Plan Name | FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2016-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2017-01-24 | |
002 | 2015-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2016-10-11 | |
002 | 2014-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2015-09-24 | |
002 | 2013-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2014-09-22 | |
002 | 2012-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2013-10-08 | |
002 | 2011-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2012-10-15 | |
002 | 2009-01-01 | DAVID M. SKIVIAT, SR. | DAVID M. SKIVIAT, SR. | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2016 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-05-31 | $-3,577,259 |
Total income from all sources | 2016-05-31 | $61,415 |
Expenses. Total of all expenses incurred | 2016-05-31 | $125,777 |
Benefits paid (including direct rollovers) | 2016-05-31 | $125,777 |
Total plan assets at end of year | 2016-05-31 | $0 |
Total plan assets at beginning of year | 2016-05-31 | $3,641,621 |
Value of fidelity bond covering the plan | 2016-05-31 | $500,000 |
Other income received | 2016-05-31 | $61,415 |
Net income (gross income less expenses) | 2016-05-31 | $-64,362 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $3,641,621 |
2015 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2015 401k financial data | ||
Total income from all sources (including contributions) | 2015-12-31 | $43,649 |
Total of all expenses incurred | 2015-12-31 | $198,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $198,620 |
Value of total assets at end of year | 2015-12-31 | $3,641,621 |
Value of total assets at beginning of year | 2015-12-31 | $3,796,592 |
Total interest from all sources | 2015-12-31 | $26,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $28,618 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $28,618 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-154,971 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,641,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,796,592 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,451,446 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,744,696 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $254,620 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $268,394 |
Interest earned on other investments | 2015-12-31 | $26,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $935,555 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $783,502 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-31,148 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $19,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $198,620 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2014 401k financial data | ||
Total transfer of assets from this plan | 2014-12-31 | $7,390 |
Total income from all sources (including contributions) | 2014-12-31 | $228,074 |
Total of all expenses incurred | 2014-12-31 | $66,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $66,526 |
Value of total assets at end of year | 2014-12-31 | $3,796,592 |
Value of total assets at beginning of year | 2014-12-31 | $3,642,434 |
Total interest from all sources | 2014-12-31 | $28,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $25,024 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $25,024 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $161,548 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,796,592 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,642,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,744,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,580,739 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $268,394 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $223,904 |
Interest earned on other investments | 2014-12-31 | $28,588 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $783,502 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $837,791 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $146,413 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $28,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $66,526 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHNEIDER DOWNS & CO., INC |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2013 401k financial data | ||
Total transfer of assets from this plan | 2013-12-31 | $4,344 |
Total income from all sources (including contributions) | 2013-12-31 | $478,339 |
Total of all expenses incurred | 2013-12-31 | $301,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $301,834 |
Value of total assets at end of year | 2013-12-31 | $3,642,434 |
Value of total assets at beginning of year | 2013-12-31 | $3,470,273 |
Total interest from all sources | 2013-12-31 | $30,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $19,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $19,828 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $176,505 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,642,434 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,470,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,580,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,416,915 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $223,904 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $190,923 |
Interest earned on other investments | 2013-12-31 | $30,320 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $837,791 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $862,435 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $409,082 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $19,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $301,834 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2013-12-31 | 251408703 |
2012 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2012 401k financial data | ||
Total transfer of assets from this plan | 2012-12-31 | $98,252 |
Total income from all sources (including contributions) | 2012-12-31 | $379,461 |
Total of all expenses incurred | 2012-12-31 | $126,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $126,002 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $46,872 |
Value of total assets at end of year | 2012-12-31 | $3,470,273 |
Value of total assets at beginning of year | 2012-12-31 | $3,315,066 |
Total interest from all sources | 2012-12-31 | $28,909 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $7,140 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $7,140 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $46,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $253,459 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,470,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,315,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,416,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,245,542 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $190,923 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $140,640 |
Interest earned on other investments | 2012-12-31 | $28,909 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $862,435 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $928,884 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $280,906 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $15,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $126,002 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2012-12-31 | 251408703 |
2011 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2011 401k financial data | ||
Total income from all sources (including contributions) | 2011-12-31 | $355,742 |
Total of all expenses incurred | 2011-12-31 | $329,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $329,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $328,123 |
Value of total assets at end of year | 2011-12-31 | $3,315,066 |
Value of total assets at beginning of year | 2011-12-31 | $3,288,497 |
Total interest from all sources | 2011-12-31 | $31,695 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,670 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,670 |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $300,191 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $27,932 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $26,569 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,315,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,288,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,245,542 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,213,154 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $140,640 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $121,458 |
Interest earned on other investments | 2011-12-31 | $31,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $928,884 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $953,885 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-25,246 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $16,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $329,173 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2011-12-31 | 251408703 |
2010 : FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $659,297 |
Total of all expenses incurred | 2010-12-31 | $140,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $140,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $381,062 |
Value of total assets at end of year | 2010-12-31 | $3,288,497 |
Value of total assets at beginning of year | 2010-12-31 | $2,769,536 |
Total interest from all sources | 2010-12-31 | $2,046 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,890 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $300,872 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $80,190 |
Other income not declared elsewhere | 2010-12-31 | $28,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $518,961 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,288,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,769,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,213,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,647,785 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $121,458 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $121,751 |
Interest earned on other investments | 2010-12-31 | $2,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $953,885 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $232,524 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $13,314 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $140,336 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2010-12-31 | 251408703 |
2016: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses | ||
---|---|---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FRANCISCAN UNIVERSITY OF STEUBENVILLE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) | |
Policy contract number | 104064 |
Policy instance | 1 |