401k Plan data: TRINE UNIVERSITY 403(B) RETIREMENT PLAN plan

TRINE UNIVERSITY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	TRINE UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number	004

TRINE UNIVERSITY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

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

Company Name: TRINE UNIVERSITY

Employer identification number (EIN): 350715530

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINE UNIVERSITY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01 JAMIE NORTON 2021-02-25
004 2019-01-01 JAMIE NORTON 2020-07-07
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 JOYCE A. DULWORTH
004 2013-01-01 GWYN EASTOM
004 2012-01-01 GWYN EASTOM
004 2011-01-01 GWYN EASTOM
004 2009-01-01 GWYN EASTOM

Plan Statistics for TRINE UNIVERSITY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for TRINE UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2020: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 773
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 747
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 391
Number of other retired or separated participants entitled to future benefits 2019-01-01 379
Total of all active and inactive participants 2019-01-01 770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 773
Number of participants with account balances 2019-01-01 767
2018: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 369
Number of other retired or separated participants entitled to future benefits 2018-01-01 377
Total of all active and inactive participants 2018-01-01 746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 749
Number of participants with account balances 2018-01-01 743
2017: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 413
Number of other retired or separated participants entitled to future benefits 2017-01-01 300
Total of all active and inactive participants 2017-01-01 713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 716
Number of participants with account balances 2017-01-01 709
2016: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 394
Number of other retired or separated participants entitled to future benefits 2016-01-01 286
Total of all active and inactive participants 2016-01-01 680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 681
Number of participants with account balances 2016-01-01 675
2015: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 322
Number of other retired or separated participants entitled to future benefits 2015-01-01 277
Total of all active and inactive participants 2015-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 603
Number of participants with account balances 2015-01-01 598
2014: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 594
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 395
Number of other retired or separated participants entitled to future benefits 2014-01-01 178
Total of all active and inactive participants 2014-01-01 573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 574
Number of participants with account balances 2014-01-01 569
2013: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 585
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 411
Number of other retired or separated participants entitled to future benefits 2013-01-01 183
Total of all active and inactive participants 2013-01-01 594
Total participants 2013-01-01 594
Number of participants with account balances 2013-01-01 561
2012: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 565
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 402
Number of other retired or separated participants entitled to future benefits 2012-01-01 182
Total of all active and inactive participants 2012-01-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 585
Number of participants with account balances 2012-01-01 548
2011: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 558
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 402
Number of other retired or separated participants entitled to future benefits 2011-01-01 163
Total of all active and inactive participants 2011-01-01 565
Total participants 2011-01-01 565
Number of participants with account balances 2011-01-01 528
2009: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 513
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 387
Number of other retired or separated participants entitled to future benefits 2009-01-01 143
Total of all active and inactive participants 2009-01-01 530
Total participants 2009-01-01 530
Number of participants with account balances 2009-01-01 505

Measure	Date	Value
2020: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	773
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	747
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	391
Number of other retired or separated participants entitled to future benefits	2019-01-01	379
Total of all active and inactive participants	2019-01-01	770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	773
Number of participants with account balances	2019-01-01	767
2018: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	369
Number of other retired or separated participants entitled to future benefits	2018-01-01	377
Total of all active and inactive participants	2018-01-01	746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	749
Number of participants with account balances	2018-01-01	743
2017: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	413
Number of other retired or separated participants entitled to future benefits	2017-01-01	300
Total of all active and inactive participants	2017-01-01	713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	716
Number of participants with account balances	2017-01-01	709
2016: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	394
Number of other retired or separated participants entitled to future benefits	2016-01-01	286
Total of all active and inactive participants	2016-01-01	680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	681
Number of participants with account balances	2016-01-01	675
2015: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	322
Number of other retired or separated participants entitled to future benefits	2015-01-01	277
Total of all active and inactive participants	2015-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	603
Number of participants with account balances	2015-01-01	598
2014: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	594
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	395
Number of other retired or separated participants entitled to future benefits	2014-01-01	178
Total of all active and inactive participants	2014-01-01	573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	574
Number of participants with account balances	2014-01-01	569
2013: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	585
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	411
Number of other retired or separated participants entitled to future benefits	2013-01-01	183
Total of all active and inactive participants	2013-01-01	594
Total participants	2013-01-01	594
Number of participants with account balances	2013-01-01	561
2012: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	565
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	402
Number of other retired or separated participants entitled to future benefits	2012-01-01	182
Total of all active and inactive participants	2012-01-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	585
Number of participants with account balances	2012-01-01	548
2011: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	558
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	402
Number of other retired or separated participants entitled to future benefits	2011-01-01	163
Total of all active and inactive participants	2011-01-01	565
Total participants	2011-01-01	565
Number of participants with account balances	2011-01-01	528
2009: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	513
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	387
Number of other retired or separated participants entitled to future benefits	2009-01-01	143
Total of all active and inactive participants	2009-01-01	530
Total participants	2009-01-01	530
Number of participants with account balances	2009-01-01	505

Financial Data on TRINE UNIVERSITY 403(B) RETIREMENT PLAN

Measure	Date	Value
2020 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total transfer of assets from this plan	2020-06-01	$55,959,471
Total income from all sources (including contributions)	2020-06-01	$306,703
Total of all expenses incurred	2020-06-01	$1,934,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-01	$1,886,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-01	$2,135,295
Value of total assets at end of year	2020-06-01	$0
Value of total assets at beginning of year	2020-06-01	$57,586,781
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-01	$47,080
Total interest from all sources	2020-06-01	$250,022
Total dividends received (eg from common stock, registered investment company shares)	2020-06-01	$15,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2020-06-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-01	$15,796
Was this plan covered by a fidelity bond	2020-06-01	Yes
Value of fidelity bond cover	2020-06-01	$500,000
If this is an individual account plan, was there a blackout period	2020-06-01	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-06-01	0
Minimum employer required contribution for this plan year	2020-06-01	$0
Amount contributed by the employer to the plan for this plan year	2020-06-01	$0
Were there any nonexempt tranactions with any party-in-interest	2020-06-01	No
Contributions received from participants	2020-06-01	$661,565
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-01	$663,745
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-01	$182,483
Other income not declared elsewhere	2020-06-01	$3,667
Administrative expenses (other) incurred	2020-06-01	$47,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-01	No
Value of net income/loss	2020-06-01	$-1,627,310
Value of net assets at end of year (total assets less liabilities)	2020-06-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-06-01	$57,586,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-01	No
Were any leases to which the plan was party in default or uncollectible	2020-06-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-01	$43,493,576
Value of interest in pooled separate accounts at end of year	2020-06-01	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-01	$1,643,745
Interest on participant loans	2020-06-01	$6,776
Interest earned on other investments	2020-06-01	$243,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-01	$12,266,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-01	$-2,077,099
Net investment gain/loss from pooled separate accounts	2020-06-01	$-20,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-01	No
Was there a failure to transmit to the plan any participant contributions	2020-06-01	No
Has the plan failed to provide any benefit when due under the plan	2020-06-01	No
Contributions received in cash from employer	2020-06-01	$809,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-01	$1,886,933
Did the plan have assets held for investment	2020-06-01	No
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	2020-06-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-01	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-01	Disclaimer
Accountancy firm name	2020-06-01	BKD, LLP.
Accountancy firm EIN	2020-06-01	440160260
2019 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$12,852,352
Total of all expenses incurred	2019-12-31	$5,484,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,376,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,708,186
Value of total assets at end of year	2019-12-31	$57,586,781
Value of total assets at beginning of year	2019-12-31	$50,218,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$108,405
Total interest from all sources	2019-12-31	$603,520
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$800,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$800,072
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,503,496
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$55,640
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$398,855
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$182,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$127,215
Other income not declared elsewhere	2019-12-31	$5,336
Administrative expenses (other) incurred	2019-12-31	$108,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,367,869
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$57,586,781
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$50,218,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$43,493,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$36,158,261
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,643,745
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,675,085
Interest on participant loans	2019-12-31	$10,446
Interest earned on other investments	2019-12-31	$593,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$12,266,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$12,139,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,646,918
Net investment gain/loss from pooled separate accounts	2019-12-31	$88,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,805,835
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$63,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,376,078
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP.
Accountancy firm EIN	2019-12-31	440160260
2018 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,625,724
Total of all expenses incurred	2018-12-31	$2,776,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,670,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,727,402
Value of total assets at end of year	2018-12-31	$50,218,912
Value of total assets at beginning of year	2018-12-31	$51,369,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$105,392
Total interest from all sources	2018-12-31	$592,791
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$935,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$935,321
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,518,510
Participant contributions at end of year	2018-12-31	$55,640
Participant contributions at beginning of year	2018-12-31	$48,191
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$407,963
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$127,215
Administrative expenses (other) incurred	2018-12-31	$105,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,150,431
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$50,218,912
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$51,369,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$36,158,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$37,960,099
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,675,085
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,666,123
Interest earned on other investments	2018-12-31	$592,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$12,139,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$11,635,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,702,719
Net investment gain/loss from pooled separate accounts	2018-12-31	$72,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,800,929
Employer contributions (assets) at end of year	2018-12-31	$63,418
Employer contributions (assets) at beginning of year	2018-12-31	$59,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,670,763
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP.
Accountancy firm EIN	2018-12-31	440160260
2017 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$9,896,622
Total of all expenses incurred	2017-12-31	$3,097,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,001,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,927,781
Value of total assets at end of year	2017-12-31	$51,369,343
Value of total assets at beginning of year	2017-12-31	$44,570,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$95,783
Total interest from all sources	2017-12-31	$553,896
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$658,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$658,896
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,262,318
Participant contributions at end of year	2017-12-31	$48,191
Participant contributions at beginning of year	2017-12-31	$47,004
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$60,131
Administrative expenses (other) incurred	2017-12-31	$95,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,799,168
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$51,369,343
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$44,570,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$37,960,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$31,637,643
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,666,123
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,445,208
Interest earned on other investments	2017-12-31	$553,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$11,635,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$11,386,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$5,689,082
Net investment gain/loss from pooled separate accounts	2017-12-31	$66,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,605,332
Employer contributions (assets) at end of year	2017-12-31	$59,201
Employer contributions (assets) at beginning of year	2017-12-31	$54,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,001,671
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP.
Accountancy firm EIN	2017-12-31	440160260
2016 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$5,707,934
Total of all expenses incurred	2016-12-31	$3,981,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,895,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,850,034
Value of total assets at end of year	2016-12-31	$44,570,175
Value of total assets at beginning of year	2016-12-31	$42,843,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$86,497
Total interest from all sources	2016-12-31	$568,057
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$472,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$472,911
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,149,156
Participant contributions at end of year	2016-12-31	$47,004
Participant contributions at beginning of year	2016-12-31	$35,449
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$205,854
Administrative expenses (other) incurred	2016-12-31	$86,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,726,265
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$44,570,175
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$42,843,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$31,637,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$30,292,400
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,445,208
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,492,228
Interest earned on other investments	2016-12-31	$568,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$11,386,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,974,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,742,177
Net investment gain/loss from pooled separate accounts	2016-12-31	$74,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,495,024
Employer contributions (assets) at end of year	2016-12-31	$54,121
Employer contributions (assets) at beginning of year	2016-12-31	$49,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,895,172
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP.
Accountancy firm EIN	2016-12-31	440160260
2015 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$4,645,357
Total of all expenses incurred	2015-12-31	$3,068,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,976,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,094,396
Value of total assets at end of year	2015-12-31	$42,843,910
Value of total assets at beginning of year	2015-12-31	$41,267,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$92,712
Total interest from all sources	2015-12-31	$457,917
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$634,630
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	$634,630
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,083,403
Participant contributions at end of year	2015-12-31	$35,449
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,579,760
Administrative expenses (other) incurred	2015-12-31	$92,712
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	$1,576,407
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$42,843,910
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$41,267,503
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	$30,292,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$28,578,951
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,492,228
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,279,898
Interest earned on other investments	2015-12-31	$457,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$10,974,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$11,408,654
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$854,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-649,858
Net investment gain/loss from pooled separate accounts	2015-12-31	$108,272
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
Contributions received in cash from employer	2015-12-31	$1,431,233
Employer contributions (assets) at end of year	2015-12-31	$49,366
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,121,251
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	BKD, LLP.
Accountancy firm EIN	2015-12-31	440160260
2014 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$4,894,145
Total of all expenses incurred	2014-12-31	$2,526,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,438,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,476,733
Value of total assets at end of year	2014-12-31	$41,267,503
Value of total assets at beginning of year	2014-12-31	$38,899,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$87,384
Total interest from all sources	2014-12-31	$479,673
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$539,928
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	$539,928
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$900,600
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$384,972
Administrative expenses (other) incurred	2014-12-31	$87,384
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	$2,367,777
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$41,267,503
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$38,899,726
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	$28,578,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$26,573,929
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,279,898
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,245,492
Interest earned on other investments	2014-12-31	$479,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$11,408,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$11,080,305
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$85,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,254,392
Net investment gain/loss from pooled separate accounts	2014-12-31	$143,419
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
Contributions received in cash from employer	2014-12-31	$1,191,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,353,893
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	BKD, LLP.
Accountancy firm EIN	2014-12-31	440160260
2013 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$7,440,962
Total of all expenses incurred	2013-12-31	$2,335,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,257,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,043,726
Value of total assets at end of year	2013-12-31	$38,899,726
Value of total assets at beginning of year	2013-12-31	$33,794,338
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$78,051
Total interest from all sources	2013-12-31	$456,761
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$434,809
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	$434,809
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$855,720
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$91,062
Administrative expenses (other) incurred	2013-12-31	$78,051
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	$5,105,388
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$38,899,726
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$33,794,338
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	$26,573,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$22,058,506
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,245,492
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$800,732
Interest on participant loans	2013-12-31	$15
Interest earned on other investments	2013-12-31	$456,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$11,080,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$10,935,100
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$243,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,405,282
Net investment gain/loss from pooled separate accounts	2013-12-31	$100,384
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
Contributions received in cash from employer	2013-12-31	$1,096,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,013,783
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	BKD, LLP.
Accountancy firm EIN	2013-12-31	440160260
2012 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$5,524,436
Total of all expenses incurred	2012-12-31	$2,392,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,369,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,356,869
Value of total assets at end of year	2012-12-31	$33,794,338
Value of total assets at beginning of year	2012-12-31	$30,662,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,812
Total interest from all sources	2012-12-31	$454,220
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$185,671
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	$185,671
Was this plan covered by a fidelity bond	2012-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$811,197
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$485,808
Administrative expenses (other) incurred	2012-12-31	$23,812
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	$3,131,572
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$33,794,338
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,662,766
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	$22,058,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$18,747,115
Value of interest in pooled separate accounts at end of year	2012-12-31	$800,732
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$673,319
Interest earned on other investments	2012-12-31	$454,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$10,935,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$11,242,332
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$715,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,457,755
Net investment gain/loss from pooled separate accounts	2012-12-31	$69,921
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
Contributions received in cash from employer	2012-12-31	$1,059,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,653,182
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	BKD, LLP.
Accountancy firm EIN	2012-12-31	440160260
2011 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$1
Total transfer of assets from this plan	2011-12-31	$1
Total income from all sources (including contributions)	2011-12-31	$1,965,697
Total of all expenses incurred	2011-12-31	$2,709,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,709,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,944,009
Value of total assets at end of year	2011-12-31	$30,662,766
Value of total assets at beginning of year	2011-12-31	$31,406,277
Total interest from all sources	2011-12-31	$457,326
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$97,762
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	$97,762
Was this plan covered by a fidelity bond	2011-12-31	No
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$763,178
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$182,343
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	$-743,511
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,662,766
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$31,406,277
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	$18,747,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$19,355,533
Value of interest in pooled separate accounts at end of year	2011-12-31	$673,319
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$515,983
Interest earned on other investments	2011-12-31	$457,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$11,242,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$11,534,761
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$844,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-631,104
Net investment gain/loss from pooled separate accounts	2011-12-31	$97,704
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
Contributions received in cash from employer	2011-12-31	$998,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,864,245
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	BKD, LLP.
Accountancy firm EIN	2011-12-31	440160260
2010 : TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$4,814,756
Total of all expenses incurred	2010-12-31	$1,245,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,245,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,982,172
Value of total assets at end of year	2010-12-31	$31,406,277
Value of total assets at beginning of year	2010-12-31	$27,836,736
Total interest from all sources	2010-12-31	$427,878
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$46,332
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	$46,332
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	$717,934
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$340,017
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	$3,569,541
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$31,406,277
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$27,836,736
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	$19,355,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,614,316
Value of interest in pooled separate accounts at end of year	2010-12-31	$515,983
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$419,926
Interest earned on other investments	2010-12-31	$427,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$11,534,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$10,802,494
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$5,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,292,196
Net investment gain/loss from pooled separate accounts	2010-12-31	$66,178
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
Contributions received in cash from employer	2010-12-31	$924,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,239,957
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	BKD, LLP.
Accountancy firm EIN	2010-12-31	440160260

Form 5500 Responses for TRINE UNIVERSITY 403(B) RETIREMENT PLAN

2020: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
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: TRINE UNIVERSITY 403(B) RETIREMENT 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: TRINE UNIVERSITY 403(B) RETIREMENT 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: TRINE UNIVERSITY 403(B) RETIREMENT 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: TRINE UNIVERSITY 403(B) RETIREMENT 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: TRINE UNIVERSITY 403(B) RETIREMENT 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: TRINE UNIVERSITY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number	150019
Policy instance	1

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Company Name:	TRINE UNIVERSITY
Employer identification number (EIN):	350715530
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2020-01-01	JAMIE NORTON	2021-02-25
004	2019-01-01	JAMIE NORTON	2020-07-07
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01	JOYCE A. DULWORTH
004	2013-01-01	GWYN EASTOM
004	2012-01-01	GWYN EASTOM
004	2011-01-01	GWYN EASTOM
004	2009-01-01	GWYN EASTOM