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MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameMOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MOUNT VERNON NAZARENE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:MOUNT VERNON NAZARENE UNIVERSITY
Employer identification number (EIN):310725957
NAIC Classification:611000

Additional information about MOUNT VERNON NAZARENE UNIVERSITY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1966-12-15
Company Identification Number: 356469
Legal Registered Office Address: 10 S GAY STREET
PO BOX 469
MOUNT VERNON
United States of America (USA)
43050

More information about MOUNT VERNON NAZARENE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01THAD GRIBBLE2023-10-16 THAD GRIBBLE2023-10-16
0012021-01-01ALAN D. SHAFFER2022-09-28
0012020-01-01ALAN SHAFFER2021-11-01
0012020-01-01ALAN SHAFFER2021-10-14
0012019-01-01ALAN SHAFFER2020-10-13
0012018-01-01ALAN SHAFFER2019-10-09
0012017-01-01
0012016-01-01ROBERT P. HAMILL2017-10-12
0012016-01-01ROBERT P. HAMILL2018-11-29
0012015-01-01
0012015-01-01ROBERT P. HAMILL2018-11-29
0012014-01-01ROBERT P. HAMILL
0012014-01-01
0012013-01-01ROBERT P. HAMILL
0012012-01-01ROBERT P. HAMILL
0012011-01-01JEFFREY B. SPEAR
0012009-01-01JEFFREY B. SPEAR

Plan Statistics for MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01565
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01579
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01333
Total of all active and inactive participants2021-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01565
Number of participants with account balances2021-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01575
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01324
Total of all active and inactive participants2020-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01579
Number of participants with account balances2020-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01559
Total number of active participants reported on line 7a of the Form 55002019-01-01254
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01321
Total of all active and inactive participants2019-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01575
Number of participants with account balances2019-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01554
Total number of active participants reported on line 7a of the Form 55002018-01-01302
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01257
Total of all active and inactive participants2018-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01559
Number of participants with account balances2018-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01543
Total number of active participants reported on line 7a of the Form 55002017-01-01282
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01259
Total of all active and inactive participants2017-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01541
Number of participants with account balances2017-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01550
Total number of active participants reported on line 7a of the Form 55002016-01-01269
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01280
Total of all active and inactive participants2016-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01550
Number of participants with account balances2016-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01557
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01280
Total of all active and inactive participants2015-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01550
Number of participants with account balances2015-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01558
Total number of active participants reported on line 7a of the Form 55002014-01-01266
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01291
Total of all active and inactive participants2014-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01557
Number of participants with account balances2014-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01564
Total number of active participants reported on line 7a of the Form 55002013-01-01276
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01282
Total of all active and inactive participants2013-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01558
Number of participants with account balances2013-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01540
Total number of active participants reported on line 7a of the Form 55002012-01-01288
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01276
Total of all active and inactive participants2012-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01564
Number of participants with account balances2012-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01522
Total number of active participants reported on line 7a of the Form 55002011-01-01271
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01269
Total of all active and inactive participants2011-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01540
Number of participants with account balances2011-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01527
Total number of active participants reported on line 7a of the Form 55002009-01-01313
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01215
Total of all active and inactive participants2009-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01528
Number of participants with account balances2009-01-01519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-01$0
Total transfer of assets from this plan2022-12-01$54,048,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-01$0
Total income from all sources (including contributions)2022-12-01$-4,880,753
Total loss/gain on sale of assets2022-12-01$0
Total of all expenses incurred2022-12-01$3,141,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-01$3,115,915
Expenses. Certain deemed distributions of participant loans2022-12-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-01$896,688
Value of total assets at end of year2022-12-01$0
Value of total assets at beginning of year2022-12-01$62,070,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-01$25,795
Total interest from all sources2022-12-01$131,144
Total dividends received (eg from common stock, registered investment company shares)2022-12-01$21,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-01$21,342
Was this plan covered by a fidelity bond2022-12-01Yes
Value of fidelity bond cover2022-12-01$5,000,000
If this is an individual account plan, was there a blackout period2022-12-01No
Were there any nonexempt tranactions with any party-in-interest2022-12-01No
Contributions received from participants2022-12-01$604,869
Participant contributions at end of year2022-12-01$0
Participant contributions at beginning of year2022-12-01$24,693
Income. Received or receivable in cash from other sources (including rollovers)2022-12-01$40,174
Other income not declared elsewhere2022-12-01$461,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Income. Non cash contributions2022-12-01$0
Value of net income/loss2022-12-01$-8,022,463
Value of net assets at end of year (total assets less liabilities)2022-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-01$62,070,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-01No
Were any leases to which the plan was party in default or uncollectible2022-12-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-01$44,198,175
Value of interest in pooled separate accounts at end of year2022-12-01$0
Value of interest in pooled separate accounts at beginning of year2022-12-01$2,119,757
Interest on participant loans2022-12-01$0
Interest earned on other investments2022-12-01$131,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-01$15,719,243
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-01$367,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-01$-6,622,624
Net investment gain/loss from pooled separate accounts2022-12-01$231,285
Net investment gain or loss from common/collective trusts2022-12-01$0
Net gain/loss from 103.12 investment entities2022-12-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-01No
Was there a failure to transmit to the plan any participant contributions2022-12-01Yes
Has the plan failed to provide any benefit when due under the plan2022-12-01No
Contributions received in cash from employer2022-12-01$251,645
Employer contributions (assets) at end of year2022-12-01$0
Employer contributions (assets) at beginning of year2022-12-01$8,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-01$2,748,045
Contract administrator fees2022-12-01$25,795
Did the plan have assets held for investment2022-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-01Yes
Opinion of an independent qualified public accountant for this plan2022-12-01Unqualified
Accountancy firm name2022-12-01CROWE LLP
Accountancy firm EIN2022-12-01350921680
2021 : MOUNT VERNON NAZARENE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,339,445
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,757,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,723,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$970,608
Value of total assets at end of year2021-12-31$62,070,767
Value of total assets at beginning of year2021-12-31$59,488,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,273
Total interest from all sources2021-12-31$66,139
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$775,844
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$775,844
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$681,759
Participant contributions at end of year2021-12-31$24,693
Participant contributions at beginning of year2021-12-31$26,616
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,462
Other income not declared elsewhere2021-12-31$502,049
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$2,582,299
Value of net assets at end of year (total assets less liabilities)2021-12-31$62,070,767
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$59,488,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,198,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,280,258
Value of interest in pooled separate accounts at end of year2021-12-31$2,119,757
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,755,223
Interest earned on other investments2021-12-31$66,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$15,719,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,415,435
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$668,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,710,224
Net investment gain/loss from pooled separate accounts2021-12-31$314,581
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$270,387
Employer contributions (assets) at end of year2021-12-31$8,899
Employer contributions (assets) at beginning of year2021-12-31$10,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,055,512
Contract administrator fees2021-12-31$33,273
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : MOUNT VERNON NAZARENE 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$0
Total income from all sources (including contributions)2020-12-31$7,938,621
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,619,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,592,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$995,947
Value of total assets at end of year2020-12-31$59,488,468
Value of total assets at beginning of year2020-12-31$54,169,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,838
Total interest from all sources2020-12-31$134,153
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$435,974
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$435,974
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$671,225
Participant contributions at end of year2020-12-31$26,616
Participant contributions at beginning of year2020-12-31$27,558
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$55,658
Other income not declared elsewhere2020-12-31$520,975
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$5,318,763
Value of net assets at end of year (total assets less liabilities)2020-12-31$59,488,468
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,169,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,280,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$35,960,793
Value of interest in pooled separate accounts at end of year2020-12-31$1,755,223
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,760,330
Interest earned on other investments2020-12-31$134,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,415,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,409,630
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$404,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,866,454
Net investment gain/loss from pooled separate accounts2020-12-31$-14,882
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$269,064
Employer contributions (assets) at end of year2020-12-31$10,936
Employer contributions (assets) at beginning of year2020-12-31$11,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,187,926
Contract administrator fees2020-12-31$27,838
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : MOUNT VERNON NAZARENE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,975,039
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,891,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,867,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$950,801
Value of total assets at end of year2019-12-31$54,169,705
Value of total assets at beginning of year2019-12-31$48,086,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,799
Total interest from all sources2019-12-31$141,713
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$238,073
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$238,073
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$619,778
Participant contributions at end of year2019-12-31$27,558
Participant contributions at beginning of year2019-12-31$24,422
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$66,217
Other income not declared elsewhere2019-12-31$506,038
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$6,083,197
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,169,705
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,086,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$35,960,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$29,758,779
Value of interest in pooled separate accounts at end of year2019-12-31$1,760,330
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,819,172
Interest earned on other investments2019-12-31$141,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,409,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,473,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,039,932
Net investment gain/loss from pooled separate accounts2019-12-31$98,482
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$264,806
Employer contributions (assets) at end of year2019-12-31$11,394
Employer contributions (assets) at beginning of year2019-12-31$10,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,867,043
Contract administrator fees2019-12-31$24,799
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 name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : MOUNT VERNON NAZARENE 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$0
Total income from all sources (including contributions)2018-12-31$-752,156
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,997,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,971,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,000,606
Value of total assets at end of year2018-12-31$48,086,508
Value of total assets at beginning of year2018-12-31$51,836,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,863
Total interest from all sources2018-12-31$164,608
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$168,027
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$168,027
Was this plan covered by a fidelity bond2018-12-31No
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$596,745
Participant contributions at end of year2018-12-31$24,422
Participant contributions at beginning of year2018-12-31$21,486
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$133,220
Other income not declared elsewhere2018-12-31$538,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,749,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,086,508
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,836,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$29,758,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,275,103
Value of interest in pooled separate accounts at end of year2018-12-31$1,819,172
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,912,376
Interest earned on other investments2018-12-31$164,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,473,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,616,000
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$705,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,713,854
Net investment gain/loss from pooled separate accounts2018-12-31$89,551
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$270,641
Employer contributions (assets) at end of year2018-12-31$10,794
Employer contributions (assets) at beginning of year2018-12-31$11,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,266,495
Contract administrator fees2018-12-31$25,863
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$4,208,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,837,343
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,725,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,725,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$853,253
Value of total assets at end of year2017-12-31$51,836,328
Value of total assets at beginning of year2017-12-31$42,515,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$607,319
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
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$498,880
Participant contributions at end of year2017-12-31$21,486
Participant contributions at beginning of year2017-12-31$19,227
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,333
Other income not declared elsewhere2017-12-31$675
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$5,112,315
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,836,328
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,515,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,275,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,048,864
Value of interest in pooled separate accounts at end of year2017-12-31$1,912,376
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,496,469
Interest earned on other investments2017-12-31$607,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,616,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,940,256
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$44,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,307,703
Net investment gain/loss from pooled separate accounts2017-12-31$68,393
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$276,040
Employer contributions (assets) at end of year2017-12-31$11,363
Employer contributions (assets) at beginning of year2017-12-31$11,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,680,083
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 name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : MOUNT VERNON NAZARENE 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$3,654,938
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,456,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,456,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,008,288
Value of total assets at end of year2016-12-31$42,554,107
Value of total assets at beginning of year2016-12-31$41,355,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$654,269
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$466,269
Participant contributions at end of year2016-12-31$26,067
Participant contributions at beginning of year2016-12-31$26,067
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$278,038
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$1,198,602
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,554,107
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,355,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$26,048,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$25,074,933
Value of interest in pooled separate accounts at end of year2016-12-31$1,496,469
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,347,647
Interest earned on other investments2016-12-31$654,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,940,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,864,407
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$607,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,919,791
Net investment gain/loss from pooled separate accounts2016-12-31$72,590
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$263,981
Employer contributions (assets) at end of year2016-12-31$42,451
Employer contributions (assets) at beginning of year2016-12-31$42,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,849,209
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : MOUNT VERNON NAZARENE 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$0
Total income from all sources (including contributions)2015-12-31$1,660,363
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,987,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,987,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$973,560
Value of total assets at end of year2015-12-31$41,355,505
Value of total assets at beginning of year2015-12-31$42,682,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$608,154
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$557,698
Participant contributions at end of year2015-12-31$26,067
Participant contributions at beginning of year2015-12-31$26,067
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,326,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,355,505
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,682,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,074,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,791,270
Value of interest in pooled separate accounts at end of year2015-12-31$1,347,647
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,219,723
Interest earned on other investments2015-12-31$608,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,864,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,602,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,614
Net investment gain/loss from pooled separate accounts2015-12-31$100,263
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$404,820
Employer contributions (assets) at end of year2015-12-31$42,451
Employer contributions (assets) at beginning of year2015-12-31$42,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,987,021
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 name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : MOUNT VERNON NAZARENE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,796,161
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,782,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,782,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,369,133
Value of total assets at end of year2014-12-31$42,682,163
Value of total assets at beginning of year2014-12-31$40,668,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$609,878
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
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$606,208
Participant contributions at end of year2014-12-31$26,067
Participant contributions at beginning of year2014-12-31$26,067
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,520
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$2,013,343
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,682,163
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,668,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,791,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,380,362
Value of interest in pooled separate accounts at end of year2014-12-31$1,219,723
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,112,030
Interest earned on other investments2014-12-31$609,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,602,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,107,910
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$45,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,682,966
Net investment gain/loss from pooled separate accounts2014-12-31$134,184
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$760,405
Employer contributions (assets) at end of year2014-12-31$42,451
Employer contributions (assets) at beginning of year2014-12-31$42,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,737,554
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : MOUNT VERNON NAZARENE 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$7,776,947
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,100,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,100,815
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,374,652
Value of total assets at end of year2013-12-31$40,600,301
Value of total assets at beginning of year2013-12-31$34,924,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$578,125
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
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$606,462
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$26,067
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$743,400
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$5,676,132
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,600,301
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$34,924,169
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
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,380,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,510,920
Value of interest in pooled separate accounts at end of year2013-12-31$1,112,029
Value of interest in pooled separate accounts at beginning of year2013-12-31$883,005
Interest earned on other investments2013-12-31$578,125
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,107,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,530,244
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$511,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,733,928
Net investment gain/loss from pooled separate accounts2013-12-31$90,242
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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$1,024,790
Employer contributions (assets) at end of year2013-12-31$42,451
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,589,118
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : MOUNT VERNON NAZARENE 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$4,971,160
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,606,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,606,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,746,469
Value of total assets at end of year2012-12-31$34,924,169
Value of total assets at beginning of year2012-12-31$31,559,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$539,907
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
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$654,707
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,928
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$3,364,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$34,924,169
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,559,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,510,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,732,289
Value of interest in pooled separate accounts at end of year2012-12-31$883,005
Value of interest in pooled separate accounts at beginning of year2012-12-31$750,779
Interest earned on other investments2012-12-31$539,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,530,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,076,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,605,725
Net investment gain/loss from pooled separate accounts2012-12-31$79,059
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$1,078,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,606,608
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : MOUNT VERNON NAZARENE 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$0
Total income from all sources (including contributions)2011-12-31$1,906,240
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,265,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,265,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,728,624
Value of total assets at end of year2011-12-31$31,559,617
Value of total assets at beginning of year2011-12-31$31,918,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30
Total interest from all sources2011-12-31$535,610
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
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$681,768
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-359,072
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,559,617
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$31,918,689
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$17,732,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,307,308
Value of interest in pooled separate accounts at end of year2011-12-31$750,779
Value of interest in pooled separate accounts at beginning of year2011-12-31$591,421
Interest earned on other investments2011-12-31$535,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,076,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,019,960
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$691,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-439,167
Net investment gain/loss from pooled separate accounts2011-12-31$81,173
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$1,044,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,573,503
Contract administrator fees2011-12-31$30
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : MOUNT VERNON NAZARENE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,412,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,017,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,017,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,718,942
Value of total assets at end of year2010-12-31$31,918,689
Value of total assets at beginning of year2010-12-31$28,523,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$160
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$160
Was this plan covered by a fidelity bond2010-12-31No
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$726,693
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,943
Other income not declared elsewhere2010-12-31$489,466
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$3,395,205
Value of net assets at end of year (total assets less liabilities)2010-12-31$31,918,689
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,523,484
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$18,307,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,718,476
Value of interest in pooled separate accounts at end of year2010-12-31$591,421
Value of interest in pooled separate accounts at beginning of year2010-12-31$476,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,019,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$12,328,125
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$18,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,136,713
Net investment gain/loss from pooled separate accounts2010-12-31$67,524
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$986,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$998,382
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : MOUNT VERNON NAZARENE 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 MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: MOUNT VERNON NAZARENE 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: MOUNT VERNON NAZARENE 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: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: MOUNT VERNON NAZARENE 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: MOUNT VERNON NAZARENE 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: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes
2016: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes
2015: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes
2014: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MOUNT VERNON NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes
2011: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes
2009: MOUNT VERNON NAZARENE 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered485
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered500
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered515
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered529
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered538
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered554
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered552
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered558
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered533
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 number104600
Policy instance 1
Insurance contract or identification number104600
Number of Individuals Covered516
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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