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RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES 401k Plan overview

Plan NameRETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES
Plan identification number 001

RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

TRUSTEES OF PRINCETON UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF PRINCETON UNIVERSITY
Employer identification number (EIN):210634501
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01LIANNE SULLIVAN-CROWLEY2017-10-16
0012015-01-01LIANNE SULLIVAN-CROWLEY2016-08-04
0012014-01-01LIANNE SULLIVAN-CROWLEY2015-09-29
0012013-01-01LIANNE SULLIVAN-CROWLEY2015-05-06 LIANNE SULLIVAN-CROWLEY2015-05-06
0012012-01-01LIANNE SULLIVAN-CROWLEY2014-10-13 LIANNE SULLIVAN-CROWLEY2014-10-13
0012011-01-01LIANNE SULLIVAN-CROWLEY2014-10-13 LIANNE SULLIVAN-CROWLEY2014-10-13
0012010-01-01LIANNE SULLIVAN-CROWLEY2015-04-23
0012010-01-01LIANNE SULLIVAN-CROWLEY2015-04-28
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-10-15 LIANNE SULLIVAN-CROWLEY, VP HR2010-10-15
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-10-19 LIANNE SULLIVAN-CROWLEY, VP HR2010-10-19
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-10-19 LIANNE SULLIVAN-CROWLEY, VP HR2010-10-19
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-10-19 LIANNE SULLIVAN-CROWLEY, VP HR2010-10-19
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-11-17 LIANNE SULLIVAN-CROWLEY, VP HR2010-11-17
0012009-01-01LIANNE SULLIVAN CROWLEY, VP,HR2010-11-02 LIANNE SULLIVAN-CROWLEY, VP HR2010-11-02

Plan Statistics for RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES

401k plan membership statisitcs for RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES

Measure Date Value
2009: RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-015,200
Total number of active participants reported on line 7a of the Form 55002009-01-011,313
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013,665
Total of all active and inactive participants2009-01-014,978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-014,993
Number of participants with account balances2009-01-014,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES

Measure Date Value
2010 : RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES 2010 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Value of total assets at beginning of year2010-12-31$686,995,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$686,995,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$356,344,935
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,380,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$323,270,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
2009 : RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES

2009: RETIREMENT ANNUITY PROGRAM FOR MONTHLY EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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