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BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameBUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:BUCKNELL UNIVERSITY
Employer identification number (EIN):240772407
NAIC Classification:611000

Additional information about BUCKNELL UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 723108

More information about BUCKNELL UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CINDY BILGER DAVID SURGALA2018-10-12
0022016-01-01CINDY BILGER DAVID SURGALA2017-10-12
0022015-01-01CINDY BILGER DAVID SURGALA2016-10-13
0022014-01-01CINDY BILGER DAVID SURGALA2015-10-14
0022013-01-01CINDY BILGER DAVID SURGALA2014-10-06
0022012-01-01CINDY BILGER DAVID SURGALA2013-10-11
0022011-01-01CINDY BILGER DAVID SURGALA2012-10-10
0022009-01-01CINDY L. BILGER
0022008-01-01CINDY BILGER
0022008-01-01 CNDY L BILGER2010-08-09
0022007-01-01 CINDY L BILGER2010-08-09
0022006-01-01 CINDY L. BILGER2010-08-09

Plan Statistics for BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,403
Total number of active participants reported on line 7a of the Form 55002022-01-011,486
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,012
Total of all active and inactive participants2022-01-013,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0160
Total participants2022-01-013,558
Number of participants with account balances2022-01-013,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,381
Total number of active participants reported on line 7a of the Form 55002021-01-012,065
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,974
Total of all active and inactive participants2021-01-014,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0161
Total participants2021-01-014,100
Number of participants with account balances2021-01-013,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,324
Total number of active participants reported on line 7a of the Form 55002020-01-011,462
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,918
Total of all active and inactive participants2020-01-013,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-013,393
Number of participants with account balances2020-01-013,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,228
Total number of active participants reported on line 7a of the Form 55002019-01-012,301
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,842
Total of all active and inactive participants2019-01-014,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0113
Total participants2019-01-014,156
Number of participants with account balances2019-01-013,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,271
Total number of active participants reported on line 7a of the Form 55002018-01-011,790
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,754
Total of all active and inactive participants2018-01-013,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-013,554
Number of participants with account balances2018-01-013,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,146
Total number of active participants reported on line 7a of the Form 55002017-01-011,704
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,735
Total of all active and inactive participants2017-01-013,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-013,445
Number of participants with account balances2017-01-013,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,071
Total number of active participants reported on line 7a of the Form 55002016-01-011,722
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,652
Total of all active and inactive participants2016-01-013,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-013,381
Number of participants with account balances2016-01-013,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,136
Total number of active participants reported on line 7a of the Form 55002015-01-011,660
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,560
Total of all active and inactive participants2015-01-013,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-013,228
Number of participants with account balances2015-01-012,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,226
Total number of active participants reported on line 7a of the Form 55002014-01-011,311
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,496
Total of all active and inactive participants2014-01-012,807
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-012,814
Number of participants with account balances2014-01-012,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,737
Total number of active participants reported on line 7a of the Form 55002013-01-011,316
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,458
Total of all active and inactive participants2013-01-012,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-012,781
Number of participants with account balances2013-01-012,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,670
Total number of active participants reported on line 7a of the Form 55002012-01-011,371
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,373
Total of all active and inactive participants2012-01-012,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,748
Number of participants with account balances2012-01-012,651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,588
Total number of active participants reported on line 7a of the Form 55002011-01-011,347
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,308
Total of all active and inactive participants2011-01-012,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,659
Number of participants with account balances2011-01-012,566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,802
Total number of active participants reported on line 7a of the Form 55002009-01-012,346
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01553
Total of all active and inactive participants2009-01-012,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-012,902
Number of participants with account balances2009-01-012,788
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total number of active participants reported on line 7a of the Form 55002008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 55002007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 401k membership
Total number of active participants reported on line 7a of the Form 55002006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010

Financial Data on BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$189
Total income from all sources (including contributions)2022-12-31$-57,819,629
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,256,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,981,615
Expenses. Certain deemed distributions of participant loans2022-12-31$9,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,753,728
Value of total assets at end of year2022-12-31$554,340,960
Value of total assets at beginning of year2022-12-31$630,417,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$264,942
Total interest from all sources2022-12-31$5,662,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,103,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,103,221
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,940,848
Participant contributions at end of year2022-12-31$527,681
Participant contributions at beginning of year2022-12-31$86,254
Participant contributions at end of year2022-12-31$17,093
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$514,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$189
Other income not declared elsewhere2022-12-31$500,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-76,076,046
Value of net assets at end of year (total assets less liabilities)2022-12-31$554,340,960
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$630,417,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$48,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$379,978,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$462,971,511
Value of interest in pooled separate accounts at end of year2022-12-31$29,536,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,819,004
Interest on participant loans2022-12-31$14,054
Interest earned on other investments2022-12-31$5,648,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$15,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$14,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$14,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$144,205,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$140,515,626
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,191,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-95,033,754
Net investment gain/loss from pooled separate accounts2022-12-31$2,193,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,298,530
Employer contributions (assets) at end of year2022-12-31$60,611
Employer contributions (assets) at beginning of year2022-12-31$9,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,790,352
Contract administrator fees2022-12-31$216,313
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$90,386,214
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,528,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,301,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$17,417,284
Value of total assets at end of year2021-12-31$630,417,195
Value of total assets at beginning of year2021-12-31$569,559,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,756
Total interest from all sources2021-12-31$4,789,647
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,851,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,851,561
Administrative expenses professional fees incurred2021-12-31$28,075
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,618,044
Participant contributions at end of year2021-12-31$86,254
Participant contributions at beginning of year2021-12-31$1,081
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$607,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$189
Other income not declared elsewhere2021-12-31$591,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$60,857,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$630,417,006
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$569,559,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$462,971,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$408,184,698
Value of interest in pooled separate accounts at end of year2021-12-31$26,819,004
Value of interest in pooled separate accounts at beginning of year2021-12-31$21,443,048
Interest on participant loans2021-12-31$1,809
Interest earned on other investments2021-12-31$4,787,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$14,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$81,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$81,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$140,515,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$139,847,316
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,772,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$50,751,934
Net investment gain/loss from pooled separate accounts2021-12-31$3,983,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,191,872
Employer contributions (assets) at end of year2021-12-31$9,862
Employer contributions (assets) at beginning of year2021-12-31$1,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$25,529,000
Contract administrator fees2021-12-31$150,238
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$567
Total income from all sources (including contributions)2020-12-31$86,579,173
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$23,548,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$23,465,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,333,964
Value of total assets at end of year2020-12-31$569,559,253
Value of total assets at beginning of year2020-12-31$506,528,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$82,869
Total interest from all sources2020-12-31$5,303,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,370,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$8,370,706
Administrative expenses professional fees incurred2020-12-31$5,560
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$7,458,218
Participant contributions at end of year2020-12-31$1,081
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,624,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$567
Other income not declared elsewhere2020-12-31$345,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$63,031,075
Value of net assets at end of year (total assets less liabilities)2020-12-31$569,559,253
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$506,528,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$76,974
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$408,184,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$347,402,516
Value of interest in pooled separate accounts at end of year2020-12-31$21,443,048
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,855,088
Interest on participant loans2020-12-31$19
Interest earned on other investments2020-12-31$5,303,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$81,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$14,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$14,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$139,847,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$137,219,349
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,093,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$53,410,386
Net investment gain/loss from pooled separate accounts2020-12-31$-184,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,251,489
Employer contributions (assets) at end of year2020-12-31$1,909
Employer contributions (assets) at beginning of year2020-12-31$36,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,371,783
Contract administrator fees2020-12-31$335
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KPMG LLP
Accountancy firm EIN2020-12-31135565207
2019 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$92,912,459
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$17,549,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,488,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,243,266
Value of total assets at end of year2019-12-31$506,528,745
Value of total assets at beginning of year2019-12-31$431,165,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,090
Total interest from all sources2019-12-31$5,215,894
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,193,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,193,215
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,391,198
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,617,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$350,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$75,362,798
Value of net assets at end of year (total assets less liabilities)2019-12-31$506,528,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$431,165,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$347,402,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,128,707
Value of interest in pooled separate accounts at end of year2019-12-31$21,855,088
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,401,681
Interest on participant loans2019-12-31$6
Interest earned on other investments2019-12-31$5,215,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$14,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$137,219,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$133,615,575
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,264,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$59,774,875
Net investment gain/loss from pooled separate accounts2019-12-31$1,134,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,234,861
Employer contributions (assets) at end of year2019-12-31$36,859
Employer contributions (assets) at beginning of year2019-12-31$4,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,224,039
Contract administrator fees2019-12-31$385
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG LLP
Accountancy firm EIN2019-12-31135565207
2018 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,294
Total income from all sources (including contributions)2018-12-31$2,792,598
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$25,446,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,383,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,636,648
Value of total assets at end of year2018-12-31$431,165,380
Value of total assets at beginning of year2018-12-31$453,825,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,415
Total interest from all sources2018-12-31$5,242,315
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,910,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,910,171
Administrative expenses professional fees incurred2018-12-31$2,628
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$7,128,285
Participant contributions at beginning of year2018-12-31$1,262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,505,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,294
Other income not declared elsewhere2018-12-31$226,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,653,471
Value of net assets at end of year (total assets less liabilities)2018-12-31$431,165,380
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$453,818,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$277,128,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$304,411,915
Value of interest in pooled separate accounts at end of year2018-12-31$20,401,681
Value of interest in pooled separate accounts at beginning of year2018-12-31$19,186,887
Interest on participant loans2018-12-31$67
Interest earned on other investments2018-12-31$5,241,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$133,615,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$130,184,685
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,378,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,142,546
Net investment gain/loss from pooled separate accounts2018-12-31$919,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,002,862
Employer contributions (assets) at end of year2018-12-31$4,749
Employer contributions (assets) at beginning of year2018-12-31$16,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,005,025
Contract administrator fees2018-12-31$435
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$74,502,644
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,179,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,118,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,430,883
Value of total assets at end of year2017-12-31$453,825,145
Value of total assets at beginning of year2017-12-31$396,495,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$60,543
Total interest from all sources2017-12-31$4,915,341
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,263,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,263,437
Administrative expenses professional fees incurred2017-12-31$2,612
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,881,022
Participant contributions at end of year2017-12-31$1,262
Participant contributions at beginning of year2017-12-31$1,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,770,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,294
Other income not declared elsewhere2017-12-31$224,198
Administrative expenses (other) incurred2017-12-31$460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$57,323,465
Value of net assets at end of year (total assets less liabilities)2017-12-31$453,818,851
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$396,495,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$57,471
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$304,411,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$256,096,055
Value of interest in pooled separate accounts at end of year2017-12-31$19,186,887
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,046,455
Interest earned on other investments2017-12-31$4,915,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$130,184,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$122,309,525
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,964,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$44,870,287
Net investment gain/loss from pooled separate accounts2017-12-31$798,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,779,524
Employer contributions (assets) at end of year2017-12-31$16,653
Employer contributions (assets) at beginning of year2017-12-31$17,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,154,230
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$41,745,965
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,600,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,543,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$16,993,728
Value of total assets at end of year2016-12-31$396,495,386
Value of total assets at beginning of year2016-12-31$370,350,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,965
Total interest from all sources2016-12-31$5,079,728
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,713,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,713,971
Administrative expenses professional fees incurred2016-12-31$1,099
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,599,561
Participant contributions at end of year2016-12-31$1,988
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,065,659
Other income not declared elsewhere2016-12-31$188,915
Administrative expenses (other) incurred2016-12-31$664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$26,145,276
Value of net assets at end of year (total assets less liabilities)2016-12-31$396,495,386
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$370,350,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$55,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$256,096,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$237,995,431
Value of interest in pooled separate accounts at end of year2016-12-31$18,046,455
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,340,393
Interest earned on other investments2016-12-31$5,079,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$29
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$122,309,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$115,979,383
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,205,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,894,861
Net investment gain/loss from pooled separate accounts2016-12-31$874,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,328,508
Employer contributions (assets) at end of year2016-12-31$17,722
Employer contributions (assets) at beginning of year2016-12-31$11,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,338,007
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,278
Total income from all sources (including contributions)2015-12-31$22,533,393
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,106,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,050,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,651,467
Value of total assets at end of year2015-12-31$370,350,110
Value of total assets at beginning of year2015-12-31$357,925,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,821
Total interest from all sources2015-12-31$4,563,068
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,338,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,338,636
Administrative expenses professional fees incurred2015-12-31$1,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,508,856
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,080,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,278
Other income not declared elsewhere2015-12-31$145,248
Administrative expenses (other) incurred2015-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,427,325
Value of net assets at end of year (total assets less liabilities)2015-12-31$370,350,110
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$357,922,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$54,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$237,995,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$233,371,806
Value of interest in pooled separate accounts at end of year2015-12-31$16,340,393
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,520,281
Interest earned on other investments2015-12-31$4,563,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$115,979,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$111,001,405
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,220,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,317,424
Net investment gain/loss from pooled separate accounts2015-12-31$1,152,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,062,441
Employer contributions (assets) at end of year2015-12-31$11,250
Employer contributions (assets) at beginning of year2015-12-31$6,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,829,336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,278
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$39,326,678
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$13,349,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,289,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,771,864
Value of total assets at end of year2014-12-31$357,925,063
Value of total assets at beginning of year2014-12-31$331,945,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$60,081
Total interest from all sources2014-12-31$4,518,838
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,760,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,760,738
Administrative expenses professional fees incurred2014-12-31$3,675
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,265,903
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,719,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,278
Other income not declared elsewhere2014-12-31$161,103
Administrative expenses (other) incurred2014-12-31$595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$25,977,464
Value of net assets at end of year (total assets less liabilities)2014-12-31$357,922,785
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$331,945,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$55,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$233,371,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$214,143,553
Value of interest in pooled separate accounts at end of year2014-12-31$13,520,281
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,406,881
Interest earned on other investments2014-12-31$4,518,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$28,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$28,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$111,001,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$106,358,991
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,184,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,666,594
Net investment gain/loss from pooled separate accounts2014-12-31$1,447,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,786,172
Employer contributions (assets) at end of year2014-12-31$6,781
Employer contributions (assets) at beginning of year2014-12-31$7,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,104,597
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$61,560,484
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$12,718,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,648,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,155,461
Value of total assets at end of year2013-12-31$331,945,321
Value of total assets at beginning of year2013-12-31$283,102,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,695
Total interest from all sources2013-12-31$4,191,712
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,433,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,433,092
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,912,975
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,913,195
Other income not declared elsewhere2013-12-31$163,518
Administrative expenses (other) incurred2013-12-31$645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$48,842,360
Value of net assets at end of year (total assets less liabilities)2013-12-31$331,945,321
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$283,102,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$214,143,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$172,792,220
Value of interest in pooled separate accounts at end of year2013-12-31$11,406,881
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,400,391
Interest on participant loans2013-12-31$1
Interest earned on other investments2013-12-31$4,191,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$28,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$106,358,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$100,874,114
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,007,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$38,659,792
Net investment gain/loss from pooled separate accounts2013-12-31$956,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,329,291
Employer contributions (assets) at end of year2013-12-31$7,504
Employer contributions (assets) at beginning of year2013-12-31$6,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,640,795
Contract administrator fees2013-12-31$69,050
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$42,487,544
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,922,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,856,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,379,623
Value of total assets at end of year2012-12-31$283,102,961
Value of total assets at beginning of year2012-12-31$252,537,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,435
Total interest from all sources2012-12-31$3,908,042
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$602,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$602,922
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,528,088
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,811,563
Other income not declared elsewhere2012-12-31$263,122
Administrative expenses (other) incurred2012-12-31$3,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$30,565,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$283,102,961
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$252,537,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$62,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$172,792,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$148,439,383
Value of interest in pooled separate accounts at end of year2012-12-31$9,400,391
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,819,873
Interest earned on other investments2012-12-31$3,908,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$31,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$31,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$100,874,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$96,238,359
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$463,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,514,473
Net investment gain/loss from pooled separate accounts2012-12-31$819,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,039,972
Employer contributions (assets) at end of year2012-12-31$6,657
Employer contributions (assets) at beginning of year2012-12-31$8,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,392,999
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,124
Total income from all sources (including contributions)2011-12-31$15,377,409
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,232,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,231,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,145,010
Value of total assets at end of year2011-12-31$252,537,496
Value of total assets at beginning of year2011-12-31$253,394,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$805
Total interest from all sources2011-12-31$3,799,087
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$501,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$501,733
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,468,163
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,893,174
Administrative expenses (other) incurred2011-12-31$805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-854,816
Value of net assets at end of year (total assets less liabilities)2011-12-31$252,537,496
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$253,392,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$148,439,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$152,546,809
Value of interest in pooled separate accounts at end of year2011-12-31$7,819,873
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,000,310
Interest earned on other investments2011-12-31$3,799,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$31,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$46,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$46,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$96,238,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$93,792,343
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,586,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,018,773
Net investment gain/loss from pooled separate accounts2011-12-31$950,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,783,673
Employer contributions (assets) at end of year2011-12-31$8,794
Employer contributions (assets) at beginning of year2011-12-31$8,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,644,986
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,124
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,124
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$35,346,743
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,836,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,835,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,827,712
Value of total assets at end of year2010-12-31$253,394,436
Value of total assets at beginning of year2010-12-31$227,882,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$825
Total interest from all sources2010-12-31$3,450,432
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$241,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$241,416
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,609,947
Participant contributions at beginning of year2010-12-31$21,776
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$577,193
Administrative expenses (other) incurred2010-12-31$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$25,510,138
Value of net assets at end of year (total assets less liabilities)2010-12-31$253,392,312
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$227,882,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$152,546,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$134,056,444
Value of interest in pooled separate accounts at end of year2010-12-31$7,000,310
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,657,302
Interest earned on other investments2010-12-31$3,450,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$46,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$33,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$33,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$93,792,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$89,063,893
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,582,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$18,029,921
Net investment gain/loss from pooled separate accounts2010-12-31$797,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,640,572
Employer contributions (assets) at end of year2010-12-31$8,397
Employer contributions (assets) at beginning of year2010-12-31$48,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,252,924
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,124
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: BUCKNELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2285
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2282
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2284
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2274
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2275
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2277
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2261
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2265
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2270
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2642
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2562
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103006
Policy instance 1
Insurance contract or identification number103006
Number of Individuals Covered2498
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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