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CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 401k Plan overview

Plan NameCANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF
Plan identification number 001

CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:CANISIUS UNIVERSITY
Employer identification number (EIN):160743942
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01MARCO F. BENEDETTI
0012016-07-01MARCO F. BENEDETTI
0012015-07-01MARCO F. BENEDETTI
0012014-07-01MARCO F. BENEDETTI
0012013-07-01MARCO F. BENEDETTI
0012012-07-01MARCO F. BENEDETTI MARCO F. BENEDETTI2014-02-12
0012011-07-01PATRICK E. RICHEY PATRICK E. RICHEY2013-04-05
0012010-07-01PATRICK E. RICHEY PATRICK E. RICHEY2012-02-17
0012009-07-01PATRICK E. RICHEY PATRICK E. RICHEY2011-04-04

Plan Statistics for CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

401k plan membership statisitcs for CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

Measure Date Value
2022: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2022 401k membership
Total participants, beginning-of-year2022-07-011,324
Total number of active participants reported on line 7a of the Form 55002022-07-01431
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01856
Total of all active and inactive participants2022-07-011,287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0126
Total participants2022-07-011,313
Number of participants with account balances2022-07-011,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2021 401k membership
Total participants, beginning-of-year2021-07-011,322
Total number of active participants reported on line 7a of the Form 55002021-07-01431
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01876
Total of all active and inactive participants2021-07-011,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0133
Total participants2021-07-011,340
Number of participants with account balances2021-07-011,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2020 401k membership
Total participants, beginning-of-year2020-07-011,368
Total number of active participants reported on line 7a of the Form 55002020-07-01485
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01848
Total of all active and inactive participants2020-07-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0114
Total participants2020-07-011,347
Number of participants with account balances2020-07-011,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2019 401k membership
Total participants, beginning-of-year2019-07-011,372
Total number of active participants reported on line 7a of the Form 55002019-07-01520
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01841
Total of all active and inactive participants2019-07-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0113
Total participants2019-07-011,374
Number of participants with account balances2019-07-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2018 401k membership
Total participants, beginning-of-year2018-07-011,358
Total number of active participants reported on line 7a of the Form 55002018-07-01512
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01847
Total of all active and inactive participants2018-07-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0112
Total participants2018-07-011,371
Number of participants with account balances2018-07-011,362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2017 401k membership
Total participants, beginning-of-year2017-07-011,348
Total number of active participants reported on line 7a of the Form 55002017-07-01523
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01825
Total of all active and inactive participants2017-07-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0112
Total participants2017-07-011,360
Number of participants with account balances2017-07-011,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2016 401k membership
Total participants, beginning-of-year2016-07-011,345
Total number of active participants reported on line 7a of the Form 55002016-07-01548
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01795
Total of all active and inactive participants2016-07-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-011,348
Number of participants with account balances2016-07-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2015 401k membership
Total participants, beginning-of-year2015-07-011,331
Total number of active participants reported on line 7a of the Form 55002015-07-01541
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01800
Total of all active and inactive participants2015-07-011,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-011,345
Number of participants with account balances2015-07-011,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2014 401k membership
Total participants, beginning-of-year2014-07-011,341
Total number of active participants reported on line 7a of the Form 55002014-07-01537
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01789
Total of all active and inactive participants2014-07-011,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-011,331
Number of participants with account balances2014-07-011,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2013 401k membership
Total participants, beginning-of-year2013-07-011,341
Total number of active participants reported on line 7a of the Form 55002013-07-011,052
Number of retired or separated participants receiving benefits2013-07-01286
Number of other retired or separated participants entitled to future benefits2013-07-01761
Total of all active and inactive participants2013-07-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-012,103
Number of participants with account balances2013-07-011,338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2012 401k membership
Total participants, beginning-of-year2012-07-011,337
Total number of active participants reported on line 7a of the Form 55002012-07-01616
Number of retired or separated participants receiving benefits2012-07-01285
Number of other retired or separated participants entitled to future benefits2012-07-01723
Total of all active and inactive participants2012-07-011,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-011,627
Number of participants with account balances2012-07-011,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2011 401k membership
Total participants, beginning-of-year2011-07-011,320
Total number of active participants reported on line 7a of the Form 55002011-07-01619
Number of retired or separated participants receiving benefits2011-07-01234
Number of other retired or separated participants entitled to future benefits2011-07-01715
Total of all active and inactive participants2011-07-011,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-011,571
Number of participants with account balances2011-07-011,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2010 401k membership
Total participants, beginning-of-year2010-07-011,373
Total number of active participants reported on line 7a of the Form 55002010-07-01639
Number of retired or separated participants receiving benefits2010-07-01149
Number of other retired or separated participants entitled to future benefits2010-07-01683
Total of all active and inactive participants2010-07-011,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-013
Total participants2010-07-011,474
Number of participants with account balances2010-07-011,309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2009 401k membership
Total participants, beginning-of-year2009-07-011,322
Total number of active participants reported on line 7a of the Form 55002009-07-01684
Number of retired or separated participants receiving benefits2009-07-01194
Number of other retired or separated participants entitled to future benefits2009-07-01564
Total of all active and inactive participants2009-07-011,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-015
Total participants2009-07-011,447
Number of participants with account balances2009-07-011,272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

Measure Date Value
2023 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$24,723,225
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$13,905,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$13,799,905
Expenses. Certain deemed distributions of participant loans2023-06-30$19,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,325,060
Value of total assets at end of year2023-06-30$229,493,619
Value of total assets at beginning of year2023-06-30$218,675,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$85,843
Total interest from all sources2023-06-30$3,280,893
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$737,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$737,054
Administrative expenses professional fees incurred2023-06-30$7,700
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$2,064,242
Participant contributions at end of year2023-06-30$345,333
Participant contributions at beginning of year2023-06-30$224,322
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$320,832
Other income not declared elsewhere2023-06-30$212,808
Administrative expenses (other) incurred2023-06-30$29,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$10,817,810
Value of net assets at end of year (total assets less liabilities)2023-06-30$229,493,619
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$218,675,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$48,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$143,135,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$129,779,399
Value of interest in pooled separate accounts at end of year2023-06-30$8,905,682
Value of interest in pooled separate accounts at beginning of year2023-06-30$10,202,960
Interest on participant loans2023-06-30$13,169
Interest earned on other investments2023-06-30$3,267,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$77,107,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$78,469,128
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$1,262,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$18,065,660
Net investment gain/loss from pooled separate accounts2023-06-30$-898,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$939,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$12,537,588
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BONADIO AND COMPANY LLP
Accountancy firm EIN2023-06-30161131146
2022 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-16,577,594
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$19,513,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$19,407,800
Expenses. Certain deemed distributions of participant loans2022-06-30$18,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,373,802
Value of total assets at end of year2022-06-30$218,675,809
Value of total assets at beginning of year2022-06-30$254,767,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$87,479
Total interest from all sources2022-06-30$2,818,905
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,002,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,002,093
Administrative expenses professional fees incurred2022-06-30$8,414
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$2,118,003
Participant contributions at end of year2022-06-30$224,322
Participant contributions at beginning of year2022-06-30$157,919
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$318,728
Other income not declared elsewhere2022-06-30$228,541
Administrative expenses (other) incurred2022-06-30$30,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-36,091,591
Value of net assets at end of year (total assets less liabilities)2022-06-30$218,675,809
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$254,767,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$48,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$129,779,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$164,723,027
Value of interest in pooled separate accounts at end of year2022-06-30$10,202,960
Value of interest in pooled separate accounts at beginning of year2022-06-30$9,070,014
Interest on participant loans2022-06-30$7,862
Interest earned on other investments2022-06-30$2,811,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$78,469,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$80,816,440
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,840,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-25,997,113
Net investment gain/loss from pooled separate accounts2022-06-30$1,996,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$937,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$17,567,680
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30BONADIO AND COMPANY LLP
Accountancy firm EIN2022-06-30161131146
2021 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$51,631,688
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$21,162,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$21,076,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,322,340
Value of total assets at end of year2021-06-30$254,767,400
Value of total assets at beginning of year2021-06-30$224,297,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$86,139
Total interest from all sources2021-06-30$2,964,695
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$510,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$510,461
Administrative expenses professional fees incurred2021-06-30$10,800
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$2,162,935
Participant contributions at end of year2021-06-30$157,919
Participant contributions at beginning of year2021-06-30$154,891
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$846,643
Other income not declared elsewhere2021-06-30$216,455
Administrative expenses (other) incurred2021-06-30$25,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$30,469,492
Value of net assets at end of year (total assets less liabilities)2021-06-30$254,767,400
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$224,297,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$50,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$164,723,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$133,082,313
Value of interest in pooled separate accounts at end of year2021-06-30$9,070,014
Value of interest in pooled separate accounts at beginning of year2021-06-30$9,124,541
Interest on participant loans2021-06-30$7,663
Interest earned on other investments2021-06-30$2,957,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$80,816,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$81,936,163
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$2,641,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$44,047,478
Net investment gain/loss from pooled separate accounts2021-06-30$570,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$312,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$18,434,621
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BONADIO AND COMPANY LLP
Accountancy firm EIN2021-06-30161131146
2020 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$14,260,170
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$15,259,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$15,177,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$4,314,604
Value of total assets at end of year2020-06-30$224,297,908
Value of total assets at beginning of year2020-06-30$225,297,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$82,199
Total interest from all sources2020-06-30$3,126,412
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$561,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$561,881
Administrative expenses professional fees incurred2020-06-30$10,800
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$2,371,851
Participant contributions at end of year2020-06-30$154,891
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$521,263
Other income not declared elsewhere2020-06-30$228,914
Administrative expenses (other) incurred2020-06-30$23,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-999,590
Value of net assets at end of year (total assets less liabilities)2020-06-30$224,297,908
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$225,297,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$48,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$133,082,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$131,813,359
Value of interest in pooled separate accounts at end of year2020-06-30$9,124,541
Value of interest in pooled separate accounts at beginning of year2020-06-30$9,959,678
Interest on participant loans2020-06-30$7,567
Interest earned on other investments2020-06-30$3,118,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$81,936,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$83,524,461
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$2,939,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$5,920,852
Net investment gain/loss from pooled separate accounts2020-06-30$107,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,421,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$12,237,878
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2020-06-30160765486
2019 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$14,844,670
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$11,843,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$11,763,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,664,788
Value of total assets at end of year2019-06-30$225,297,498
Value of total assets at beginning of year2019-06-30$222,296,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$80,039
Total interest from all sources2019-06-30$3,258,138
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$456,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$456,597
Administrative expenses professional fees incurred2019-06-30$10,700
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$2,316,477
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$30,095
Other income not declared elsewhere2019-06-30$151,357
Administrative expenses (other) incurred2019-06-30$18,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,001,253
Value of net assets at end of year (total assets less liabilities)2019-06-30$225,297,498
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$222,296,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$50,665
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$131,813,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$130,014,579
Value of interest in pooled separate accounts at end of year2019-06-30$9,959,678
Value of interest in pooled separate accounts at beginning of year2019-06-30$9,424,579
Interest earned on other investments2019-06-30$3,258,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$83,524,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$82,857,087
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,311,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$6,815,677
Net investment gain/loss from pooled separate accounts2019-06-30$498,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,318,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$10,452,168
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2019-06-30160765486
2018 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$21,825,886
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$12,850,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$12,760,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,995,448
Value of total assets at end of year2018-06-30$222,296,245
Value of total assets at beginning of year2018-06-30$213,320,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$89,266
Total interest from all sources2018-06-30$3,178,302
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$257,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$257,545
Administrative expenses professional fees incurred2018-06-30$10,600
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$2,476,032
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$195,949
Other income not declared elsewhere2018-06-30$180,896
Administrative expenses (other) incurred2018-06-30$10,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$8,975,708
Value of net assets at end of year (total assets less liabilities)2018-06-30$222,296,245
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$213,320,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$68,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$130,014,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$123,643,358
Value of interest in pooled separate accounts at end of year2018-06-30$9,424,579
Value of interest in pooled separate accounts at beginning of year2018-06-30$9,185,951
Interest earned on other investments2018-06-30$3,178,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$82,857,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$80,491,228
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$941,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$13,748,197
Net investment gain/loss from pooled separate accounts2018-06-30$465,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,323,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$11,819,853
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2018-06-30160765486
2017 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$27,904,155
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$7,830,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$7,792,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,820,346
Value of total assets at end of year2017-06-30$213,320,537
Value of total assets at beginning of year2017-06-30$193,246,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$37,832
Total interest from all sources2017-06-30$3,261,612
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$219,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$219,815
Administrative expenses professional fees incurred2017-06-30$35,792
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$2,552,291
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,817,827
Other income not declared elsewhere2017-06-30$136,480
Administrative expenses (other) incurred2017-06-30$2,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$20,073,840
Value of net assets at end of year (total assets less liabilities)2017-06-30$213,320,537
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$193,246,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$123,643,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$108,262,768
Value of interest in pooled separate accounts at end of year2017-06-30$9,185,951
Value of interest in pooled separate accounts at beginning of year2017-06-30$8,528,849
Interest earned on other investments2017-06-30$3,261,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$80,491,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$76,455,080
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$367,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$17,129,043
Net investment gain/loss from pooled separate accounts2017-06-30$336,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,450,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$7,424,606
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2017-06-30160765486
2016 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$7,150,359
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$10,094,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$10,066,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$5,165,329
Value of total assets at end of year2016-06-30$193,246,697
Value of total assets at beginning of year2016-06-30$196,190,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$27,196
Total interest from all sources2016-06-30$3,133,976
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$197,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$197,401
Administrative expenses professional fees incurred2016-06-30$25,156
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,723,978
Other income not declared elsewhere2016-06-30$92,045
Administrative expenses (other) incurred2016-06-30$2,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,943,767
Value of net assets at end of year (total assets less liabilities)2016-06-30$193,246,697
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$196,190,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$108,262,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$113,501,491
Value of interest in pooled separate accounts at end of year2016-06-30$8,528,849
Value of interest in pooled separate accounts at beginning of year2016-06-30$7,927,665
Interest earned on other investments2016-06-30$3,133,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$76,455,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$74,761,308
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$1,336,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,986,856
Net investment gain/loss from pooled separate accounts2016-06-30$548,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$2,441,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$8,730,444
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2016-06-30160765486
2015 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$13,763,415
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$11,319,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$11,309,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$5,036,281
Value of total assets at end of year2015-06-30$196,190,464
Value of total assets at beginning of year2015-06-30$193,746,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,463
Total interest from all sources2015-06-30$3,076,150
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$166,111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$166,111
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,623,056
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,875
Other income not declared elsewhere2015-06-30$175,885
Administrative expenses (other) incurred2015-06-30$10,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,443,514
Value of net assets at end of year (total assets less liabilities)2015-06-30$196,190,464
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$193,746,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$113,501,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$112,976,975
Value of interest in pooled separate accounts at end of year2015-06-30$7,927,665
Value of interest in pooled separate accounts at beginning of year2015-06-30$7,254,982
Interest earned on other investments2015-06-30$3,076,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$74,761,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$73,514,993
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,239,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$4,528,859
Net investment gain/loss from pooled separate accounts2015-06-30$780,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$2,411,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$10,070,398
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2015-06-30160765486
2014 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$28,481,980
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$8,277,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,270,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,204,022
Value of total assets at end of year2014-06-30$193,746,950
Value of total assets at beginning of year2014-06-30$173,542,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,800
Total interest from all sources2014-06-30$2,985,806
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$64,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$64,333
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,681,815
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,870
Other income not declared elsewhere2014-06-30$149,193
Administrative expenses (other) incurred2014-06-30$6,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$20,204,709
Value of net assets at end of year (total assets less liabilities)2014-06-30$193,746,950
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$173,542,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$112,976,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$94,926,256
Value of interest in pooled separate accounts at end of year2014-06-30$7,254,982
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,855,548
Interest earned on other investments2014-06-30$2,985,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$73,514,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$71,760,437
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,517,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$19,358,075
Net investment gain/loss from pooled separate accounts2014-06-30$720,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$2,520,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$6,753,243
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2014-06-30160765486
2013 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$21,412,280
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$10,252,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$10,252,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,478,939
Value of total assets at end of year2013-06-30$173,542,241
Value of total assets at beginning of year2013-06-30$162,382,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$2,865,694
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$17,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$17,932
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,797,508
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$1,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$11,159,440
Value of net assets at end of year (total assets less liabilities)2013-06-30$173,542,241
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$162,382,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$94,926,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$84,853,061
Value of interest in pooled separate accounts at end of year2013-06-30$6,855,548
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,988,980
Interest earned on other investments2013-06-30$2,865,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$71,760,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$71,540,760
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$779,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$12,506,926
Net investment gain/loss from pooled separate accounts2013-06-30$542,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$2,679,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$9,473,234
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2013-06-30160765486
2012 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$8,325,917
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$5,596,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$5,596,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$5,418,444
Value of total assets at end of year2012-06-30$162,382,801
Value of total assets at beginning of year2012-06-30$159,653,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$2,799,291
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,855
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,732,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,729,247
Value of net assets at end of year (total assets less liabilities)2012-06-30$162,382,801
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$159,653,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$84,853,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$85,241,009
Value of interest in pooled separate accounts at end of year2012-06-30$5,988,980
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,260,840
Interest earned on other investments2012-06-30$2,799,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$71,540,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$69,151,705
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$571,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-482,542
Net investment gain/loss from pooled separate accounts2012-06-30$588,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,685,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$5,025,220
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2012-06-30160765486
2011 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$27,147,331
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$9,361,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$9,361,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$5,445,865
Value of total assets at end of year2011-06-30$159,653,554
Value of total assets at beginning of year2011-06-30$141,867,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$2,622,757
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,779,803
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$6,013
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$29,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$17,786,085
Value of net assets at end of year (total assets less liabilities)2011-06-30$159,653,554
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$141,867,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$85,241,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$68,871,722
Value of interest in pooled separate accounts at end of year2011-06-30$5,260,840
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,890,447
Interest earned on other investments2011-06-30$2,622,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$69,151,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$69,105,300
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,403,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$18,281,880
Net investment gain/loss from pooled separate accounts2011-06-30$796,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,660,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,927,969
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2011-06-30160765486
2010 : CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF

2022: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CANISIUS UNIVERSITY RETIREMENT PLAN FOR FACULTY AND STAFF 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1029
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1056
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1086
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1129
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1163
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1188
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1238
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1254
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1280
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1339
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1327
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 number150526
Policy instance 1
Insurance contract or identification number150526
Number of Individuals Covered1309
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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

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