Logo

SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameSUSQUEHANNA UNIVERSITY RETIREMENT PLAN
Plan identification number 001

SUSQUEHANNA UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:SUSQUEHANNA UNIVERSITY
Employer identification number (EIN):231353385
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JEFFREY LISTWAK
0012023-01-01
0012023-01-01JEFFREY LISTWAK
0012022-01-01
0012022-01-01JEFFREY LISTWAK
0012021-01-01
0012021-01-01JEFFREY LISTWAK
0012020-01-01
0012019-01-01
0012017-01-01MICHAEL A. COYNE MICHAEL A. COYNE2018-10-03
0012016-01-01MICHAEL A. COYNE MICHAEL A. COYNE2017-10-06
0012015-01-01MICHAEL A. COYNE MICHAEL A. COYNE2016-10-03
0012014-01-01MICHAEL A. COYNE MICHAEL A. COYNE2015-10-12
0012013-01-01MICHAEL A COYNE MICHAEL A. COYNE2014-10-03
0012012-01-01MICHAEL A COYNE MICHAEL A COYNE2013-09-24
0012011-01-01MICHAEL A COYNE MICHAEL A COYNE2012-09-25
0012010-01-01MICHAEL A. COYNE MICHAEL A. COYNE2011-10-14
0012009-01-01MICHAEL A COYNE MICHAEL A COYNE2010-10-11

Plan Statistics for SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

Measure Date Value
2023: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,122
Total number of active participants reported on line 7a of the Form 55002023-01-01495
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01607
Total of all active and inactive participants2023-01-011,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-011,108
Number of participants with account balances2023-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,102
Total number of active participants reported on line 7a of the Form 55002022-01-01506
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01612
Total of all active and inactive participants2022-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-011,141
Number of participants with account balances2022-01-011,118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,179
Total number of active participants reported on line 7a of the Form 55002021-01-01503
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01596
Total of all active and inactive participants2021-01-011,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0122
Total participants2021-01-011,121
Number of participants with account balances2021-01-011,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,187
Total number of active participants reported on line 7a of the Form 55002020-01-01519
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01667
Total of all active and inactive participants2020-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,189
Number of participants with account balances2020-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,151
Total number of active participants reported on line 7a of the Form 55002019-01-01513
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01675
Total of all active and inactive participants2019-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,189
Number of participants with account balances2019-01-011,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,054
Total number of active participants reported on line 7a of the Form 55002017-01-01500
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01603
Total of all active and inactive participants2017-01-011,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,104
Number of participants with account balances2017-01-011,101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01995
Total number of active participants reported on line 7a of the Form 55002016-01-01487
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01565
Total of all active and inactive participants2016-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,054
Number of participants with account balances2016-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01955
Total number of active participants reported on line 7a of the Form 55002015-01-01454
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01540
Total of all active and inactive participants2015-01-01994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01996
Number of participants with account balances2015-01-01991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01948
Total number of active participants reported on line 7a of the Form 55002014-01-01433
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01522
Total of all active and inactive participants2014-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01956
Number of participants with account balances2014-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01961
Total number of active participants reported on line 7a of the Form 55002013-01-01482
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01475
Total of all active and inactive participants2013-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01958
Number of participants with account balances2013-01-01946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01934
Total number of active participants reported on line 7a of the Form 55002012-01-01500
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01460
Total of all active and inactive participants2012-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01961
Number of participants with account balances2012-01-01942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01899
Total number of active participants reported on line 7a of the Form 55002011-01-01494
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01439
Total of all active and inactive participants2011-01-01933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01934
Number of participants with account balances2011-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01865
Total number of active participants reported on line 7a of the Form 55002010-01-01479
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01418
Total of all active and inactive participants2010-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01900
Number of participants with account balances2010-01-01885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01759
Total number of active participants reported on line 7a of the Form 55002009-01-01459
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01398
Total of all active and inactive participants2009-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01860
Number of participants with account balances2009-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

Measure Date Value
2023 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$8,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$24,469,359
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,865,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,731,530
Expenses. Certain deemed distributions of participant loans2023-12-31$579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,011,501
Value of total assets at end of year2023-12-31$145,838,022
Value of total assets at beginning of year2023-12-31$132,224,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$132,970
Total interest from all sources2023-12-31$1,434,860
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,662,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,662,084
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,431,868
Participant contributions at end of year2023-12-31$257,984
Participant contributions at beginning of year2023-12-31$165,065
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$148,988
Other income not declared elsewhere2023-12-31$75,055
Administrative expenses (other) incurred2023-12-31$13,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$13,604,280
Value of net assets at end of year (total assets less liabilities)2023-12-31$145,838,022
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$132,224,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$40,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$112,452,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$96,393,729
Value of interest in pooled separate accounts at end of year2023-12-31$3,368,950
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,271,555
Interest on participant loans2023-12-31$14,266
Interest earned on other investments2023-12-31$1,420,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$29,758,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$31,394,479
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,475,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$16,833,609
Net investment gain/loss from pooled separate accounts2023-12-31$-547,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,430,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,256,284
Contract administrator fees2023-12-31$422
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$8,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$24,469,359
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$10,865,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,731,530
Expenses. Certain deemed distributions of participant loans2023-01-01$579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$5,011,501
Value of total assets at end of year2023-01-01$145,838,022
Value of total assets at beginning of year2023-01-01$132,224,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$132,970
Total interest from all sources2023-01-01$1,434,860
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,662,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,662,084
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,431,868
Participant contributions at end of year2023-01-01$257,984
Participant contributions at beginning of year2023-01-01$165,065
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$148,988
Other income not declared elsewhere2023-01-01$75,055
Administrative expenses (other) incurred2023-01-01$13,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$13,604,280
Value of net assets at end of year (total assets less liabilities)2023-01-01$145,838,022
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$132,224,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$40,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$112,452,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$96,393,729
Value of interest in pooled separate accounts at end of year2023-01-01$3,368,950
Value of interest in pooled separate accounts at beginning of year2023-01-01$4,271,555
Interest on participant loans2023-01-01$14,266
Interest earned on other investments2023-01-01$1,420,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$29,758,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$31,394,479
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$1,475,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$16,833,609
Net investment gain/loss from pooled separate accounts2023-01-01$-547,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,430,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$9,256,284
Contract administrator fees2023-01-01$422
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01301413443
2022 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-14,229,883
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,321,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,194,390
Expenses. Certain deemed distributions of participant loans2022-12-31$10,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,137,420
Value of total assets at end of year2022-12-31$132,224,828
Value of total assets at beginning of year2022-12-31$156,776,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$116,514
Total interest from all sources2022-12-31$1,291,739
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,101,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,101,768
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,191,127
Participant contributions at end of year2022-12-31$165,065
Participant contributions at beginning of year2022-12-31$121,035
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$636,175
Other income not declared elsewhere2022-12-31$92,654
Administrative expenses (other) incurred2022-12-31$73,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,551,486
Value of net assets at end of year (total assets less liabilities)2022-12-31$132,224,828
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,776,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$42,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$96,393,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,716,957
Value of interest in pooled separate accounts at end of year2022-12-31$4,271,555
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,226,772
Interest on participant loans2022-12-31$7,214
Interest earned on other investments2022-12-31$1,284,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,394,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,711,550
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,224,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,201,618
Net investment gain/loss from pooled separate accounts2022-12-31$348,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,310,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,970,075
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-14,229,883
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$10,321,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$10,194,390
Expenses. Certain deemed distributions of participant loans2022-01-01$10,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$5,137,420
Value of total assets at end of year2022-01-01$132,224,828
Value of total assets at beginning of year2022-01-01$156,776,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$116,514
Total interest from all sources2022-01-01$1,291,739
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$2,101,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$2,101,768
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,191,127
Participant contributions at end of year2022-01-01$165,065
Participant contributions at beginning of year2022-01-01$121,035
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$636,175
Other income not declared elsewhere2022-01-01$92,654
Administrative expenses (other) incurred2022-01-01$73,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-24,551,486
Value of net assets at end of year (total assets less liabilities)2022-01-01$132,224,828
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$156,776,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$42,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$96,393,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$120,716,957
Value of interest in pooled separate accounts at end of year2022-01-01$4,271,555
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,226,772
Interest on participant loans2022-01-01$7,214
Interest earned on other investments2022-01-01$1,284,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$31,394,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$31,711,550
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$1,224,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-23,201,618
Net investment gain/loss from pooled separate accounts2022-01-01$348,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,310,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$8,970,075
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,013,937
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,769,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,641,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,519,767
Value of total assets at end of year2021-12-31$156,776,314
Value of total assets at beginning of year2021-12-31$142,531,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,300
Total interest from all sources2021-12-31$1,104,844
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,657,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,657,512
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,045,578
Participant contributions at end of year2021-12-31$121,035
Participant contributions at beginning of year2021-12-31$94,868
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,244,167
Other income not declared elsewhere2021-12-31$65,935
Administrative expenses (other) incurred2021-12-31$82,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,244,641
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,776,314
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$142,531,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$120,716,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$106,409,515
Value of interest in pooled separate accounts at end of year2021-12-31$4,226,772
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,759,256
Interest on participant loans2021-12-31$6,736
Interest earned on other investments2021-12-31$1,098,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,711,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$32,268,034
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,708,462
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,015,998
Net investment gain/loss from pooled separate accounts2021-12-31$649,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,230,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,933,534
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$20,986,336
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,275,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,168,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,296,656
Value of total assets at end of year2020-12-31$142,531,673
Value of total assets at beginning of year2020-12-31$126,820,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$106,896
Total interest from all sources2020-12-31$1,251,079
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,297,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,297,518
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,942,748
Participant contributions at end of year2020-12-31$94,868
Participant contributions at beginning of year2020-12-31$29,264
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$171,163
Other income not declared elsewhere2020-12-31$58,119
Administrative expenses (other) incurred2020-12-31$69,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,711,111
Value of net assets at end of year (total assets less liabilities)2020-12-31$142,531,673
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$126,820,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$106,409,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$90,941,757
Value of interest in pooled separate accounts at end of year2020-12-31$3,759,256
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,225,666
Interest on participant loans2020-12-31$2,428
Interest earned on other investments2020-12-31$1,248,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$32,268,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$31,623,875
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$317,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,118,013
Net investment gain/loss from pooled separate accounts2020-12-31$-35,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,182,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,851,288
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$23,965,834
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,160,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,065,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,222,642
Value of total assets at end of year2019-12-31$126,820,562
Value of total assets at beginning of year2019-12-31$109,015,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$94,708
Total interest from all sources2019-12-31$1,239,955
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,560,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,560,681
Administrative expenses professional fees incurred2019-12-31$34,996
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,937,094
Participant contributions at end of year2019-12-31$29,264
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,063,557
Other income not declared elsewhere2019-12-31$54,100
Administrative expenses (other) incurred2019-12-31$59,712
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,805,210
Value of net assets at end of year (total assets less liabilities)2019-12-31$126,820,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,015,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$90,941,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,290,214
Value of interest in pooled separate accounts at end of year2019-12-31$4,225,666
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,215,227
Interest on participant loans2019-12-31$639
Interest earned on other investments2019-12-31$1,239,316
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$31,623,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$31,509,911
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$583,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,661,990
Net investment gain/loss from pooled separate accounts2019-12-31$226,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,221,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,482,272
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-54,508
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,067,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,968,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,186,171
Value of total assets at end of year2018-12-31$109,015,352
Value of total assets at beginning of year2018-12-31$116,137,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,868
Total interest from all sources2018-12-31$1,284,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,744,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,744,102
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,921,270
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$148,527
Other income not declared elsewhere2018-12-31$59,943
Administrative expenses (other) incurred2018-12-31$47,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,121,810
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,015,352
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$116,137,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,290,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$80,139,671
Value of interest in pooled separate accounts at end of year2018-12-31$4,215,227
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,228,778
Interest earned on other investments2018-12-31$1,284,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$31,509,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,768,713
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,599,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,529,680
Net investment gain/loss from pooled separate accounts2018-12-31$200,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,116,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,368,705
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,119,413
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,513,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,445,503
Value of total corrective distributions2017-12-31$974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,103,383
Value of total assets at end of year2017-12-31$116,137,162
Value of total assets at beginning of year2017-12-31$101,531,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$66,988
Total interest from all sources2017-12-31$1,244,029
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,231,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,231,585
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,872,241
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$181,038
Other income not declared elsewhere2017-12-31$14,090
Administrative expenses (other) incurred2017-12-31$51,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$14,605,948
Value of net assets at end of year (total assets less liabilities)2017-12-31$116,137,162
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,531,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$80,139,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$65,827,211
Value of interest in pooled separate accounts at end of year2017-12-31$4,228,778
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,373,642
Interest earned on other investments2017-12-31$1,244,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,768,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,330,361
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$531,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,344,700
Net investment gain/loss from pooled separate accounts2017-12-31$181,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,050,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,914,325
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,335,508
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,449,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,375,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,414,110
Value of total assets at end of year2016-12-31$101,531,214
Value of total assets at beginning of year2016-12-31$96,644,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,834
Total interest from all sources2016-12-31$1,327,166
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$944,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$944,697
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,754,220
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$634,301
Other income not declared elsewhere2016-12-31$11,937
Administrative expenses (other) incurred2016-12-31$37,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,886,334
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,531,214
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$96,644,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$36,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$65,827,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,550,921
Value of interest in pooled separate accounts at end of year2016-12-31$4,373,642
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,415,986
Interest earned on other investments2016-12-31$1,327,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,330,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$30,677,973
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$664,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,413,654
Net investment gain/loss from pooled separate accounts2016-12-31$223,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,025,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,710,546
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$7,179,725
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,308,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,277,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,757,814
Value of total assets at end of year2015-12-31$96,644,880
Value of total assets at beginning of year2015-12-31$94,773,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,710
Total interest from all sources2015-12-31$1,207,523
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$719,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$719,844
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,763,849
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,042,721
Other income not declared elsewhere2015-12-31$28,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,871,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$96,644,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,773,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$30,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,550,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,554,468
Value of interest in pooled separate accounts at end of year2015-12-31$4,415,986
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,067,475
Interest earned on other investments2015-12-31$1,207,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$30,677,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,151,913
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$593,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-862,571
Net investment gain/loss from pooled separate accounts2015-12-31$328,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,951,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,684,715
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,665,076
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,880,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,879,255
Value of total corrective distributions2014-12-31$722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,062,947
Value of total assets at end of year2014-12-31$94,773,856
Value of total assets at beginning of year2014-12-31$90,988,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60
Total interest from all sources2014-12-31$1,232,991
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$627,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$627,033
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,803,217
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$89,691
Other income not declared elsewhere2014-12-31$28,436
Administrative expenses (other) incurred2014-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,785,039
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,773,856
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$90,988,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,554,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,411,618
Value of interest in pooled separate accounts at end of year2014-12-31$4,067,475
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,450,315
Interest earned on other investments2014-12-31$1,232,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,151,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,126,884
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,573,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,286,085
Net investment gain/loss from pooled separate accounts2014-12-31$427,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,170,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,305,675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,123,082
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,022,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,020,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,770,724
Value of total assets at end of year2013-12-31$90,988,817
Value of total assets at beginning of year2013-12-31$78,888,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,551
Total interest from all sources2013-12-31$1,173,788
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$383,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$383,656
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,826,485
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$657,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,100,696
Value of net assets at end of year (total assets less liabilities)2013-12-31$90,988,817
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$78,888,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$58,411,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,061,149
Value of interest in pooled separate accounts at end of year2013-12-31$3,450,315
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,867,398
Interest earned on other investments2013-12-31$1,173,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,126,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,959,574
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$869,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,510,029
Net investment gain/loss from pooled separate accounts2013-12-31$284,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,286,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,151,192
Contract administrator fees2013-12-31$1,551
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,575,150
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,587,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,585,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,241,138
Value of total assets at end of year2012-12-31$78,888,121
Value of total assets at beginning of year2012-12-31$69,900,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,342
Total interest from all sources2012-12-31$1,106,901
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$163,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$163,759
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,778,961
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$200,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,987,882
Value of net assets at end of year (total assets less liabilities)2012-12-31$78,888,121
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$69,900,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$48,061,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,657,400
Value of interest in pooled separate accounts at end of year2012-12-31$2,867,398
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,340,722
Interest earned on other investments2012-12-31$1,106,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,959,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,902,117
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$297,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,812,885
Net investment gain/loss from pooled separate accounts2012-12-31$250,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,262,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,288,789
Contract administrator fees2012-12-31$1,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$5,256,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,938,627
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,279,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,279,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,450,018
Value of total assets at end of year2011-12-31$69,900,239
Value of total assets at beginning of year2011-12-31$62,984,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$229
Total interest from all sources2011-12-31$1,059,664
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$77,787
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,746,909
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$379,035
Other income not declared elsewhere2011-12-31$6,087
Administrative expenses (other) incurred2011-12-31$229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,659,158
Value of net assets at end of year (total assets less liabilities)2011-12-31$69,900,239
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,984,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,657,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,401,670
Value of interest in pooled separate accounts at end of year2011-12-31$2,340,722
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,603,281
Interest earned on other investments2011-12-31$1,059,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,902,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,979,173
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$326,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-908,703
Net investment gain/loss from pooled separate accounts2011-12-31$253,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,324,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,953,229
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,131,641
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,183,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,183,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,624,389
Value of total assets at end of year2010-12-31$62,984,124
Value of total assets at beginning of year2010-12-31$57,036,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$910,372
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$23,704
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,379,356
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$25,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,947,899
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,984,124
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$57,036,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,401,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,863,832
Value of interest in pooled separate accounts at end of year2010-12-31$1,603,281
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,153,717
Interest earned on other investments2010-12-31$910,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,979,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$23,018,676
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$365,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,394,355
Net investment gain/loss from pooled separate accounts2010-12-31$178,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,220,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,818,741
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SUSQUEHANNA UNIVERSITY RETIREMENT PLAN

2023: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUSQUEHANNA UNIVERSITY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
Insurance contract or identification number104505
Number of Individuals Covered625
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
Insurance contract or identification number104505
Number of Individuals Covered649
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104505
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup