?>
Logo

SUFFOLK UNIVERSITY'S RETIREMENT PLAN 401k Plan overview

Plan NameSUFFOLK UNIVERSITY'S RETIREMENT PLAN
Plan identification number 001

SUFFOLK UNIVERSITY'S RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:SUFFOLK UNIVERSITY
Employer identification number (EIN):042133255
NAIC Classification:611000

Additional information about SUFFOLK UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-01-01
Company Identification Number: 0801910374
Legal Registered Office Address: 8 ASHBURTON PL

BOSTON
United States of America (USA)
02108

More information about SUFFOLK UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUFFOLK UNIVERSITY'S RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA SANDER
0012016-01-01
0012016-01-01LAURA SANDER2017-10-16
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DANIELLE MANNING
0012011-01-01DANIELLE MANNING
0012010-01-01DANIELLE MANNING
0012009-01-01FRANCIS X. FLANNERY

Plan Statistics for SUFFOLK UNIVERSITY'S RETIREMENT PLAN

401k plan membership statisitcs for SUFFOLK UNIVERSITY'S RETIREMENT PLAN

Measure Date Value
2022: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,507
Total number of active participants reported on line 7a of the Form 55002022-01-011,492
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-011,036
Total of all active and inactive participants2022-01-012,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-012,557
Number of participants with account balances2022-01-012,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,216
Total number of active participants reported on line 7a of the Form 55002021-01-011,406
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01978
Total of all active and inactive participants2021-01-012,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-012,412
Number of participants with account balances2021-01-012,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,241
Total number of active participants reported on line 7a of the Form 55002020-01-011,310
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01972
Total of all active and inactive participants2020-01-012,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-012,295
Number of participants with account balances2020-01-012,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,093
Total number of active participants reported on line 7a of the Form 55002019-01-011,281
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-011,021
Total of all active and inactive participants2019-01-012,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,310
Number of participants with account balances2019-01-012,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,038
Total number of active participants reported on line 7a of the Form 55002018-01-011,104
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-011,052
Total of all active and inactive participants2018-01-012,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,163
Number of participants with account balances2018-01-012,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,122
Total number of active participants reported on line 7a of the Form 55002017-01-011,074
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011,051
Total of all active and inactive participants2017-01-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,132
Number of participants with account balances2017-01-012,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,026
Total number of active participants reported on line 7a of the Form 55002016-01-011,071
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-011,024
Total of all active and inactive participants2016-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-012,122
Number of participants with account balances2016-01-012,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,101
Total number of active participants reported on line 7a of the Form 55002015-01-01998
Number of retired or separated participants receiving benefits2015-01-01323
Number of other retired or separated participants entitled to future benefits2015-01-01718
Total of all active and inactive participants2015-01-012,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-012,042
Number of participants with account balances2015-01-012,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012,485
2014: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,111
Total number of active participants reported on line 7a of the Form 55002014-01-011,524
Number of retired or separated participants receiving benefits2014-01-01198
Number of other retired or separated participants entitled to future benefits2014-01-01377
Total of all active and inactive participants2014-01-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-012,101
Number of participants with account balances2014-01-011,998
2013: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,127
Total number of active participants reported on line 7a of the Form 55002013-01-011,653
Number of retired or separated participants receiving benefits2013-01-01120
Number of other retired or separated participants entitled to future benefits2013-01-01337
Total of all active and inactive participants2013-01-012,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-012,111
Number of participants with account balances2013-01-012,009
2012: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,031
Total number of active participants reported on line 7a of the Form 55002012-01-011,776
Number of retired or separated participants receiving benefits2012-01-01102
Number of other retired or separated participants entitled to future benefits2012-01-01247
Total of all active and inactive participants2012-01-012,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-012,127
Number of participants with account balances2012-01-011,888
2011: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,996
Total number of active participants reported on line 7a of the Form 55002011-01-011,655
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-01367
Total of all active and inactive participants2011-01-012,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-012,031
Number of participants with account balances2011-01-011,961
2010: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,096
Total number of active participants reported on line 7a of the Form 55002010-01-011,092
Number of retired or separated participants receiving benefits2010-01-01204
Total of all active and inactive participants2010-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,297
Number of participants with account balances2010-01-011,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,034
Total number of active participants reported on line 7a of the Form 55002009-01-011,823
Number of retired or separated participants receiving benefits2009-01-01269
Total of all active and inactive participants2009-01-012,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-012,096
Number of participants with account balances2009-01-012,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on SUFFOLK UNIVERSITY'S RETIREMENT PLAN

Measure Date Value
2022 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-52,728,496
Total of all expenses incurred2022-12-31$21,128,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,813,706
Value of total corrective distributions2022-12-31$1,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,598,413
Value of total assets at end of year2022-12-31$416,595,208
Value of total assets at beginning of year2022-12-31$490,452,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$313,800
Total interest from all sources2022-12-31$3,988,454
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,493,786
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$9,493,786
Administrative expenses professional fees incurred2022-12-31$85,760
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$7,232,585
Participant contributions at end of year2022-12-31$875,302
Participant contributions at beginning of year2022-12-31$817,153
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,322,611
Other income not declared elsewhere2022-12-31$691,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-73,857,019
Value of net assets at end of year (total assets less liabilities)2022-12-31$416,595,208
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$490,452,227
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$299,591,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$375,402,845
Value of interest in pooled separate accounts at end of year2022-12-31$13,391,603
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,623,904
Interest on participant loans2022-12-31$43,133
Interest earned on other investments2022-12-31$3,863,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,660,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,094,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,094,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$82,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$96,076,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$96,513,515
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,188,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-81,445,761
Net investment gain/loss from pooled separate accounts2022-12-31$945,052
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$5,043,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,625,042
Contract administrator fees2022-12-31$228,040
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 name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$70,614,591
Total of all expenses incurred2021-12-31$26,576,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,334,274
Expenses. Certain deemed distributions of participant loans2021-12-31$16,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,004,963
Value of total assets at end of year2021-12-31$490,452,227
Value of total assets at beginning of year2021-12-31$446,414,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$225,966
Total interest from all sources2021-12-31$3,396,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,299,715
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$13,299,715
Administrative expenses professional fees incurred2021-12-31$96,110
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$7,081,169
Participant contributions at end of year2021-12-31$817,153
Participant contributions at beginning of year2021-12-31$838,466
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,322,397
Other income not declared elsewhere2021-12-31$646,260
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$44,037,881
Value of net assets at end of year (total assets less liabilities)2021-12-31$490,452,227
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$446,414,346
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$375,402,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$330,789,938
Value of interest in pooled separate accounts at end of year2021-12-31$11,623,904
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,878,068
Interest on participant loans2021-12-31$45,938
Interest earned on other investments2021-12-31$3,349,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,094,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,708,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,708,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$96,513,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$98,199,641
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,689,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$41,509,862
Net investment gain/loss from pooled separate accounts2021-12-31$1,757,542
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$1,601,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,645,212
Contract administrator fees2021-12-31$129,856
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 name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$73,294,143
Total of all expenses incurred2020-12-31$35,762,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,574,109
Expenses. Certain deemed distributions of participant loans2020-12-31$4,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,789,532
Value of total assets at end of year2020-12-31$446,414,346
Value of total assets at beginning of year2020-12-31$408,882,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$184,336
Total interest from all sources2020-12-31$3,896,178
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,639,821
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$6,639,821
Administrative expenses professional fees incurred2020-12-31$76,393
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$6,936,808
Participant contributions at end of year2020-12-31$838,466
Participant contributions at beginning of year2020-12-31$811,465
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,791,452
Other income not declared elsewhere2020-12-31$515,718
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$37,531,498
Value of net assets at end of year (total assets less liabilities)2020-12-31$446,414,346
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$408,882,848
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$330,789,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$291,552,040
Value of interest in pooled separate accounts at end of year2020-12-31$9,878,068
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,402,082
Interest on participant loans2020-12-31$45,084
Interest earned on other investments2020-12-31$3,834,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,708,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,890,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,890,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$98,199,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$99,226,943
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,676,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$48,546,687
Net investment gain/loss from pooled separate accounts2020-12-31$-93,793
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$4,061,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,897,921
Contract administrator fees2020-12-31$107,943
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total income from all sources (including contributions)2019-12-31$78,215,318
Total income from all sources (including contributions)2019-12-31$78,215,318
Total of all expenses incurred2019-12-31$24,492,568
Total of all expenses incurred2019-12-31$24,492,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,254,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,254,725
Expenses. Certain deemed distributions of participant loans2019-12-31$8,030
Expenses. Certain deemed distributions of participant loans2019-12-31$8,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,590,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,590,503
Value of total assets at end of year2019-12-31$408,882,848
Value of total assets at end of year2019-12-31$408,882,848
Value of total assets at beginning of year2019-12-31$355,160,098
Value of total assets at beginning of year2019-12-31$355,160,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$229,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$229,813
Total interest from all sources2019-12-31$3,961,961
Total interest from all sources2019-12-31$3,961,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,694,166
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,694,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$6,694,166
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,694,166
Administrative expenses professional fees incurred2019-12-31$195,111
Administrative expenses professional fees incurred2019-12-31$195,111
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,519,879
Contributions received from participants2019-12-31$6,519,879
Participant contributions at end of year2019-12-31$811,465
Participant contributions at end of year2019-12-31$811,465
Participant contributions at beginning of year2019-12-31$499,811
Participant contributions at beginning of year2019-12-31$499,811
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$922,491
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$922,491
Other income not declared elsewhere2019-12-31$475,540
Other income not declared elsewhere2019-12-31$475,540
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$53,722,750
Value of net income/loss2019-12-31$53,722,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$408,882,848
Value of net assets at end of year (total assets less liabilities)2019-12-31$408,882,848
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$355,160,098
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$355,160,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$291,552,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$291,552,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,101,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,101,411
Value of interest in pooled separate accounts at end of year2019-12-31$11,402,082
Value of interest in pooled separate accounts at end of year2019-12-31$11,402,082
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,976,329
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,976,329
Interest on participant loans2019-12-31$32,446
Interest on participant loans2019-12-31$32,446
Interest earned on other investments2019-12-31$3,831,374
Interest earned on other investments2019-12-31$3,831,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,890,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,890,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,108,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,108,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,108,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,108,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$98,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$98,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$99,226,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$99,226,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$98,474,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$98,474,299
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,455,531
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,455,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,886,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$51,886,966
Net investment gain/loss from pooled separate accounts2019-12-31$606,182
Net investment gain/loss from pooled separate accounts2019-12-31$606,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,148,133
Contributions received in cash from employer2019-12-31$7,148,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,799,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,799,194
Contract administrator fees2019-12-31$34,702
Contract administrator fees2019-12-31$34,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,814,921
Total of all expenses incurred2018-12-31$21,619,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,457,918
Expenses. Certain deemed distributions of participant loans2018-12-31$27,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,800,198
Value of total assets at end of year2018-12-31$355,160,098
Value of total assets at beginning of year2018-12-31$373,964,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$133,462
Total interest from all sources2018-12-31$4,013,695
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,202,912
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$7,202,912
Administrative expenses professional fees incurred2018-12-31$24,724
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$6,627,478
Participant contributions at end of year2018-12-31$499,811
Participant contributions at beginning of year2018-12-31$575,793
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,240,008
Other income not declared elsewhere2018-12-31$217,094
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$139,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-18,804,190
Value of net assets at end of year (total assets less liabilities)2018-12-31$355,160,098
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$373,964,288
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$241,101,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$270,357,730
Value of interest in pooled separate accounts at end of year2018-12-31$10,976,329
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,691,552
Interest on participant loans2018-12-31$25,028
Interest earned on other investments2018-12-31$3,930,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,108,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,830,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,830,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$58,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$98,474,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$87,369,069
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,171,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,927,528
Net investment gain/loss from pooled separate accounts2018-12-31$508,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,932,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,286,440
Contract administrator fees2018-12-31$108,738
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : SUFFOLK UNIVERSITY'S 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$64,992,074
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$20,214,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,159,821
Expenses. Certain deemed distributions of participant loans2017-12-31$461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,108,710
Value of total assets at end of year2017-12-31$373,964,288
Value of total assets at beginning of year2017-12-31$329,186,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,083
Total interest from all sources2017-12-31$3,772,664
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,552,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,552,491
Administrative expenses professional fees incurred2017-12-31$79,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$5,918,234
Participant contributions at end of year2017-12-31$575,793
Participant contributions at beginning of year2017-12-31$613,212
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,208,019
Other income not declared elsewhere2017-12-31$184,253
Administrative expenses (other) incurred2017-12-31$-26,011
Total non interest bearing cash at end of year2017-12-31$139,420
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$44,777,709
Value of net assets at end of year (total assets less liabilities)2017-12-31$373,964,288
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$329,186,579
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$270,357,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$230,529,039
Value of interest in pooled separate accounts at end of year2017-12-31$10,691,552
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$24,153
Interest earned on other investments2017-12-31$3,727,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,830,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,280,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,280,199
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$20,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$87,369,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$93,764,129
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,162,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,918,397
Net investment gain/loss from pooled separate accounts2017-12-31$455,559
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$5,982,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,996,947
Contract administrator fees2017-12-31$1,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$15,545,554
Total unrealized appreciation/depreciation of assets2016-12-31$15,545,554
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$33,948,611
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$20,086,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$20,025,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,580,998
Value of total assets at end of year2016-12-31$329,186,579
Value of total assets at beginning of year2016-12-31$315,324,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$60,959
Total interest from all sources2016-12-31$4,727,797
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$60,959
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$5,865,873
Participant contributions at end of year2016-12-31$613,212
Participant contributions at beginning of year2016-12-31$624,221
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$242,991
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,369,568
Other income not declared elsewhere2016-12-31$94,262
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$13,862,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$329,186,579
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$315,324,301
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$230,529,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$217,442,328
Interest earned on other investments2016-12-31$4,727,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,280,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,333,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,333,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$93,764,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$93,428,976
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$6,345,557
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$252,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$20,025,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,820,778
Total unrealized appreciation/depreciation of assets2015-12-31$2,820,778
Total income from all sources (including contributions)2015-12-31$20,555,419
Total of all expenses incurred2015-12-31$22,783,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,700,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,350,832
Value of total assets at end of year2015-12-31$315,324,301
Value of total assets at beginning of year2015-12-31$317,552,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,452
Total interest from all sources2015-12-31$4,652,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,979,006
Participant contributions at end of year2015-12-31$624,221
Participant contributions at beginning of year2015-12-31$596,812
Participant contributions at end of year2015-12-31$242,991
Participant contributions at beginning of year2015-12-31$258,468
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,864,052
Other income not declared elsewhere2015-12-31$165,639
Administrative expenses (other) incurred2015-12-31$83,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,228,573
Value of net assets at end of year (total assets less liabilities)2015-12-31$315,324,301
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$317,552,874
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$217,442,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$223,909,047
Interest earned on other investments2015-12-31$4,652,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,333,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,935,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,935,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$93,428,976
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$88,580,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,434,744
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$6,507,774
Employer contributions (assets) at end of year2015-12-31$252,445
Employer contributions (assets) at beginning of year2015-12-31$272,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,700,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,747,304
Total unrealized appreciation/depreciation of assets2014-12-31$2,747,304
Total income from all sources (including contributions)2014-12-31$34,133,988
Total of all expenses incurred2014-12-31$23,923,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,856,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,929,361
Value of total assets at end of year2014-12-31$317,552,874
Value of total assets at beginning of year2014-12-31$307,342,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$67,243
Total interest from all sources2014-12-31$5,835,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,148,852
Participant contributions at end of year2014-12-31$596,812
Participant contributions at beginning of year2014-12-31$607,852
Participant contributions at end of year2014-12-31$258,468
Participant contributions at beginning of year2014-12-31$246,917
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,896,452
Other income not declared elsewhere2014-12-31$89,478
Administrative expenses (other) incurred2014-12-31$67,243
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$10,210,149
Value of net assets at end of year (total assets less liabilities)2014-12-31$317,552,874
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$307,342,725
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$223,909,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$216,585,901
Interest earned on other investments2014-12-31$5,835,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,935,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,587,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,587,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$88,580,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$86,039,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,532,797
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$6,884,057
Employer contributions (assets) at end of year2014-12-31$272,473
Employer contributions (assets) at beginning of year2014-12-31$274,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,856,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2014-12-31042684828
2013 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,548,370
Total unrealized appreciation/depreciation of assets2013-12-31$2,548,370
Total income from all sources (including contributions)2013-12-31$60,134,821
Total of all expenses incurred2013-12-31$20,479,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,458,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$17,778,661
Value of total assets at end of year2013-12-31$307,342,725
Value of total assets at beginning of year2013-12-31$267,687,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,757
Total interest from all sources2013-12-31$3,356,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,100,969
Participant contributions at end of year2013-12-31$607,852
Participant contributions at beginning of year2013-12-31$474,687
Participant contributions at end of year2013-12-31$246,917
Participant contributions at beginning of year2013-12-31$256,686
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,835,662
Administrative expenses (other) incurred2013-12-31$20,757
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$39,655,103
Value of net assets at end of year (total assets less liabilities)2013-12-31$307,342,725
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$267,687,622
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$216,585,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$183,064,822
Interest earned on other investments2013-12-31$3,356,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,587,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,300,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,300,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$86,039,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$80,324,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,451,329
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$6,842,030
Employer contributions (assets) at end of year2013-12-31$274,914
Employer contributions (assets) at beginning of year2013-12-31$266,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,458,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2013-12-31042684828
2012 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,415,813
Total unrealized appreciation/depreciation of assets2012-12-31$2,415,813
Total income from all sources (including contributions)2012-12-31$40,303,649
Total of all expenses incurred2012-12-31$14,426,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,412,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,789,479
Value of total assets at end of year2012-12-31$267,687,622
Value of total assets at beginning of year2012-12-31$241,810,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,379
Total interest from all sources2012-12-31$2,426,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,197,764
Participant contributions at end of year2012-12-31$474,687
Participant contributions at beginning of year2012-12-31$445,909
Participant contributions at end of year2012-12-31$256,686
Participant contributions at beginning of year2012-12-31$244,815
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,731,086
Administrative expenses (other) incurred2012-12-31$14,379
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$25,876,884
Value of net assets at end of year (total assets less liabilities)2012-12-31$267,687,622
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$241,810,738
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$183,064,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$159,834,315
Interest earned on other investments2012-12-31$2,426,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,300,125
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,896,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,896,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$80,324,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$78,089,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$20,671,974
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$6,860,629
Employer contributions (assets) at end of year2012-12-31$266,652
Employer contributions (assets) at beginning of year2012-12-31$300,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$14,412,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2012-12-31042684828
2011 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,325,524
Total unrealized appreciation/depreciation of assets2011-12-31$2,325,524
Total income from all sources (including contributions)2011-12-31$14,611,196
Total of all expenses incurred2011-12-31$14,538,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,528,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,042,422
Value of total assets at end of year2011-12-31$241,810,738
Value of total assets at beginning of year2011-12-31$241,737,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,057
Total interest from all sources2011-12-31$2,004,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,269,217
Participant contributions at end of year2011-12-31$445,909
Participant contributions at beginning of year2011-12-31$439,288
Participant contributions at end of year2011-12-31$244,815
Participant contributions at beginning of year2011-12-31$263,991
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$705,077
Administrative expenses (other) incurred2011-12-31$10,057
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$73,010
Value of net assets at end of year (total assets less liabilities)2011-12-31$241,810,738
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$241,737,728
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$159,834,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$164,624,828
Interest earned on other investments2011-12-31$2,004,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,896,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,129,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,129,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$78,089,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$73,990,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,761,322
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$7,068,128
Employer contributions (assets) at end of year2011-12-31$300,416
Employer contributions (assets) at beginning of year2011-12-31$290,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,528,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2011-12-31042684828
2010 : SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$617,347
Total unrealized appreciation/depreciation of assets2010-12-31$617,347
Total income from all sources (including contributions)2010-12-31$36,555,414
Total of all expenses incurred2010-12-31$12,589,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,498,479
Expenses. Certain deemed distributions of participant loans2010-12-31$78,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,066,839
Value of total assets at end of year2010-12-31$241,737,728
Value of total assets at beginning of year2010-12-31$217,771,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,384
Total interest from all sources2010-12-31$1,250,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$6,103,341
Participant contributions at end of year2010-12-31$439,288
Participant contributions at beginning of year2010-12-31$501,609
Participant contributions at end of year2010-12-31$263,991
Participant contributions at beginning of year2010-12-31$447,315
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,097,714
Administrative expenses (other) incurred2010-12-31$12,384
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$23,965,763
Value of net assets at end of year (total assets less liabilities)2010-12-31$241,737,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$217,771,965
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$164,624,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$142,861,134
Interest earned on other investments2010-12-31$1,250,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,129,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,455,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,455,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$73,990,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$70,987,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,621,081
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$6,865,784
Employer contributions (assets) at end of year2010-12-31$290,015
Employer contributions (assets) at beginning of year2010-12-31$518,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,498,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31FEELEY & DRISCOLL, P.C.
Accountancy firm EIN2010-12-31042684828
2009 : SUFFOLK UNIVERSITY'S 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 SUFFOLK UNIVERSITY'S RETIREMENT PLAN

2022: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SUFFOLK UNIVERSITY'S 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: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 - TrustYes
2015: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUFFOLK UNIVERSITY'S RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1034
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1043
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered31
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1072
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1099
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered31
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered35
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered37
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered48
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1160
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered51
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1177
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1197
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered55
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered58
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1257
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Number of Individuals Covered1248
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Number of Individuals Covered65
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104542
Policy instance 1
Insurance contract or identification number104542
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number2203002305001
Policy instance 2
Insurance contract or identification number2203002305001
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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