Net investment gain/loss from pooled separate accounts2019-12-31$468,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,156,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$32,927,696
Contract administrator fees2019-12-31$53,232
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : BENTLEY UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,621,838
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,367,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,332,626
Expenses. Certain deemed distributions of participant loans2018-12-31$21,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,640,241
Value of total assets at end of year2018-12-31$361,196,870
Value of total assets at beginning of year2018-12-31$381,942,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,748
Total interest from all sources2018-12-31$1,051,535
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,618,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,618,076
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,574,849
Participant contributions at end of year2018-12-31$312,380
Participant contributions at beginning of year2018-12-31$365,666
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,326,384
Administrative expenses (other) incurred2018-12-31$-13,399
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,745,491
Value of net assets at end of year (total assets less liabilities)2018-12-31$361,196,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$381,942,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$263,059,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$286,704,507
Value of interest in pooled separate accounts at end of year2018-12-31$8,607,057
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,007,801
Interest on participant loans2018-12-31$16,310
Interest earned on other investments2018-12-31$938,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,781,134
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,216,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,216,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$96,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,436,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$80,647,199
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,439,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,068,318
Net investment gain/loss from pooled separate accounts2018-12-31$380,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,739,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,892,652
Contract administrator fees2018-12-31$26,147
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : BENTLEY UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$69,679,243
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$15,011,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,998,723
Expenses. Certain deemed distributions of participant loans2017-12-31$5,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,786,251
Value of total assets at end of year2017-12-31$381,942,361
Value of total assets at beginning of year2017-12-31$327,275,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,048
Total interest from all sources2017-12-31$762,409
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,289,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,289,476
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,082,496
Participant contributions at end of year2017-12-31$365,666
Participant contributions at beginning of year2017-12-31$413,151
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,148,018
Other income not declared elsewhere2017-12-31$48,163
Administrative expenses (other) incurred2017-12-31$-16,378
Total non interest bearing cash at end of year2017-12-31$783
Total non interest bearing cash at beginning of year2017-12-31$2,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$54,667,287
Value of net assets at end of year (total assets less liabilities)2017-12-31$381,942,361
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$327,275,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$286,704,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$236,508,187
Value of interest in pooled separate accounts at end of year2017-12-31$8,007,801
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,580,821
Interest on participant loans2017-12-31$18,544
Interest earned on other investments2017-12-31$715,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,216,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,687,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,687,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$80,647,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$78,083,137
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,155,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$41,456,579
Net investment gain/loss from pooled separate accounts2017-12-31$336,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,555,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,843,219
Contract administrator fees2017-12-31$24,426
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : BENTLEY UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$35,161,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,817,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,787,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,270,963
Value of total assets at end of year2016-12-31$327,275,074
Value of total assets at beginning of year2016-12-31$311,931,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$30,467
Total interest from all sources2016-12-31$987,229
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,942,148
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$5,942,148
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,876,507
Participant contributions at end of year2016-12-31$413,151
Participant contributions at beginning of year2016-12-31$523,299
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,347,377
Other income not declared elsewhere2016-12-31$56,244
Administrative expenses (other) incurred2016-12-31$-25,239
Total non interest bearing cash at end of year2016-12-31$2,647
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,343,599
Value of net assets at end of year (total assets less liabilities)2016-12-31$327,275,074
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$311,931,475
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$236,508,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$225,093,038
Value of interest in pooled separate accounts at end of year2016-12-31$7,580,821
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,901,577
Interest on participant loans2016-12-31$20,226
Interest earned on other investments2016-12-31$963,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,687,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,870,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,870,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$78,083,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$75,543,488
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,319,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,539,192
Net investment gain/loss from pooled separate accounts2016-12-31$365,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,047,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,467,725
Contract administrator fees2016-12-31$55,706
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : BENTLEY UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,686,354
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$18,175,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,099,210
Expenses. Certain deemed distributions of participant loans2015-12-31$30,233
Value of total corrective distributions2015-12-31$1,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,932,579
Value of total assets at end of year2015-12-31$311,931,475
Value of total assets at beginning of year2015-12-31$311,420,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,586
Total interest from all sources2015-12-31$3,077,015
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$9,237,316
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$9,237,316
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,682,656
Participant contributions at end of year2015-12-31$523,299
Participant contributions at beginning of year2015-12-31$517,595
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,354,705
Other income not declared elsewhere2015-12-31$93,085
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$510,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$311,931,475
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$311,420,584
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$225,093,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$225,662,428
Value of interest in pooled separate accounts at end of year2015-12-31$6,901,577
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,098,355
Interest on participant loans2015-12-31$32,760
Interest earned on other investments2015-12-31$3,043,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,870,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,758,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,758,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$75,543,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$75,383,791
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,510,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,146,149
Net investment gain/loss from pooled separate accounts2015-12-31$492,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,895,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,588,732
Contract administrator fees2015-12-31$44,586
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : BENTLEY UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$31,722,940
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,673,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,600,638
Expenses. Certain deemed distributions of participant loans2014-12-31$23,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$13,285,555
Value of total assets at end of year2014-12-31$311,420,584
Value of total assets at beginning of year2014-12-31$297,371,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,506
Total interest from all sources2014-12-31$2,703,743
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,933,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,933,505
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,126,804
Participant contributions at end of year2014-12-31$517,595
Participant contributions at beginning of year2014-12-31$521,243
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,611,687
Other income not declared elsewhere2014-12-31$39,897
Administrative expenses (other) incurred2014-12-31$1,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,049,039
Value of net assets at end of year (total assets less liabilities)2014-12-31$311,420,584
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$297,371,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$225,662,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$215,000,246
Value of interest in pooled separate accounts at end of year2014-12-31$6,098,355
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,260,107
Interest on participant loans2014-12-31$23,288
Interest earned on other investments2014-12-31$2,680,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,758,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,638,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,638,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$75,383,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$72,951,682
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$545,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,114,391
Net investment gain/loss from pooled separate accounts2014-12-31$645,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,547,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,055,410
Contract administrator fees2014-12-31$47,679
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : BENTLEY UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$38
Total income from all sources (including contributions)2013-12-31$57,106,081
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$19,641,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,608,848
Expenses. Certain deemed distributions of participant loans2013-12-31$17,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,360,501
Value of total assets at end of year2013-12-31$297,371,545
Value of total assets at beginning of year2013-12-31$259,907,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,877
Total interest from all sources2013-12-31$3,476,643
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,954,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,954,232
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,098,439
Participant contributions at end of year2013-12-31$521,243
Participant contributions at beginning of year2013-12-31$488,054
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,807,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$38
Other income not declared elsewhere2013-12-31$19,478
Administrative expenses (other) incurred2013-12-31$2,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$37,464,085
Value of net assets at end of year (total assets less liabilities)2013-12-31$297,371,545
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$259,907,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$215,000,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$178,755,899
Value of interest in pooled separate accounts at end of year2013-12-31$5,260,107
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,670,518
Interest on participant loans2013-12-31$22,116
Interest earned on other investments2013-12-31$3,454,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,638,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,381,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,381,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$72,951,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$72,611,645
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,591,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$34,834,220
Net investment gain/loss from pooled separate accounts2013-12-31$461,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,454,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,017,092
Contract administrator fees2013-12-31$13,076
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BENTLEY UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$38,830,069
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,274,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,259,579
Expenses. Certain deemed distributions of participant loans2012-12-31$13,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,170,878
Value of total assets at end of year2012-12-31$259,907,498
Value of total assets at beginning of year2012-12-31$235,351,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,399
Total interest from all sources2012-12-31$2,848,633
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,611,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,611,996
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,873,025
Participant contributions at end of year2012-12-31$488,054
Participant contributions at beginning of year2012-12-31$336,756
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$972,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$38
Administrative expenses (other) incurred2012-12-31$1,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,555,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$259,907,460
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$235,351,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$178,755,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$156,457,350
Value of interest in pooled separate accounts at end of year2012-12-31$4,670,518
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,171,086
Interest on participant loans2012-12-31$18,872
Interest earned on other investments2012-12-31$2,829,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,381,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,387,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,387,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$72,611,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$70,998,865
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$204,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,782,906
Net investment gain/loss from pooled separate accounts2012-12-31$415,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,324,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,054,735
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLC
Accountancy firm EIN2012-12-31135565207
2011 : BENTLEY UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,112,717
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,218,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,213,553
Expenses. Certain deemed distributions of participant loans2011-12-31$1,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,312,028
Value of total assets at end of year2011-12-31$235,351,778
Value of total assets at beginning of year2011-12-31$237,457,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,901
Total interest from all sources2011-12-31$2,744,880
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,822,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,822,975
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,515,145
Participant contributions at end of year2011-12-31$336,756
Participant contributions at beginning of year2011-12-31$436,477
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$43,362
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$702,351
Administrative expenses (other) incurred2011-12-31$345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,105,729
Value of net assets at end of year (total assets less liabilities)2011-12-31$235,351,778
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$237,457,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$156,457,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$163,436,747
Value of interest in pooled separate accounts at end of year2011-12-31$4,171,086
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,139,718
Interest on participant loans2011-12-31$17,112
Interest earned on other investments2011-12-31$2,727,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,387,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,664,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,664,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$70,998,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$67,737,030
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$93,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,231,950
Net investment gain/loss from pooled separate accounts2011-12-31$464,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,094,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,119,652
Contract administrator fees2011-12-31$2,556
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : BENTLEY UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$34,632,949
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,043,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,033,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,447,508
Value of total assets at end of year2010-12-31$237,414,145
Value of total assets at beginning of year2010-12-31$212,825,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,272
Total interest from all sources2010-12-31$2,480,368
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,169,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,169,018
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,678,425
Participant contributions at end of year2010-12-31$436,477
Participant contributions at beginning of year2010-12-31$343,607
Assets. Other investments not covered elsewhere at end of year2010-12-31$43,362
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$725,316
Other income not declared elsewhere2010-12-31$94,967
Administrative expenses (other) incurred2010-12-31$10,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$24,589,103
Value of net assets at end of year (total assets less liabilities)2010-12-31$237,414,145
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$212,825,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$163,436,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$142,745,322
Value of interest in pooled separate accounts at end of year2010-12-31$3,139,718
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,527,504
Interest on participant loans2010-12-31$17,603
Interest earned on other investments2010-12-31$2,462,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,664,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,202,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,202,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$67,737,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$65,006,292
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$375,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,175,410
Net investment gain/loss from pooled separate accounts2010-12-31$360,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,043,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,658,228
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : BENTLEY UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BENTLEY UNIVERSITY RETIREMENT PLAN

2023: BENTLEY UNIVERSITY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BENTLEY UNIVERSITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BENTLEY UNIVERSITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BENTLEY UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BENTLEY UNIVERSITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BENTLEY UNIVERSITY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BENTLEY UNIVERSITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BENTLEY UNIVERSITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BENTLEY UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BENTLEY UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BENTLEY UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BENTLEY UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BENTLEY UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BENTLEY UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
Insurance contract or identification number100445
Number of Individuals Covered909
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100445
Policy instance 1

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