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STANBRIDGE COLLEGE 401(K) PLAN 401k Plan overview

Plan NameSTANBRIDGE COLLEGE 401(K) PLAN
Plan identification number 001

STANBRIDGE COLLEGE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:STANBRIDGE UNIVERSITY
Employer identification number (EIN):330777575
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANBRIDGE COLLEGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NAZI MASOUM2018-10-11
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01NAZI MASOUM2013-09-27
0012011-01-01NAZI MASOUM2012-07-26
0012010-01-01NAZI MASOUM2011-09-30

Plan Statistics for STANBRIDGE COLLEGE 401(K) PLAN

401k plan membership statisitcs for STANBRIDGE COLLEGE 401(K) PLAN

Measure Date Value
2022: STANBRIDGE COLLEGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01156
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01206
Number of participants with account balances2022-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: STANBRIDGE COLLEGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01142
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01192
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: STANBRIDGE COLLEGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01168
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: STANBRIDGE COLLEGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01157
Total number of active participants reported on line 7a of the Form 55002019-01-01134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01176
Number of participants with account balances2019-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: STANBRIDGE COLLEGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01207
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01156
Number of participants with account balances2018-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018

Financial Data on STANBRIDGE COLLEGE 401(K) PLAN

Measure Date Value
2022 : STANBRIDGE COLLEGE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$117,096
Total of all expenses incurred2022-12-31$682,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$633,603
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$941,323
Value of total assets at end of year2022-12-31$5,201,082
Value of total assets at beginning of year2022-12-31$5,766,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,193
Total interest from all sources2022-12-31$3,728
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$591,094
Participant contributions at end of year2022-12-31$62,471
Participant contributions at beginning of year2022-12-31$77,191
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$118,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-565,700
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,201,082
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,766,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,687
Value of interest in pooled separate accounts at end of year2022-12-31$5,133,879
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,681,910
Interest on participant loans2022-12-31$3,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,681
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-827,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$232,013
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$633,603
Contract administrator fees2022-12-31$42,506
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : STANBRIDGE COLLEGE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,338,617
Total of all expenses incurred2021-12-31$346,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$303,127
Value of total corrective distributions2021-12-31$2,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$679,437
Value of total assets at end of year2021-12-31$5,766,782
Value of total assets at beginning of year2021-12-31$4,775,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,519
Total interest from all sources2021-12-31$4,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$506,938
Participant contributions at end of year2021-12-31$77,191
Participant contributions at beginning of year2021-12-31$92,456
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$140
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$991,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,766,782
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,775,140
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 pooled separate accounts at end of year2021-12-31$5,681,910
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,649,716
Interest on participant loans2021-12-31$4,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$32,828
Net investment gain/loss from pooled separate accounts2021-12-31$654,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$172,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$303,127
Contract administrator fees2021-12-31$41,519
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 name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : STANBRIDGE COLLEGE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,090,137
Total of all expenses incurred2020-12-31$666,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$629,355
Value of total corrective distributions2020-12-31$5,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$539,600
Value of total assets at end of year2020-12-31$4,775,140
Value of total assets at beginning of year2020-12-31$4,351,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,769
Total interest from all sources2020-12-31$3,512
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$830
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$830
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$414,122
Participant contributions at end of year2020-12-31$92,456
Participant contributions at beginning of year2020-12-31$98,017
Participant contributions at end of year2020-12-31$140
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$423,354
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,775,140
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,351,786
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 beginning of year2020-12-31$2,162,352
Value of interest in pooled separate accounts at end of year2020-12-31$4,649,716
Interest on participant loans2020-12-31$3,499
Interest earned on other investments2020-12-31$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,091,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,091,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$32,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$64,090
Net investment gain/loss from pooled separate accounts2020-12-31$482,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$125,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$629,355
Contract administrator fees2020-12-31$31,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : STANBRIDGE COLLEGE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,011,936
Total of all expenses incurred2019-12-31$112,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$101,216
Expenses. Certain deemed distributions of participant loans2019-12-31$2,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$633,038
Value of total assets at end of year2019-12-31$4,351,786
Value of total assets at beginning of year2019-12-31$3,452,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,882
Total interest from all sources2019-12-31$5,741
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$53,402
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$53,402
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
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$410,126
Participant contributions at end of year2019-12-31$98,017
Participant contributions at beginning of year2019-12-31$103,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$62,906
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$899,181
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,351,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,452,605
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$2,162,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,246,423
Interest on participant loans2019-12-31$5,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,091,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,102,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,102,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$319,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$101,216
Contract administrator fees2019-12-31$8,882
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 name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : STANBRIDGE COLLEGE 401(K) 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$526,814
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$434,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$382,797
Value of total corrective distributions2018-12-31$44,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$593,820
Value of total assets at end of year2018-12-31$3,452,605
Value of total assets at beginning of year2018-12-31$3,360,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,638
Total interest from all sources2018-12-31$4,971
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$39,586
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$39,586
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$367,324
Participant contributions at end of year2018-12-31$103,518
Participant contributions at beginning of year2018-12-31$71,427
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$80,659
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$92,040
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,452,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,360,565
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$1,246,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$337,363
Interest on participant loans2018-12-31$4,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,102,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,951,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,951,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-111,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$145,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$382,797
Contract administrator fees2018-12-31$7,638
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 name2018-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934

Form 5500 Responses for STANBRIDGE COLLEGE 401(K) PLAN

2022: STANBRIDGE COLLEGE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: STANBRIDGE COLLEGE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: STANBRIDGE COLLEGE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: STANBRIDGE COLLEGE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STANBRIDGE COLLEGE 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143384
Policy instance 1
Insurance contract or identification number143384
Number of Individuals Covered154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,314
Total amount of fees paid to insurance companyUSD $15,814
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,624
Amount paid for insurance broker fees15814
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143384
Policy instance 1
Insurance contract or identification number143384
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,134
Total amount of fees paid to insurance companyUSD $7,904
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,434
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees7904
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number143384
Policy instance 1
Insurance contract or identification number143384
Number of Individuals Covered122
Insurance policy start date2020-02-12
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,599
Total amount of fees paid to insurance companyUSD $2,575
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,068
Amount paid for insurance broker fees2575
Additional information about fees paid to insurance brokerTPA FEES PAID AND COMPENSATION
Insurance broker organization code?5

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