401k Plan data: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN plan

MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number	002

MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MOUNT ST. JOSEPH UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name: MOUNT ST. JOSEPH UNIVERSITY

Employer identification number (EIN): 237179567

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 JEFFREY BRIGGS 2021-07-31 JEFFREY BRIGGS 2021-07-31
002 2019-01-01 JEFFREY BRIGGS 2020-07-15
002 2019-01-01 JEFFREY BRIGGS 2020-07-15
002 2018-01-01 JEFFREY BRIGGS 2019-07-31
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 ASHLEY TERRELL
002 2013-01-01 ASHLEY LITTON
002 2012-01-01 ASHLEY LITTON
002 2011-01-01 ASHLEY LITTON
002 2010-01-01 LINDA PANZECA
002 2009-01-01 LINDA PANZECA
002 2008-01-01 LINDA PANZECA
002 2007-01-01 LINDA PANZECA
002 2006-01-01 LINDA PANZECA
002 2005-01-01 LINDA PANZECA
002 2004-01-01 LINDA PANZECA
002 2003-01-01 LINDA PANZECA
002 2002-01-01 LINDA PANZECA
002 2001-01-01 LINDA PANZECA
002 2000-01-01 LINDA PANZECA
002 1999-01-01 LINDA PANZECA
002 1998-01-01 LINDA PANZECA
002 1997-01-01 LINDA PANZECA
002 1996-01-01 LINDA PANZECA
002 1995-01-01 LINDA PANZECA
002 1994-01-01 LINDA PANZECA
002 1993-01-01 LINDA PANZECA
002 1992-01-01 LINDA PANZECA
002 1991-01-01 LINDA PANZECA
002 1990-01-01 LINDA PANZECA
002 1989-01-01 LINDA PANZECA
002 1988-01-01 LINDA PANZECA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	JEFFREY BRIGGS	2021-07-31	JEFFREY BRIGGS	2021-07-31
002	2019-01-01	JEFFREY BRIGGS	2020-07-15
002	2019-01-01	JEFFREY BRIGGS	2020-07-15
002	2018-01-01	JEFFREY BRIGGS	2019-07-31
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	ASHLEY TERRELL
002	2013-01-01	ASHLEY LITTON
002	2012-01-01	ASHLEY LITTON
002	2011-01-01	ASHLEY LITTON
002	2010-01-01	LINDA PANZECA
002	2009-01-01	LINDA PANZECA
002	2008-01-01	LINDA PANZECA
002	2007-01-01	LINDA PANZECA
002	2006-01-01	LINDA PANZECA
002	2005-01-01	LINDA PANZECA
002	2004-01-01	LINDA PANZECA
002	2003-01-01	LINDA PANZECA
002	2002-01-01	LINDA PANZECA
002	2001-01-01	LINDA PANZECA
002	2000-01-01	LINDA PANZECA
002	1999-01-01	LINDA PANZECA
002	1998-01-01	LINDA PANZECA
002	1997-01-01	LINDA PANZECA
002	1996-01-01	LINDA PANZECA
002	1995-01-01	LINDA PANZECA
002	1994-01-01	LINDA PANZECA
002	1993-01-01	LINDA PANZECA
002	1992-01-01	LINDA PANZECA
002	1991-01-01	LINDA PANZECA
002	1990-01-01	LINDA PANZECA
002	1989-01-01	LINDA PANZECA
002	1988-01-01	LINDA PANZECA

Plan Statistics for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2020: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 461
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 225
Number of other retired or separated participants entitled to future benefits 2019-01-01 247
Total of all active and inactive participants 2019-01-01 472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 473
Number of participants with account balances 2019-01-01 460
2018: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 435
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 210
Number of other retired or separated participants entitled to future benefits 2018-01-01 251
Total of all active and inactive participants 2018-01-01 461
Total participants 2018-01-01 461
Number of participants with account balances 2018-01-01 450
2017: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 184
Number of other retired or separated participants entitled to future benefits 2017-01-01 251
Total of all active and inactive participants 2017-01-01 435
Total participants 2017-01-01 435
Number of participants with account balances 2017-01-01 426
2016: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 165
Number of other retired or separated participants entitled to future benefits 2016-01-01 256
Total of all active and inactive participants 2016-01-01 421
Total participants 2016-01-01 421
Number of participants with account balances 2016-01-01 412
2015: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 178
Number of other retired or separated participants entitled to future benefits 2015-01-01 255
Total of all active and inactive participants 2015-01-01 433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 434
Number of participants with account balances 2015-01-01 423
2014: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 183
Number of retired or separated participants receiving benefits 2014-01-01 88
Number of other retired or separated participants entitled to future benefits 2014-01-01 244
Total of all active and inactive participants 2014-01-01 515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 516
Number of participants with account balances 2014-01-01 427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 220
Number of retired or separated participants receiving benefits 2013-01-01 84
Number of other retired or separated participants entitled to future benefits 2013-01-01 144
Total of all active and inactive participants 2013-01-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 450
Number of participants with account balances 2013-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 189
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 241
Total of all active and inactive participants 2012-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 430
Number of participants with account balances 2012-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 382
Number of retired or separated participants receiving benefits 2011-01-01 61
Number of other retired or separated participants entitled to future benefits 2011-01-01 176
Total of all active and inactive participants 2011-01-01 619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 619
Number of participants with account balances 2011-01-01 437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 350
Number of retired or separated participants receiving benefits 2010-01-01 58
Number of other retired or separated participants entitled to future benefits 2010-01-01 168
Total of all active and inactive participants 2010-01-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 576
Number of participants with account balances 2010-01-01 432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 687
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 402
Number of retired or separated participants receiving benefits 2009-01-01 54
Number of other retired or separated participants entitled to future benefits 2009-01-01 171
Total of all active and inactive participants 2009-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 628
Number of participants with account balances 2009-01-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	461
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	225
Number of other retired or separated participants entitled to future benefits	2019-01-01	247
Total of all active and inactive participants	2019-01-01	472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	473
Number of participants with account balances	2019-01-01	460
2018: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	435
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	210
Number of other retired or separated participants entitled to future benefits	2018-01-01	251
Total of all active and inactive participants	2018-01-01	461
Total participants	2018-01-01	461
Number of participants with account balances	2018-01-01	450
2017: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	184
Number of other retired or separated participants entitled to future benefits	2017-01-01	251
Total of all active and inactive participants	2017-01-01	435
Total participants	2017-01-01	435
Number of participants with account balances	2017-01-01	426
2016: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	165
Number of other retired or separated participants entitled to future benefits	2016-01-01	256
Total of all active and inactive participants	2016-01-01	421
Total participants	2016-01-01	421
Number of participants with account balances	2016-01-01	412
2015: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	178
Number of other retired or separated participants entitled to future benefits	2015-01-01	255
Total of all active and inactive participants	2015-01-01	433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	434
Number of participants with account balances	2015-01-01	423
2014: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	183
Number of retired or separated participants receiving benefits	2014-01-01	88
Number of other retired or separated participants entitled to future benefits	2014-01-01	244
Total of all active and inactive participants	2014-01-01	515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	516
Number of participants with account balances	2014-01-01	427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	220
Number of retired or separated participants receiving benefits	2013-01-01	84
Number of other retired or separated participants entitled to future benefits	2013-01-01	144
Total of all active and inactive participants	2013-01-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	450
Number of participants with account balances	2013-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	189
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	241
Total of all active and inactive participants	2012-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	430
Number of participants with account balances	2012-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	382
Number of retired or separated participants receiving benefits	2011-01-01	61
Number of other retired or separated participants entitled to future benefits	2011-01-01	176
Total of all active and inactive participants	2011-01-01	619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	619
Number of participants with account balances	2011-01-01	437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	350
Number of retired or separated participants receiving benefits	2010-01-01	58
Number of other retired or separated participants entitled to future benefits	2010-01-01	168
Total of all active and inactive participants	2010-01-01	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	576
Number of participants with account balances	2010-01-01	432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	687
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	402
Number of retired or separated participants receiving benefits	2009-01-01	54
Number of other retired or separated participants entitled to future benefits	2009-01-01	171
Total of all active and inactive participants	2009-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	628
Number of participants with account balances	2009-01-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2020 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-01-01	$25,826,223
Value of total assets at end of year	2020-01-01	$0
Value of total assets at beginning of year	2020-01-01	$25,826,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-01-01	$0
Was this plan covered by a fidelity bond	2020-01-01	Yes
Value of fidelity bond cover	2020-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2020-01-01	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-01-01	0
Minimum employer required contribution for this plan year	2020-01-01	$0
Amount contributed by the employer to the plan for this plan year	2020-01-01	$0
Were there any nonexempt tranactions with any party-in-interest	2020-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-01	No
Value of net assets at end of year (total assets less liabilities)	2020-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-01-01	$25,826,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-01-01	No
Were any leases to which the plan was party in default or uncollectible	2020-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-01-01	$16,469,314
Value of interest in pooled separate accounts at end of year	2020-01-01	$0
Value of interest in pooled separate accounts at beginning of year	2020-01-01	$659,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-01-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-01-01	$8,697,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-01-01	No
Was there a failure to transmit to the plan any participant contributions	2020-01-01	No
Has the plan failed to provide any benefit when due under the plan	2020-01-01	No
Did the plan have assets held for investment	2020-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2020-01-01	Disclaimer
Accountancy firm name	2020-01-01	BKD, LLP
Accountancy firm EIN	2020-01-01	440160260
2019 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$4,520,377
Total income from all sources (including contributions)	2019-12-31	$4,520,377
Total of all expenses incurred	2019-12-31	$1,573,285
Total of all expenses incurred	2019-12-31	$1,573,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,534,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,534,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$927,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$927,665
Value of total assets at end of year	2019-12-31	$25,826,223
Value of total assets at end of year	2019-12-31	$25,826,223
Value of total assets at beginning of year	2019-12-31	$22,879,131
Value of total assets at beginning of year	2019-12-31	$22,879,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,449
Total interest from all sources	2019-12-31	$291,200
Total interest from all sources	2019-12-31	$291,200
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$526,689
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$526,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$526,689
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$526,689
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$889,847
Contributions received from participants	2019-12-31	$889,847
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$37,818
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$37,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,947,092
Value of net income/loss	2019-12-31	$2,947,092
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,826,223
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,826,223
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,879,131
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,879,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,469,314
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,469,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,903,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,903,704
Value of interest in pooled separate accounts at end of year	2019-12-31	$659,119
Value of interest in pooled separate accounts at end of year	2019-12-31	$659,119
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$611,958
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$611,958
Interest on participant loans	2019-12-31	$2
Interest on participant loans	2019-12-31	$2
Interest earned on other investments	2019-12-31	$291,198
Interest earned on other investments	2019-12-31	$291,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,697,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$8,697,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,363,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,363,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,740,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,740,704
Net investment gain/loss from pooled separate accounts	2019-12-31	$34,119
Net investment gain/loss from pooled separate accounts	2019-12-31	$34,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,534,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,534,836
Contract administrator fees	2019-12-31	$38,449
Contract administrator fees	2019-12-31	$38,449
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$335,024
Total of all expenses incurred	2018-12-31	$1,830,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,816,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,198,622
Value of total assets at end of year	2018-12-31	$22,879,131
Value of total assets at beginning of year	2018-12-31	$24,374,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,721
Total interest from all sources	2018-12-31	$289,596
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$680,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$680,651
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$856,929
Participant contributions at beginning of year	2018-12-31	$31,923
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$341,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,494,999
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,879,131
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,374,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,903,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,761,275
Value of interest in pooled separate accounts at end of year	2018-12-31	$611,958
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$546,766
Interest earned on other investments	2018-12-31	$289,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,363,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,034,166
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$55,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,861,365
Net investment gain/loss from pooled separate accounts	2018-12-31	$27,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,760,876
Contract administrator fees	2018-12-31	$13,721
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,991,173
Total of all expenses incurred	2017-12-31	$1,455,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,402,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,105,998
Value of total assets at end of year	2017-12-31	$24,374,130
Value of total assets at beginning of year	2017-12-31	$21,838,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$52,777
Total interest from all sources	2017-12-31	$266,724
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$407,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$407,526
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$799,339
Participant contributions at end of year	2017-12-31	$31,923
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$306,659
Administrative expenses (other) incurred	2017-12-31	$26,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,535,657
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,374,130
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$21,838,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,761,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,893,577
Value of interest in pooled separate accounts at end of year	2017-12-31	$546,766
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$525,867
Interest earned on other investments	2017-12-31	$266,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,034,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,419,029
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$5,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,188,044
Net investment gain/loss from pooled separate accounts	2017-12-31	$22,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,397,062
Contract administrator fees	2017-12-31	$26,082
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,735,588
Total of all expenses incurred	2016-12-31	$2,315,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,292,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,331,376
Value of total assets at end of year	2016-12-31	$21,838,473
Value of total assets at beginning of year	2016-12-31	$21,418,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$23,342
Total interest from all sources	2016-12-31	$253,146
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$295,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$295,604
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$866,081
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$465,295
Other income not declared elsewhere	2016-12-31	$492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$419,957
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$21,838,473
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,418,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,893,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,916,271
Value of interest in pooled separate accounts at end of year	2016-12-31	$525,867
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$342,838
Interest earned on other investments	2016-12-31	$253,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,419,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,159,407
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$346,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$832,850
Net investment gain/loss from pooled separate accounts	2016-12-31	$22,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,946,282
Contract administrator fees	2016-12-31	$23,342
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,292,812
Total of all expenses incurred	2015-12-31	$1,509,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,485,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,034,794
Value of total assets at end of year	2015-12-31	$21,418,516
Value of total assets at beginning of year	2015-12-31	$21,635,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$23,573
Total interest from all sources	2015-12-31	$213,773
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$497,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$497,329
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$987,362
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-216,743
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,418,516
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,635,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,916,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,455,101
Value of interest in pooled separate accounts at end of year	2015-12-31	$342,838
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$352,223
Interest earned on other investments	2015-12-31	$213,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,159,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,827,935
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$18,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-481,566
Net investment gain/loss from pooled separate accounts	2015-12-31	$28,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,467,265
Contract administrator fees	2015-12-31	$23,573
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$8,366
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	$2,713,506
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,178,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,157,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,443,207
Value of total assets at end of year	2014-12-31	$21,635,259
Value of total assets at beginning of year	2014-12-31	$20,108,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$20,908
Total interest from all sources	2014-12-31	$217,186
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$462,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$462,549
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$933,647
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$509,560
Administrative expenses (other) incurred	2014-12-31	$10,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,534,638
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,635,259
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,108,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$10,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,455,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,100,814
Value of interest in pooled separate accounts at end of year	2014-12-31	$352,223
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$286,724
Interest earned on other investments	2014-12-31	$217,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,827,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,721,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$552,676
Net investment gain/loss from pooled separate accounts	2014-12-31	$37,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,157,960
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2014-12-31	346565596
2013 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,798,776
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$690,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$670,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,110,306
Value of total assets at end of year	2013-12-31	$20,108,987
Value of total assets at beginning of year	2013-12-31	$16,001,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,586
Total interest from all sources	2013-12-31	$196,831
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$289,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$289,374
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$944,580
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,165,726
Administrative expenses (other) incurred	2013-12-31	$13,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,107,848
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,108,987
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,001,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$7,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,100,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,468,744
Value of interest in pooled separate accounts at end of year	2013-12-31	$286,724
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$358,778
Interest earned on other investments	2013-12-31	$196,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,721,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,173,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,175,812
Net investment gain/loss from pooled separate accounts	2013-12-31	$26,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$670,342
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2013-12-31	346565596
2012 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$64,518
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	$2,780,985
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$995,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$995,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,226,230
Value of total assets at end of year	2012-12-31	$16,001,139
Value of total assets at beginning of year	2012-12-31	$14,280,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$188,420
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$68,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$68,861
Was this plan covered by a fidelity bond	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$992,010
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$234,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,785,194
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,001,139
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,280,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,468,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,931,523
Value of interest in pooled separate accounts at end of year	2012-12-31	$358,778
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$369,842
Interest earned on other investments	2012-12-31	$188,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,173,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,979,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$643,905
Net investment gain/loss from pooled separate accounts	2012-12-31	$653,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$995,791
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2012-12-31	346565596
2011 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$981,077
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$639,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$639,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,015,395
Value of total assets at end of year	2011-12-31	$14,280,463
Value of total assets at beginning of year	2011-12-31	$13,939,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$175,123
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$16,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$16,662
Was this plan covered by a fidelity bond	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,015,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$341,297
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,280,463
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,939,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,931,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$9,165,965
Value of interest in pooled separate accounts at end of year	2011-12-31	$369,842
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$296,190
Interest earned on other investments	2011-12-31	$175,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,979,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,477,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-266,647
Net investment gain/loss from pooled separate accounts	2011-12-31	$40,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$639,780
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2011-12-31	346565596
2010 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$2,209,798
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$399,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$399,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$949,849
Value of total assets at end of year	2010-12-31	$13,939,166
Value of total assets at beginning of year	2010-12-31	$12,129,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$153,776
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$7,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$7,680
Was this plan covered by a fidelity bond	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$949,849
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$35,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,809,903
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,939,166
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,129,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$9,165,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,737,736
Value of interest in pooled separate accounts at end of year	2010-12-31	$296,190
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$224,440
Interest earned on other investments	2010-12-31	$153,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,477,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,131,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,064,403
Net investment gain/loss from pooled separate accounts	2010-12-31	$34,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$399,895
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2010-12-31	346565596
2009 : MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN

2020: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2008: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2007: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2006: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Insurance	Yes
2006-01-01	Plan benefit arrangement – Insurance	Yes
2005: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2005-01-01	Plan funding arrangement – Insurance	Yes
2005-01-01	Plan benefit arrangement – Insurance	Yes
2004: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2004-01-01	Plan funding arrangement – Insurance	Yes
2004-01-01	Plan benefit arrangement – Insurance	Yes
2003: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2003-01-01	Plan funding arrangement – Insurance	Yes
2003-01-01	Plan benefit arrangement – Insurance	Yes
2002: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2002-01-01	Plan funding arrangement – Insurance	Yes
2002-01-01	Plan benefit arrangement – Insurance	Yes
2001: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2001-01-01	Plan funding arrangement – Insurance	Yes
2001-01-01	Plan benefit arrangement – Insurance	Yes
2000: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	Submission has been amended	No
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
2000-01-01	Plan funding arrangement – Insurance	Yes
2000-01-01	Plan benefit arrangement – Insurance	Yes
1999: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1999 form 5500 responses
1999-01-01	Type of plan entity	Single employer plan
1999-01-01	Submission has been amended	No
1999-01-01	This submission is the final filing	No
1999-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-01-01	Plan is a collectively bargained plan	No
1999-01-01	Plan funding arrangement – Insurance	Yes
1999-01-01	Plan benefit arrangement – Insurance	Yes
1998: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1998-01-01	Plan funding arrangement – Insurance	Yes
1998-01-01	Plan benefit arrangement – Insurance	Yes
1997: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1997 form 5500 responses
1997-01-01	Type of plan entity	Single employer plan
1997-01-01	Submission has been amended	No
1997-01-01	This submission is the final filing	No
1997-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-01-01	Plan is a collectively bargained plan	No
1997-01-01	Plan funding arrangement – Insurance	Yes
1997-01-01	Plan benefit arrangement – Insurance	Yes
1996: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1996 form 5500 responses
1996-01-01	Type of plan entity	Single employer plan
1996-01-01	Submission has been amended	No
1996-01-01	This submission is the final filing	No
1996-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1996-01-01	Plan is a collectively bargained plan	No
1996-01-01	Plan funding arrangement – Insurance	Yes
1996-01-01	Plan benefit arrangement – Insurance	Yes
1995: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1995 form 5500 responses
1995-01-01	Type of plan entity	Single employer plan
1995-01-01	Submission has been amended	No
1995-01-01	This submission is the final filing	No
1995-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1995-01-01	Plan is a collectively bargained plan	No
1995-01-01	Plan funding arrangement – Insurance	Yes
1995-01-01	Plan benefit arrangement – Insurance	Yes
1994: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1994 form 5500 responses
1994-01-01	Type of plan entity	Single employer plan
1994-01-01	Submission has been amended	No
1994-01-01	This submission is the final filing	No
1994-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1994-01-01	Plan is a collectively bargained plan	No
1994-01-01	Plan funding arrangement – Insurance	Yes
1994-01-01	Plan benefit arrangement – Insurance	Yes
1993: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1993 form 5500 responses
1993-01-01	Type of plan entity	Single employer plan
1993-01-01	Submission has been amended	No
1993-01-01	This submission is the final filing	No
1993-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1993-01-01	Plan is a collectively bargained plan	No
1993-01-01	Plan funding arrangement – Insurance	Yes
1993-01-01	Plan benefit arrangement – Insurance	Yes
1992: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1992 form 5500 responses
1992-01-01	Type of plan entity	Single employer plan
1992-01-01	Submission has been amended	No
1992-01-01	This submission is the final filing	No
1992-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1992-01-01	Plan is a collectively bargained plan	No
1992-01-01	Plan funding arrangement – Insurance	Yes
1992-01-01	Plan benefit arrangement – Insurance	Yes
1991: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1991 form 5500 responses
1991-01-01	Type of plan entity	Single employer plan
1991-01-01	Submission has been amended	No
1991-01-01	This submission is the final filing	No
1991-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1991-01-01	Plan is a collectively bargained plan	No
1991-01-01	Plan funding arrangement – Insurance	Yes
1991-01-01	Plan benefit arrangement – Insurance	Yes
1990: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1990 form 5500 responses
1990-01-01	Type of plan entity	Single employer plan
1990-01-01	Submission has been amended	No
1990-01-01	This submission is the final filing	No
1990-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1990-01-01	Plan is a collectively bargained plan	No
1990-01-01	Plan funding arrangement – Insurance	Yes
1990-01-01	Plan benefit arrangement – Insurance	Yes
1989: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1989 form 5500 responses
1989-01-01	Type of plan entity	Single employer plan
1989-01-01	Submission has been amended	No
1989-01-01	This submission is the final filing	No
1989-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1989-01-01	Plan is a collectively bargained plan	No
1989-01-01	Plan funding arrangement – Insurance	Yes
1989-01-01	Plan benefit arrangement – Insurance	Yes
1988: MOUNT ST. JOSEPH UNIVERSITY TAX DEFERRED ANNUITY PLAN 1988 form 5500 responses
1988-01-01	Type of plan entity	Single employer plan
1988-01-01	Submission has been amended	No
1988-01-01	This submission is the final filing	No
1988-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1988-01-01	Plan is a collectively bargained plan	No
1988-01-01	Plan funding arrangement – Insurance	Yes
1988-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500207

Policy instance

Insurance contract or identification number	500207
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-01-01
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500207

Policy instance

Insurance contract or identification number	500207
Number of Individuals Covered	395
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500207

Policy instance

Insurance contract or identification number	500207
Number of Individuals Covered	386
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	329
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	341
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	450
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	430
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	436
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150043

Policy instance

Insurance contract or identification number	150043
Number of Individuals Covered	430
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MOUNT ST. JOSEPH UNIVERSITY
Employer identification number (EIN):	237179567
NAIC Classification:	611000