SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	001

SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met. Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash. Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities. Participant-directed brokerage accounts provided as an investment option under the plan. Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SS&C TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:	SS&C TECHNOLOGIES, INC.
Employer identification number (EIN):	061169696
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

Additional information about SS&C TECHNOLOGIES, INC.

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1994-08-31
Company Identification Number:	0011002306
Legal Registered Office Address:	80 LAMBERTON RD STE 5 WINDSOR United States of America (USA) 06095

More information about SS&C TECHNOLOGIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	PATRICK PEDONTI
001	2016-01-01	PATRICK PEDONTI
001	2015-01-01	PATRICK PEDONTI
001	2015-01-01
001	2014-01-01	PATRICK PEDONTI
001	2013-01-01	PATRICK PEDONTI
001	2012-01-01	PATRICK PEDONTI
001	2011-01-01	PATRICK PEDONTI
001	2009-01-01	PATRICK PEDONTI

Plan Statistics for SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12,951
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11,132
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	3,051
Total of all active and inactive participants	2022-01-01	14,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	23
Total participants	2022-01-01	14,216
Number of participants with account balances	2022-01-01	13,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	98
2021: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12,899
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10,298
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,628
Total of all active and inactive participants	2021-01-01	12,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	15
Total participants	2021-01-01	12,951
Number of participants with account balances	2021-01-01	12,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	383
2020: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12,247
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10,991
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,892
Total of all active and inactive participants	2020-01-01	12,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	13
Total participants	2020-01-01	12,899
Number of participants with account balances	2020-01-01	12,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	452
2019: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6,021
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10,678
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,557
Total of all active and inactive participants	2019-01-01	12,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	7
Total participants	2019-01-01	12,247
Number of participants with account balances	2019-01-01	11,962
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	328
2018: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,486
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5,141
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	878
Total of all active and inactive participants	2018-01-01	6,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6,021
Number of participants with account balances	2018-01-01	5,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	259
2017: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,888
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,760
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	724
Total of all active and inactive participants	2017-01-01	4,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4,486
Number of participants with account balances	2017-01-01	3,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	279
2016: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,102
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4,307
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	580
Total of all active and inactive participants	2016-01-01	4,888
Total participants	2016-01-01	4,888
Number of participants with account balances	2016-01-01	3,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	203
2015: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,721
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	380
Total of all active and inactive participants	2015-01-01	3,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3,102
Number of participants with account balances	2015-01-01	2,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	89
2014: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,716
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,717
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	386
Total of all active and inactive participants	2014-01-01	2,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,103
Number of participants with account balances	2014-01-01	1,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	129
2013: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,376
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,348
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	368
Total of all active and inactive participants	2013-01-01	1,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,716
Number of participants with account balances	2013-01-01	1,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	88
2012: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,194
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,128
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	245
Total of all active and inactive participants	2012-01-01	1,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,376
Number of participants with account balances	2012-01-01	1,169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	53
2011: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,084
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	974
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	219
Total of all active and inactive participants	2011-01-01	1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,194
Number of participants with account balances	2011-01-01	1,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	44
2009: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	909
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	760
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	166
Total of all active and inactive participants	2009-01-01	926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	927
Number of participants with account balances	2009-01-01	758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-8,646,850
Total unrealized appreciation/depreciation of assets	2022-12-31	$-8,646,850
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$64,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$19,128
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-31,792,305
Total loss/gain on sale of assets	2022-12-31	$-6,163,724
Total of all expenses incurred	2022-12-31	$73,083,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$72,308,072
Expenses. Certain deemed distributions of participant loans	2022-12-31	$27,179
Value of total corrective distributions	2022-12-31	$18,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$186,901,506
Value of total assets at end of year	2022-12-31	$1,103,627,434
Value of total assets at beginning of year	2022-12-31	$1,208,457,675
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$730,117
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$1,607,759
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$17,423,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$17,230,745
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$46,140
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$17,782
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$111,767,917
Participant contributions at end of year	2022-12-31	$15,017,216
Participant contributions at beginning of year	2022-12-31	$12,342,596
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$20,047
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$90,512
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$18,039,686
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$38,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$32,315
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$64,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$19,094
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$730,117
Liabilities. Value of operating payables at end of year	2022-12-31	$45
Liabilities. Value of operating payables at beginning of year	2022-12-31	$34
Total non interest bearing cash at end of year	2022-12-31	$57,889
Total non interest bearing cash at beginning of year	2022-12-31	$57,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-104,875,978
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,103,562,569
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,208,438,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$480,873,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$545,613,442
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$645,425
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$580,864
Income. Interest from US Government securities	2022-12-31	$225
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$532,785,564
Value of interest in common/collective trusts at beginning of year	2022-12-31	$570,442,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$27,911,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$23,817,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$23,817,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$381,245
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$26,991,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$23,538,785
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$176,325
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-124,411,982
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-98,502,328
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$57,093,903
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$449
Income. Dividends from common stock	2022-12-31	$192,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$72,308,072
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$9,887
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$19,699,509
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$32,505,514
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$99,452,142
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$105,615,866
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2022-12-31	431947695
2021 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-336,768
Total unrealized appreciation/depreciation of assets	2021-12-31	$-336,768
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$19,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,500
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$339,212,322
Total loss/gain on sale of assets	2021-12-31	$5,324,757
Total of all expenses incurred	2021-12-31	$76,247,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$75,455,244
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,298
Value of total corrective distributions	2021-12-31	$16,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$169,415,207
Value of total assets at end of year	2021-12-31	$1,208,457,675
Value of total assets at beginning of year	2021-12-31	$945,475,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$766,999
Total income from rents	2021-12-31	$0
Total interest from all sources	2021-12-31	$1,030,935
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$22,077,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$21,925,846
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$17,782
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$1,401
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$99,127,357
Participant contributions at end of year	2021-12-31	$12,342,596
Participant contributions at beginning of year	2021-12-31	$9,800,631
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$90,512
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$58,670
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$18,766,323
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$32,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$34,692
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$19,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,475
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$766,999
Liabilities. Value of operating payables at end of year	2021-12-31	$34
Liabilities. Value of operating payables at beginning of year	2021-12-31	$25
Total non interest bearing cash at end of year	2021-12-31	$57,625
Total non interest bearing cash at beginning of year	2021-12-31	$102,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$262,964,747
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,208,438,547
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$945,473,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$545,613,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$416,259,693
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$532,732
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$502,370
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$150
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$570,442,032
Value of interest in common/collective trusts at beginning of year	2021-12-31	$447,177,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$23,817,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$24,485,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$24,485,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$-4,317
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$23,538,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$23,410,944
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$68,017,712
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$73,682,589
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	Yes
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$51,521,527
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$418
Income. Dividends from common stock	2021-12-31	$151,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$75,455,244
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$9,961
Contract administrator fees	2021-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$32,505,514
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$24,133,438
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$175,550,973
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$170,226,216
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$4,296,675
Total unrealized appreciation/depreciation of assets	2020-12-31	$4,296,675
Total transfer of assets to this plan	2020-12-31	$2,251,660
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$3
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$304,081,944
Total loss/gain on sale of assets	2020-12-31	$3,555,217
Total of all expenses incurred	2020-12-31	$56,546,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$55,832,090
Expenses. Certain deemed distributions of participant loans	2020-12-31	$10,621
Value of total corrective distributions	2020-12-31	$17,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$164,450,442
Value of total assets at end of year	2020-12-31	$945,475,300
Value of total assets at beginning of year	2020-12-31	$695,686,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$686,963
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$1,093,954
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$13,445,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$13,323,802
Assets. Real estate other than employer real property at end of year	2020-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2020-12-31	$0
Administrative expenses professional fees incurred	2020-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$1,401
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$94,951,942
Participant contributions at end of year	2020-12-31	$9,800,631
Participant contributions at beginning of year	2020-12-31	$8,810,737
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$58,670
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$7,183
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$18,910,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$34,692
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$32,156
Assets. Loans (other than to participants) at end of year	2020-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$3
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$686,963
Liabilities. Value of operating payables at end of year	2020-12-31	$25
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$102,435
Total non interest bearing cash at beginning of year	2020-12-31	$5,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$247,535,219
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$945,473,800
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$695,686,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Assets. partnership/joint venture interests at end of year	2020-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$416,259,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$313,959,409
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$520,663
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$524,202
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in master investment trust accounts at end of year	2020-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$447,177,747
Value of interest in common/collective trusts at beginning of year	2020-12-31	$325,619,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$24,485,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$15,653,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$15,653,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$49,089
Assets. Value of investments in 103.12 investment entities at end of year	2020-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$23,410,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$19,895,843
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$0
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$50,675,237
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$66,564,427
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Assets. Value of employer real property at end of year	2020-12-31	$0
Assets. Value of employer real property at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$50,587,824
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Income. Dividends from preferred stock	2020-12-31	$164
Income. Dividends from common stock	2020-12-31	$122,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$55,832,090
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$9,961
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$24,133,438
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$11,703,111
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$57,655,264
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$54,100,047
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2020-12-31	061648707
2019 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,372,565
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,372,565
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,372,565
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,372,565
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$49
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$298,555,419
Total income from all sources (including contributions)	2019-12-31	$298,555,419
Total loss/gain on sale of assets	2019-12-31	$732,460
Total loss/gain on sale of assets	2019-12-31	$732,460
Total of all expenses incurred	2019-12-31	$34,012,737
Total of all expenses incurred	2019-12-31	$34,012,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$33,310,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$33,310,446
Expenses. Certain deemed distributions of participant loans	2019-12-31	$28,880
Expenses. Certain deemed distributions of participant loans	2019-12-31	$28,880
Value of total corrective distributions	2019-12-31	$3,275
Value of total corrective distributions	2019-12-31	$3,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$179,591,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$179,591,087
Value of total assets at end of year	2019-12-31	$695,686,924
Value of total assets at end of year	2019-12-31	$695,686,924
Value of total assets at beginning of year	2019-12-31	$431,144,288
Value of total assets at beginning of year	2019-12-31	$431,144,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$670,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$670,136
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$1,088,735
Total interest from all sources	2019-12-31	$1,088,735
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,158,929
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,158,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,068,032
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,068,032
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at end of year	2019-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$91,301,422
Contributions received from participants	2019-12-31	$91,301,422
Participant contributions at end of year	2019-12-31	$8,810,737
Participant contributions at end of year	2019-12-31	$8,810,737
Participant contributions at beginning of year	2019-12-31	$6,719,285
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,183
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$7,183
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$11,719
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$39,970,488
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$39,970,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$32,156
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$32,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$174,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$174,155
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$49
Other income not declared elsewhere	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$670,136
Administrative expenses (other) incurred	2019-12-31	$670,136
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$5,500
Total non interest bearing cash at end of year	2019-12-31	$5,500
Total non interest bearing cash at beginning of year	2019-12-31	$7,936
Total non interest bearing cash at beginning of year	2019-12-31	$7,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$264,542,682
Value of net income/loss	2019-12-31	$264,542,682
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$695,686,921
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$695,686,921
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$431,144,239
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$431,144,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at end of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$313,959,409
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$313,959,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$390,007,044
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$408,190
Interest on participant loans	2019-12-31	$408,190
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$436,604
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at end of year	2019-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$325,619,871
Value of interest in common/collective trusts at end of year	2019-12-31	$325,619,871
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$15,653,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$15,653,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$10,290,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$10,290,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$10,290,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$10,290,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$243,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$243,941
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2019-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,895,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$19,895,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$17,428,832
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at end of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Asset value of US Government securities at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$96,219,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$96,219,057
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$10,392,586
Net investment gain or loss from common/collective trusts	2019-12-31	$10,392,586
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at end of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Assets. Value of employer real property at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$48,319,177
Contributions received in cash from employer	2019-12-31	$48,319,177
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$90,897
Income. Dividends from common stock	2019-12-31	$90,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$33,310,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$33,310,446
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at end of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Contract administrator fees	2019-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$11,703,111
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$11,703,111
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$6,504,770
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$6,504,770
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$15,619,272
Aggregate proceeds on sale of assets	2019-12-31	$15,619,272
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$14,886,812
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$14,886,812
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm name	2019-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2019-12-31	061648707
Accountancy firm EIN	2019-12-31	061648707
2018 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-937,737
Total unrealized appreciation/depreciation of assets	2018-12-31	$-937,737
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$49
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$89,227,295
Total loss/gain on sale of assets	2018-12-31	$398,597
Total of all expenses incurred	2018-12-31	$24,665,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$24,209,907
Expenses. Certain deemed distributions of participant loans	2018-12-31	$64,512
Value of total corrective distributions	2018-12-31	$10,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$111,737,606
Value of total assets at end of year	2018-12-31	$431,144,288
Value of total assets at beginning of year	2018-12-31	$366,582,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$380,975
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$753,642
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$18,834,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$18,763,504
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$26,420
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$37,931,802
Participant contributions at end of year	2018-12-31	$6,719,285
Participant contributions at beginning of year	2018-12-31	$5,640,756
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$11,719
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$50,214
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$62,467,340
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$174,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$49
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$380,975
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$10
Total non interest bearing cash at end of year	2018-12-31	$7,936
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$64,561,668
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$431,144,239
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$366,582,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$390,007,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$333,445,982
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$302,213
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$349,990
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$705
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$10,290,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,524,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,524,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$100,734
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$17,428,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$15,818,335
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-41,559,161
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$11,338,464
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$1,045
Income. Dividends from common stock	2018-12-31	$69,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$24,209,907
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$10,046
Contract administrator fees	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$6,504,770
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$6,066,127
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$15,761,275
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$15,362,678
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2018-12-31	061648707
2017 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$601,942
Total unrealized appreciation/depreciation of assets	2017-12-31	$601,942
Total transfer of assets to this plan	2017-12-31	$1,375,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$110,510,931
Total loss/gain on sale of assets	2017-12-31	$410,708
Total of all expenses incurred	2017-12-31	$21,933,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$21,850,197
Expenses. Certain deemed distributions of participant loans	2017-12-31	$14,417
Value of total corrective distributions	2017-12-31	$201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$56,986,911
Value of total assets at end of year	2017-12-31	$366,582,581
Value of total assets at beginning of year	2017-12-31	$276,629,465
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$68,924
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$609,465
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$10,185,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$10,123,330
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$26,420
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$301
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$34,053,743
Participant contributions at end of year	2017-12-31	$5,640,756
Participant contributions at beginning of year	2017-12-31	$4,304,807
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$50,214
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$620
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,610,511
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$28
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$68,924
Liabilities. Value of operating payables at end of year	2017-12-31	$10
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$11,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$88,577,192
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$366,582,571
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$276,629,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$333,445,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$248,437,860
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$233,507
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$349,616
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$812
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,524,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,450,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,450,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$25,530
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$15,818,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$16,169,459
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$41,716,835
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$10,322,657
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$1,813
Income. Dividends from common stock	2017-12-31	$59,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$21,850,197
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$10,046
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$10,220
Contract administrator fees	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$6,066,127
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$4,244,250
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$9,791,175
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$9,380,467
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2017-12-31	061648707
2016 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$191,543
Total unrealized appreciation/depreciation of assets	2016-12-31	$191,543
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$63,557
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$69,261,761
Total loss/gain on sale of assets	2016-12-31	$100,939
Total of all expenses incurred	2016-12-31	$14,308,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$14,336,389
Expenses. Certain deemed distributions of participant loans	2016-12-31	$21,574
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$50,217,857
Value of total assets at end of year	2016-12-31	$276,629,465
Value of total assets at beginning of year	2016-12-31	$221,739,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$-49,741
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$468,559
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,153,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$8,100,403
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$301
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$28,610,745
Participant contributions at end of year	2016-12-31	$4,304,807
Participant contributions at beginning of year	2016-12-31	$3,732,666
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$620
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$13,580
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,359,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$28
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$38,350
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$63,557
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$-49,741
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$11,866
Total non interest bearing cash at beginning of year	2016-12-31	$9,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$54,953,539
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$276,629,465
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$221,675,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$248,437,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$199,446,902
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$172,239
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$293,323
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$175
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$3,542,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,450,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,119,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,119,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$2,822
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$16,169,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,983,351
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$10,135,481
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$-6,249
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$9,247,915
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$53,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$14,336,389
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$10,220
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$4,244,250
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$2,853,694
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$6,383,363
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$6,282,424
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2016-12-31	061648707
2015 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-404,370
Total unrealized appreciation/depreciation of assets	2015-12-31	$-404,370
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$63,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$81,988,323
Total loss/gain on sale of assets	2015-12-31	$30,327
Total of all expenses incurred	2015-12-31	$10,260,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$10,195,849
Expenses. Certain deemed distributions of participant loans	2015-12-31	$52,767
Value of total corrective distributions	2015-12-31	$396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$82,503,473
Value of total assets at end of year	2015-12-31	$221,739,483
Value of total assets at beginning of year	2015-12-31	$149,947,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,179
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$200,236
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$11,721,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$11,686,369
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$1,777
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$17,224,010
Participant contributions at end of year	2015-12-31	$3,732,666
Participant contributions at beginning of year	2015-12-31	$2,529,196
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$13,580
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$15,047
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$59,536,807
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$38,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$63,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$11,179
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$9,079
Total non interest bearing cash at beginning of year	2015-12-31	$5,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$71,728,132
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$221,675,926
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$149,947,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$199,446,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$130,977,018
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$128,463
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$71,031
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$3,542,310
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,706,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,119,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$10,337,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$10,337,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$742
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,983,351
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,074,950
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$12,280
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$5,742,656
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$34,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$10,195,849
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$2,853,694
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$2,375,133
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$4,784,155
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$4,753,828
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2015-12-31	061648707
2014 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-120,722
Total unrealized appreciation/depreciation of assets	2014-12-31	$-120,722
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$29,756,111
Total loss/gain on sale of assets	2014-12-31	$96,438
Total of all expenses incurred	2014-12-31	$10,857,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,835,578
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$20,681,722
Value of total assets at end of year	2014-12-31	$149,947,794
Value of total assets at beginning of year	2014-12-31	$131,048,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$21,734
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$104,027
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$10,582,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$10,554,200
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$1,777
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$8,061
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$13,068,967
Participant contributions at end of year	2014-12-31	$2,529,196
Participant contributions at beginning of year	2014-12-31	$2,210,944
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$15,047
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$29,316
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,505,517
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$21,734
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$5,128
Total non interest bearing cash at beginning of year	2014-12-31	$2,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$18,898,799
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$149,947,794
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$131,048,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$130,977,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$114,385,691
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$102,783
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$3,706,917
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,418,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$10,337,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$9,775,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$9,775,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,244
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,627,284
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$39,791
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$4,107,238
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$3,853
Income. Dividends from common stock	2014-12-31	$24,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$10,835,578
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$2,375,133
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$1,218,747
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$9,401,190
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$9,304,752
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2014-12-31	061648707
2013 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$86,671
Total unrealized appreciation/depreciation of assets	2013-12-31	$86,671
Total transfer of assets to this plan	2013-12-31	$21,637,671
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$35,466,821
Total loss/gain on sale of assets	2013-12-31	$40,865
Total of all expenses incurred	2013-12-31	$6,862,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$6,843,900
Expenses. Certain deemed distributions of participant loans	2013-12-31	$-117
Value of total corrective distributions	2013-12-31	$633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$16,088,231
Value of total assets at end of year	2013-12-31	$131,048,995
Value of total assets at beginning of year	2013-12-31	$80,806,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,725
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$92,453
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$4,378,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$4,360,946
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$8,061
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$10,607,668
Participant contributions at end of year	2013-12-31	$2,210,944
Participant contributions at beginning of year	2013-12-31	$1,596,486
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$29,316
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$8,500
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,123,965
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$17,725
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$2,944
Total non interest bearing cash at beginning of year	2013-12-31	$2,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$28,604,680
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$131,048,995
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$80,806,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$114,385,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$66,431,708
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$90,925
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$3,418,139
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,998,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$9,775,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$9,200,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$9,200,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,528
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$14,784,759
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$-4,783
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$3,356,598
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$1,213
Income. Dividends from common stock	2013-12-31	$16,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$6,843,900
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$1,218,747
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$567,956
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,820,682
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$4,779,817
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2013-12-31	061648707
2012 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$266
Total unrealized appreciation/depreciation of assets	2012-12-31	$266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$22,183,426
Total loss/gain on sale of assets	2012-12-31	$515
Total of all expenses incurred	2012-12-31	$3,014,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,981,817
Expenses. Certain deemed distributions of participant loans	2012-12-31	$18,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$14,390,829
Value of total assets at end of year	2012-12-31	$80,806,644
Value of total assets at beginning of year	2012-12-31	$61,637,431
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,810
Total interest from all sources	2012-12-31	$79,906
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,194,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$2,188,035
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$8,019,148
Participant contributions at end of year	2012-12-31	$1,596,486
Participant contributions at beginning of year	2012-12-31	$1,355,734
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$8,500
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,715,236
Administrative expenses (other) incurred	2012-12-31	$13,810
Total non interest bearing cash at end of year	2012-12-31	$2,264
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$19,169,213
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$80,806,644
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$61,637,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$66,431,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$48,752,590
Interest on participant loans	2012-12-31	$74,864
Value of interest in common/collective trusts at end of year	2012-12-31	$2,998,913
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,001,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$9,200,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$8,527,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$8,527,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$5,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,468,769
Net investment gain or loss from common/collective trusts	2012-12-31	$48,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,656,445
Income. Dividends from common stock	2012-12-31	$6,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,981,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$567,956
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$843,431
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$842,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2012-12-31	061648707
2011 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$1,413,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$8,999,812
Total of all expenses incurred	2011-12-31	$3,437,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,377,938
Expenses. Certain deemed distributions of participant loans	2011-12-31	$45,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,825,517
Value of total assets at end of year	2011-12-31	$61,637,431
Value of total assets at beginning of year	2011-12-31	$54,661,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,255
Total interest from all sources	2011-12-31	$75,967
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$1,145,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,145,480
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$6,913,639
Participant contributions at end of year	2011-12-31	$1,355,734
Participant contributions at beginning of year	2011-12-31	$1,164,461
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$172,908
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,941,729
Administrative expenses (other) incurred	2011-12-31	$14,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$5,562,520
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$61,637,431
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$54,661,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$48,752,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$43,465,695
Interest on participant loans	2011-12-31	$75,141
Value of interest in common/collective trusts at end of year	2011-12-31	$3,001,593
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,181,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$8,527,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$7,650,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$7,650,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$826
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,139,050
Net investment gain or loss from common/collective trusts	2011-12-31	$91,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,970,149
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$26,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,377,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2011-12-31	061648707
2010 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$1,130,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$13,543,577
Total of all expenses incurred	2010-12-31	$2,531,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,517,892
Expenses. Certain deemed distributions of participant loans	2010-12-31	$4,918
Value of total corrective distributions	2010-12-31	$743
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,713,776
Value of total assets at end of year	2010-12-31	$54,661,759
Value of total assets at beginning of year	2010-12-31	$42,519,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,048
Total interest from all sources	2010-12-31	$69,882
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$751,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$751,167
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$5,794,398
Participant contributions at end of year	2010-12-31	$1,164,461
Participant contributions at beginning of year	2010-12-31	$967,032
Participant contributions at end of year	2010-12-31	$172,908
Participant contributions at beginning of year	2010-12-31	$154,960
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$318,773
Administrative expenses (other) incurred	2010-12-31	$8,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$11,011,976
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$54,661,759
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$42,519,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$43,465,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$31,232,292
Interest on participant loans	2010-12-31	$68,329
Value of interest in common/collective trusts at end of year	2010-12-31	$2,181,195
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,076,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$7,650,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$8,071,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$8,071,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,924,535
Net investment gain or loss from common/collective trusts	2010-12-31	$84,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,600,605
Employer contributions (assets) at end of year	2010-12-31	$26,751
Employer contributions (assets) at beginning of year	2010-12-31	$17,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,517,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Qualified
Accountancy firm name	2010-12-31	FIONDELLA, MILONE & LASARACINA LLP
Accountancy firm EIN	2010-12-31	061648707
2009 : SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN

2022: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 8207 Insurance policy start date 2022-01-01 Insurance policy end date 2022-12-31 Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 9365 Insurance policy start date 2021-01-01 Insurance policy end date 2021-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Commission paid to Insurance Broker USD $0
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 11482 Insurance policy start date 2020-01-01 Insurance policy end date 2020-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 572 Insurance policy start date 2019-01-01 Insurance policy end date 2019-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 479 Insurance policy start date 2018-01-01 Insurance policy end date 2018-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 474 Insurance policy start date 2017-01-01 Insurance policy end date 2017-12-31 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 plan No Contracts With Unallocated Funds Deposit Administration 0 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 Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number	GA85083
Policy instance	1
Insurance contract or identification number GA85083 Number of Individuals Covered 861 Insurance policy start date 2015-09-02 Insurance policy end date 2015-12-31 Total amount of commissions paid to insurance broker USD $0 Total amount of fees paid to insurance company USD $0 Are there contracts with allocated funds for individual policies? No Are there contracts with allocated funds for group deferred annuity? No Are there contracts with allocated funds for types other than group deferred annuity or individual? No Contract purchased, in whole or in part, to distribute benefits from a terminating plan No Contracts With Unallocated Funds Deposit Administration 0 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? No Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? Yes Health Insurance Welfare Benefit No Dental Insurance Welfare Benefit No Vision Insurance Welfare Benefit No Life Insurance Welfare Benefit No Temporary Disability Insurance Welfare Benefit No Long Term Disability Insurance Welfare Benefit No Unemployment Insurance Welfare Benefit No 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 Commission paid to Insurance Broker USD $0 Amount paid for insurance broker fees 0 Insurance broker name