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FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameFRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

FRANCISCAN UNIVERSITY OF STEUBENVILLE has sponsored the creation of one or more 401k plans.

Company Name:FRANCISCAN UNIVERSITY OF STEUBENVILLE
Employer identification number (EIN):340714818
NAIC Classification:611000

Additional information about FRANCISCAN UNIVERSITY OF STEUBENVILLE

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1948-06-01
Company Identification Number: 208392
Legal Registered Office Address: 1235 UNIVERSITY BLVD
-
STEUBENVILLE
United States of America (USA)
43952

More information about FRANCISCAN UNIVERSITY OF STEUBENVILLE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT 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
0012017-01-01BRENAN PERGI BRENAN PERGI2018-10-11
0012016-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2017-09-07
0012015-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2016-10-11
0012014-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2015-09-24
0012013-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2014-09-22
0012012-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2013-10-08
0012011-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2012-10-15
0012009-01-01DAVID M. SKIVIAT, SR. DAVID M. SKIVIAT, SR.2010-10-14

Plan Statistics for FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01655
Total number of active participants reported on line 7a of the Form 55002022-01-01365
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01304
Total of all active and inactive participants2022-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01673
Number of participants with account balances2022-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01637
Total number of active participants reported on line 7a of the Form 55002021-01-01355
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01293
Total of all active and inactive participants2021-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01655
Number of participants with account balances2021-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01608
Total number of active participants reported on line 7a of the Form 55002020-01-01368
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01265
Total of all active and inactive participants2020-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01637
Number of participants with account balances2020-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01589
Total number of active participants reported on line 7a of the Form 55002019-01-01350
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01256
Total of all active and inactive participants2019-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01608
Number of participants with account balances2019-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01583
Total number of active participants reported on line 7a of the Form 55002018-01-01340
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01247
Total of all active and inactive participants2018-01-01587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01589
Number of participants with account balances2018-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01565
Total number of active participants reported on line 7a of the Form 55002017-01-01329
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01252
Total of all active and inactive participants2017-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01583
Number of participants with account balances2017-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01552
Total number of active participants reported on line 7a of the Form 55002016-01-01323
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01240
Total of all active and inactive participants2016-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01566
Number of participants with account balances2016-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01307
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01242
Total of all active and inactive participants2015-01-01549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01552
Number of participants with account balances2015-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01541
Total number of active participants reported on line 7a of the Form 55002014-01-01315
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01212
Total of all active and inactive participants2014-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01529
Number of participants with account balances2014-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01620
Total number of active participants reported on line 7a of the Form 55002013-01-01469
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01541
Number of participants with account balances2013-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01461
Total number of active participants reported on line 7a of the Form 55002012-01-01434
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01184
Total of all active and inactive participants2012-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01620
Number of participants with account balances2012-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0122
2011: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01523
Total number of active participants reported on line 7a of the Form 55002011-01-01448
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01522
Number of participants with account balances2011-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: FRANCISCAN UNIVERSITY OF STEUBENVILLE 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 55002009-01-01446
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01516
Number of participants with account balances2009-01-01490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-8,396,248
Total of all expenses incurred2022-12-31$5,796,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,779,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,519,196
Value of total assets at end of year2022-12-31$88,845,091
Value of total assets at beginning of year2022-12-31$103,037,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,114
Total interest from all sources2022-12-31$873,306
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,594,166
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$2,594,166
Administrative expenses professional fees incurred2022-12-31$3,000
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$1,584,053
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$217,134
Other income not declared elsewhere2022-12-31$34,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,192,798
Value of net assets at end of year (total assets less liabilities)2022-12-31$88,845,091
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$103,037,889
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$14,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$61,739,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,863,867
Value of interest in pooled separate accounts at end of year2022-12-31$3,972,305
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,852,143
Interest earned on other investments2022-12-31$873,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,133,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,321,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,743,896
Net investment gain/loss from pooled separate accounts2022-12-31$326,352
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$1,718,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,779,436
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 name2022-12-31SCHNEIDER DOWNS & CO, INC.
Accountancy firm EIN2022-12-31251408703
2021 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,542,173
Total of all expenses incurred2021-12-31$5,583,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,538,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,124,218
Value of total assets at end of year2021-12-31$103,037,889
Value of total assets at beginning of year2021-12-31$93,078,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,155
Total interest from all sources2021-12-31$697,729
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,364,467
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$3,364,467
Administrative expenses professional fees incurred2021-12-31$10,000
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,598,551
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$842,945
Other income not declared elsewhere2021-12-31$19,047
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$9,959,053
Value of net assets at end of year (total assets less liabilities)2021-12-31$103,037,889
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$93,078,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,863,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,517,260
Value of interest in pooled separate accounts at end of year2021-12-31$3,852,143
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,946,149
Interest earned on other investments2021-12-31$697,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$22,321,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,615,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,793,636
Net investment gain/loss from pooled separate accounts2021-12-31$543,076
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$1,682,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,538,965
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 name2021-12-31SCHNEIDER DOWNS & CO, INC.
Accountancy firm EIN2021-12-31251408703
2020 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$14,816,577
Total of all expenses incurred2020-12-31$3,830,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,790,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,588,006
Value of total assets at end of year2020-12-31$93,078,836
Value of total assets at beginning of year2020-12-31$82,092,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,199
Total interest from all sources2020-12-31$746,075
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,713,516
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$1,713,516
Administrative expenses professional fees incurred2020-12-31$25,699
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,560,737
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$306,468
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$10,986,480
Value of net assets at end of year (total assets less liabilities)2020-12-31$93,078,836
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$82,092,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,517,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,644,923
Value of interest in pooled separate accounts at end of year2020-12-31$2,946,149
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,035,469
Interest earned on other investments2020-12-31$746,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,615,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,411,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,794,228
Net investment gain/loss from pooled separate accounts2020-12-31$-25,248
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$1,720,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,790,898
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 name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$15,673,414
Total income from all sources (including contributions)2019-12-31$15,673,414
Total of all expenses incurred2019-12-31$2,571,289
Total of all expenses incurred2019-12-31$2,571,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,530,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,530,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,260,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,260,019
Value of total assets at end of year2019-12-31$82,092,356
Value of total assets at end of year2019-12-31$82,092,356
Value of total assets at beginning of year2019-12-31$68,990,231
Value of total assets at beginning of year2019-12-31$68,990,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,291
Total interest from all sources2019-12-31$700,806
Total interest from all sources2019-12-31$700,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,689
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,311,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,311,689
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,311,689
Administrative expenses professional fees incurred2019-12-31$40,291
Administrative expenses professional fees incurred2019-12-31$40,291
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,472,831
Contributions received from participants2019-12-31$1,472,831
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,649
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,649
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
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$13,102,125
Value of net income/loss2019-12-31$13,102,125
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,092,356
Value of net assets at end of year (total assets less liabilities)2019-12-31$82,092,356
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,990,231
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$68,990,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
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$60,644,923
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,644,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,341,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$48,341,876
Value of interest in pooled separate accounts at end of year2019-12-31$3,035,469
Value of interest in pooled separate accounts at end of year2019-12-31$3,035,469
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,105,577
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,105,577
Interest earned on other investments2019-12-31$700,806
Interest earned on other investments2019-12-31$700,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,411,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,411,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,542,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$17,542,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,237,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,237,334
Net investment gain/loss from pooled separate accounts2019-12-31$163,566
Net investment gain/loss from pooled separate accounts2019-12-31$163,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,649,539
Contributions received in cash from employer2019-12-31$1,649,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,530,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,530,998
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
Accountancy firm EIN2019-12-31251408703
2018 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$254,218
Total of all expenses incurred2018-12-31$2,777,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,742,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,280,301
Value of total assets at end of year2018-12-31$68,990,231
Value of total assets at beginning of year2018-12-31$71,513,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,500
Total interest from all sources2018-12-31$697,434
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,899,643
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$1,899,643
Administrative expenses professional fees incurred2018-12-31$34,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,370,910
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$364,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,523,137
Value of net assets at end of year (total assets less liabilities)2018-12-31$68,990,231
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$71,513,368
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$48,341,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$51,556,554
Value of interest in pooled separate accounts at end of year2018-12-31$3,105,577
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,917,022
Interest earned on other investments2018-12-31$697,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$17,542,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,039,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,760,594
Net investment gain/loss from pooled separate accounts2018-12-31$137,434
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$1,545,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,742,855
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 name2018-12-31SCHNEIDER DOWNS & CO., INC
Accountancy firm EIN2018-12-31251408703
2017 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,159,625
Total of all expenses incurred2017-12-31$3,204,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,153,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,095,098
Value of total assets at end of year2017-12-31$71,513,368
Value of total assets at beginning of year2017-12-31$62,557,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,422
Total interest from all sources2017-12-31$674,020
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,050,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,050,132
Administrative expenses professional fees incurred2017-12-31$50,422
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,340,151
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$226,213
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$8,955,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$71,513,368
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,557,928
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$51,556,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$42,060,377
Value of interest in pooled separate accounts at end of year2017-12-31$2,917,022
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,819,169
Interest earned on other investments2017-12-31$674,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,039,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,678,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,217,363
Net investment gain/loss from pooled separate accounts2017-12-31$123,012
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,528,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,153,763
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 name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$3,577,259
Total income from all sources (including contributions)2016-12-31$6,682,866
Total of all expenses incurred2016-12-31$2,402,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,382,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,999,558
Value of total assets at end of year2016-12-31$62,557,928
Value of total assets at beginning of year2016-12-31$54,700,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,250
Total interest from all sources2016-12-31$723,796
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$538,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$538,905
Administrative expenses professional fees incurred2016-12-31$20,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,259,767
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,698
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$4,280,181
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,557,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,700,488
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$42,060,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,456,965
Value of interest in pooled separate accounts at end of year2016-12-31$2,819,169
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,355,102
Interest earned on other investments2016-12-31$723,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,678,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,888,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,290,875
Net investment gain/loss from pooled separate accounts2016-12-31$129,732
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$1,505,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,382,435
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 name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,415,570
Total of all expenses incurred2015-12-31$2,006,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,961,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,626,058
Value of total assets at end of year2015-12-31$54,700,488
Value of total assets at beginning of year2015-12-31$53,291,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,897
Total interest from all sources2015-12-31$638,695
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$693,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$693,809
Administrative expenses professional fees incurred2015-12-31$33,397
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$1,162,419
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,342
Administrative expenses (other) incurred2015-12-31$12,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,408,571
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,700,488
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,291,917
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$36,456,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,956,224
Value of interest in pooled separate accounts at end of year2015-12-31$2,355,102
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,081,448
Interest earned on other investments2015-12-31$638,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,888,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,254,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-713,759
Net investment gain/loss from pooled separate accounts2015-12-31$170,767
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$1,449,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,961,102
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 name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$7,390
Total income from all sources (including contributions)2014-12-31$5,790,142
Total of all expenses incurred2014-12-31$1,567,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,549,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,787,883
Value of total assets at end of year2014-12-31$53,291,917
Value of total assets at beginning of year2014-12-31$49,061,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,577
Total interest from all sources2014-12-31$641,631
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$543,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$543,298
Administrative expenses professional fees incurred2014-12-31$17,577
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,099,362
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$293,007
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$4,222,632
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,291,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,061,895
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$35,956,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$32,425,011
Value of interest in pooled separate accounts at end of year2014-12-31$2,081,448
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,814,715
Interest earned on other investments2014-12-31$641,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,254,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,822,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,592,952
Net investment gain/loss from pooled separate accounts2014-12-31$224,378
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$1,395,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,549,933
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 name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$4,344
Total income from all sources (including contributions)2013-12-31$9,013,030
Total of all expenses incurred2013-12-31$2,947,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,934,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,467,931
Value of total assets at end of year2013-12-31$49,061,895
Value of total assets at beginning of year2013-12-31$42,991,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,793
Total interest from all sources2013-12-31$607,282
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$303,432
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$303,432
Administrative expenses professional fees incurred2013-12-31$12,793
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,034,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$113,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,065,560
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,061,895
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$42,991,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$32,425,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,652,606
Value of interest in pooled separate accounts at end of year2013-12-31$1,814,715
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,477,410
Interest earned on other investments2013-12-31$607,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,822,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$14,861,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,488,301
Net investment gain/loss from pooled separate accounts2013-12-31$146,084
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$1,320,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,934,677
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 name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$98,252
Total income from all sources (including contributions)2012-12-31$6,108,368
Total of all expenses incurred2012-12-31$1,731,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,729,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,236,539
Value of total assets at end of year2012-12-31$42,991,991
Value of total assets at beginning of year2012-12-31$38,517,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,431
Total interest from all sources2012-12-31$581,665
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,326
Administrative expenses professional fees incurred2012-12-31$2,431
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$926,845
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,376,478
Value of net assets at end of year (total assets less liabilities)2012-12-31$42,991,991
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,517,261
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$26,652,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,143,215
Value of interest in pooled separate accounts at end of year2012-12-31$1,477,410
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,342,189
Interest earned on other investments2012-12-31$581,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$14,861,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,031,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,063,758
Net investment gain/loss from pooled separate accounts2012-12-31$133,080
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$1,267,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,729,459
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 name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,156,688
Total of all expenses incurred2011-12-31$1,058,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,058,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,918,157
Value of total assets at end of year2011-12-31$38,517,261
Value of total assets at beginning of year2011-12-31$37,418,817
Total interest from all sources2011-12-31$601,445
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$13,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$13,340
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$648,547
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,289
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$1,098,444
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,517,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,418,817
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$22,143,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,433,441
Value of interest in pooled separate accounts at end of year2011-12-31$1,342,189
Value of interest in pooled separate accounts at beginning of year2011-12-31$798,798
Interest earned on other investments2011-12-31$601,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,031,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$14,186,578
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$124,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-505,933
Net investment gain/loss from pooled separate accounts2011-12-31$129,679
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$1,252,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$933,845
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 name2011-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,426,170
Total of all expenses incurred2010-12-31$882,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$882,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,243,632
Value of total assets at end of year2010-12-31$37,418,817
Value of total assets at beginning of year2010-12-31$32,874,763
Total interest from all sources2010-12-31$115,521
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,649
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$640,629
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$386,651
Other income not declared elsewhere2010-12-31$423,366
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$4,544,054
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,418,817
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,874,763
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$22,433,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,241,796
Value of interest in pooled separate accounts at end of year2010-12-31$798,798
Value of interest in pooled separate accounts at beginning of year2010-12-31$632,967
Interest earned on other investments2010-12-31$115,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$14,186,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,547,983
Net investment gain/loss from pooled separate accounts2010-12-31$93,019
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$1,216,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$882,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2010-12-31251408703

Form 5500 Responses for FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT 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: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT 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: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT 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: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FRANCISCAN UNIVERSITY OF STEUBENVILLE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered455
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered448
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered447
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered585
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered579
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered450
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 1
Insurance contract or identification number500079
Number of Individuals Covered450
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 2
Insurance contract or identification number500079
Number of Individuals Covered75
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104063
Policy instance 1
Insurance contract or identification number104063
Number of Individuals Covered441
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104063
Policy instance 1
Insurance contract or identification number104063
Number of Individuals Covered472
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500079
Policy instance 2
Insurance contract or identification number500079
Number of Individuals Covered279
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104063
Policy instance 1
Insurance contract or identification number104063
Number of Individuals Covered483
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104063
Policy instance 1
Insurance contract or identification number104063
Number of Individuals Covered489
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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