401k Plan data: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN plan

THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 401k Plan overview

Plan Name	THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN
Plan identification number	502

THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

UNIVERSITY OF SCIENCES IN PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY OF SCIENCES IN PHILADELPHIA

Employer identification number (EIN): 231352668

NAIC Classification: 611000

Additional information about UNIVERSITY OF SCIENCES IN PHILADELPHIA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 711670

More information about UNIVERSITY OF SCIENCES IN PHILADELPHIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01
502 2021-01-01
502 2020-01-01
502 2019-01-01
502 2018-01-01
502 2017-01-01 MICHAEL JANES BRIGID ISACKMAN 2018-10-15
502 2016-01-01 MICHAEL JANES BRIGID ISACKMAN 2017-10-13
502 2015-01-01 MICHAEL JANES BRIGID ISACKMAN 2016-10-10
502 2014-01-01 JOHN VITALI BRIGID ISACKMAN 2015-09-29
502 2013-01-01 ROSALIE JONES BRIGID ISACKMAN 2014-10-13
502 2012-01-01 BRIGID ISACKMAN ROSALIE JONES 2013-10-08
502 2011-01-01 JOSEPH TRAINOR
502 2009-01-01 JOSEPH TRAINOR
502 2009-01-01 JOSEPH TRAINOR
502 2009-01-01 JOSEPH TRAINOR
502 2009-01-01 JOSEPH TRAINOR

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
502	2022-01-01
502	2021-01-01
502	2020-01-01
502	2019-01-01
502	2018-01-01
502	2017-01-01	MICHAEL JANES	BRIGID ISACKMAN	2018-10-15
502	2016-01-01	MICHAEL JANES	BRIGID ISACKMAN	2017-10-13
502	2015-01-01	MICHAEL JANES	BRIGID ISACKMAN	2016-10-10
502	2014-01-01	JOHN VITALI	BRIGID ISACKMAN	2015-09-29
502	2013-01-01	ROSALIE JONES	BRIGID ISACKMAN	2014-10-13
502	2012-01-01	BRIGID ISACKMAN	ROSALIE JONES	2013-10-08
502	2011-01-01	JOSEPH TRAINOR
502	2009-01-01	JOSEPH TRAINOR
502	2009-01-01	JOSEPH TRAINOR
502	2009-01-01	JOSEPH TRAINOR
502	2009-01-01	JOSEPH TRAINOR

Plan Statistics for THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN

401k plan membership statisitcs for THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN

Measure Date Value
2022: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
2021: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 66
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 91
Total of all active and inactive participants 2021-01-01 157
2020: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 58
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 106
Total of all active and inactive participants 2020-01-01 164
2019: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 62
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 115
Total of all active and inactive participants 2019-01-01 177
Total participants 2019-01-01 177
2018: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 71
Number of retired or separated participants receiving benefits 2018-01-01 113
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 17
2017: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 75
Number of other retired or separated participants entitled to future benefits 2017-01-01 114
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 18
2016: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 102
Number of other retired or separated participants entitled to future benefits 2016-01-01 98
Total of all active and inactive participants 2016-01-01 200
2015: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 116
Number of other retired or separated participants entitled to future benefits 2015-01-01 95
Total of all active and inactive participants 2015-01-01 211
2014: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 160
Number of retired or separated participants receiving benefits 2014-01-01 83
Total of all active and inactive participants 2014-01-01 243
2013: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 185
Number of retired or separated participants receiving benefits 2013-01-01 80
Total of all active and inactive participants 2013-01-01 265
2012: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 343
Number of retired or separated participants receiving benefits 2012-01-01 42
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 385
2011: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 361
Number of retired or separated participants receiving benefits 2011-01-01 87
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 448
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 388
Number of retired or separated participants receiving benefits 2009-01-01 62
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 450
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
2021: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	66
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	91
Total of all active and inactive participants	2021-01-01	157
2020: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	58
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	106
Total of all active and inactive participants	2020-01-01	164
2019: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	62
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	115
Total of all active and inactive participants	2019-01-01	177
Total participants	2019-01-01	177
2018: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	71
Number of retired or separated participants receiving benefits	2018-01-01	113
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	17
2017: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	75
Number of other retired or separated participants entitled to future benefits	2017-01-01	114
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	18
2016: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	102
Number of other retired or separated participants entitled to future benefits	2016-01-01	98
Total of all active and inactive participants	2016-01-01	200
2015: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	116
Number of other retired or separated participants entitled to future benefits	2015-01-01	95
Total of all active and inactive participants	2015-01-01	211
2014: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	160
Number of retired or separated participants receiving benefits	2014-01-01	83
Total of all active and inactive participants	2014-01-01	243
2013: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	185
Number of retired or separated participants receiving benefits	2013-01-01	80
Total of all active and inactive participants	2013-01-01	265
2012: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	343
Number of retired or separated participants receiving benefits	2012-01-01	42
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	385
2011: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	361
Number of retired or separated participants receiving benefits	2011-01-01	87
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	448
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	388
Number of retired or separated participants receiving benefits	2009-01-01	62
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	450
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN

Measure	Date	Value
2022 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-07	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-07	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-07	$0
Total income from all sources (including contributions)	2022-09-07	$-52,834
Total loss/gain on sale of assets	2022-09-07	$0
Total of all expenses incurred	2022-09-07	$524,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-07	$510,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-07	$0
Value of total assets at end of year	2022-09-07	$0
Value of total assets at beginning of year	2022-09-07	$577,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-07	$14,662
Total interest from all sources	2022-09-07	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-09-07	$186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-07	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-09-07	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-07	$186
Was this plan covered by a fidelity bond	2022-09-07	Yes
Value of fidelity bond cover	2022-09-07	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-09-07	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-07	$63,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-07	No
Value of net income/loss	2022-09-07	$-577,777
Value of net assets at end of year (total assets less liabilities)	2022-09-07	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-09-07	$577,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-07	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-07	No
Were any leases to which the plan was party in default or uncollectible	2022-09-07	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-07	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-07	$498,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-07	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-07	$79,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-07	$79,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-07	$-53,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-07	No
Was there a failure to transmit to the plan any participant contributions	2022-09-07	No
Has the plan failed to provide any benefit when due under the plan	2022-09-07	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-07	$447,143
Contract administrator fees	2022-09-07	$14,662
Did the plan have assets held for investment	2022-09-07	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-07	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-07	No
Opinion of an independent qualified public accountant for this plan	2022-09-07	Unqualified
Accountancy firm name	2022-09-07	INSERO & CO CPAS. LLP
Accountancy firm EIN	2022-09-07	475324570
2021 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$38,657
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$11,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$0
Value of total assets at end of year	2021-12-31	$577,777
Value of total assets at beginning of year	2021-12-31	$558,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,232
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$36,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$36,332
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$19,257
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$577,777
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$558,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$498,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$474,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$79,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$84,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$84,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$11,168
Contract administrator fees	2021-12-31	$8,232
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	INSERO & CO CPAS, LLP
Accountancy firm EIN	2021-12-31	475324570
2020 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$90,000
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	$52,281
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$18,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$0
Value of total assets at end of year	2020-12-31	$558,520
Value of total assets at beginning of year	2020-12-31	$614,978
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,565
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$25,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$25,279
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$33,542
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$558,520
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$614,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$474,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$438,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$84,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$176,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$176,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$27,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,174
Contract administrator fees	2020-12-31	$8,565
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	INSERO & CO CPAS LLP
Accountancy firm EIN	2020-12-31	475324570
2019 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$69,043
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$25,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$16,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$614,978
Value of total assets at beginning of year	2019-12-31	$571,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,861
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$18,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$18,847
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$43,324
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$614,978
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$571,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$438,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$388,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$176,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$182,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$182,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$50,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$16,858
Contract administrator fees	2019-12-31	$8,861
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	INSERO & CO CPAS LLP
Accountancy firm EIN	2019-12-31	475324570
2018 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$-18,989
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$19,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$571,654
Value of total assets at beginning of year	2018-12-31	$610,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,087
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-38,726
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$571,654
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$610,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$388,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$433,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$182,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$176,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$176,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-18,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$10,650
Contract administrator fees	2018-12-31	$9,087
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	INSERO & CO CPAS LLP
Accountancy firm EIN	2018-12-31	475324570
2017 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$57,123
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$22,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$12,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$610,380
Value of total assets at beginning of year	2017-12-31	$576,072
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,402
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$34,308
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$610,380
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$576,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$433,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$391,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$176,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$184,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$184,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$57,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$12,413
Contract administrator fees	2017-12-31	$10,402
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	INSERO& CO CPA'S LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$24,120
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$37,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$27,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$576,072
Value of total assets at beginning of year	2016-12-31	$589,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$9,890
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-13,585
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$576,072
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$589,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$391,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$395,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$184,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$194,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$194,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$24,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$27,815
Contract administrator fees	2016-12-31	$9,890
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,108
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$41,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$29,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$589,657
Value of total assets at beginning of year	2015-12-31	$630,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,930
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$21,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$21,818
Administrative expenses professional fees incurred	2015-12-31	$3,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-40,480
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$589,657
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$630,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$395,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$431,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$194,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$198,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$198,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-20,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$29,658
Contract administrator fees	2015-12-31	$8,930
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$19,021
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$62,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$53,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$630,137
Value of total assets at beginning of year	2014-12-31	$673,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,631
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$22,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$22,427
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-43,752
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$630,137
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$673,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$431,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$441,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$198,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$232,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$232,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-3,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$53,142
Contract administrator fees	2014-12-31	$9,631
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	INSERO & COMPANY CPA'S P.C.
Accountancy firm EIN	2014-12-31	161016457
2013 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$63,335
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$125,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$101,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$673,889
Value of total assets at beginning of year	2013-12-31	$736,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,233
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$20,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$20,506
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$24,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-62,287
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$673,889
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$736,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$441,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$455,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$232,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$280,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$280,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$42,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$101,389
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	INSERO & COMPANY CPA'S P.C.
Accountancy firm EIN	2013-12-31	161016457
2012 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$151,312
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$510,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$466,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$46,254
Value of total assets at end of year	2012-12-31	$736,176
Value of total assets at beginning of year	2012-12-31	$1,095,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$44,130
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$16,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$16,205
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$46,254
Administrative expenses (other) incurred	2012-12-31	$44,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-359,042
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$736,176
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,095,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$455,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,068,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$280,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$26,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$26,394
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$53,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$88,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$412,993
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	INSERO AND COMPANY CPAS PC
Accountancy firm EIN	2012-12-31	161016457
2011 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$136,992
Total of all expenses incurred	2011-12-31	$90,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$53,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$146,168
Value of total assets at end of year	2011-12-31	$1,095,217
Value of total assets at beginning of year	2011-12-31	$1,048,625
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$36,904
Total interest from all sources	2011-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$34,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$34,862
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$45,098
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$242
Administrative expenses (other) incurred	2011-12-31	$36,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$46,592
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,095,217
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,048,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,068,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,012,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$26,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$23,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$23,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$40,715
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-44,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$101,070
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$13,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$12,781
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	INSERO AND COMPANY CPAS PC
Accountancy firm EIN	2011-12-31	161016457
2010 : THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2010 401k financial data
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	$305,797
Total of all expenses incurred	2010-12-31	$79,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$55,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$203,990
Value of total assets at end of year	2010-12-31	$1,048,625
Value of total assets at beginning of year	2010-12-31	$821,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,543
Total interest from all sources	2010-12-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$25,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$25,199
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$47,747
Participant contributions at end of year	2010-12-31	$242
Participant contributions at beginning of year	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$23,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$226,728
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,048,625
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$821,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,012,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$802,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$23,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$19,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$19,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$41,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$76,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$156,243
Employer contributions (assets) at end of year	2010-12-31	$13,122
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$13,748
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	INSERO AND COMPANY, CPAS, P.C.
Accountancy firm EIN	2010-12-31	161016457

Form 5500 Responses for THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN

2022: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY OF THE SCIENCES RETIREE HEALTH PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382038642

Policy instance

Insurance contract or identification number	82036382038642
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $3,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	12
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $11,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036382036342

Policy instance

Insurance contract or identification number	82036382036342
Number of Individuals Covered	10
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $29,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426878

Policy instance

Insurance contract or identification number	AE426878
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $2,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336342

Policy instance

Insurance contract or identification number	82036336342
Number of Individuals Covered	10
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $26,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE380630

Policy instance

Insurance contract or identification number	AE380630
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-01-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338642

Policy instance

Insurance contract or identification number	82036338642
Number of Individuals Covered	6
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE426876

Policy instance

Insurance contract or identification number	AE426876
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $1,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	12
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $12,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

AE351468

Policy instance

Insurance contract or identification number	AE351468
Number of Individuals Covered	11
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Welfare Benefit Premiums Paid to Carrier	USD $12,800

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036338642

Policy instance

Insurance contract or identification number	82036338642
Number of Individuals Covered	4
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,783

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

82036336342

Policy instance

Insurance contract or identification number	82036336342
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $25,925

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

AE380630

Policy instance

Insurance contract or identification number	AE380630
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,152

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Company Name:	UNIVERSITY OF SCIENCES IN PHILADELPHIA
Employer identification number (EIN):	231352668
NAIC Classification:	611000

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	711670