401k Plan data: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	001

MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: MERCY UNIVERSITY

Employer identification number (EIN): 131967321

NAIC Classification: 611000

Additional information about MERCY UNIVERSITY

Jurisdiction of Incorporation: Secretary of State Rhode Island

Incorporation Date:

Company Identification Number: 000028396

More information about MERCY UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 GENEVIEVE GULBRANDSEN 2024-10-16
001 2022-01-01 BRETT M. CARROLL 2023-10-16 BRETT M. CARROLL 2023-10-16
001 2021-01-01 BRETT M. CARROLL 2022-10-17 BRETT M. CARROLL 2022-10-17
001 2020-01-01 BRETT M. CARROLL 2021-10-15 BRETT M. CARROLL 2021-10-15
001 2019-01-01 BRETT A. CARROLL 2020-10-15
001 2018-01-01 NARDA A. ROMERO 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 DONALD AUNGST
001 2011-01-01 JEANNE PLECENIK
001 2010-01-01 JOSEPH SCHAEFER
001 2009-01-01 JEANNE T. PLECENIK
001 2009-01-01 JOSEPH SCHAEFER
001 2008-01-01 JOSEPH SCHAEFER
001 2007-01-01 WAYNE WEBB 2010-04-01
001 2007-01-01 JOSEPH SCHAEFER
001 2006-01-01 JOSEPH SCHAEFER
001 2005-01-01 JOSEPH SCHAEFER
001 2004-01-01 JOSEPH SCHAEFER
001 2003-01-01 JOSEPH SCHAEFER
001 2002-01-01 JOSEPH SCHAEFER
001 2001-01-01 JOSEPH SCHAEFER
001 2000-01-01 JOSEPH SCHAEFER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	GENEVIEVE GULBRANDSEN	2024-10-16
001	2022-01-01	BRETT M. CARROLL	2023-10-16	BRETT M. CARROLL	2023-10-16
001	2021-01-01	BRETT M. CARROLL	2022-10-17	BRETT M. CARROLL	2022-10-17
001	2020-01-01	BRETT M. CARROLL	2021-10-15	BRETT M. CARROLL	2021-10-15
001	2019-01-01	BRETT A. CARROLL	2020-10-15
001	2018-01-01	NARDA A. ROMERO	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	DONALD AUNGST
001	2011-01-01	JEANNE PLECENIK
001	2010-01-01	JOSEPH SCHAEFER
001	2009-01-01	JEANNE T. PLECENIK
001	2009-01-01	JOSEPH SCHAEFER
001	2008-01-01	JOSEPH SCHAEFER
001	2007-01-01			WAYNE WEBB	2010-04-01
001	2007-01-01	JOSEPH SCHAEFER
001	2006-01-01	JOSEPH SCHAEFER
001	2005-01-01	JOSEPH SCHAEFER
001	2004-01-01	JOSEPH SCHAEFER
001	2003-01-01	JOSEPH SCHAEFER
001	2002-01-01	JOSEPH SCHAEFER
001	2001-01-01	JOSEPH SCHAEFER
001	2000-01-01	JOSEPH SCHAEFER

Plan Statistics for MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,425
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,914
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 449
Total of all active and inactive participants 2023-01-01 2,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 5
Total participants 2023-01-01 2,368
Number of participants with account balances 2023-01-01 1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,033
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 581
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 464
Total of all active and inactive participants 2022-01-01 1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 6
Total participants 2022-01-01 1,051
Number of participants with account balances 2022-01-01 1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,043
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 559
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 500
Total of all active and inactive participants 2021-01-01 1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 6
Total participants 2021-01-01 1,067
Number of participants with account balances 2021-01-01 1,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,007
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 535
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 510
Total of all active and inactive participants 2020-01-01 1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 1,053
Number of participants with account balances 2020-01-01 1,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 879
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 508
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 494
Total of all active and inactive participants 2019-01-01 1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 4
Total participants 2019-01-01 1,007
Number of participants with account balances 2019-01-01 957
2018: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 860
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 393
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 480
Total of all active and inactive participants 2018-01-01 876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 878
Number of participants with account balances 2018-01-01 840
2017: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 779
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 414
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 445
Total of all active and inactive participants 2017-01-01 861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 863
Number of participants with account balances 2017-01-01 825
2016: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 847
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 378
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 468
Total of all active and inactive participants 2016-01-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 850
Number of participants with account balances 2016-01-01 831
2015: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 824
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 359
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 482
Total of all active and inactive participants 2015-01-01 843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 846
Number of participants with account balances 2015-01-01 823
2014: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 833
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 339
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 504
Total of all active and inactive participants 2014-01-01 844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 847
Number of participants with account balances 2014-01-01 818
2013: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 817
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 334
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 497
Total of all active and inactive participants 2013-01-01 832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 836
Number of participants with account balances 2013-01-01 800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 791
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 321
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 444
Total of all active and inactive participants 2012-01-01 766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 769
Number of participants with account balances 2012-01-01 786
2011: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 829
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 317
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 431
Total of all active and inactive participants 2011-01-01 749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 751
Number of participants with account balances 2011-01-01 765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 913
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 406
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 429
Total of all active and inactive participants 2010-01-01 836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 838
Number of participants with account balances 2010-01-01 778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 795
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 697
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 63
Total of all active and inactive participants 2009-01-01 760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 762
Number of participants with account balances 2009-01-01 634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 401k membership
Number of employers contributing to the scheme 2007-01-01 0

Measure	Date	Value
2023: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,425
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,914
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	449
Total of all active and inactive participants	2023-01-01	2,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	2,368
Number of participants with account balances	2023-01-01	1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,033
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	581
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	464
Total of all active and inactive participants	2022-01-01	1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	6
Total participants	2022-01-01	1,051
Number of participants with account balances	2022-01-01	1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,043
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	559
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	500
Total of all active and inactive participants	2021-01-01	1,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	6
Total participants	2021-01-01	1,067
Number of participants with account balances	2021-01-01	1,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,007
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	535
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	510
Total of all active and inactive participants	2020-01-01	1,048
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	1,053
Number of participants with account balances	2020-01-01	1,014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	879
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	508
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	494
Total of all active and inactive participants	2019-01-01	1,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	4
Total participants	2019-01-01	1,007
Number of participants with account balances	2019-01-01	957
2018: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	860
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	393
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	480
Total of all active and inactive participants	2018-01-01	876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	878
Number of participants with account balances	2018-01-01	840
2017: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	779
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	414
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	445
Total of all active and inactive participants	2017-01-01	861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	863
Number of participants with account balances	2017-01-01	825
2016: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	847
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	378
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	468
Total of all active and inactive participants	2016-01-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	850
Number of participants with account balances	2016-01-01	831
2015: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	824
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	359
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	482
Total of all active and inactive participants	2015-01-01	843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	846
Number of participants with account balances	2015-01-01	823
2014: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	833
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	339
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	504
Total of all active and inactive participants	2014-01-01	844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	847
Number of participants with account balances	2014-01-01	818
2013: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	817
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	334
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	497
Total of all active and inactive participants	2013-01-01	832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	836
Number of participants with account balances	2013-01-01	800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	791
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	321
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	444
Total of all active and inactive participants	2012-01-01	766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	769
Number of participants with account balances	2012-01-01	786
2011: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	829
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	317
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	431
Total of all active and inactive participants	2011-01-01	749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	751
Number of participants with account balances	2011-01-01	765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	913
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	406
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	429
Total of all active and inactive participants	2010-01-01	836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	838
Number of participants with account balances	2010-01-01	778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	795
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	697
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	63
Total of all active and inactive participants	2009-01-01	760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	762
Number of participants with account balances	2009-01-01	634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 401k membership
Number of employers contributing to the scheme	2007-01-01	0

Financial Data on MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2023 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$10,530,285
Total unrealized appreciation/depreciation of assets	2023-12-31	$10,530,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$14,928,986
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$8,068,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$8,065,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,851,134
Value of total assets at end of year	2023-12-31	$91,590,065
Value of total assets at beginning of year	2023-12-31	$84,730,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$3,680
Total interest from all sources	2023-12-31	$965,895
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$3,797,406
Participant contributions at end of year	2023-12-31	$512,796
Participant contributions at beginning of year	2023-12-31	$480,954
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$138,889
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$507,557
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$53,728
Administrative expenses (other) incurred	2023-12-31	$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$6,860,054
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$91,590,065
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$84,730,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$54,228,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$44,476,256
Value of interest in pooled separate accounts at end of year	2023-12-31	$7,791,712
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$8,079,914
Interest on participant loans	2023-12-31	$30,142
Interest earned on other investments	2023-12-31	$935,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$28,917,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$31,185,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$16,680
Net investment gain/loss from pooled separate accounts	2023-12-31	$-435,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$8,065,252
Contract administrator fees	2023-12-31	$3,575
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2023-12-31	366055558
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$10,530,285
Total unrealized appreciation/depreciation of assets	2023-01-01	$10,530,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$14,928,986
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$8,068,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$8,065,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$3,851,134
Value of total assets at end of year	2023-01-01	$91,590,065
Value of total assets at beginning of year	2023-01-01	$84,730,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$3,680
Total interest from all sources	2023-01-01	$965,895
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$500,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$3,797,406
Participant contributions at end of year	2023-01-01	$512,796
Participant contributions at beginning of year	2023-01-01	$480,954
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$138,889
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$507,557
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$53,728
Administrative expenses (other) incurred	2023-01-01	$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$6,860,054
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$91,590,065
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$84,730,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$54,228,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$44,476,256
Value of interest in pooled separate accounts at end of year	2023-01-01	$7,791,712
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$8,079,914
Interest on participant loans	2023-01-01	$30,142
Interest earned on other investments	2023-01-01	$935,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$28,917,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$31,185,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$16,680
Net investment gain/loss from pooled separate accounts	2023-01-01	$-435,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$8,065,252
Contract administrator fees	2023-01-01	$3,575
Did the plan have assets held for investment	2023-01-01	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	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	GRANT THORNTON LLP
Accountancy firm EIN	2023-01-01	366055558
2022 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-11,279,081
Total unrealized appreciation/depreciation of assets	2022-12-31	$-11,279,081
Total income from all sources (including contributions)	2022-12-31	$-5,601,000
Total of all expenses incurred	2022-12-31	$6,162,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,110,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,360,987
Value of total assets at end of year	2022-12-31	$84,730,011
Value of total assets at beginning of year	2022-12-31	$96,493,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,729
Total interest from all sources	2022-12-31	$1,317,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$3,668,121
Participant contributions at end of year	2022-12-31	$480,954
Participant contributions at beginning of year	2022-12-31	$419,736
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$507,557
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$532,906
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$692,866
Administrative expenses (other) incurred	2022-12-31	$52,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-11,763,753
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$84,730,011
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$96,493,764
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$44,476,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$54,121,923
Value of interest in pooled separate accounts at end of year	2022-12-31	$8,079,914
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$9,672,765
Interest on participant loans	2022-12-31	$20,249
Interest earned on other investments	2022-12-31	$1,296,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$31,185,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$31,746,434
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,110,024
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
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2022-12-31	431947695
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$-11,279,081
Total unrealized appreciation/depreciation of assets	2022-01-01	$-11,279,081
Total income from all sources (including contributions)	2022-01-01	$-5,601,000
Total of all expenses incurred	2022-01-01	$6,162,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$6,110,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$4,360,987
Value of total assets at end of year	2022-01-01	$84,730,011
Value of total assets at beginning of year	2022-01-01	$96,493,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$52,729
Total interest from all sources	2022-01-01	$1,317,094
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$3,668,121
Participant contributions at end of year	2022-01-01	$480,954
Participant contributions at beginning of year	2022-01-01	$419,736
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$507,557
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$532,906
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$692,866
Administrative expenses (other) incurred	2022-01-01	$52,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-11,763,753
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$84,730,011
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$96,493,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$44,476,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$54,121,923
Value of interest in pooled separate accounts at end of year	2022-01-01	$8,079,914
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$9,672,765
Interest on participant loans	2022-01-01	$20,249
Interest earned on other investments	2022-01-01	$1,296,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$31,185,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$31,746,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$6,110,024
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	2022-01-01	No
Did the plan have assets held for investment	2022-01-01	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	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2022-01-01	431947695
2021 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$8,027,614
Total unrealized appreciation/depreciation of assets	2021-12-31	$8,027,614
Total income from all sources (including contributions)	2021-12-31	$14,180,191
Total of all expenses incurred	2021-12-31	$8,992,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,964,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,963,691
Value of total assets at end of year	2021-12-31	$96,493,764
Value of total assets at beginning of year	2021-12-31	$91,306,185
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,095
Total interest from all sources	2021-12-31	$2,188,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$3,429,700
Participant contributions at end of year	2021-12-31	$419,736
Participant contributions at beginning of year	2021-12-31	$216,940
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$532,906
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$477,618
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$533,991
Administrative expenses (other) incurred	2021-12-31	$28,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,187,579
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$96,493,764
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$91,306,185
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$54,121,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$47,913,133
Value of interest in pooled separate accounts at end of year	2021-12-31	$9,672,765
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$9,552,681
Interest on participant loans	2021-12-31	$17,160
Interest earned on other investments	2021-12-31	$2,171,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$31,746,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$33,145,813
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	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,964,517
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
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN CPAS
Accountancy firm EIN	2021-12-31	431947695
2020 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$8,041,457
Total unrealized appreciation/depreciation of assets	2020-12-31	$8,041,457
Total income from all sources (including contributions)	2020-12-31	$13,638,967
Total of all expenses incurred	2020-12-31	$6,778,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,736,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,957,154
Value of total assets at end of year	2020-12-31	$91,306,185
Value of total assets at beginning of year	2020-12-31	$84,446,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,204
Total interest from all sources	2020-12-31	$1,640,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$3,336,887
Participant contributions at end of year	2020-12-31	$216,940
Participant contributions at beginning of year	2020-12-31	$153,849
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$477,618
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$446,672
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$620,267
Administrative expenses (other) incurred	2020-12-31	$42,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,860,076
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$91,306,185
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$84,446,109
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$47,913,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$40,973,911
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,552,681
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,663,987
Interest on participant loans	2020-12-31	$8,282
Interest earned on other investments	2020-12-31	$1,632,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$33,145,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$33,207,690
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,736,687
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	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARKS PANETH LLP
Accountancy firm EIN	2020-12-31	113518842
2019 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$9,304,354
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$9,304,354
Total unrealized appreciation/depreciation of assets	2019-12-31	$9,304,354
Total unrealized appreciation/depreciation of assets	2019-12-31	$9,304,354
Total income from all sources (including contributions)	2019-12-31	$13,822,107
Total income from all sources (including contributions)	2019-12-31	$13,822,107
Total of all expenses incurred	2019-12-31	$5,046,120
Total of all expenses incurred	2019-12-31	$5,046,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,003,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,003,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,968,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,968,223
Value of total assets at end of year	2019-12-31	$84,446,109
Value of total assets at end of year	2019-12-31	$84,446,109
Value of total assets at beginning of year	2019-12-31	$75,670,122
Value of total assets at beginning of year	2019-12-31	$75,670,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$42,646
Total interest from all sources	2019-12-31	$1,549,530
Total interest from all sources	2019-12-31	$1,549,530
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
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
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	$2,622,910
Contributions received from participants	2019-12-31	$2,622,910
Participant contributions at end of year	2019-12-31	$153,849
Participant contributions at end of year	2019-12-31	$153,849
Participant contributions at beginning of year	2019-12-31	$77,893
Participant contributions at beginning of year	2019-12-31	$77,893
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$446,672
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$446,672
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$500,288
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$500,288
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$345,313
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$345,313
Administrative expenses (other) incurred	2019-12-31	$42,646
Administrative expenses (other) incurred	2019-12-31	$42,646
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
Value of net income/loss	2019-12-31	$8,775,987
Value of net income/loss	2019-12-31	$8,775,987
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$84,446,109
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$84,446,109
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$75,670,122
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$75,670,122
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$40,973,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,940,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,940,322
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,663,987
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,663,987
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,989,436
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,989,436
Interest on participant loans	2019-12-31	$1,529
Interest on participant loans	2019-12-31	$1,529
Interest earned on other investments	2019-12-31	$1,548,001
Interest earned on other investments	2019-12-31	$1,548,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$33,207,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$33,207,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$33,162,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$33,162,183
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,003,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,003,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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	MARKS PANETH LLP
Accountancy firm name	2019-12-31	MARKS PANETH LLP
Accountancy firm EIN	2019-12-31	113518842
Accountancy firm EIN	2019-12-31	113518842
2018 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-3,059,307
Total unrealized appreciation/depreciation of assets	2018-12-31	$-3,059,307
Total income from all sources (including contributions)	2018-12-31	$2,221,161
Total of all expenses incurred	2018-12-31	$5,612,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,570,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,748,506
Value of total assets at end of year	2018-12-31	$75,670,122
Value of total assets at beginning of year	2018-12-31	$79,061,746
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$42,126
Total interest from all sources	2018-12-31	$1,531,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$2,558,482
Participant contributions at end of year	2018-12-31	$77,893
Participant contributions at beginning of year	2018-12-31	$110,512
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$500,288
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$587,899
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,190,024
Administrative expenses (other) incurred	2018-12-31	$42,126
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
Value of net income/loss	2018-12-31	$-3,391,624
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$75,670,122
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$79,061,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,940,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$34,547,086
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,989,436
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,857,395
Interest on participant loans	2018-12-31	$214
Interest earned on other investments	2018-12-31	$1,531,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$33,162,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$32,958,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,570,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MARKS PANETH LLP
Accountancy firm EIN	2018-12-31	113518842
2017 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$7,216,537
Total unrealized appreciation/depreciation of assets	2017-12-31	$7,216,537
Total income from all sources (including contributions)	2017-12-31	$12,096,276
Total of all expenses incurred	2017-12-31	$5,481,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,481,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,651,174
Value of total assets at end of year	2017-12-31	$79,061,746
Value of total assets at beginning of year	2017-12-31	$72,447,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$345
Total interest from all sources	2017-12-31	$1,228,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,546,526
Participant contributions at end of year	2017-12-31	$110,512
Participant contributions at beginning of year	2017-12-31	$135,447
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$587,899
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$647,004
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,104,648
Administrative expenses (other) incurred	2017-12-31	$345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,614,564
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$79,061,746
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$72,447,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$34,547,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$29,610,211
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,857,395
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,240,448
Interest on participant loans	2017-12-31	$237
Interest earned on other investments	2017-12-31	$1,228,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$32,958,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$32,814,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,481,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MARKS PANETH LLP
Accountancy firm EIN	2017-12-31	113518842
2016 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,785,862
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,785,862
Total income from all sources (including contributions)	2016-12-31	$7,570,711
Total of all expenses incurred	2016-12-31	$6,000,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,000,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,477,404
Value of total assets at end of year	2016-12-31	$72,447,182
Value of total assets at beginning of year	2016-12-31	$70,877,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$426
Total interest from all sources	2016-12-31	$1,307,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,492,750
Participant contributions at end of year	2016-12-31	$135,447
Participant contributions at beginning of year	2016-12-31	$91,032
Participant contributions at beginning of year	2016-12-31	$96,127
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$647,004
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$1,354,674
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$984,654
Administrative expenses (other) incurred	2016-12-31	$426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,569,993
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$72,447,182
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$70,877,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$29,610,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$28,592,753
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,240,448
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,139,037
Interest on participant loans	2016-12-31	$263
Interest earned on other investments	2016-12-31	$1,307,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$32,814,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$31,603,566
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$6,000,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MARKS PANETH LLP
Accountancy firm EIN	2016-12-31	113518842
2015 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-35,267
Total unrealized appreciation/depreciation of assets	2015-12-31	$-35,267
Total income from all sources (including contributions)	2015-12-31	$4,389,816
Total of all expenses incurred	2015-12-31	$4,878,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,877,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,204,024
Value of total assets at end of year	2015-12-31	$70,877,189
Value of total assets at beginning of year	2015-12-31	$71,365,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$407
Total interest from all sources	2015-12-31	$1,221,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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	$2,420,035
Participant contributions at end of year	2015-12-31	$91,032
Participant contributions at beginning of year	2015-12-31	$52,485
Participant contributions at end of year	2015-12-31	$96,127
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$1,354,674
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,325,604
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$783,989
Administrative expenses (other) incurred	2015-12-31	$407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-488,531
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$70,877,189
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$71,365,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$28,592,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$30,043,725
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,139,037
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$8,809,545
Interest on participant loans	2015-12-31	$78
Interest earned on other investments	2015-12-31	$1,220,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$31,603,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$31,134,361
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,877,940
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
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MARKS PANETH LLP
Accountancy firm EIN	2015-12-31	113518842
2014 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$2,579,599
Total unrealized appreciation/depreciation of assets	2014-12-31	$2,579,599
Total income from all sources (including contributions)	2014-12-31	$7,034,483
Total of all expenses incurred	2014-12-31	$4,522,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,522,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,217,608
Value of total assets at end of year	2014-12-31	$71,365,720
Value of total assets at beginning of year	2014-12-31	$68,854,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$242
Total interest from all sources	2014-12-31	$1,237,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,212,338
Participant contributions at end of year	2014-12-31	$52,485
Participant contributions at beginning of year	2014-12-31	$70,443
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$48,193
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$1,325,604
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$871,882
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,005,270
Administrative expenses (other) incurred	2014-12-31	$242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,511,709
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$71,365,720
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$68,854,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$30,043,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$29,648,785
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,809,545
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,516,328
Interest on participant loans	2014-12-31	$77
Interest earned on other investments	2014-12-31	$1,237,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$31,134,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$29,698,380
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,522,532
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
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MARKS PANETH LLP
Accountancy firm EIN	2014-12-31	113518842
2013 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$6,494,626
Total unrealized appreciation/depreciation of assets	2013-12-31	$6,494,626
Total income from all sources (including contributions)	2013-12-31	$10,108,608
Total of all expenses incurred	2013-12-31	$2,935,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,935,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,454,489
Value of total assets at end of year	2013-12-31	$68,854,011
Value of total assets at beginning of year	2013-12-31	$61,681,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$428
Total interest from all sources	2013-12-31	$1,159,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,064,388
Participant contributions at end of year	2013-12-31	$70,443
Participant contributions at beginning of year	2013-12-31	$66,645
Participant contributions at end of year	2013-12-31	$48,193
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$871,882
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$765,182
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$390,101
Administrative expenses (other) incurred	2013-12-31	$428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,172,788
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$68,854,011
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$61,681,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$29,648,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,808,372
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,516,328
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,845,968
Interest on participant loans	2013-12-31	$134
Interest earned on other investments	2013-12-31	$1,159,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$29,698,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$29,195,056
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,935,392
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
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MARKS PANETH LLP
Accountancy firm EIN	2013-12-31	113518842
2012 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$3,897,242
Total unrealized appreciation/depreciation of assets	2012-12-31	$3,897,242
Total income from all sources (including contributions)	2012-12-31	$8,458,042
Total of all expenses incurred	2012-12-31	$3,538,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,537,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,455,110
Value of total assets at end of year	2012-12-31	$61,681,223
Value of total assets at beginning of year	2012-12-31	$56,761,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$409
Total interest from all sources	2012-12-31	$1,105,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,194,665
Participant contributions at end of year	2012-12-31	$66,645
Participant contributions at beginning of year	2012-12-31	$45,381
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$765,182
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$787,973
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,260,445
Administrative expenses (other) incurred	2012-12-31	$409
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	$4,919,655
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$61,681,223
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$56,761,568
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	$24,808,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$21,862,404
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,845,968
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,606,404
Interest on participant loans	2012-12-31	$359
Interest earned on other investments	2012-12-31	$1,105,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$29,195,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$28,459,406
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	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,537,978
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
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MARKS PANETH & SHRON LLP
Accountancy firm EIN	2012-12-31	113518842
2011 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-485,526
Total unrealized appreciation/depreciation of assets	2011-12-31	$-485,526
Total income from all sources (including contributions)	2011-12-31	$4,267,646
Total of all expenses incurred	2011-12-31	$3,993,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,992,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,696,366
Value of total assets at end of year	2011-12-31	$56,761,568
Value of total assets at beginning of year	2011-12-31	$56,487,379
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$493
Total interest from all sources	2011-12-31	$1,056,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,166,258
Participant contributions at end of year	2011-12-31	$45,381
Participant contributions at beginning of year	2011-12-31	$49,390
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$787,973
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$600,180
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,530,108
Administrative expenses (other) incurred	2011-12-31	$493
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	$274,189
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$56,761,568
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$56,487,379
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	$21,862,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$24,094,193
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,606,404
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$5,373,523
Interest earned on other investments	2011-12-31	$1,056,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$28,459,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$26,370,093
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,992,964
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	MARKS PANETH & SHRON, LLP
Accountancy firm EIN	2011-12-31	113518842
2010 : MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$3,493,299
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,493,299
Total income from all sources (including contributions)	2010-12-31	$6,729,004
Total of all expenses incurred	2010-12-31	$2,685,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,685,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,284,043
Value of total assets at end of year	2010-12-31	$56,487,379
Value of total assets at beginning of year	2010-12-31	$52,444,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$513
Total interest from all sources	2010-12-31	$951,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
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	$2,136,923
Participant contributions at end of year	2010-12-31	$49,390
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$600,180
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$603,244
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$147,120
Administrative expenses (other) incurred	2010-12-31	$513
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	$4,043,204
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$56,487,379
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$52,444,175
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	$24,094,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$22,775,039
Value of interest in pooled separate accounts at end of year	2010-12-31	$5,373,523
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,119,165
Interest earned on other investments	2010-12-31	$951,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$26,370,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$25,946,727
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,685,287
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	Disclaimer
Accountancy firm name	2010-12-31	MARKS PANETH & SHRON, LLP
Accountancy firm EIN	2010-12-31	113518842
2009 : MERCY UNIVERSITY TAX DEFERRED ANNUITY 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 MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN

2023: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	This submission is the final filing	No
2007: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	This submission is the final filing	No
2005: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	This submission is the final filing	No
2004: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	This submission is the final filing	No
2003: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	This submission is the final filing	No
2002: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	This submission is the final filing	No
2001: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	This submission is the final filing	No
2000: MERCY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	This submission is the final filing	No

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

744686-01

Policy instance

Insurance contract or identification number	744686-01
Number of Individuals Covered	35
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $12,891
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?	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