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VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 401k Plan overview

Plan NameVILLANOVA UNIVERSITY RETIREMENT INCOME PLAN
Plan identification number 001

VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:VILLANOVA UNIVERSITY
Employer identification number (EIN):231352688
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01RAYMOND DUFFY
0012016-06-01RAYMOND DUFFY
0012015-06-01RAYMOND DUFFY
0012014-06-01RAYMOND DUFFY
0012013-06-01RAYMOND DUFFY
0012012-06-01RAYMOND DUFFY RAYMOND DUFFY2014-03-14
0012011-06-01RAYMOND DUFFY RAYMOND DUFFY2014-03-07
0012009-06-01RAYMOND DUFFY
0012009-06-01 RAYMOND DUFFY2011-03-15

Plan Statistics for VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN

401k plan membership statisitcs for VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN

Measure Date Value
2021: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-10-3162,484,704
Acturial value of plan assets2021-10-3157,918,275
Funding target for retired participants and beneficiaries receiving payment2021-10-3133,821,394
Number of terminated vested participants2021-10-31325
Fundng target for terminated vested participants2021-10-3115,069,291
Active participant vested funding target2021-10-310
Number of active participants2021-10-310
Total funding liabilities for active participants2021-10-310
Total participant count2021-10-31925
Total funding target for all participants2021-10-3148,890,685
Balance at beginning of prior year after applicable adjustments2021-10-310
Prefunding balance at beginning of prior year after applicable adjustments2021-10-3115,266,941
Carryover balanced portion elected for use to offset prior years funding requirement2021-10-310
Prefunding balanced used to offset prior years funding requirement2021-10-310
Amount remaining of carryover balance2021-10-310
Amount remaining of prefunding balance2021-10-3115,266,941
Present value of excess contributions2021-10-31633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-10-31666
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-10-310
Reductions in caryover balances due to elections or deemed elections2021-10-310
Reductions in prefunding balances due to elections or deemed elections2021-10-310
Balance of carryovers at beginning of current year2021-10-310
Balance of prefunding at beginning of current year2021-10-3117,218,056
Total employer contributions2021-10-310
Total employee contributions2021-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-10-310
Contributions made to avoid restrictions adjusted to valuation date2021-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-10-310
Liquidity shortfalls end of Q12021-10-310
Liquidity shortfalls end of Q22021-10-310
Liquidity shortfalls end of Q32021-10-310
Liquidity shortfalls end of Q42021-10-310
Unpaid minimum required contributions for all prior years2021-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-10-310
Remaining amount of unpaid minimum required contributions2021-10-310
Minimum required contributions for current year target normal cost2021-10-3127,084
Net shortfall amortization installment of oustanding balance2021-10-310
Waiver amortization installment2021-10-310
Total funding amount beforereflecting carryover/prefunding balances2021-10-3127,084
Carryover balance elected to use to offset funding requirement2021-10-310
Prefunding balance elected to use to offset funding requirement2021-10-3127,084
Additional cash requirement2021-10-310
Contributions allocatedtoward minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for current year2021-10-310
Unpaid minimum required contributions for all years2021-10-310
Total participants, beginning-of-year2021-06-01925
Total number of active participants reported on line 7a of the Form 55002021-06-010
Number of retired or separated participants receiving benefits2021-06-01525
Number of other retired or separated participants entitled to future benefits2021-06-01290
Total of all active and inactive participants2021-06-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-0178
Total participants2021-06-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
Market value of plan assets2021-05-3158,936,345
Acturial value of plan assets2021-05-3156,092,589
Funding target for retired participants and beneficiaries receiving payment2021-05-3133,228,308
Number of terminated vested participants2021-05-31360
Fundng target for terminated vested participants2021-05-3117,803,752
Active participant vested funding target2021-05-310
Number of active participants2021-05-310
Total funding liabilities for active participants2021-05-310
Total participant count2021-05-31949
Total funding target for all participants2021-05-3151,032,060
Balance at beginning of prior year after applicable adjustments2021-05-31741,446
Prefunding balance at beginning of prior year after applicable adjustments2021-05-3113,570,978
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-3155,000
Prefunding balanced used to offset prior years funding requirement2021-05-310
Amount remaining of carryover balance2021-05-31686,446
Amount remaining of prefunding balance2021-05-3113,570,978
Present value of excess contributions2021-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-31778,498
Reductions in prefunding balances due to elections or deemed elections2021-05-31123,905
Balance of carryovers at beginning of current year2021-05-310
Balance of prefunding at beginning of current year2021-05-3115,266,941
Total employer contributions2021-05-3161,500
Total employee contributions2021-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-05-310
Contributions made to avoid restrictions adjusted to valuation date2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-3160,633
Liquidity shortfalls end of Q12021-05-310
Liquidity shortfalls end of Q22021-05-310
Liquidity shortfalls end of Q32021-05-310
Liquidity shortfalls end of Q42021-05-310
Unpaid minimum required contributions for all prior years2021-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-05-310
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-3160,000
Net shortfall amortization installment of oustanding balance2021-05-310
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-3160,000
Carryover balance elected to use to offset funding requirement2021-05-310
Prefunding balance elected to use to offset funding requirement2021-05-310
Additional cash requirement2021-05-3160,000
Contributions allocatedtoward minimum required contributions for current year2021-05-3160,633
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01949
Total number of active participants reported on line 7a of the Form 55002020-06-010
Number of retired or separated participants receiving benefits2020-06-01531
Number of other retired or separated participants entitled to future benefits2020-06-01322
Total of all active and inactive participants2020-06-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-0172
Total participants2020-06-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
Market value of plan assets2020-05-3155,497,064
Acturial value of plan assets2020-05-3155,620,874
Funding target for retired participants and beneficiaries receiving payment2020-05-3132,812,936
Number of terminated vested participants2020-05-31384
Fundng target for terminated vested participants2020-05-3118,816,172
Active participant vested funding target2020-05-310
Number of active participants2020-05-310
Total funding liabilities for active participants2020-05-310
Total participant count2020-05-31983
Total funding target for all participants2020-05-3151,629,108
Balance at beginning of prior year after applicable adjustments2020-05-311,347,740
Prefunding balance at beginning of prior year after applicable adjustments2020-05-3112,148,029
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-3154,444
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-311,293,296
Amount remaining of prefunding balance2020-05-3112,148,029
Present value of excess contributions2020-05-31700,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-31739,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-31739,015
Reductions in caryover balances due to elections or deemed elections2020-05-31624,663
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-31741,446
Balance of prefunding at beginning of current year2020-05-3113,570,978
Total employer contributions2020-05-310
Total employee contributions2020-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-310
Liquidity shortfalls end of Q12020-05-310
Liquidity shortfalls end of Q22020-05-310
Liquidity shortfalls end of Q32020-05-310
Liquidity shortfalls end of Q42020-05-310
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-3155,000
Net shortfall amortization installment of oustanding balance2020-05-310
Waiver amortization installment2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-3155,000
Carryover balance elected to use to offset funding requirement2020-05-3155,000
Prefunding balance elected to use to offset funding requirement2020-05-310
Additional cash requirement2020-05-310
Contributions allocatedtoward minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01983
Total number of active participants reported on line 7a of the Form 55002019-06-010
Number of retired or separated participants receiving benefits2019-06-01526
Number of other retired or separated participants entitled to future benefits2019-06-01354
Total of all active and inactive participants2019-06-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-0169
Total participants2019-06-01949
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
Market value of plan assets2019-05-3155,483,742
Acturial value of plan assets2019-05-3155,402,481
Funding target for retired participants and beneficiaries receiving payment2019-05-3133,085,986
Number of terminated vested participants2019-05-31403
Fundng target for terminated vested participants2019-05-3118,963,893
Active participant vested funding target2019-05-310
Number of active participants2019-05-310
Total funding liabilities for active participants2019-05-310
Total participant count2019-05-311,003
Total funding target for all participants2019-05-3152,049,879
Balance at beginning of prior year after applicable adjustments2019-05-311,338,451
Prefunding balance at beginning of prior year after applicable adjustments2019-05-3110,890,325
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-3152,562
Prefunding balanced used to offset prior years funding requirement2019-05-310
Amount remaining of carryover balance2019-05-311,285,889
Amount remaining of prefunding balance2019-05-3110,890,325
Present value of excess contributions2019-05-31694,382
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-31733,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-31733,879
Reductions in caryover balances due to elections or deemed elections2019-05-310
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-311,347,740
Balance of prefunding at beginning of current year2019-05-3112,148,029
Total employer contributions2019-05-31750,000
Total employee contributions2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-31700,671
Liquidity shortfalls end of Q12019-05-310
Liquidity shortfalls end of Q22019-05-310
Liquidity shortfalls end of Q32019-05-310
Liquidity shortfalls end of Q42019-05-310
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-3155,000
Net shortfall amortization installment of oustanding balance2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-3155,000
Carryover balance elected to use to offset funding requirement2019-05-3154,444
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-31556
Contributions allocatedtoward minimum required contributions for current year2019-05-31700,671
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-011,003
Total number of active participants reported on line 7a of the Form 55002018-06-010
Number of retired or separated participants receiving benefits2018-06-01535
Number of other retired or separated participants entitled to future benefits2018-06-01380
Total of all active and inactive participants2018-06-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-0168
Total participants2018-06-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Market value of plan assets2018-05-3156,584,628
Acturial value of plan assets2018-05-3156,603,090
Funding target for retired participants and beneficiaries receiving payment2018-05-3129,481,713
Number of terminated vested participants2018-05-31509
Fundng target for terminated vested participants2018-05-3120,858,018
Active participant vested funding target2018-05-310
Number of active participants2018-05-310
Total funding liabilities for active participants2018-05-310
Total participant count2018-05-311,079
Total funding target for all participants2018-05-3150,339,731
Balance at beginning of prior year after applicable adjustments2018-05-311,400,397
Prefunding balance at beginning of prior year after applicable adjustments2018-05-319,389,146
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-31162,466
Prefunding balanced used to offset prior years funding requirement2018-05-310
Amount remaining of carryover balance2018-05-311,237,931
Amount remaining of prefunding balance2018-05-319,389,146
Present value of excess contributions2018-05-31696,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-31738,780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-31738,780
Reductions in caryover balances due to elections or deemed elections2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-311,338,451
Balance of prefunding at beginning of current year2018-05-3110,890,325
Total employer contributions2018-05-31750,000
Total employee contributions2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-31697,820
Liquidity shortfalls end of Q12018-05-310
Liquidity shortfalls end of Q22018-05-310
Liquidity shortfalls end of Q32018-05-310
Liquidity shortfalls end of Q42018-05-310
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-3156,000
Net shortfall amortization installment of oustanding balance2018-05-310
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-3156,000
Carryover balance elected to use to offset funding requirement2018-05-3152,562
Prefunding balance elected to use to offset funding requirement2018-05-310
Additional cash requirement2018-05-313,438
Contributions allocatedtoward minimum required contributions for current year2018-05-31697,820
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-011,079
Total number of active participants reported on line 7a of the Form 55002017-06-010
Number of retired or separated participants receiving benefits2017-06-01539
Number of other retired or separated participants entitled to future benefits2017-06-01400
Total of all active and inactive participants2017-06-01939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-0164
Total participants2017-06-011,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
Market value of plan assets2017-05-3155,018,720
Acturial value of plan assets2017-05-3157,217,844
Funding target for retired participants and beneficiaries receiving payment2017-05-3128,382,674
Number of terminated vested participants2017-05-31554
Fundng target for terminated vested participants2017-05-3121,524,361
Active participant vested funding target2017-05-310
Number of active participants2017-05-310
Total funding liabilities for active participants2017-05-310
Total participant count2017-05-311,112
Total funding target for all participants2017-05-3149,907,035
Balance at beginning of prior year after applicable adjustments2017-05-311,694,524
Prefunding balance at beginning of prior year after applicable adjustments2017-05-318,600,981
Carryover balanced portion elected for use to offset prior years funding requirement2017-05-31308,678
Prefunding balanced used to offset prior years funding requirement2017-05-310
Amount remaining of carryover balance2017-05-311,385,846
Amount remaining of prefunding balance2017-05-318,600,981
Present value of excess contributions2017-05-31672,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-31697,855
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-31697,855
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-311,400,397
Balance of prefunding at beginning of current year2017-05-319,389,146
Total employer contributions2017-05-31750,000
Total employee contributions2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-310
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-31696,124
Liquidity shortfalls end of Q12017-05-310
Liquidity shortfalls end of Q22017-05-310
Liquidity shortfalls end of Q32017-05-310
Liquidity shortfalls end of Q42017-05-310
Unpaid minimum required contributions for all prior years2017-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-310
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-3154,000
Net shortfall amortization installment of oustanding balance2017-05-310
Waiver amortization installment2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-3154,000
Carryover balance elected to use to offset funding requirement2017-05-31162,466
Prefunding balance elected to use to offset funding requirement2017-05-310
Additional cash requirement2017-05-310
Contributions allocatedtoward minimum required contributions for current year2017-05-31696,124
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310
2016: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-011,112
Total number of active participants reported on line 7a of the Form 55002016-06-010
Number of retired or separated participants receiving benefits2016-06-01513
Number of other retired or separated participants entitled to future benefits2016-06-01506
Total of all active and inactive participants2016-06-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-0160
Total participants2016-06-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-011,133
Total number of active participants reported on line 7a of the Form 55002015-06-010
Number of retired or separated participants receiving benefits2015-06-01495
Number of other retired or separated participants entitled to future benefits2015-06-01550
Total of all active and inactive participants2015-06-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-0167
Total participants2015-06-011,112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-011,158
Total number of active participants reported on line 7a of the Form 55002014-06-0162
Number of retired or separated participants receiving benefits2014-06-01489
Number of other retired or separated participants entitled to future benefits2014-06-01520
Total of all active and inactive participants2014-06-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0162
Total participants2014-06-011,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-011,181
Total number of active participants reported on line 7a of the Form 55002013-06-01393
Number of retired or separated participants receiving benefits2013-06-01485
Number of other retired or separated participants entitled to future benefits2013-06-01215
Total of all active and inactive participants2013-06-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0165
Total participants2013-06-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-011,326
Total number of active participants reported on line 7a of the Form 55002012-06-01427
Number of retired or separated participants receiving benefits2012-06-01466
Number of other retired or separated participants entitled to future benefits2012-06-01223
Total of all active and inactive participants2012-06-011,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-0165
Total participants2012-06-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-011,348
Total number of active participants reported on line 7a of the Form 55002011-06-01481
Number of retired or separated participants receiving benefits2011-06-01434
Number of other retired or separated participants entitled to future benefits2011-06-01336
Total of all active and inactive participants2011-06-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-0175
Total participants2011-06-011,326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2009: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-011,382
Total number of active participants reported on line 7a of the Form 55002009-06-01120
Number of retired or separated participants receiving benefits2009-06-01432
Number of other retired or separated participants entitled to future benefits2009-06-01757
Total of all active and inactive participants2009-06-011,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-0152
Total participants2009-06-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN

Measure Date Value
2022 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$-5,609,123
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$4,146,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$3,930,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$0
Value of total assets at end of year2022-05-31$52,729,373
Value of total assets at beginning of year2022-05-31$62,484,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$216,069
Total interest from all sources2022-05-31$17,463
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-05-31$0
Administrative expenses professional fees incurred2022-05-31$216,069
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$6,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$210,027
Total non interest bearing cash at end of year2022-05-31$0
Total non interest bearing cash at beginning of year2022-05-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-9,755,331
Value of net assets at end of year (total assets less liabilities)2022-05-31$52,729,373
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$62,484,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Interest earned on other investments2022-05-31$17,463
Value of interest in common/collective trusts at end of year2022-05-31$52,722,915
Value of interest in common/collective trusts at beginning of year2022-05-31$62,239,677
Net investment gain or loss from common/collective trusts2022-05-31$-5,626,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$3,930,139
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2022-05-31830414789
2021 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$7,519,282
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$3,970,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$3,752,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$61,500
Value of total assets at end of year2021-05-31$62,484,704
Value of total assets at beginning of year2021-05-31$58,936,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$218,434
Total interest from all sources2021-05-31$138
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$218,434
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$210,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$26
Total non interest bearing cash at end of year2021-05-31$35,000
Total non interest bearing cash at beginning of year2021-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$3,548,359
Value of net assets at end of year (total assets less liabilities)2021-05-31$62,484,704
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$58,936,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Interest earned on other investments2021-05-31$138
Value of interest in common/collective trusts at end of year2021-05-31$62,239,677
Value of interest in common/collective trusts at beginning of year2021-05-31$58,936,319
Net investment gain or loss from common/collective trusts2021-05-31$7,457,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$61,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$3,752,489
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2021-05-31830414789
2020 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$7,317,971
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$3,889,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$3,682,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$0
Value of total assets at end of year2020-05-31$58,936,345
Value of total assets at beginning of year2020-05-31$55,507,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$206,886
Total interest from all sources2020-05-31$1,809
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$195,478
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$3,428,839
Value of net assets at end of year (total assets less liabilities)2020-05-31$58,936,345
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$55,507,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$11,408
Interest earned on other investments2020-05-31$1,809
Value of interest in common/collective trusts at end of year2020-05-31$58,936,319
Value of interest in common/collective trusts at beginning of year2020-05-31$54,757,271
Net investment gain or loss from common/collective trusts2020-05-31$7,316,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Employer contributions (assets) at end of year2020-05-31$0
Employer contributions (assets) at beginning of year2020-05-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$3,682,246
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2020-05-31830414789
2019 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$3,907,448
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$3,895,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$3,702,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$750,000
Value of total assets at end of year2019-05-31$55,507,506
Value of total assets at beginning of year2019-05-31$55,495,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$192,818
Total interest from all sources2019-05-31$2,152
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Administrative expenses professional fees incurred2019-05-31$192,818
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$11,778
Value of net assets at end of year (total assets less liabilities)2019-05-31$55,507,506
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$55,495,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Interest earned on other investments2019-05-31$2,152
Value of interest in common/collective trusts at end of year2019-05-31$54,757,271
Value of interest in common/collective trusts at beginning of year2019-05-31$54,745,603
Net investment gain or loss from common/collective trusts2019-05-31$3,155,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$750,000
Employer contributions (assets) at end of year2019-05-31$750,000
Employer contributions (assets) at beginning of year2019-05-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$3,702,852
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2019-05-31830414789
2018 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$83,409
Total income from all sources (including contributions)2018-05-31$3,645,036
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$4,662,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$4,417,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$750,000
Value of total assets at end of year2018-05-31$55,495,728
Value of total assets at beginning of year2018-05-31$56,597,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$245,292
Total interest from all sources2018-05-31$2,202
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$245,292
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$76
Liabilities. Value of operating payables at end of year2018-05-31$0
Liabilities. Value of operating payables at beginning of year2018-05-31$83,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$-1,017,878
Value of net assets at end of year (total assets less liabilities)2018-05-31$55,495,728
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$56,513,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Interest earned on other investments2018-05-31$2,202
Value of interest in common/collective trusts at end of year2018-05-31$54,745,603
Value of interest in common/collective trusts at beginning of year2018-05-31$55,846,939
Net investment gain or loss from common/collective trusts2018-05-31$2,892,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$750,000
Employer contributions (assets) at end of year2018-05-31$750,000
Employer contributions (assets) at beginning of year2018-05-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$4,417,622
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2018-05-31830414789
2017 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$83,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$5,257,726
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$3,775,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$3,453,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$750,000
Value of total assets at end of year2017-05-31$56,597,015
Value of total assets at beginning of year2017-05-31$55,031,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$321,963
Total interest from all sources2017-05-31$1,153
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$76
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$26
Administrative expenses (other) incurred2017-05-31$321,963
Liabilities. Value of operating payables at end of year2017-05-31$83,409
Liabilities. Value of operating payables at beginning of year2017-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$1,482,094
Value of net assets at end of year (total assets less liabilities)2017-05-31$56,513,606
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$55,031,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Interest earned on other investments2017-05-31$1,153
Value of interest in common/collective trusts at end of year2017-05-31$55,846,939
Value of interest in common/collective trusts at beginning of year2017-05-31$54,281,486
Net investment gain or loss from common/collective trusts2017-05-31$4,506,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$750,000
Employer contributions (assets) at end of year2017-05-31$750,000
Employer contributions (assets) at beginning of year2017-05-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$3,453,669
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2017-05-31830414789
2016 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$1,611,644
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$3,631,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$3,339,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$750,000
Value of total assets at end of year2016-05-31$55,031,512
Value of total assets at beginning of year2016-05-31$57,051,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$291,782
Total interest from all sources2016-05-31$573
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$291,782
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-2,019,818
Value of net assets at end of year (total assets less liabilities)2016-05-31$55,031,512
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$57,051,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in pooled separate accounts at end of year2016-05-31$0
Value of interest in pooled separate accounts at beginning of year2016-05-31$5,123
Interest earned on other investments2016-05-31$573
Value of interest in common/collective trusts at end of year2016-05-31$54,281,486
Value of interest in common/collective trusts at beginning of year2016-05-31$54,846,188
Net investment gain or loss from common/collective trusts2016-05-31$861,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$750,000
Employer contributions (assets) at end of year2016-05-31$750,000
Employer contributions (assets) at beginning of year2016-05-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$3,339,680
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-05-31830414789
2015 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$6,918,405
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$3,594,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,291,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$4,520,000
Value of total assets at end of year2015-05-31$57,051,330
Value of total assets at beginning of year2015-05-31$53,726,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$302,740
Total interest from all sources2015-05-31$184
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$302,740
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$9
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$3,324,396
Value of net assets at end of year (total assets less liabilities)2015-05-31$57,051,330
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$53,726,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in pooled separate accounts at end of year2015-05-31$5,123
Value of interest in pooled separate accounts at beginning of year2015-05-31$5,361
Interest earned on other investments2015-05-31$184
Value of interest in common/collective trusts at end of year2015-05-31$54,846,188
Value of interest in common/collective trusts at beginning of year2015-05-31$53,721,564
Net investment gain/loss from pooled separate accounts2015-05-31$-238
Net investment gain or loss from common/collective trusts2015-05-31$2,398,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$4,520,000
Employer contributions (assets) at end of year2015-05-31$2,200,000
Employer contributions (assets) at beginning of year2015-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$3,291,269
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-05-31830414789
2014 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$5,487,777
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$3,483,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$3,183,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$0
Value of total assets at end of year2014-05-31$53,726,934
Value of total assets at beginning of year2014-05-31$51,722,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$299,657
Total interest from all sources2014-05-31$414
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$26
Administrative expenses (other) incurred2014-05-31$299,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$2,004,316
Value of net assets at end of year (total assets less liabilities)2014-05-31$53,726,934
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$51,722,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in pooled separate accounts at end of year2014-05-31$5,361
Value of interest in pooled separate accounts at beginning of year2014-05-31$2,663
Interest earned on other investments2014-05-31$414
Value of interest in common/collective trusts at end of year2014-05-31$53,721,564
Value of interest in common/collective trusts at beginning of year2014-05-31$49,379,929
Net investment gain or loss from common/collective trusts2014-05-31$5,487,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Employer contributions (assets) at end of year2014-05-31$0
Employer contributions (assets) at beginning of year2014-05-31$2,340,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$3,183,804
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-05-31830414789
2013 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$11,290,504
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$4,796,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$4,480,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$4,225,000
Value of total assets at end of year2013-05-31$51,722,618
Value of total assets at beginning of year2013-05-31$45,228,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$316,836
Total interest from all sources2013-05-31$353
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$26
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$33
Administrative expenses (other) incurred2013-05-31$316,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$6,493,640
Value of net assets at end of year (total assets less liabilities)2013-05-31$51,722,618
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$45,228,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in pooled separate accounts at end of year2013-05-31$2,663
Value of interest in pooled separate accounts at beginning of year2013-05-31$2,623
Interest earned on other investments2013-05-31$353
Value of interest in common/collective trusts at end of year2013-05-31$49,379,929
Value of interest in common/collective trusts at beginning of year2013-05-31$44,471,322
Net investment gain or loss from common/collective trusts2013-05-31$7,065,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$4,225,000
Employer contributions (assets) at end of year2013-05-31$2,340,000
Employer contributions (assets) at beginning of year2013-05-31$755,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$4,480,028
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-05-31830414789
2012 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$1,601,132
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$2,908,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$2,604,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$2,475,000
Value of total assets at end of year2012-05-31$45,228,978
Value of total assets at beginning of year2012-05-31$46,536,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$303,484
Total interest from all sources2012-05-31$720
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$33
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$27
Administrative expenses (other) incurred2012-05-31$303,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-1,307,187
Value of net assets at end of year (total assets less liabilities)2012-05-31$45,228,978
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$46,536,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in pooled separate accounts at end of year2012-05-31$2,623
Value of interest in pooled separate accounts at beginning of year2012-05-31$2,529
Interest earned on other investments2012-05-31$720
Value of interest in common/collective trusts at end of year2012-05-31$44,471,322
Value of interest in common/collective trusts at beginning of year2012-05-31$42,953,609
Net investment gain or loss from common/collective trusts2012-05-31$-874,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$2,475,000
Employer contributions (assets) at end of year2012-05-31$755,000
Employer contributions (assets) at beginning of year2012-05-31$3,580,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$2,604,835
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31TORILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-05-31830414789
2011 : VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$12,190,249
Total of all expenses incurred2011-05-31$2,724,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$2,487,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$4,931,727
Value of total assets at end of year2011-05-31$46,536,165
Value of total assets at beginning of year2011-05-31$37,070,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$236,588
Total interest from all sources2011-05-31$794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$27
Administrative expenses (other) incurred2011-05-31$236,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$9,466,149
Value of net assets at end of year (total assets less liabilities)2011-05-31$46,536,165
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$37,070,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in pooled separate accounts at end of year2011-05-31$2,529
Value of interest in pooled separate accounts at beginning of year2011-05-31$2,515
Interest earned on other investments2011-05-31$794
Value of interest in common/collective trusts at end of year2011-05-31$42,953,609
Value of interest in common/collective trusts at beginning of year2011-05-31$36,119,201
Net investment gain or loss from common/collective trusts2011-05-31$7,257,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$4,931,727
Employer contributions (assets) at end of year2011-05-31$3,580,000
Employer contributions (assets) at beginning of year2011-05-31$948,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,487,512
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2011-05-31830414789

Form 5500 Responses for VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN

2021: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedYes
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: VILLANOVA UNIVERSITY RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedYes
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002150
Policy instance 1
Insurance contract or identification number002150
Number of Individuals Covered0
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002150
Policy instance 1
Insurance contract or identification number002150
Number of Individuals Covered1133
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00-2150
Policy instance 1
Insurance contract or identification number00-2150
Number of Individuals Covered1158
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00-2150
Policy instance 1
Insurance contract or identification number00-2150
Number of Individuals Covered1181
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002150
Policy instance 1
Insurance contract or identification number002150
Number of Individuals Covered1326
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number00-2150
Policy instance 1
Insurance contract or identification number00-2150
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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