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PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NamePENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN
Plan identification number 001

PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

PENNSYLVANIA INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:PENNSYLVANIA INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):231543518
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANNAMARIE CASSIDY ANNAMARIE CASSIDY2018-08-27
0012016-01-01WALTER GARRISON WALTER GARRISON2017-08-17
0012015-01-01WALTER GARRISON WALTER GARRISON2016-08-15
0012014-01-01WALTER GARRISON WALTER GARRISON2015-10-12
0012013-01-01WALTER GARRISON
0012012-01-01WALTER GARRISON
0012011-01-01WALTER GARRISON
0012009-01-01DR. WILLIAM LARKIN

Plan Statistics for PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01193
Number of participants with account balances2022-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01186
Number of participants with account balances2021-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-0190
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01216
Number of participants with account balances2020-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01125
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01226
Number of participants with account balances2019-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01219
Number of participants with account balances2018-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01226
Number of participants with account balances2017-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01234
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01227
Number of participants with account balances2016-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01249
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01234
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01253
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01249
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01154
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01253
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01265
Total number of active participants reported on line 7a of the Form 55002012-01-01149
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01288
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01265
Number of participants with account balances2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01173
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01256
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-880,910
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$796,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$783,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$561,446
Value of total assets at end of year2022-12-31$8,017,161
Value of total assets at beginning of year2022-12-31$9,694,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,660
Total interest from all sources2022-12-31$61,196
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$112,817
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$112,817
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$366,292
Participant contributions at end of year2022-12-31$60,259
Participant contributions at beginning of year2022-12-31$37,901
Participant contributions at end of year2022-12-31$14,214
Participant contributions at beginning of year2022-12-31$12,590
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,677,451
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,017,161
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,694,612
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,321,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,896,579
Value of interest in pooled separate accounts at end of year2022-12-31$165,223
Value of interest in pooled separate accounts at beginning of year2022-12-31$154,620
Interest on participant loans2022-12-31$2,279
Interest earned on other investments2022-12-31$58,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,447,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,586,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,628,540
Net investment gain/loss from pooled separate accounts2022-12-31$12,171
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$187,292
Employer contributions (assets) at end of year2022-12-31$8,142
Employer contributions (assets) at beginning of year2022-12-31$6,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$783,881
Contract administrator fees2022-12-31$12,660
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
2021 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$1,820,700
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$710,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$697,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$621,266
Value of total assets at end of year2021-12-31$9,694,612
Value of total assets at beginning of year2021-12-31$8,584,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,628
Total interest from all sources2021-12-31$55,210
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$399,903
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$399,903
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$312,433
Participant contributions at end of year2021-12-31$37,901
Participant contributions at beginning of year2021-12-31$26,314
Participant contributions at end of year2021-12-31$12,590
Participant contributions at beginning of year2021-12-31$11,252
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$125,400
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$1,110,436
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,694,612
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,584,176
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,896,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,742,658
Value of interest in pooled separate accounts at end of year2021-12-31$154,620
Value of interest in pooled separate accounts at beginning of year2021-12-31$121,497
Interest on participant loans2021-12-31$1,203
Interest earned on other investments2021-12-31$54,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,586,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,675,643
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$23,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$721,471
Net investment gain/loss from pooled separate accounts2021-12-31$22,850
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$183,433
Employer contributions (assets) at end of year2021-12-31$6,677
Employer contributions (assets) at beginning of year2021-12-31$6,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$674,065
Contract administrator fees2021-12-31$12,628
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$1,596,483
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$468,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$459,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$473,209
Value of total assets at end of year2020-12-31$8,584,176
Value of total assets at beginning of year2020-12-31$7,456,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,300
Total interest from all sources2020-12-31$62,509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$139,156
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$139,156
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$266,945
Participant contributions at end of year2020-12-31$26,314
Participant contributions at end of year2020-12-31$11,252
Participant contributions at beginning of year2020-12-31$10,689
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,014
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$1,127,578
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,584,176
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,456,598
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,742,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,662,097
Value of interest in pooled separate accounts at end of year2020-12-31$121,497
Value of interest in pooled separate accounts at beginning of year2020-12-31$117,942
Interest on participant loans2020-12-31$191
Interest earned on other investments2020-12-31$62,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,675,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,659,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$922,616
Net investment gain/loss from pooled separate accounts2020-12-31$-1,007
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$168,250
Employer contributions (assets) at end of year2020-12-31$6,812
Employer contributions (assets) at beginning of year2020-12-31$6,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$459,605
Contract administrator fees2020-12-31$9,300
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$1,580,539
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$304,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$296,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$437,081
Value of total assets at end of year2019-12-31$7,456,598
Value of total assets at beginning of year2019-12-31$6,180,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,806
Total interest from all sources2019-12-31$61,665
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,118
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$233,118
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$272,905
Participant contributions at end of year2019-12-31$10,689
Participant contributions at beginning of year2019-12-31$10,286
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,276,326
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,456,598
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,180,272
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$5,662,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,420,803
Value of interest in pooled separate accounts at end of year2019-12-31$117,942
Value of interest in pooled separate accounts at beginning of year2019-12-31$111,217
Interest earned on other investments2019-12-31$61,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,659,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,632,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$842,694
Net investment gain/loss from pooled separate accounts2019-12-31$5,981
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$164,176
Employer contributions (assets) at end of year2019-12-31$6,671
Employer contributions (assets) at beginning of year2019-12-31$5,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$296,407
Contract administrator fees2019-12-31$7,806
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 TILLEY VIRCHOW KRAUSE LLP
Accountancy firm EIN2019-12-31390859910
2018 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$126,886
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$431,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$425,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$347,521
Value of total assets at end of year2018-12-31$6,180,272
Value of total assets at beginning of year2018-12-31$6,485,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,449
Total interest from all sources2018-12-31$62,908
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$106,059
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$106,059
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$234,052
Participant contributions at end of year2018-12-31$10,286
Participant contributions at beginning of year2018-12-31$8,610
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,420
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-304,912
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,180,272
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,485,184
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,420,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,684,181
Value of interest in pooled separate accounts at end of year2018-12-31$111,217
Value of interest in pooled separate accounts at beginning of year2018-12-31$120,065
Interest earned on other investments2018-12-31$62,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,632,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,668,773
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$15,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-394,587
Net investment gain/loss from pooled separate accounts2018-12-31$4,985
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$109,049
Employer contributions (assets) at end of year2018-12-31$5,770
Employer contributions (assets) at beginning of year2018-12-31$3,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$409,473
Contract administrator fees2018-12-31$6,449
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$1,136,800
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$645,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$639,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$300,336
Value of total assets at end of year2017-12-31$6,485,184
Value of total assets at beginning of year2017-12-31$5,993,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,973
Total interest from all sources2017-12-31$65,901
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$211,604
Participant contributions at end of year2017-12-31$8,610
Participant contributions at beginning of year2017-12-31$8,349
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$491,781
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,485,184
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,993,403
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,684,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,995,251
Value of interest in pooled separate accounts at end of year2017-12-31$120,065
Value of interest in pooled separate accounts at beginning of year2017-12-31$187,974
Interest earned on other investments2017-12-31$65,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,668,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,798,083
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$190,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$764,457
Net investment gain/loss from pooled separate accounts2017-12-31$6,106
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$88,732
Employer contributions (assets) at end of year2017-12-31$3,555
Employer contributions (assets) at beginning of year2017-12-31$3,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$448,671
Contract administrator fees2017-12-31$5,973
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$691,088
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$636,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$632,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$337,656
Value of total assets at end of year2016-12-31$5,993,403
Value of total assets at beginning of year2016-12-31$5,939,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,651
Total interest from all sources2016-12-31$269,538
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$228,939
Participant contributions at end of year2016-12-31$8,349
Participant contributions at beginning of year2016-12-31$6,137
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,737
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$54,330
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,993,403
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,939,073
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,995,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,929,736
Value of interest in pooled separate accounts at end of year2016-12-31$187,974
Value of interest in pooled separate accounts at beginning of year2016-12-31$225,331
Interest earned on other investments2016-12-31$269,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,798,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,773,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,414
Net investment gain/loss from pooled separate accounts2016-12-31$72,480
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$101,980
Employer contributions (assets) at end of year2016-12-31$3,746
Employer contributions (assets) at beginning of year2016-12-31$4,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$632,107
Contract administrator fees2016-12-31$4,651
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$416,250
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$255,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$250,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$328,068
Value of total assets at end of year2015-12-31$5,939,073
Value of total assets at beginning of year2015-12-31$5,778,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,113
Total interest from all sources2015-12-31$67,430
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,588
Participant contributions at end of year2015-12-31$6,137
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$827
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$160,773
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,939,073
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,778,300
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,929,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,841,374
Value of interest in pooled separate accounts at end of year2015-12-31$225,331
Value of interest in pooled separate accounts at beginning of year2015-12-31$232,629
Interest earned on other investments2015-12-31$67,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,773,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,704,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$2,407
Net investment gain/loss from pooled separate accounts2015-12-31$18,345
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$109,653
Employer contributions (assets) at end of year2015-12-31$4,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$250,364
Contract administrator fees2015-12-31$5,113
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$708,702
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$382,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$378,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$334,857
Value of total assets at end of year2014-12-31$5,778,300
Value of total assets at beginning of year2014-12-31$5,452,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,481
Total interest from all sources2014-12-31$68,362
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$208,350
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$26,178
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$326,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,778,300
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,452,059
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$3,841,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,540,487
Value of interest in pooled separate accounts at end of year2014-12-31$232,629
Value of interest in pooled separate accounts at beginning of year2014-12-31$187,295
Interest earned on other investments2014-12-31$68,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,704,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,724,277
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$72,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$282,493
Net investment gain/loss from pooled separate accounts2014-12-31$22,990
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$100,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$306,348
Contract administrator fees2014-12-31$3,481
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 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$1,127,342
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$382,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$380,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$370,743
Value of total assets at end of year2013-12-31$5,452,059
Value of total assets at beginning of year2013-12-31$4,707,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,877
Total interest from all sources2013-12-31$62,540
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$249,515
Participant contributions at beginning of year2013-12-31$9,235
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$287
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$744,846
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,452,059
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,707,213
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$3,540,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,027,264
Value of interest in pooled separate accounts at end of year2013-12-31$187,295
Value of interest in pooled separate accounts at beginning of year2013-12-31$203,546
Interest on participant loans2013-12-31$62,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,724,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,462,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$676,979
Net investment gain/loss from pooled separate accounts2013-12-31$17,080
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$120,941
Employer contributions (assets) at beginning of year2013-12-31$5,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$380,619
Contract administrator fees2013-12-31$1,877
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$872,934
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$557,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$557,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$424,768
Value of total assets at end of year2012-12-31$4,707,213
Value of total assets at beginning of year2012-12-31$4,391,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$56,813
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$238,219
Participant contributions at end of year2012-12-31$9,235
Participant contributions at beginning of year2012-12-31$8,751
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$54,040
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$315,428
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,707,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,391,785
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$3,027,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,767,816
Value of interest in pooled separate accounts at end of year2012-12-31$203,546
Value of interest in pooled separate accounts at beginning of year2012-12-31$170,352
Interest earned on other investments2012-12-31$56,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,462,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,440,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$372,912
Net investment gain/loss from pooled separate accounts2012-12-31$18,441
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$132,509
Employer contributions (assets) at end of year2012-12-31$5,131
Employer contributions (assets) at beginning of year2012-12-31$4,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$557,506
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$463,140
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$442,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$442,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$411,809
Value of total assets at end of year2011-12-31$4,391,785
Value of total assets at beginning of year2011-12-31$4,370,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$54,946
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$235,321
Participant contributions at end of year2011-12-31$8,751
Participant contributions at beginning of year2011-12-31$14,915
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,942
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$20,871
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,391,785
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,370,914
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$2,767,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,882,809
Value of interest in pooled separate accounts at end of year2011-12-31$170,352
Value of interest in pooled separate accounts at beginning of year2011-12-31$129,893
Interest earned on other investments2011-12-31$54,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,440,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,334,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-21,793
Net investment gain/loss from pooled separate accounts2011-12-31$18,178
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$128,546
Employer contributions (assets) at end of year2011-12-31$4,747
Employer contributions (assets) at beginning of year2011-12-31$8,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$442,269
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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$736,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$189,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$189,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$349,774
Value of total assets at end of year2010-12-31$4,370,914
Value of total assets at beginning of year2010-12-31$3,823,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$51,133
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$227,014
Participant contributions at end of year2010-12-31$14,915
Participant contributions at beginning of year2010-12-31$16,312
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$547,554
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,370,914
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,823,360
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$2,882,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,415,265
Value of interest in pooled separate accounts at end of year2010-12-31$129,893
Value of interest in pooled separate accounts at beginning of year2010-12-31$96,735
Interest earned on other investments2010-12-31$51,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,334,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,286,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$320,986
Net investment gain/loss from pooled separate accounts2010-12-31$14,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$122,760
Employer contributions (assets) at end of year2010-12-31$8,607
Employer contributions (assets) at beginning of year2010-12-31$8,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$189,047
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN

2022: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2015: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2013: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2012: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2011: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2009: PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number500268
Policy instance 1
Insurance contract or identification number500268
Number of Individuals Covered129
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268
Policy instance 1
Insurance contract or identification number500268
Number of Individuals Covered129
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268
Policy instance 1
Insurance contract or identification number500268
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268/500269
Policy instance 1
Insurance contract or identification number500268/500269
Number of Individuals Covered177
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268/500269
Policy instance 1
Insurance contract or identification number500268/500269
Number of Individuals Covered175
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268/500269
Policy instance 1
Insurance contract or identification number500268/500269
Number of Individuals Covered171
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500268/500269
Policy instance 1
Insurance contract or identification number500268/500269
Number of Individuals Covered165
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328303 & 328304
Policy instance 1
Insurance contract or identification number328303 & 328304
Number of Individuals Covered164
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328303 & 328304
Policy instance 1
Insurance contract or identification number328303 & 328304
Number of Individuals Covered166
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328303 & 328304
Policy instance 1
Insurance contract or identification number328303 & 328304
Number of Individuals Covered161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328303 & 328304
Policy instance 1
Insurance contract or identification number328303 & 328304
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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