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LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameLA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN
Plan identification number 001

LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:LA SALLE UNIVERSITY
Employer identification number (EIN):231352654
NAIC Classification:611000

Additional information about LA SALLE UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1309660

More information about LA SALLE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHANIE PRICKEN STEPHANIE PRICKEN2018-08-20
0012016-01-01STEPHANIE PRICKEN STEPHANIE PRICKEN2017-07-26
0012015-01-01TARA M. MILLARD TARA M. MILLARD2016-10-17
0012014-01-01TARA M. MILLARD TARA M. MILLARD2015-08-13
0012013-01-01MARGURETE WALSH TARA M. MILLARD2014-07-31
0012012-01-01BARBARA H. HLADIK TARA M. MILLARD2013-07-29
0012011-01-01BARBARA H. HLADIK TARA M. MILLARD2012-09-28
0012009-01-01DR. MARGURETE WALSH

Plan Statistics for LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,127
Total number of active participants reported on line 7a of the Form 55002022-01-011,105
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01959
Total of all active and inactive participants2022-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0150
Total participants2022-01-012,114
Number of participants with account balances2022-01-011,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,248
Total number of active participants reported on line 7a of the Form 55002021-01-011,193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01889
Total of all active and inactive participants2021-01-012,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0145
Total participants2021-01-012,127
Number of participants with account balances2021-01-011,515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,221
Total number of active participants reported on line 7a of the Form 55002020-01-011,279
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01957
Total of all active and inactive participants2020-01-012,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-012,248
Number of participants with account balances2020-01-011,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,332
Total number of active participants reported on line 7a of the Form 55002019-01-011,402
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01926
Total of all active and inactive participants2019-01-012,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-012,339
Number of participants with account balances2019-01-011,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,322
Total number of active participants reported on line 7a of the Form 55002018-01-011,382
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01943
Total of all active and inactive participants2018-01-012,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-012,332
Number of participants with account balances2018-01-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,159
Total number of active participants reported on line 7a of the Form 55002017-01-011,412
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01916
Total of all active and inactive participants2017-01-012,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,335
Number of participants with account balances2017-01-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,133
Total number of active participants reported on line 7a of the Form 55002016-01-011,340
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01888
Total of all active and inactive participants2016-01-012,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-012,236
Number of participants with account balances2016-01-011,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,079
Total number of active participants reported on line 7a of the Form 55002015-01-011,319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01835
Total of all active and inactive participants2015-01-012,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-012,162
Number of participants with account balances2015-01-011,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,279
Total number of active participants reported on line 7a of the Form 55002014-01-011,512
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01782
Total of all active and inactive participants2014-01-012,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-012,302
Number of participants with account balances2014-01-011,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,287
Total number of active participants reported on line 7a of the Form 55002013-01-011,511
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01792
Total of all active and inactive participants2013-01-012,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,309
Number of participants with account balances2013-01-011,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,591
Total number of active participants reported on line 7a of the Form 55002012-01-011,928
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01753
Total of all active and inactive participants2012-01-012,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,685
Number of participants with account balances2012-01-011,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,554
Total number of active participants reported on line 7a of the Form 55002011-01-01848
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01587
Total of all active and inactive participants2011-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,437
Number of participants with account balances2011-01-011,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,505
Total number of active participants reported on line 7a of the Form 55002009-01-011,136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01230
Total of all active and inactive participants2009-01-011,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,369
Number of participants with account balances2009-01-011,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2022 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-22,229,328
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,020,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,957,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,720,288
Value of total assets at end of year2022-12-31$208,799,948
Value of total assets at beginning of year2022-12-31$247,050,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,018
Total interest from all sources2022-12-31$3,074,322
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,916,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,916,512
Administrative expenses professional fees incurred2022-12-31$10,574
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,877,112
Participant contributions at end of year2022-12-31$179,061
Participant contributions at beginning of year2022-12-31$157,024
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$230,387
Other income not declared elsewhere2022-12-31$114,229
Administrative expenses (other) incurred2022-12-31$22,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-38,250,128
Value of net assets at end of year (total assets less liabilities)2022-12-31$208,799,948
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$247,050,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$126,286,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$163,293,886
Value of interest in pooled separate accounts at end of year2022-12-31$5,922,311
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,297,884
Interest on participant loans2022-12-31$7,633
Interest earned on other investments2022-12-31$3,066,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$76,412,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$77,301,282
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,144,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,565,206
Net investment gain/loss from pooled separate accounts2022-12-31$510,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$612,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,812,967
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$29,790,071
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,088,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,042,730
Expenses. Certain deemed distributions of participant loans2021-12-31$5,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,178,623
Value of total assets at end of year2021-12-31$247,050,076
Value of total assets at beginning of year2021-12-31$230,348,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,234
Total interest from all sources2021-12-31$2,643,417
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,950,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,950,100
Administrative expenses professional fees incurred2021-12-31$8,190
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,612,672
Participant contributions at end of year2021-12-31$157,024
Participant contributions at beginning of year2021-12-31$197,995
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$112,019
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,506
Other income not declared elsewhere2021-12-31$77,965
Administrative expenses (other) incurred2021-12-31$3,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,701,100
Value of net assets at end of year (total assets less liabilities)2021-12-31$247,050,076
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$230,348,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$163,293,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$145,497,529
Value of interest in pooled separate accounts at end of year2021-12-31$6,297,884
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,540,245
Interest on participant loans2021-12-31$8,019
Interest earned on other investments2021-12-31$2,635,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$77,301,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$79,001,188
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$649,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,970,587
Net investment gain/loss from pooled separate accounts2021-12-31$969,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$490,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,393,043
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,898,258
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,001,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,962,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,578,188
Value of total assets at end of year2020-12-31$230,348,976
Value of total assets at beginning of year2020-12-31$215,451,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,047
Total interest from all sources2020-12-31$2,978,192
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,682,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,682,401
Administrative expenses professional fees incurred2020-12-31$7,875
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,022,615
Participant contributions at end of year2020-12-31$197,995
Participant contributions at beginning of year2020-12-31$40,034
Participant contributions at end of year2020-12-31$112,019
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,185
Other income not declared elsewhere2020-12-31$75,846
Administrative expenses (other) incurred2020-12-31$1,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,897,092
Value of net assets at end of year (total assets less liabilities)2020-12-31$230,348,976
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$215,451,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$145,497,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$132,048,124
Value of interest in pooled separate accounts at end of year2020-12-31$5,540,245
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,488,714
Interest on participant loans2020-12-31$5,407
Interest earned on other investments2020-12-31$2,972,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$79,001,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$76,875,012
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$835,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,638,195
Net investment gain/loss from pooled separate accounts2020-12-31$-54,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$463,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,126,189
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2020-12-31410746749
2019 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$34,493,838
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,797,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,771,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,554,481
Value of total assets at end of year2019-12-31$215,451,884
Value of total assets at beginning of year2019-12-31$193,755,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,709
Total interest from all sources2019-12-31$2,953,128
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,338,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,338,173
Administrative expenses professional fees incurred2019-12-31$7,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,183,548
Participant contributions at end of year2019-12-31$40,034
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$607,281
Other income not declared elsewhere2019-12-31$82,910
Administrative expenses (other) incurred2019-12-31$1,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,696,510
Value of net assets at end of year (total assets less liabilities)2019-12-31$215,451,884
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$193,755,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$132,048,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$110,908,046
Value of interest in pooled separate accounts at end of year2019-12-31$6,488,714
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,277,593
Interest on participant loans2019-12-31$221
Interest earned on other investments2019-12-31$2,952,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$76,875,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,569,735
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,464,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,220,861
Net investment gain/loss from pooled separate accounts2019-12-31$344,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$763,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,307,495
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,608,009
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,271,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,213,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,373,929
Value of total assets at end of year2018-12-31$193,755,374
Value of total assets at beginning of year2018-12-31$208,418,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$57,939
Total interest from all sources2018-12-31$2,982,146
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,555,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,555,532
Administrative expenses professional fees incurred2018-12-31$7,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,246,157
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,329,630
Other income not declared elsewhere2018-12-31$30,925
Administrative expenses (other) incurred2018-12-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,663,287
Value of net assets at end of year (total assets less liabilities)2018-12-31$193,755,374
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$208,418,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$110,908,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$128,943,404
Value of interest in pooled separate accounts at end of year2018-12-31$6,277,593
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,290,429
Interest earned on other investments2018-12-31$2,982,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,569,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$73,184,828
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,689,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,619,204
Net investment gain/loss from pooled separate accounts2018-12-31$284,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$798,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,523,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2018-12-31410746749
2017 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$30,478,561
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,897,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,859,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,976,776
Value of total assets at end of year2017-12-31$208,418,661
Value of total assets at beginning of year2017-12-31$189,837,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,500
Total interest from all sources2017-12-31$2,815,103
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,124,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,124,699
Administrative expenses professional fees incurred2017-12-31$8,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,200,655
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,010,381
Other income not declared elsewhere2017-12-31$74,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,580,740
Value of net assets at end of year (total assets less liabilities)2017-12-31$208,418,661
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$189,837,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$128,943,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$111,573,542
Value of interest in pooled separate accounts at end of year2017-12-31$6,290,429
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,498,629
Interest earned on other investments2017-12-31$2,815,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$73,184,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$70,765,750
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,319,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,170,853
Net investment gain/loss from pooled separate accounts2017-12-31$316,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$765,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,540,277
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2017-12-31410746749
2016 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,317,059
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,824,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,776,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,281,216
Value of total assets at end of year2016-12-31$189,837,921
Value of total assets at beginning of year2016-12-31$186,345,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,280
Total interest from all sources2016-12-31$2,948,175
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,567,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,567,621
Administrative expenses professional fees incurred2016-12-31$18,275
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,463,594
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,011,763
Other income not declared elsewhere2016-12-31$55,890
Administrative expenses (other) incurred2016-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,492,320
Value of net assets at end of year (total assets less liabilities)2016-12-31$189,837,921
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$186,345,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$111,573,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,709,402
Value of interest in pooled separate accounts at end of year2016-12-31$7,498,629
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,082,309
Interest earned on other investments2016-12-31$2,948,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$70,765,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$68,553,890
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,416,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,093,277
Net investment gain/loss from pooled separate accounts2016-12-31$370,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$805,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,359,954
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2016-12-31410746749
2015 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,752,430
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,704,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,605,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,483,701
Value of total assets at end of year2015-12-31$186,345,601
Value of total assets at beginning of year2015-12-31$186,297,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,437
Total interest from all sources2015-12-31$2,664,499
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,149,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,149,840
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,522,631
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,563,301
Other income not declared elsewhere2015-12-31$191,622
Administrative expenses (other) incurred2015-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$47,913
Value of net assets at end of year (total assets less liabilities)2015-12-31$186,345,601
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$186,297,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$99,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,709,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$114,772,116
Value of interest in pooled separate accounts at end of year2015-12-31$7,082,309
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,220,364
Interest earned on other investments2015-12-31$2,664,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$68,553,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$65,305,208
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$267,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,250,054
Net investment gain/loss from pooled separate accounts2015-12-31$512,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,397,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,337,303
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,686,288
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,139,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,089,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,010,193
Value of total assets at end of year2014-12-31$186,297,688
Value of total assets at beginning of year2014-12-31$177,751,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,975
Total interest from all sources2014-12-31$2,660,683
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,889,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,889,120
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,758,662
Other income not declared elsewhere2014-12-31$95,702
Administrative expenses (other) incurred2014-12-31$49,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,546,685
Value of net assets at end of year (total assets less liabilities)2014-12-31$186,297,688
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$177,751,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$114,772,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$109,537,493
Value of interest in pooled separate accounts at end of year2014-12-31$6,220,364
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,887,551
Interest earned on other investments2014-12-31$2,660,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$65,305,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$63,325,959
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,199,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,383,479
Net investment gain/loss from pooled separate accounts2014-12-31$647,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,251,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,889,974
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG
Accountancy firm EIN2014-12-31135565207
2013 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$31,416,801
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,623,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,623,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,736,877
Value of total assets at end of year2013-12-31$177,751,003
Value of total assets at beginning of year2013-12-31$153,958,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$197
Total interest from all sources2013-12-31$2,456,306
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,290,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,290,338
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,543,649
Administrative expenses (other) incurred2013-12-31$197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,792,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$177,751,003
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$153,958,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$109,537,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$90,683,528
Value of interest in pooled separate accounts at end of year2013-12-31$4,887,551
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,143,561
Interest earned on other investments2013-12-31$2,456,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$63,325,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$59,131,108
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$313,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,507,412
Net investment gain/loss from pooled separate accounts2013-12-31$425,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,193,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,310,792
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG
Accountancy firm EIN2013-12-31135565207
2012 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$21,197,363
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,900,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,899,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,893,534
Value of total assets at end of year2012-12-31$153,958,197
Value of total assets at beginning of year2012-12-31$140,660,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$104
Total interest from all sources2012-12-31$2,271,615
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$533,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$533,895
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,225,489
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$285,983
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$371,538
Administrative expenses (other) incurred2012-12-31$104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,297,310
Value of net assets at end of year (total assets less liabilities)2012-12-31$153,958,197
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$140,660,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$90,683,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$79,093,476
Value of interest in pooled separate accounts at end of year2012-12-31$4,143,561
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,062,579
Interest earned on other investments2012-12-31$2,271,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$59,131,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$57,218,849
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$851,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,085,339
Net investment gain/loss from pooled separate accounts2012-12-31$412,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,296,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,048,392
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$25,748,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,773,687
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,918,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,917,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,192,582
Value of total assets at end of year2011-12-31$140,660,887
Value of total assets at beginning of year2011-12-31$113,057,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,674
Total interest from all sources2011-12-31$1,841,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$204,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$204,616
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,006,009
Participant contributions at end of year2011-12-31$285,983
Participant contributions at beginning of year2011-12-31$233,261
Administrative expenses (other) incurred2011-12-31$1,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,854,821
Value of net assets at end of year (total assets less liabilities)2011-12-31$140,660,887
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$113,057,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$79,093,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$66,176,569
Value of interest in pooled separate accounts at end of year2011-12-31$4,062,579
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,627,736
Interest earned on other investments2011-12-31$1,841,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$57,218,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$44,019,995
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$28,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,818,622
Net investment gain/loss from pooled separate accounts2011-12-31$354,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,186,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,888,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,990,453
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,863,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,861,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,190,781
Value of total assets at end of year2010-12-31$113,057,561
Value of total assets at beginning of year2010-12-31$101,930,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,672
Total interest from all sources2010-12-31$1,663,008
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$103,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$103,311
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,086,694
Participant contributions at end of year2010-12-31$233,261
Participant contributions at beginning of year2010-12-31$252,497
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,672
Administrative expenses (other) incurred2010-12-31$1,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,127,216
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,057,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$101,930,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$66,176,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,034,755
Value of interest in pooled separate accounts at end of year2010-12-31$2,627,736
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,487,153
Interest earned on other investments2010-12-31$1,663,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$44,019,995
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$42,155,940
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$362,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,738,161
Net investment gain/loss from pooled separate accounts2010-12-31$295,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,102,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,499,185
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LA SALLE UNIVERSITY DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered918
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered941
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered984
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1002
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1034
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1078
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1085
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1106
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1473
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1374
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151089
Policy instance 1
Insurance contract or identification number151089
Number of Individuals Covered1298
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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