401k Plan data: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES plan

BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 401k Plan overview

Plan Name	BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES
Plan identification number	002

BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: BRANDEIS UNIVERSITY

Employer identification number (EIN): 042103552

NAIC Classification: 611000

Additional information about BRANDEIS UNIVERSITY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1893190

More information about BRANDEIS UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SAMUEL SOLOMON 2023-06-27 SAMUEL SOLOMON 2023-06-27
002 2021-01-01 SAMUEL SOLOMON 2022-08-01 SAMUEL SOLOMON 2022-08-01
002 2020-01-01 SAMUEL SOLOMON 2021-08-24 SAMUEL SOLOMON 2021-08-24
002 2019-01-01 KEVIN M PIERSON 2020-07-29 SAMUEL SOLOMON 2020-07-29
002 2018-01-01 KEVIN M PIERSON 2019-10-08 SAMUEL SOLOMON 2019-10-08
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 HARRY KALAJIAN HARRY KALAJIAN 2013-10-02
002 2011-01-01 HARRY KALAJIAN HARRY KALAJIAN 2012-10-15
002 2009-01-01 HARRY KALAJIAN HARRY KALAJIAN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	SAMUEL SOLOMON	2023-06-27	SAMUEL SOLOMON	2023-06-27
002	2021-01-01	SAMUEL SOLOMON	2022-08-01	SAMUEL SOLOMON	2022-08-01
002	2020-01-01	SAMUEL SOLOMON	2021-08-24	SAMUEL SOLOMON	2021-08-24
002	2019-01-01	KEVIN M PIERSON	2020-07-29	SAMUEL SOLOMON	2020-07-29
002	2018-01-01	KEVIN M PIERSON	2019-10-08	SAMUEL SOLOMON	2019-10-08
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	HARRY KALAJIAN		HARRY KALAJIAN	2013-10-02
002	2011-01-01	HARRY KALAJIAN		HARRY KALAJIAN	2012-10-15
002	2009-01-01	HARRY KALAJIAN		HARRY KALAJIAN	2010-10-14

Plan Statistics for BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

401k plan membership statisitcs for BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

Measure Date Value
2022: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,007
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 762
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 374
Total of all active and inactive participants 2022-01-01 1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,146
Number of participants with account balances 2022-01-01 747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 922
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 667
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 330
Total of all active and inactive participants 2021-01-01 1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 1,007
Number of participants with account balances 2021-01-01 680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 679
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 629
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 288
Total of all active and inactive participants 2020-01-01 921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 922
Number of participants with account balances 2020-01-01 647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 449
Number of other retired or separated participants entitled to future benefits 2019-01-01 919
Total of all active and inactive participants 2019-01-01 1,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,370
Number of participants with account balances 2019-01-01 1,370
2018: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 386
Number of other retired or separated participants entitled to future benefits 2018-01-01 238
Total of all active and inactive participants 2018-01-01 624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 626
2017: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 510
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 315
Number of other retired or separated participants entitled to future benefits 2017-01-01 209
Total of all active and inactive participants 2017-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 526
2016: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 497
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 309
Number of other retired or separated participants entitled to future benefits 2016-01-01 200
Total of all active and inactive participants 2016-01-01 509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 510
2015: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 563
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 287
Number of other retired or separated participants entitled to future benefits 2015-01-01 208
Total of all active and inactive participants 2015-01-01 495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 497
2014: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 307
Number of other retired or separated participants entitled to future benefits 2014-01-01 256
Total of all active and inactive participants 2014-01-01 563
Total participants 2014-01-01 563
Number of participants with account balances 2014-01-01 563
2013: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 299
Number of other retired or separated participants entitled to future benefits 2013-01-01 169
Total of all active and inactive participants 2013-01-01 468
Total participants 2013-01-01 468
Number of participants with account balances 2013-01-01 468
2012: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 487
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 251
Number of other retired or separated participants entitled to future benefits 2012-01-01 145
Total of all active and inactive participants 2012-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 398
Number of participants with account balances 2012-01-01 396
2011: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 260
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 344
Number of other retired or separated participants entitled to future benefits 2011-01-01 143
Total of all active and inactive participants 2011-01-01 487
Total participants 2011-01-01 487
Number of participants with account balances 2011-01-01 487
2009: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 226
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 248
Total participants 2009-01-01 248
Number of participants with account balances 2009-01-01 239

Measure	Date	Value
2022: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,007
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	762
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	374
Total of all active and inactive participants	2022-01-01	1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,146
Number of participants with account balances	2022-01-01	747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	922
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	667
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	330
Total of all active and inactive participants	2021-01-01	1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	1,007
Number of participants with account balances	2021-01-01	680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	679
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	629
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	288
Total of all active and inactive participants	2020-01-01	921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	922
Number of participants with account balances	2020-01-01	647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	449
Number of other retired or separated participants entitled to future benefits	2019-01-01	919
Total of all active and inactive participants	2019-01-01	1,368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,370
Number of participants with account balances	2019-01-01	1,370
2018: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	386
Number of other retired or separated participants entitled to future benefits	2018-01-01	238
Total of all active and inactive participants	2018-01-01	624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	626
2017: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	510
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	315
Number of other retired or separated participants entitled to future benefits	2017-01-01	209
Total of all active and inactive participants	2017-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	526
2016: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	497
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	309
Number of other retired or separated participants entitled to future benefits	2016-01-01	200
Total of all active and inactive participants	2016-01-01	509
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	510
2015: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	563
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	287
Number of other retired or separated participants entitled to future benefits	2015-01-01	208
Total of all active and inactive participants	2015-01-01	495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	497
2014: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	307
Number of other retired or separated participants entitled to future benefits	2014-01-01	256
Total of all active and inactive participants	2014-01-01	563
Total participants	2014-01-01	563
Number of participants with account balances	2014-01-01	563
2013: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	299
Number of other retired or separated participants entitled to future benefits	2013-01-01	169
Total of all active and inactive participants	2013-01-01	468
Total participants	2013-01-01	468
Number of participants with account balances	2013-01-01	468
2012: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	487
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	251
Number of other retired or separated participants entitled to future benefits	2012-01-01	145
Total of all active and inactive participants	2012-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	398
Number of participants with account balances	2012-01-01	396
2011: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	260
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	344
Number of other retired or separated participants entitled to future benefits	2011-01-01	143
Total of all active and inactive participants	2011-01-01	487
Total participants	2011-01-01	487
Number of participants with account balances	2011-01-01	487
2009: BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	226
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	248
Total participants	2009-01-01	248
Number of participants with account balances	2009-01-01	239

Financial Data on BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

Measure	Date	Value
2022 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-4,227,818
Total of all expenses incurred	2022-12-31	$2,397,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,351,737
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,131,286
Value of total assets at end of year	2022-12-31	$41,888,415
Value of total assets at beginning of year	2022-12-31	$48,513,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$35,600
Total interest from all sources	2022-12-31	$378,620
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$628,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$628,829
Administrative expenses professional fees incurred	2022-12-31	$16,219
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,145,971
Participant contributions at end of year	2022-12-31	$121,553
Participant contributions at beginning of year	2022-12-31	$108,400
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$189,352
Other income not declared elsewhere	2022-12-31	$27,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,625,356
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$41,888,415
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$48,513,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,590
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$30,939,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$37,579,426
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,331,488
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,368,331
Interest on participant loans	2022-12-31	$5,119
Interest earned on other investments	2022-12-31	$373,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,495,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$9,457,614
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$160,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,508,421
Net investment gain/loss from pooled separate accounts	2022-12-31	$114,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$795,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,191,239
Contract administrator fees	2022-12-31	$16,791
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$7,478,505
Total of all expenses incurred	2021-12-31	$3,151,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,111,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,929,178
Value of total assets at end of year	2021-12-31	$48,513,771
Value of total assets at beginning of year	2021-12-31	$44,186,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$39,479
Total interest from all sources	2021-12-31	$330,101
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,072,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,072,189
Administrative expenses professional fees incurred	2021-12-31	$20,881
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,135,198
Participant contributions at end of year	2021-12-31	$108,400
Participant contributions at beginning of year	2021-12-31	$50,063
Participant contributions at beginning of year	2021-12-31	$19,881
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$394,653
Other income not declared elsewhere	2021-12-31	$30,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,327,283
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$48,513,771
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$44,186,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$1,862
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$37,579,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$32,906,890
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,368,331
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,223,046
Interest on participant loans	2021-12-31	$4,329
Interest earned on other investments	2021-12-31	$325,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$9,457,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$9,986,608
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$527,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,902,275
Net investment gain/loss from pooled separate accounts	2021-12-31	$214,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$399,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,584,124
Contract administrator fees	2021-12-31	$16,736
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,104,145
Total of all expenses incurred	2020-12-31	$3,024,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,998,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,618,463
Value of total assets at end of year	2020-12-31	$44,186,488
Value of total assets at beginning of year	2020-12-31	$40,106,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,092
Total interest from all sources	2020-12-31	$394,285
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$761,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$761,861
Administrative expenses professional fees incurred	2020-12-31	$12,269
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,125,865
Participant contributions at end of year	2020-12-31	$50,063
Participant contributions at end of year	2020-12-31	$19,881
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$38,951
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$8,831
Other income not declared elsewhere	2020-12-31	$26,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,079,999
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$44,186,488
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$40,106,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,230
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$32,906,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,019,812
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,223,046
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,301,770
Interest on participant loans	2020-12-31	$2,845
Interest earned on other investments	2020-12-31	$391,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$9,986,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$10,776,076
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$614,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,313,807
Net investment gain/loss from pooled separate accounts	2020-12-31	$-11,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$453,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,384,053
Contract administrator fees	2020-12-31	$12,593
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$8,103,527
Total of all expenses incurred	2019-12-31	$1,934,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,918,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,262,930
Value of total assets at end of year	2019-12-31	$40,106,489
Value of total assets at beginning of year	2019-12-31	$33,937,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,134
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$458,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$458,212
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$840,362
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,019,387
Assets. Loans (other than to participants) at end of year	2019-12-31	$8,831
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$18,949
Other income not declared elsewhere	2019-12-31	$3,011,675
Administrative expenses (other) incurred	2019-12-31	$16,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$403,181
Value of net income/loss	2019-12-31	$6,169,236
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$40,106,489
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,937,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,019,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,184,269
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,301,770
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,207,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$10,776,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,526,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,303,702
Net investment gain/loss from pooled separate accounts	2019-12-31	$67,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,918,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,037,472
Total of all expenses incurred	2018-12-31	$1,765,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,746,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,001,606
Value of total assets at end of year	2018-12-31	$33,937,253
Value of total assets at beginning of year	2018-12-31	$34,664,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,848
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$461,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$461,833
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$942,313
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$877,621
Assets. Loans (other than to participants) at end of year	2018-12-31	$18,949
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$20,312
Other income not declared elsewhere	2018-12-31	$-359,711
Administrative expenses (other) incurred	2018-12-31	$18,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$181,672
Value of net income/loss	2018-12-31	$-727,570
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,937,253
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,664,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,184,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,208,812
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,207,381
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,094,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,526,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,341,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,120,808
Net investment gain/loss from pooled separate accounts	2018-12-31	$54,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,746,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$6,729,409
Total of all expenses incurred	2017-12-31	$1,884,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,868,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,446,675
Value of total assets at end of year	2017-12-31	$34,664,823
Value of total assets at beginning of year	2017-12-31	$29,819,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,359
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$343,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$343,088
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$788,592
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$791,200
Assets. Loans (other than to participants) at end of year	2017-12-31	$20,312
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$7,800
Other income not declared elsewhere	2017-12-31	$2,371,711
Administrative expenses (other) incurred	2017-12-31	$16,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$866,883
Value of net income/loss	2017-12-31	$4,844,989
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,664,823
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$29,819,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,208,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,086,275
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,094,108
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,116,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,341,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$9,608,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,520,700
Net investment gain/loss from pooled separate accounts	2017-12-31	$47,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,868,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$3,235,699
Total of all expenses incurred	2016-12-31	$1,486,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,477,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,510,897
Value of total assets at end of year	2016-12-31	$29,819,834
Value of total assets at beginning of year	2016-12-31	$28,071,066
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,056
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$280,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$280,168
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$749,161
Participant contributions at end of year	2016-12-31	$7,800
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$34,048
Other income not declared elsewhere	2016-12-31	$1,066,393
Administrative expenses (other) incurred	2016-12-31	$3,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,748,768
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$29,819,834
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$28,071,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,086,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$18,136,453
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,116,922
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,007,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$9,608,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$8,927,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$326,075
Net investment gain/loss from pooled separate accounts	2016-12-31	$52,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$727,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,477,875
Contract administrator fees	2016-12-31	$6,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$2,229,908
Total of all expenses incurred	2015-12-31	$3,092,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,085,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,690,914
Value of total assets at end of year	2015-12-31	$28,071,066
Value of total assets at beginning of year	2015-12-31	$28,933,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,643
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$310,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$310,459
Administrative expenses professional fees incurred	2015-12-31	$4,442
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$682,791
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$337,206
Other income not declared elsewhere	2015-12-31	$383,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-862,351
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$28,071,066
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,933,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$18,136,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,281,273
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,007,100
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$896,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$8,927,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$9,755,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-228,586
Net investment gain/loss from pooled separate accounts	2015-12-31	$73,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$670,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,085,616
Contract administrator fees	2015-12-31	$2,201
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$3,228,198
Total of all expenses incurred	2014-12-31	$1,286,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,283,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,469,875
Value of total assets at end of year	2014-12-31	$28,933,417
Value of total assets at beginning of year	2014-12-31	$26,992,056
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,530
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$222,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$222,631
Administrative expenses professional fees incurred	2014-12-31	$3,530
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$731,863
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$16,253
Other income not declared elsewhere	2014-12-31	$1,061,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,941,361
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,933,417
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$26,992,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,281,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,051,549
Value of interest in pooled separate accounts at end of year	2014-12-31	$896,938
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$699,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$9,755,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,241,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$379,428
Net investment gain/loss from pooled separate accounts	2014-12-31	$95,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$721,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,283,307
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,186,169
Total of all expenses incurred	2013-12-31	$1,120,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,118,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,638,495
Value of total assets at end of year	2013-12-31	$26,992,056
Value of total assets at beginning of year	2013-12-31	$22,926,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,310
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$261,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$261,002
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$785,409
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$84,757
Other income not declared elsewhere	2013-12-31	$2,229,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,065,305
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$26,992,056
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$22,926,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,051,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,606,991
Value of interest in pooled separate accounts at end of year	2013-12-31	$699,372
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$550,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,241,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$8,769,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$999,366
Net investment gain/loss from pooled separate accounts	2013-12-31	$57,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$768,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,118,554
Contract administrator fees	2013-12-31	$2,310
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,555,009
Total of all expenses incurred	2012-12-31	$1,012,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,011,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,500,263
Value of total assets at end of year	2012-12-31	$22,926,751
Value of total assets at beginning of year	2012-12-31	$20,383,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$586
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$116,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$116,865
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$721,850
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$10,315
Other income not declared elsewhere	2012-12-31	$1,344,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,542,988
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$22,926,751
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,383,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,606,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,570,854
Value of interest in pooled separate accounts at end of year	2012-12-31	$550,673
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$437,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$8,769,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,375,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$546,516
Net investment gain/loss from pooled separate accounts	2012-12-31	$46,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$768,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,011,435
Contract administrator fees	2012-12-31	$586
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,631,140
Total of all expenses incurred	2011-12-31	$1,263,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,263,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,556,113
Value of total assets at end of year	2011-12-31	$20,383,763
Value of total assets at beginning of year	2011-12-31	$20,016,295
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$97,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$97,663
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$746,359
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$12,701
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$49,505
Other income not declared elsewhere	2011-12-31	$212,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$367,468
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,383,763
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$20,016,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,570,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,335,621
Value of interest in pooled separate accounts at end of year	2011-12-31	$437,583
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$337,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,375,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,316,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-281,968
Net investment gain/loss from pooled separate accounts	2011-12-31	$46,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$760,249
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$14,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,263,672
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WOLF & COMPANY PC
Accountancy firm EIN	2011-12-31	042689883
2010 : BRANDEIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan	2010-12-31	$2,436,645
Total income from all sources (including contributions)	2010-12-31	$2,707,806
Total of all expenses incurred	2010-12-31	$703,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$703,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,040,322
Value of total assets at end of year	2010-12-31	$20,016,295
Value of total assets at beginning of year	2010-12-31	$20,448,672
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$63,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$63,410
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$246,682
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$661,979
Participant contributions at end of year	2010-12-31	$12,701
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$28,037
Other income not declared elsewhere	2010-12-31	$67,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,004,268
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$20,016,295
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$20,448,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,335,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,316,379
Value of interest in pooled separate accounts at end of year	2010-12-31	$337,085
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,765,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,316,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,120,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,499,660
Net investment gain/loss from pooled separate accounts	2010-12-31	$37,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$350,306
Employer contributions (assets) at end of year	2010-12-31	$14,123
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$703,538
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WOLF & COMPANY PC
Accountancy firm EIN	2010-12-31	042689883