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LE MOYNE COLLEGE 403(B) PLAN 401k Plan overview

Plan NameLE MOYNE COLLEGE 403(B) PLAN
Plan identification number 001

LE MOYNE COLLEGE 403(B) PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LE MOYNE COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:LE MOYNE COLLEGE
Employer identification number (EIN):150545841
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LE MOYNE COLLEGE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KARIN BOTTO KARIN BOTTO2018-10-11
0012016-01-01KARIN BOTTO KARIN BOTTO2017-08-25
0012015-01-01TIMOTHY BARRETT TIMOTHY BARRETT2016-10-11
0012014-01-01TIMOTHY BARRETT TIMOTHY BARRETT2015-07-31
0012014-01-01TIMOTHY BARRETT TIMOTHY BARRETT2015-07-31
0012013-01-01TIMOTHY BARRETT TIMOTHY BARRETT2014-07-10
0012012-01-01TIMOTHY BARRETT TIMOTHY BARRETT2013-10-03
0012011-01-01TIMOTHY BARRETT
0012010-01-01TIMOTHY BARRETT
0012009-01-01TIMOTHY BARRETT

Plan Statistics for LE MOYNE COLLEGE 403(B) PLAN

401k plan membership statisitcs for LE MOYNE COLLEGE 403(B) PLAN

Measure Date Value
2022: LE MOYNE COLLEGE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,279
Total number of active participants reported on line 7a of the Form 55002022-01-01598
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01729
Total of all active and inactive participants2022-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-011,352
Number of participants with account balances2022-01-011,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LE MOYNE COLLEGE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,264
Total number of active participants reported on line 7a of the Form 55002021-01-01584
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01699
Total of all active and inactive participants2021-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-011,305
Number of participants with account balances2021-01-011,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LE MOYNE COLLEGE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,260
Total number of active participants reported on line 7a of the Form 55002020-01-01659
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01613
Total of all active and inactive participants2020-01-011,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,274
Number of participants with account balances2020-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LE MOYNE COLLEGE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,251
Total number of active participants reported on line 7a of the Form 55002019-01-01637
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01620
Total of all active and inactive participants2019-01-011,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,260
Number of participants with account balances2019-01-011,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LE MOYNE COLLEGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,257
Total number of active participants reported on line 7a of the Form 55002018-01-01594
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01653
Total of all active and inactive participants2018-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,251
Number of participants with account balances2018-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LE MOYNE COLLEGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,280
Total number of active participants reported on line 7a of the Form 55002017-01-01555
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01687
Total of all active and inactive participants2017-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,243
Number of participants with account balances2017-01-011,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LE MOYNE COLLEGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,263
Total number of active participants reported on line 7a of the Form 55002016-01-01596
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01684
Total of all active and inactive participants2016-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,281
Number of participants with account balances2016-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LE MOYNE COLLEGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,204
Total number of active participants reported on line 7a of the Form 55002015-01-01586
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01676
Total of all active and inactive participants2015-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,263
Number of participants with account balances2015-01-011,204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LE MOYNE COLLEGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,221
Total number of active participants reported on line 7a of the Form 55002014-01-01563
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01639
Total of all active and inactive participants2014-01-011,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,204
Number of participants with account balances2014-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LE MOYNE COLLEGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,235
Total number of active participants reported on line 7a of the Form 55002013-01-01624
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01615
Total of all active and inactive participants2013-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,242
Number of participants with account balances2013-01-011,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LE MOYNE COLLEGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,208
Total number of active participants reported on line 7a of the Form 55002012-01-01602
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01630
Total of all active and inactive participants2012-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,235
Number of participants with account balances2012-01-011,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LE MOYNE COLLEGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,218
Total number of active participants reported on line 7a of the Form 55002011-01-01574
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01633
Total of all active and inactive participants2011-01-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,208
Number of participants with account balances2011-01-011,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LE MOYNE COLLEGE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,180
Total number of active participants reported on line 7a of the Form 55002010-01-011,133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0186
Total of all active and inactive participants2010-01-011,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,219
Number of participants with account balances2010-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LE MOYNE COLLEGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,636
Total number of active participants reported on line 7a of the Form 55002009-01-011,504
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-011,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,636
Number of participants with account balances2009-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LE MOYNE COLLEGE 403(B) PLAN

Measure Date Value
2022 : LE MOYNE COLLEGE 403(B) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-13,728,042
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,999,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,937,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,318,291
Value of total assets at end of year2022-12-31$189,075,096
Value of total assets at beginning of year2022-12-31$213,802,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,065
Total interest from all sources2022-12-31$2,383,625
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,002,481
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$3,002,481
Administrative expenses professional fees incurred2022-12-31$11,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,010,011
Participant contributions at end of year2022-12-31$533,169
Participant contributions at beginning of year2022-12-31$360,227
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$103,293
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,080,120
Other income not declared elsewhere2022-12-31$77,018
Administrative expenses (other) incurred2022-12-31$3,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,727,215
Value of net assets at end of year (total assets less liabilities)2022-12-31$189,075,096
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$213,802,311
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
Investment advisory and management fees2022-12-31$47,940
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$120,510,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$146,399,990
Value of interest in pooled separate accounts at end of year2022-12-31$8,537,442
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,993,109
Interest on participant loans2022-12-31$20,643
Interest earned on other investments2022-12-31$2,362,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$59,494,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,835,198
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$218,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-28,157,595
Net investment gain/loss from pooled separate accounts2022-12-31$648,138
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$3,228,160
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$110,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,718,323
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 name2022-12-31FREED MAXICK
Accountancy firm EIN2022-12-31454051133
2021 : LE MOYNE COLLEGE 403(B) PLAN 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$29,483,478
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,901,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,833,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,995,912
Value of total assets at end of year2021-12-31$213,802,311
Value of total assets at beginning of year2021-12-31$197,220,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,594
Total interest from all sources2021-12-31$2,039,810
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,256,569
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$5,256,569
Administrative expenses professional fees incurred2021-12-31$19,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,920,043
Participant contributions at end of year2021-12-31$360,227
Participant contributions at beginning of year2021-12-31$251,314
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$137,890
Other income not declared elsewhere2021-12-31$68,554
Administrative expenses (other) incurred2021-12-31$2,850
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$16,581,527
Value of net assets at end of year (total assets less liabilities)2021-12-31$213,802,311
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$197,220,784
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
Investment advisory and management fees2021-12-31$46,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$146,399,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$130,045,333
Value of interest in pooled separate accounts at end of year2021-12-31$7,993,109
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,680,748
Interest earned on other investments2021-12-31$2,039,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,835,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$60,243,389
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,218,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,934,462
Net investment gain/loss from pooled separate accounts2021-12-31$1,188,171
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$3,937,979
Employer contributions (assets) at end of year2021-12-31$213,787
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,615,234
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FREED MAXICK
Accountancy firm EIN2021-12-31454051133
2020 : LE MOYNE COLLEGE 403(B) PLAN 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$24,768,396
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,346,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,298,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,956,930
Value of total assets at end of year2020-12-31$197,220,784
Value of total assets at beginning of year2020-12-31$180,798,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,992
Total interest from all sources2020-12-31$2,325,877
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,500,244
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$2,500,244
Administrative expenses professional fees incurred2020-12-31$1,204
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,644,961
Participant contributions at end of year2020-12-31$251,314
Participant contributions at beginning of year2020-12-31$32,140
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$327,205
Other income not declared elsewhere2020-12-31$66,986
Administrative expenses (other) incurred2020-12-31$1,600
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$16,422,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$197,220,784
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$180,798,733
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
Investment advisory and management fees2020-12-31$45,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$130,045,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$113,514,180
Value of interest in pooled separate accounts at end of year2020-12-31$6,680,748
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,968,572
Interest on participant loans2020-12-31$5,577
Interest earned on other investments2020-12-31$2,320,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$60,243,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$60,283,841
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,271,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,975,681
Net investment gain/loss from pooled separate accounts2020-12-31$-57,322
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$1,984,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,026,401
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 name2020-12-31FREED MAXICK
Accountancy firm EIN2020-12-31454051133
2019 : LE MOYNE COLLEGE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$31,432,242
Total income from all sources (including contributions)2019-12-31$31,432,242
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,453,236
Total of all expenses incurred2019-12-31$8,453,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,391,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,391,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,774,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,774,775
Value of total assets at end of year2019-12-31$180,798,733
Value of total assets at end of year2019-12-31$180,798,733
Value of total assets at beginning of year2019-12-31$157,819,727
Value of total assets at beginning of year2019-12-31$157,819,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,244
Total interest from all sources2019-12-31$2,272,795
Total interest from all sources2019-12-31$2,272,795
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,938,955
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,938,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,938,955
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,938,955
Administrative expenses professional fees incurred2019-12-31$17,000
Administrative expenses professional fees incurred2019-12-31$17,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,621,872
Contributions received from participants2019-12-31$2,621,872
Participant contributions at end of year2019-12-31$32,140
Participant contributions at end of year2019-12-31$32,140
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,229,255
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,229,255
Other income not declared elsewhere2019-12-31$65,379
Other income not declared elsewhere2019-12-31$65,379
Administrative expenses (other) incurred2019-12-31$375
Administrative expenses (other) incurred2019-12-31$375
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$22,979,006
Value of net income/loss2019-12-31$22,979,006
Value of net assets at end of year (total assets less liabilities)2019-12-31$180,798,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$180,798,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,819,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$157,819,727
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
Investment advisory and management fees2019-12-31$43,869
Investment advisory and management fees2019-12-31$43,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,514,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,514,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,082,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$93,082,099
Value of interest in pooled separate accounts at end of year2019-12-31$6,968,572
Value of interest in pooled separate accounts at end of year2019-12-31$6,968,572
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,589,363
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,589,363
Interest earned on other investments2019-12-31$2,272,795
Interest earned on other investments2019-12-31$2,272,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$60,283,841
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$60,283,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$58,148,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$58,148,265
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$474,593
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$474,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,016,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,016,128
Net investment gain/loss from pooled separate accounts2019-12-31$364,210
Net investment gain/loss from pooled separate accounts2019-12-31$364,210
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$2,923,648
Contributions received in cash from employer2019-12-31$2,923,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,917,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,917,399
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FREED MAXICK
Accountancy firm name2019-12-31FREED MAXICK
Accountancy firm EIN2019-12-31454051133
2018 : LE MOYNE COLLEGE 403(B) PLAN 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$1,977,741
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,826,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,767,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,899,636
Value of total assets at end of year2018-12-31$157,819,727
Value of total assets at beginning of year2018-12-31$164,668,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,091
Total interest from all sources2018-12-31$2,312,425
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,047,210
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$2,047,210
Administrative expenses professional fees incurred2018-12-31$16,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,577,571
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,443,437
Other income not declared elsewhere2018-12-31$51,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,849,166
Value of net assets at end of year (total assets less liabilities)2018-12-31$157,819,727
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$164,668,893
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
Investment advisory and management fees2018-12-31$42,591
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$93,082,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$102,069,133
Value of interest in pooled separate accounts at end of year2018-12-31$6,589,363
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,390,658
Interest earned on other investments2018-12-31$2,312,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$58,148,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$56,209,102
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$575,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,638,632
Net investment gain/loss from pooled separate accounts2018-12-31$305,853
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$2,878,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,192,667
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : LE MOYNE COLLEGE 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$25,912,468
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,217,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,175,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,979,790
Value of total assets at end of year2017-12-31$164,668,893
Value of total assets at beginning of year2017-12-31$145,973,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,351
Total interest from all sources2017-12-31$2,177,367
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,391,876
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$1,391,876
Administrative expenses professional fees incurred2017-12-31$41,351
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,477,084
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,725,217
Other income not declared elsewhere2017-12-31$54,914
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$18,695,191
Value of net assets at end of year (total assets less liabilities)2017-12-31$164,668,893
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$145,973,702
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$102,069,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$86,269,938
Value of interest in pooled separate accounts at end of year2017-12-31$6,390,658
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,967,630
Interest earned on other investments2017-12-31$2,177,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$56,209,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$53,736,134
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$877,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,046,181
Net investment gain/loss from pooled separate accounts2017-12-31$262,340
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$2,777,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,298,175
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : LE MOYNE COLLEGE 403(B) PLAN 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$14,891,871
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,692,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,692,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,945,815
Value of total assets at end of year2016-12-31$145,973,702
Value of total assets at beginning of year2016-12-31$137,774,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$2,258,185
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$875,007
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$875,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,350,139
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$919,378
Other income not declared elsewhere2016-12-31$2,269
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$8,198,934
Value of net assets at end of year (total assets less liabilities)2016-12-31$145,973,702
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$137,774,768
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$86,269,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$80,429,282
Value of interest in pooled separate accounts at end of year2016-12-31$5,967,630
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,627,460
Interest earned on other investments2016-12-31$2,258,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$53,736,134
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$51,718,026
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,273,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,514,991
Net investment gain/loss from pooled separate accounts2016-12-31$295,604
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$2,676,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,419,076
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : LE MOYNE COLLEGE 403(B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$861,806
Total unrealized appreciation/depreciation of assets2015-12-31$861,806
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$7,848,560
Total loss/gain on sale of assets2015-12-31$762,006
Total of all expenses incurred2015-12-31$7,841,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,812,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,703,179
Value of total assets at end of year2015-12-31$137,774,768
Value of total assets at beginning of year2015-12-31$137,767,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,129
Total interest from all sources2015-12-31$475,858
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,295,887
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$816,440
Other income not declared elsewhere2015-12-31$34,029
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$7,198
Value of net assets at end of year (total assets less liabilities)2015-12-31$137,774,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$137,767,570
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
Investment advisory and management fees2015-12-31$29,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$80,429,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$81,814,467
Value of interest in pooled separate accounts at end of year2015-12-31$5,627,460
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,070,719
Interest earned on other investments2015-12-31$475,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$51,718,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,882,384
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,123,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-403,517
Net investment gain/loss from pooled separate accounts2015-12-31$415,199
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$2,590,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,688,418
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
Aggregate proceeds on sale of assets2015-12-31$762,006
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : LE MOYNE COLLEGE 403(B) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$804,860
Total unrealized appreciation/depreciation of assets2014-12-31$804,860
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$13,579,306
Total loss/gain on sale of assets2014-12-31$769,744
Total of all expenses incurred2014-12-31$6,850,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,808,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,761,707
Value of total assets at end of year2014-12-31$137,767,570
Value of total assets at beginning of year2014-12-31$131,038,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$41,336
Total interest from all sources2014-12-31$531,620
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,289,486
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$944,575
Other income not declared elsewhere2014-12-31$42,563
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$6,729,232
Value of net assets at end of year (total assets less liabilities)2014-12-31$137,767,570
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$131,038,338
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
Investment advisory and management fees2014-12-31$41,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$81,814,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,968,477
Value of interest in pooled separate accounts at end of year2014-12-31$5,070,719
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,045,430
Interest earned on other investments2014-12-31$531,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,882,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$49,024,431
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$700,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,145,187
Net investment gain/loss from pooled separate accounts2014-12-31$523,625
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$2,527,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,108,206
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
Aggregate proceeds on sale of assets2014-12-31$769,744
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : LE MOYNE COLLEGE 403(B) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$733,846
Total unrealized appreciation/depreciation of assets2013-12-31$733,846
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$21,294,274
Total loss/gain on sale of assets2013-12-31$775,572
Total of all expenses incurred2013-12-31$5,794,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,761,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,803,090
Value of total assets at end of year2013-12-31$131,038,338
Value of total assets at beginning of year2013-12-31$115,538,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,245
Total interest from all sources2013-12-31$471,583
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,201,051
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$163,196
Other income not declared elsewhere2013-12-31$33,107
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$15,499,869
Value of net assets at end of year (total assets less liabilities)2013-12-31$131,038,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,538,469
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
Investment advisory and management fees2013-12-31$33,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,968,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$64,672,182
Value of interest in pooled separate accounts at end of year2013-12-31$4,045,430
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,377,175
Interest earned on other investments2013-12-31$471,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$49,024,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$47,489,112
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$335,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,129,118
Net investment gain/loss from pooled separate accounts2013-12-31$347,958
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$2,438,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,425,170
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
Aggregate proceeds on sale of assets2013-12-31$775,572
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : LE MOYNE COLLEGE 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$841,842
Total unrealized appreciation/depreciation of assets2012-12-31$841,842
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$14,985,917
Total loss/gain on sale of assets2012-12-31$600,049
Total of all expenses incurred2012-12-31$5,537,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,519,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,681,922
Value of total assets at end of year2012-12-31$115,538,469
Value of total assets at beginning of year2012-12-31$106,089,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,025
Total interest from all sources2012-12-31$421,271
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,118,618
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$179,662
Other income not declared elsewhere2012-12-31$66,990
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$9,448,879
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,538,469
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,089,590
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$64,672,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$56,675,351
Value of interest in pooled separate accounts at end of year2012-12-31$3,377,175
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,662,477
Interest earned on other investments2012-12-31$421,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$47,489,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$46,751,762
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$409,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,085,570
Net investment gain/loss from pooled separate accounts2012-12-31$288,273
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$2,383,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,110,012
Contract administrator fees2012-12-31$18,025
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
Aggregate proceeds on sale of assets2012-12-31$600,049
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : LE MOYNE COLLEGE 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,010,330
Total unrealized appreciation/depreciation of assets2011-12-31$1,010,330
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$5,421,906
Total loss/gain on sale of assets2011-12-31$403,427
Total of all expenses incurred2011-12-31$4,678,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,678,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,456,844
Value of total assets at end of year2011-12-31$106,089,590
Value of total assets at beginning of year2011-12-31$105,346,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$70
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$70
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,034,128
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,333
Other income not declared elsewhere2011-12-31$413,469
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$743,402
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,089,590
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$105,346,188
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$56,675,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,941,075
Value of interest in pooled separate accounts at end of year2011-12-31$2,662,477
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,141,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$46,751,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$45,264,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,154,646
Net investment gain/loss from pooled separate accounts2011-12-31$292,412
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$2,326,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,678,504
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
Aggregate proceeds on sale of assets2011-12-31$1,974,364
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,570,937
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207
2010 : LE MOYNE COLLEGE 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$949,314
Total unrealized appreciation/depreciation of assets2010-12-31$949,314
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$12,913,234
Total loss/gain on sale of assets2010-12-31$405,325
Total of all expenses incurred2010-12-31$2,908,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,883,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,291,311
Value of total assets at end of year2010-12-31$105,346,188
Value of total assets at beginning of year2010-12-31$95,341,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,664
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100
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$100
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,004,901
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$59,288
Other income not declared elsewhere2010-12-31$321,729
Administrative expenses (other) incurred2010-12-31$25,664
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$10,004,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$105,346,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,341,682
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$57,941,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$49,628,027
Value of interest in pooled separate accounts at end of year2010-12-31$2,141,105
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,605,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$45,264,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$44,108,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,708,653
Net investment gain/loss from pooled separate accounts2010-12-31$236,802
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$2,227,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,883,064
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
Aggregate proceeds on sale of assets2010-12-31$1,435,226
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,029,901
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : LE MOYNE COLLEGE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LE MOYNE COLLEGE 403(B) PLAN

2022: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LE MOYNE COLLEGE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LE MOYNE COLLEGE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LE MOYNE COLLEGE 403(B) PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered912
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered921
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered951
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered967
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered1001
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered1022
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered1055
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered1092
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566
Policy instance 1
Insurance contract or identification number150566
Number of Individuals Covered1122
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566,150569
Policy instance 1
Insurance contract or identification number150566,150569
Number of Individuals Covered1154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566;150569
Policy instance 1
Insurance contract or identification number150566;150569
Number of Individuals Covered1130
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150566;150569
Policy instance 1
Insurance contract or identification number150566;150569
Number of Individuals Covered1108
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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