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RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 401k Plan overview

Plan NameRETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT
Plan identification number 001

RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

AMERICAN UNIVERSITY OF BEIRUT has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN UNIVERSITY OF BEIRUT
Employer identification number (EIN):135596846
NAIC Classification:611000

Additional information about AMERICAN UNIVERSITY OF BEIRUT

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1863-04-24
Company Identification Number: 26620
Legal Registered Office Address: 8TH FLOOR
3 DAG HAMMARSKJOLD PLAZA
NEW YORK
United States of America (USA)
100172303

More information about AMERICAN UNIVERSITY OF BEIRUT

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01DIANA HAHN
0012017-01-01DIANA HAHN
0012016-01-01DIANA HAHN
0012015-01-01DIANA HAHN
0012014-01-01DIANA HAHN
0012013-01-01DIANA HAHN
0012012-01-01DIANA HAHN
0012011-01-01DIANA HAHN
0012010-01-01DIANA HAHN
0012009-01-01DIANA HAHN

Plan Statistics for RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

401k plan membership statisitcs for RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Measure Date Value
2022: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2022 401k membership
Total participants, beginning-of-year2022-01-01394
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01385
Number of participants with account balances2022-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2021 401k membership
Total participants, beginning-of-year2021-01-01558
Total number of active participants reported on line 7a of the Form 55002021-01-01232
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01394
Number of participants with account balances2021-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2020 401k membership
Total participants, beginning-of-year2020-01-01584
Total number of active participants reported on line 7a of the Form 55002020-01-01421
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01558
Number of participants with account balances2020-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2019 401k membership
Total participants, beginning-of-year2019-01-01564
Total number of active participants reported on line 7a of the Form 55002019-01-01447
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01119
Total of all active and inactive participants2019-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01584
Number of participants with account balances2019-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2018 401k membership
Total participants, beginning-of-year2018-01-01575
Total number of active participants reported on line 7a of the Form 55002018-01-01434
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01564
Number of participants with account balances2018-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2017 401k membership
Total participants, beginning-of-year2017-01-01545
Total number of active participants reported on line 7a of the Form 55002017-01-01446
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01575
Number of participants with account balances2017-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2016 401k membership
Total participants, beginning-of-year2016-01-01508
Total number of active participants reported on line 7a of the Form 55002016-01-01431
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01545
Number of participants with account balances2016-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2015 401k membership
Total participants, beginning-of-year2015-01-01473
Total number of active participants reported on line 7a of the Form 55002015-01-01407
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0194
Total of all active and inactive participants2015-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01508
Number of participants with account balances2015-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2014 401k membership
Total participants, beginning-of-year2014-01-01438
Total number of active participants reported on line 7a of the Form 55002014-01-01378
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01473
Number of participants with account balances2014-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2013 401k membership
Total participants, beginning-of-year2013-01-01430
Total number of active participants reported on line 7a of the Form 55002013-01-01356
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01438
Number of participants with account balances2013-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2012 401k membership
Total participants, beginning-of-year2012-01-01408
Total number of active participants reported on line 7a of the Form 55002012-01-01354
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01430
Number of participants with account balances2012-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2011 401k membership
Total participants, beginning-of-year2011-01-01376
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01408
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2010 401k membership
Total participants, beginning-of-year2010-01-01274
Total number of active participants reported on line 7a of the Form 55002010-01-01317
Number of retired or separated participants receiving benefits2010-01-0110
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01376
Number of participants with account balances2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01274
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

Measure Date Value
2022 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,968,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,218,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,218,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,295,884
Value of total assets at end of year2022-12-31$79,369,812
Value of total assets at beginning of year2022-12-31$92,556,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,162,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,162,024
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,501,464
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$19,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,186,443
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,369,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$92,556,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$71,770,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$85,784,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,599,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,772,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,772,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,445,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,794,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,218,155
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31LILLING & COMPANY LLP
Accountancy firm EIN2022-12-31133447681
2021 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,443,458
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,882,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,882,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,641,862
Value of total assets at end of year2021-12-31$92,556,255
Value of total assets at beginning of year2021-12-31$82,995,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$63
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,891,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,891,916
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,601,049
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,167
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,038
Other income not declared elsewhere2021-12-31$8,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,560,728
Value of net assets at end of year (total assets less liabilities)2021-12-31$92,556,255
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,995,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$85,784,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$76,292,778
Interest on participant loans2021-12-31$63
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,772,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,696,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,696,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$901,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,040,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,877,692
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2021-12-31271728945
2020 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,322,847
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,540,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,527,606
Value of total corrective distributions2020-12-31$13,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,405,268
Value of total assets at end of year2020-12-31$82,995,527
Value of total assets at beginning of year2020-12-31$72,213,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100
Total interest from all sources2020-12-31$889
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,381,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,381,775
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,963,291
Participant contributions at end of year2020-12-31$6,167
Participant contributions at beginning of year2020-12-31$26,988
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,076
Other income not declared elsewhere2020-12-31$5,038
Administrative expenses (other) incurred2020-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,782,023
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,995,527
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,213,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$76,292,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,557,432
Interest on participant loans2020-12-31$889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,696,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,629,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,629,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,529,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,426,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,527,606
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2020-12-31271728945
2019 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,167,972
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,904,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,904,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,520,822
Value of total assets at end of year2019-12-31$72,213,504
Value of total assets at beginning of year2019-12-31$57,949,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$200
Total interest from all sources2019-12-31$2,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,070,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,070,182
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,962,070
Participant contributions at end of year2019-12-31$26,988
Participant contributions at beginning of year2019-12-31$51,314
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,136
Administrative expenses (other) incurred2019-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,263,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,213,504
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$57,949,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,557,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,775,751
Interest on participant loans2019-12-31$2,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,629,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,122,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,122,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,574,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,413,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,904,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2019-12-31271728945
2018 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,330,515
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,327,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,327,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,173,845
Value of total assets at end of year2018-12-31$57,949,732
Value of total assets at beginning of year2018-12-31$58,946,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$200
Total interest from all sources2018-12-31$3,157
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,920,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,920,350
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,839,524
Participant contributions at end of year2018-12-31$51,314
Participant contributions at beginning of year2018-12-31$73,758
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,949
Administrative expenses (other) incurred2018-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-996,864
Value of net assets at end of year (total assets less liabilities)2018-12-31$57,949,732
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,946,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,775,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,930,372
Interest on participant loans2018-12-31$3,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,122,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,942,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,942,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,766,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,317,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,327,179
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2018-12-31271728945
2017 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,332,853
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,656,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,656,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,317,624
Value of total assets at end of year2017-12-31$58,946,596
Value of total assets at beginning of year2017-12-31$48,269,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$150
Total interest from all sources2017-12-31$1,785
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,930,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,930,509
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,823,497
Participant contributions at end of year2017-12-31$73,758
Participant contributions at beginning of year2017-12-31$34,516
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$189,560
Administrative expenses (other) incurred2017-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,676,602
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,946,596
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$48,269,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,930,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$44,656,638
Interest on participant loans2017-12-31$1,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,942,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,578,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,578,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,082,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,304,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,656,101
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2017-12-31271728945
2016 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,369,907
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$706,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$705,948
Value of total corrective distributions2016-12-31$336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,132,341
Value of total assets at end of year2016-12-31$48,269,994
Value of total assets at beginning of year2016-12-31$41,606,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$100
Total interest from all sources2016-12-31$1,514
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,339,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,339,747
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,760,362
Participant contributions at end of year2016-12-31$34,516
Participant contributions at beginning of year2016-12-31$14,927
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$6,407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,595
Administrative expenses (other) incurred2016-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,663,523
Value of net assets at end of year (total assets less liabilities)2016-12-31$48,269,994
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,606,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$44,656,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,895,027
Interest on participant loans2016-12-31$1,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,578,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,681,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,681,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,896,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,270,384
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$8,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$705,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2016-12-31271728945
2015 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,551,488
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$827,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$827,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,040,259
Value of total assets at end of year2015-12-31$41,606,471
Value of total assets at beginning of year2015-12-31$38,882,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$559
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,782,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,782,550
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,677,152
Participant contributions at end of year2015-12-31$14,927
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$6,407
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,723,541
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,606,471
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$38,882,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$38,895,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$36,100,224
Interest on participant loans2015-12-31$559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,681,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,782,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,782,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,271,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,252,033
Employer contributions (assets) at end of year2015-12-31$8,894
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$827,947
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PKF OCONNOR DAVIES LLP
Accountancy firm EIN2015-12-31271728945
2014 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,243,445
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$865,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$865,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,029,957
Value of total assets at end of year2014-12-31$38,882,930
Value of total assets at beginning of year2014-12-31$33,504,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,244,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,244,690
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,661,671
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$124,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,378,406
Value of net assets at end of year (total assets less liabilities)2014-12-31$38,882,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,504,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$36,100,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,504,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,782,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$968,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,243,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$865,039
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31OCONNOR DAVIES LLP
Accountancy firm EIN2014-12-31271728945
2013 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,127,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$950,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$950,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,135,581
Value of total assets at end of year2013-12-31$33,504,524
Value of total assets at beginning of year2013-12-31$25,327,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$846,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$846,562
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,711,880
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$16,901
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$174,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,176,712
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,504,524
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,327,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,504,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,310,911
Interest on participant loans2013-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,145,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,249,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$950,561
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31OCONNOR DAVIES LLP
Accountancy firm EIN2013-12-31271728945
2012 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,667,482
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,579,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,578,397
Value of total corrective distributions2012-12-31$771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,111,024
Value of total assets at end of year2012-12-31$25,327,812
Value of total assets at beginning of year2012-12-31$20,239,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$150
Total interest from all sources2012-12-31$1,251
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$526,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$526,202
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,618,186
Participant contributions at end of year2012-12-31$16,901
Participant contributions at beginning of year2012-12-31$30,391
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$285,877
Administrative expenses (other) incurred2012-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,088,164
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,327,812
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,239,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,310,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,209,257
Interest on participant loans2012-12-31$1,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,029,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,206,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,578,397
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2012-12-31271728945
2011 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,848,647
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$674,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$658,904
Expenses. Certain deemed distributions of participant loans2011-12-31$15,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,035,140
Value of total assets at end of year2011-12-31$20,239,648
Value of total assets at beginning of year2011-12-31$17,065,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$199
Total interest from all sources2011-12-31$1,646
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$398,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$398,926
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,589,580
Participant contributions at end of year2011-12-31$30,391
Participant contributions at beginning of year2011-12-31$51,761
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$348,409
Administrative expenses (other) incurred2011-12-31$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,174,544
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,239,648
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,065,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,209,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,013,343
Income. Interest from loans (other than to participants)2011-12-31$1,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-587,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,097,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$658,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31O'CONNOR DAVIES, LLP
Accountancy firm EIN2011-12-31271728945
2010 : RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,380,328
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$467,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$467,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,491,671
Value of total assets at end of year2010-12-31$17,065,104
Value of total assets at beginning of year2010-12-31$12,151,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$914
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$302,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$302,758
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,436,238
Participant contributions at end of year2010-12-31$51,761
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$178,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,913,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,065,104
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,151,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,013,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,151,889
Income. Interest from loans (other than to participants)2010-12-31$914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,584,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,877,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$467,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'CONNOR DAVIES MUNNS & DOBBINS, LL
Accountancy firm EIN2010-12-31133385019

Form 5500 Responses for RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT

2022: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PROGRAM FOR U. S. CITIZENS AND RESIDENT ALIEN EMPLOYEES OF THE AMERICAN UNIVERSITY OF BEIRUT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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