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SETON HILL UNIVERSITY 403(B) PLAN 401k Plan overview

Plan NameSETON HILL UNIVERSITY 403(B) PLAN
Plan identification number 002

SETON HILL UNIVERSITY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

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

Company Name:SETON HILL UNIVERSITY
Employer identification number (EIN):250965557
NAIC Classification:611000

Additional information about SETON HILL UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 725316

More information about SETON HILL UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SETON HILL UNIVERSITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01JENNIFER LUNDY JENNIFER LUNDY2018-12-13
0022016-07-01PAUL EDSALL PAUL EDSALL2018-04-09
0022015-07-01PAUL EDSALL PAUL EDSALL2017-01-24
0022014-07-01DAVID P. MYRON DAVID P. MYRON2016-01-29
0022013-07-01DAVID P. MYRON DAVID P. MYRON2015-01-26
0022012-07-01DAVID MYRON DAVID MYRON2014-04-15
0022011-07-01PAUL T. ROMAN PAUL T. ROMAN2013-04-02
0022010-07-01PAUL T. ROMAN PAUL T. ROMAN2012-04-16
0022009-07-01PAUL T. ROMAN PAUL T. ROMAN2011-04-15
0022009-07-01PAUL T. ROMAN PAUL T. ROMAN2011-12-22

Plan Statistics for SETON HILL UNIVERSITY 403(B) PLAN

401k plan membership statisitcs for SETON HILL UNIVERSITY 403(B) PLAN

Measure Date Value
2021: SETON HILL UNIVERSITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01635
Total number of active participants reported on line 7a of the Form 55002021-07-01331
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01319
Total of all active and inactive participants2021-07-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-017
Total participants2021-07-01657
Number of participants with account balances2021-07-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SETON HILL UNIVERSITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01654
Total number of active participants reported on line 7a of the Form 55002020-07-01313
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01324
Total of all active and inactive participants2020-07-01637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01639
Number of participants with account balances2020-07-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SETON HILL UNIVERSITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01636
Total number of active participants reported on line 7a of the Form 55002019-07-01343
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01309
Total of all active and inactive participants2019-07-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01654
Number of participants with account balances2019-07-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SETON HILL UNIVERSITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01623
Total number of active participants reported on line 7a of the Form 55002018-07-01323
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01310
Total of all active and inactive participants2018-07-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01636
Number of participants with account balances2018-07-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SETON HILL UNIVERSITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01613
Total number of active participants reported on line 7a of the Form 55002017-07-01317
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01304
Total of all active and inactive participants2017-07-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01623
Number of participants with account balances2017-07-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SETON HILL UNIVERSITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01605
Total number of active participants reported on line 7a of the Form 55002016-07-01305
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01307
Total of all active and inactive participants2016-07-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01613
Number of participants with account balances2016-07-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SETON HILL UNIVERSITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01593
Total number of active participants reported on line 7a of the Form 55002015-07-01306
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01298
Total of all active and inactive participants2015-07-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01605
Number of participants with account balances2015-07-01596
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SETON HILL UNIVERSITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01584
Total number of active participants reported on line 7a of the Form 55002014-07-01315
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01278
Total of all active and inactive participants2014-07-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01593
Number of participants with account balances2014-07-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SETON HILL UNIVERSITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01591
Total number of active participants reported on line 7a of the Form 55002013-07-01336
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01248
Total of all active and inactive participants2013-07-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01584
Number of participants with account balances2013-07-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SETON HILL UNIVERSITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01581
Total number of active participants reported on line 7a of the Form 55002012-07-01359
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01232
Total of all active and inactive participants2012-07-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01591
Number of participants with account balances2012-07-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: SETON HILL UNIVERSITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01560
Total number of active participants reported on line 7a of the Form 55002011-07-01346
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01235
Total of all active and inactive participants2011-07-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01581
Number of participants with account balances2011-07-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: SETON HILL UNIVERSITY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01507
Total number of active participants reported on line 7a of the Form 55002010-07-01508
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0136
Total of all active and inactive participants2010-07-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01544
Number of participants with account balances2010-07-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: SETON HILL UNIVERSITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01484
Total number of active participants reported on line 7a of the Form 55002009-07-01455
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0134
Total of all active and inactive participants2009-07-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01489
Number of participants with account balances2009-07-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on SETON HILL UNIVERSITY 403(B) PLAN

Measure Date Value
2022 : SETON HILL UNIVERSITY 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-3,663,887
Total of all expenses incurred2022-06-30$4,101,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,078,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,793,105
Value of total assets at end of year2022-06-30$55,638,630
Value of total assets at beginning of year2022-06-30$63,403,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$23,100
Total interest from all sources2022-06-30$483,654
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,266,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,266,605
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,374,315
Participant contributions at end of year2022-06-30$178,476
Participant contributions at beginning of year2022-06-30$202,729
Participant contributions at end of year2022-06-30$93,387
Participant contributions at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$85,745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-7,765,046
Value of net assets at end of year (total assets less liabilities)2022-06-30$55,638,630
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$63,403,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$23,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$41,012,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$49,202,073
Value of interest in pooled separate accounts at end of year2022-06-30$1,006,598
Value of interest in pooled separate accounts at beginning of year2022-06-30$797,085
Interest on participant loans2022-06-30$13,289
Interest earned on other investments2022-06-30$470,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$13,255,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$13,201,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-9,397,671
Net investment gain/loss from pooled separate accounts2022-06-30$190,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,333,045
Employer contributions (assets) at end of year2022-06-30$92,023
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,078,059
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-06-30251408703
2021 : SETON HILL UNIVERSITY 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$14,515,803
Total of all expenses incurred2021-06-30$3,418,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,375,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,508,873
Value of total assets at end of year2021-06-30$63,403,676
Value of total assets at beginning of year2021-06-30$52,306,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$43,594
Total interest from all sources2021-06-30$501,051
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,265,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,265,736
Administrative expenses professional fees incurred2021-06-30$13,594
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,250,741
Participant contributions at end of year2021-06-30$202,729
Participant contributions at beginning of year2021-06-30$229,316
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$95,281
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$39,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$11,096,889
Value of net assets at end of year (total assets less liabilities)2021-06-30$63,403,676
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$52,306,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$49,202,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$38,009,512
Value of interest in pooled separate accounts at end of year2021-06-30$797,085
Value of interest in pooled separate accounts at beginning of year2021-06-30$753,633
Interest on participant loans2021-06-30$14,567
Interest earned on other investments2021-06-30$486,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$13,201,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$13,126,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$10,189,892
Net investment gain/loss from pooled separate accounts2021-06-30$50,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,218,428
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$92,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,375,320
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-06-30251408703
2020 : SETON HILL UNIVERSITY 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$4,590,947
Total of all expenses incurred2020-06-30$2,448,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,412,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,702,029
Value of total assets at end of year2020-06-30$52,306,787
Value of total assets at beginning of year2020-06-30$50,164,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$36,084
Total interest from all sources2020-06-30$15,222
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,413,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,413,956
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,305,171
Participant contributions at end of year2020-06-30$229,316
Participant contributions at beginning of year2020-06-30$270,528
Participant contributions at end of year2020-06-30$95,281
Participant contributions at beginning of year2020-06-30$114,462
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$148,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,142,338
Value of net assets at end of year (total assets less liabilities)2020-06-30$52,306,787
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$50,164,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$36,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$38,009,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$35,997,246
Value of interest in pooled separate accounts at end of year2020-06-30$753,633
Value of interest in pooled separate accounts at beginning of year2020-06-30$854,148
Interest on participant loans2020-06-30$15,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$13,126,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$12,838,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$448,481
Net investment gain/loss from pooled separate accounts2020-06-30$11,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,248,180
Employer contributions (assets) at end of year2020-06-30$92,744
Employer contributions (assets) at beginning of year2020-06-30$89,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,412,525
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-06-30251408703
2018 : SETON HILL UNIVERSITY 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$6,086,263
Total of all expenses incurred2018-06-30$1,695,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,676,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$2,546,120
Value of total assets at end of year2018-06-30$50,598,166
Value of total assets at beginning of year2018-06-30$46,207,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,393
Total interest from all sources2018-06-30$529,790
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$766,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$766,308
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,268,148
Participant contributions at end of year2018-06-30$134,245
Participant contributions at beginning of year2018-06-30$0
Participant contributions at end of year2018-06-30$97,077
Participant contributions at beginning of year2018-06-30$97,284
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$81,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,391,156
Value of net assets at end of year (total assets less liabilities)2018-06-30$50,598,166
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$46,207,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$18,393
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$35,791,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$31,689,211
Value of interest in pooled separate accounts at end of year2018-06-30$941,640
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,049,140
Interest on participant loans2018-06-30$2,445
Interest earned on other investments2018-06-30$527,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$13,540,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$13,280,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,196,315
Net investment gain/loss from pooled separate accounts2018-06-30$47,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,196,532
Employer contributions (assets) at end of year2018-06-30$93,453
Employer contributions (assets) at beginning of year2018-06-30$90,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,676,714
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-06-30251408703
2017 : SETON HILL UNIVERSITY 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$7,367,417
Total of all expenses incurred2017-06-30$3,092,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,092,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,961,076
Value of total assets at end of year2017-06-30$46,207,010
Value of total assets at beginning of year2017-06-30$41,932,135
Total interest from all sources2017-06-30$543,916
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$34,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$34,763
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,151,516
Participant contributions at end of year2017-06-30$97,284
Participant contributions at beginning of year2017-06-30$80,791
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$687,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,274,875
Value of net assets at end of year (total assets less liabilities)2017-06-30$46,207,010
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$41,932,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$31,689,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$26,397,368
Value of interest in pooled separate accounts at end of year2017-06-30$1,049,140
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,241,568
Interest earned on other investments2017-06-30$543,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$13,280,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$13,132,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,748,493
Net investment gain/loss from pooled separate accounts2017-06-30$79,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,122,381
Employer contributions (assets) at end of year2017-06-30$90,610
Employer contributions (assets) at beginning of year2017-06-30$80,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,092,542
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-06-30251408703
2016 : SETON HILL UNIVERSITY 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$3,207,732
Total of all expenses incurred2016-06-30$2,077,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,077,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$2,848,207
Value of total assets at end of year2016-06-30$41,932,135
Value of total assets at beginning of year2016-06-30$40,801,827
Total interest from all sources2016-06-30$519,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,136,193
Participant contributions at end of year2016-06-30$80,791
Participant contributions at beginning of year2016-06-30$86,436
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$610,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,130,308
Value of net assets at end of year (total assets less liabilities)2016-06-30$41,932,135
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$40,801,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$26,397,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$27,293,790
Value of interest in pooled separate accounts at end of year2016-06-30$2,241,568
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,017,540
Interest earned on other investments2016-06-30$519,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$13,132,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$11,323,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-304,048
Net investment gain/loss from pooled separate accounts2016-06-30$143,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,101,508
Employer contributions (assets) at end of year2016-06-30$80,305
Employer contributions (assets) at beginning of year2016-06-30$80,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,077,424
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-06-30251408703
2015 : SETON HILL UNIVERSITY 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$3,976,036
Total of all expenses incurred2015-06-30$1,977,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,977,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$2,351,464
Value of total assets at end of year2015-06-30$40,801,827
Value of total assets at beginning of year2015-06-30$38,802,935
Total interest from all sources2015-06-30$491,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,119,744
Participant contributions at end of year2015-06-30$86,436
Participant contributions at beginning of year2015-06-30$83,387
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$144,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,998,892
Value of net assets at end of year (total assets less liabilities)2015-06-30$40,801,827
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$38,802,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$27,293,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$25,087,229
Value of interest in pooled separate accounts at end of year2015-06-30$2,017,540
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,799,162
Interest earned on other investments2015-06-30$491,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$11,323,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$11,753,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$938,683
Net investment gain/loss from pooled separate accounts2015-06-30$194,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,087,620
Employer contributions (assets) at end of year2015-06-30$80,582
Employer contributions (assets) at beginning of year2015-06-30$79,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,977,144
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-06-30251408703
2014 : SETON HILL UNIVERSITY 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$7,364,172
Total of all expenses incurred2014-06-30$3,643,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,643,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$2,439,783
Value of total assets at end of year2014-06-30$38,802,935
Value of total assets at beginning of year2014-06-30$35,082,364
Total interest from all sources2014-06-30$114,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,097,366
Participant contributions at end of year2014-06-30$83,387
Participant contributions at beginning of year2014-06-30$73,418
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$263,872
Other income not declared elsewhere2014-06-30$360,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,720,571
Value of net assets at end of year (total assets less liabilities)2014-06-30$38,802,935
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,082,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$25,087,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$21,727,013
Value of interest in pooled separate accounts at end of year2014-06-30$1,799,162
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,526,465
Interest earned on other investments2014-06-30$114,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$11,753,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$11,682,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$4,278,241
Net investment gain/loss from pooled separate accounts2014-06-30$171,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,078,545
Employer contributions (assets) at end of year2014-06-30$79,260
Employer contributions (assets) at beginning of year2014-06-30$73,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,643,601
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-06-30251408703
2013 : SETON HILL UNIVERSITY 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$5,740,067
Total of all expenses incurred2013-06-30$1,377,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,377,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,359,171
Value of total assets at end of year2013-06-30$35,082,364
Value of total assets at beginning of year2013-06-30$30,719,367
Total interest from all sources2013-06-30$103,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$987,883
Participant contributions at end of year2013-06-30$73,418
Participant contributions at beginning of year2013-06-30$68,597
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$357,665
Other income not declared elsewhere2013-06-30$353,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,362,997
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,082,364
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$30,719,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$21,727,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$18,049,244
Value of interest in pooled separate accounts at end of year2013-06-30$1,526,465
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,365,142
Interest earned on other investments2013-06-30$103,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$11,682,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$11,167,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,923,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,013,623
Employer contributions (assets) at end of year2013-06-30$73,059
Employer contributions (assets) at beginning of year2013-06-30$68,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,377,070
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-06-30251408703
2012 : SETON HILL UNIVERSITY 403(B) PLAN 2012 401k financial data
Total transfer of assets to this plan2012-06-30$3,564,222
Total income from all sources (including contributions)2012-06-30$2,750,148
Total of all expenses incurred2012-06-30$651,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$651,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,223,066
Value of total assets at end of year2012-06-30$30,719,367
Value of total assets at beginning of year2012-06-30$25,056,361
Total interest from all sources2012-06-30$97,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$939,616
Participant contributions at end of year2012-06-30$68,597
Participant contributions at beginning of year2012-06-30$46,266
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$334,203
Other income not declared elsewhere2012-06-30$334,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$2,098,784
Value of net assets at end of year (total assets less liabilities)2012-06-30$30,719,367
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,056,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$18,049,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$14,638,356
Value of interest in pooled separate accounts at end of year2012-06-30$1,365,142
Value of interest in pooled separate accounts at beginning of year2012-06-30$867,411
Interest earned on other investments2012-06-30$97,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$11,167,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$9,440,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-34,151
Net investment gain/loss from pooled separate accounts2012-06-30$129,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$949,247
Employer contributions (assets) at end of year2012-06-30$68,385
Employer contributions (assets) at beginning of year2012-06-30$64,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$651,364
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-06-30251408703
2011 : SETON HILL UNIVERSITY 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$4,949,142
Total of all expenses incurred2011-06-30$667,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$667,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,491,365
Value of total assets at end of year2011-06-30$25,056,361
Value of total assets at beginning of year2011-06-30$20,774,890
Total interest from all sources2011-06-30$73,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$626,068
Participant contributions at end of year2011-06-30$46,266
Participant contributions at beginning of year2011-06-30$42,191
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$105
Other income not declared elsewhere2011-06-30$290,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$4,281,471
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,056,361
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$20,774,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$14,638,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$10,950,694
Value of interest in pooled separate accounts at end of year2011-06-30$867,411
Value of interest in pooled separate accounts at beginning of year2011-06-30$619,142
Interest earned on other investments2011-06-30$73,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$9,440,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$9,103,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,966,096
Net investment gain/loss from pooled separate accounts2011-06-30$128,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$865,192
Employer contributions (assets) at end of year2011-06-30$64,321
Employer contributions (assets) at beginning of year2011-06-30$58,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$667,671
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-06-30251408703

Form 5500 Responses for SETON HILL UNIVERSITY 403(B) PLAN

2021: SETON HILL UNIVERSITY 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SETON HILL UNIVERSITY 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SETON HILL UNIVERSITY 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SETON HILL UNIVERSITY 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SETON HILL UNIVERSITY 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SETON HILL UNIVERSITY 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SETON HILL UNIVERSITY 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SETON HILL UNIVERSITY 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SETON HILL UNIVERSITY 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SETON HILL UNIVERSITY 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SETON HILL UNIVERSITY 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SETON HILL UNIVERSITY 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SETON HILL UNIVERSITY 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407305
Policy instance 1
Insurance contract or identification number407305
Number of Individuals Covered428
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407305
Policy instance 1
Insurance contract or identification number407305
Number of Individuals Covered430
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407305
Policy instance 1
Insurance contract or identification number407305
Number of Individuals Covered453
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407305
Policy instance 1
Insurance contract or identification number407305
Number of Individuals Covered466
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number407305
Policy instance 1
Insurance contract or identification number407305
Number of Individuals Covered484
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered596
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered584
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered575
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered550
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered541
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357205
Policy instance 1
Insurance contract or identification number357205
Number of Individuals Covered507
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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