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ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 401k Plan overview

Plan NameROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN
Plan identification number 001

ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ROSE-HULMAN INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.

Company Name:ROSE-HULMAN INSTITUTE OF TECHNOLOGY
Employer identification number (EIN):350868149
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW DAVIS2023-06-15 MATTHEW DAVIS2023-06-15
0012021-01-01MATTHEW DAVIS2022-07-29 MATTHEW DAVIS2022-07-29
0012020-01-01MATTHEW DAVIS2021-07-06 MATTHEW DAVIS2021-07-06
0012019-01-01MATTHEW DAVIS2020-07-20 MATTHEW DAVIS2020-07-20
0012018-01-01MATTHEW DAVIS2019-07-29 MATTHEW DAVIS2019-07-29
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01ROBERT A. COONS2016-10-14
0012014-01-01
0012013-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-10-14
0012012-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-10-09
0012011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2012-10-15
0012010-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2011-10-13
0012009-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2010-10-14

Plan Statistics for ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN

401k plan membership statisitcs for ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN

Measure Date Value
2022: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,048
Total number of active participants reported on line 7a of the Form 55002022-01-01567
Number of other retired or separated participants entitled to future benefits2022-01-01510
Total of all active and inactive participants2022-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-011,094
Number of participants with account balances2022-01-011,055
2021: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,054
Total number of active participants reported on line 7a of the Form 55002021-01-01556
Number of other retired or separated participants entitled to future benefits2021-01-01488
Total of all active and inactive participants2021-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,062
Number of participants with account balances2021-01-011,035
2020: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,049
Total number of active participants reported on line 7a of the Form 55002020-01-01551
Number of other retired or separated participants entitled to future benefits2020-01-01501
Total of all active and inactive participants2020-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,060
Number of participants with account balances2020-01-011,051
2019: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,025
Total number of active participants reported on line 7a of the Form 55002019-01-01561
Number of other retired or separated participants entitled to future benefits2019-01-01481
Total of all active and inactive participants2019-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,049
Number of participants with account balances2019-01-011,040
2018: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,010
Total number of active participants reported on line 7a of the Form 55002018-01-01558
Number of other retired or separated participants entitled to future benefits2018-01-01462
Total of all active and inactive participants2018-01-011,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,024
Number of participants with account balances2018-01-011,020
2017: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01989
Total number of active participants reported on line 7a of the Form 55002017-01-01565
Number of other retired or separated participants entitled to future benefits2017-01-01441
Total of all active and inactive participants2017-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,009
Number of participants with account balances2017-01-011,004
2016: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01937
Total number of active participants reported on line 7a of the Form 55002016-01-01554
Number of other retired or separated participants entitled to future benefits2016-01-01433
Total of all active and inactive participants2016-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01990
Number of participants with account balances2016-01-01952
2015: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01904
Total number of active participants reported on line 7a of the Form 55002015-01-01517
Number of other retired or separated participants entitled to future benefits2015-01-01418
Total of all active and inactive participants2015-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01939
Number of participants with account balances2015-01-01914
2014: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01868
Total number of active participants reported on line 7a of the Form 55002014-01-01516
Number of other retired or separated participants entitled to future benefits2014-01-01386
Total of all active and inactive participants2014-01-01902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01905
Number of participants with account balances2014-01-01886
2013: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01847
Total number of active participants reported on line 7a of the Form 55002013-01-01490
Number of other retired or separated participants entitled to future benefits2013-01-01381
Total of all active and inactive participants2013-01-01871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01874
Number of participants with account balances2013-01-01860
2012: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01890
Total number of active participants reported on line 7a of the Form 55002012-01-01546
Number of other retired or separated participants entitled to future benefits2012-01-01363
Total of all active and inactive participants2012-01-01909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01914
Number of participants with account balances2012-01-01850
2011: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01906
Total number of active participants reported on line 7a of the Form 55002011-01-01481
Number of other retired or separated participants entitled to future benefits2011-01-01359
Total of all active and inactive participants2011-01-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01842
Number of participants with account balances2011-01-01821
2010: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01857
Total number of active participants reported on line 7a of the Form 55002010-01-01558
Number of other retired or separated participants entitled to future benefits2010-01-01320
Total of all active and inactive participants2010-01-01878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01880
Number of participants with account balances2010-01-01826
2009: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01856
Total number of active participants reported on line 7a of the Form 55002009-01-01745
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-01849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01850
Number of participants with account balances2009-01-01850

Financial Data on ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN

Measure Date Value
2022 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-16,114,477
Total of all expenses incurred2022-12-31$8,168,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,121,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,843,635
Value of total assets at end of year2022-12-31$178,109,620
Value of total assets at beginning of year2022-12-31$202,392,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,373
Total interest from all sources2022-12-31$2,065,380
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,680,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,680,475
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,548,331
Participant contributions at end of year2022-12-31$89,281
Participant contributions at beginning of year2022-12-31$62,856
Assets. Other investments not covered elsewhere at end of year2022-12-31$498,574
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$436,856
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$881,284
Other income not declared elsewhere2022-12-31$-39,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,282,584
Value of net assets at end of year (total assets less liabilities)2022-12-31$178,109,620
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$202,392,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$117,224,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$141,778,362
Value of interest in pooled separate accounts at end of year2022-12-31$6,747,347
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,570,691
Interest on participant loans2022-12-31$3,197
Interest earned on other investments2022-12-31$2,061,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,375,485
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$990,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$990,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$51,897,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$52,198,724
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,871,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,208,123
Net investment gain/loss from pooled separate accounts2022-12-31$543,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,414,020
Employer contributions (assets) at end of year2022-12-31$276,895
Employer contributions (assets) at beginning of year2022-12-31$354,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,250,054
Contract administrator fees2022-12-31$46,373
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$28,636,676
Total of all expenses incurred2021-12-31$12,434,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,377,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,233,918
Value of total assets at end of year2021-12-31$202,392,204
Value of total assets at beginning of year2021-12-31$186,190,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,955
Total interest from all sources2021-12-31$1,797,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,383,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,383,126
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$2,420,665
Amount contributed by the employer to the plan for this plan year2021-12-31$2,420,665
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,523,396
Participant contributions at end of year2021-12-31$62,856
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$436,856
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$449,446
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$289,857
Other income not declared elsewhere2021-12-31$105,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,202,189
Value of net assets at end of year (total assets less liabilities)2021-12-31$202,392,204
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$186,190,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$141,778,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$125,950,196
Value of interest in pooled separate accounts at end of year2021-12-31$6,570,691
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,944,998
Interest on participant loans2021-12-31$943
Interest earned on other investments2021-12-31$1,796,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$990,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,391,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,391,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$52,198,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,340,298
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,466,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,049,292
Net investment gain/loss from pooled separate accounts2021-12-31$1,068,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,420,665
Employer contributions (assets) at end of year2021-12-31$354,134
Employer contributions (assets) at beginning of year2021-12-31$113,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,911,317
Contract administrator fees2021-12-31$56,955
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BKD, LLP
Accountancy firm EIN2021-12-31440160260
2020 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$27,648,355
Total of all expenses incurred2020-12-31$12,234,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,172,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,801,515
Value of total assets at end of year2020-12-31$186,190,015
Value of total assets at beginning of year2020-12-31$170,775,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,359
Total interest from all sources2020-12-31$1,944,550
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,753,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,753,905
Administrative expenses professional fees incurred2020-12-31$61,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$2,806,423
Amount contributed by the employer to the plan for this plan year2020-12-31$2,806,423
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,265,902
Assets. Other investments not covered elsewhere at end of year2020-12-31$449,446
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$194,249
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$729,190
Other income not declared elsewhere2020-12-31$97,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,414,058
Value of net assets at end of year (total assets less liabilities)2020-12-31$186,190,015
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$170,775,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$125,950,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$112,969,291
Value of interest in pooled separate accounts at end of year2020-12-31$5,944,998
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,622,538
Interest earned on other investments2020-12-31$1,943,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,391,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$750,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$750,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,340,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$50,239,310
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,090,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,105,208
Net investment gain/loss from pooled separate accounts2020-12-31$-54,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,806,423
Employer contributions (assets) at end of year2020-12-31$113,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,082,438
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$32,429,460
Total of all expenses incurred2019-12-31$11,418,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,349,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,875,191
Value of total assets at end of year2019-12-31$170,775,957
Value of total assets at beginning of year2019-12-31$149,764,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,421
Total interest from all sources2019-12-31$1,916,992
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,893,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,893,004
Administrative expenses professional fees incurred2019-12-31$69,421
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,147,017
Amount contributed by the employer to the plan for this plan year2019-12-31$4,147,017
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,145,147
Assets. Other investments not covered elsewhere at end of year2019-12-31$194,249
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$141,788
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$583,027
Other income not declared elsewhere2019-12-31$108,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$21,010,999
Value of net assets at end of year (total assets less liabilities)2019-12-31$170,775,957
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,764,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$112,969,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$94,031,739
Value of interest in pooled separate accounts at end of year2019-12-31$6,622,538
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,468,703
Interest on participant loans2019-12-31$709
Interest earned on other investments2019-12-31$1,901,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$750,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$517,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$517,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$50,239,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$48,605,637
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$807,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,278,534
Net investment gain/loss from pooled separate accounts2019-12-31$356,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,147,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,541,237
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,297,053
Total of all expenses incurred2018-12-31$12,942,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,940,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,691,652
Value of total assets at end of year2018-12-31$149,764,958
Value of total assets at beginning of year2018-12-31$161,410,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,638
Total interest from all sources2018-12-31$2,011,968
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,415,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,415,647
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,171,163
Amount contributed by the employer to the plan for this plan year2018-12-31$4,171,163
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,198,570
Assets. Other investments not covered elsewhere at end of year2018-12-31$141,788
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$321,919
Other income not declared elsewhere2018-12-31$28,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,645,897
Value of net assets at end of year (total assets less liabilities)2018-12-31$149,764,958
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$161,410,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$94,031,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$104,917,252
Value of interest in pooled separate accounts at end of year2018-12-31$6,468,703
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,070,705
Interest on participant loans2018-12-31$1,015
Interest earned on other investments2018-12-31$2,010,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$517,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$132,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$132,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$48,605,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$50,290,719
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,353,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,140,918
Net investment gain/loss from pooled separate accounts2018-12-31$290,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,171,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,586,378
Contract administrator fees2018-12-31$2,638
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$27,525,883
Total of all expenses incurred2017-12-31$8,405,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,401,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,821,358
Value of total assets at end of year2017-12-31$161,410,855
Value of total assets at beginning of year2017-12-31$142,290,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,147
Total interest from all sources2017-12-31$1,930,193
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,642,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,642,394
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,894,674
Amount contributed by the employer to the plan for this plan year2017-12-31$3,894,674
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,114,905
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$811,779
Other income not declared elsewhere2017-12-31$34,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$19,120,358
Value of net assets at end of year (total assets less liabilities)2017-12-31$161,410,855
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$142,290,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$104,917,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$87,834,671
Value of interest in pooled separate accounts at end of year2017-12-31$6,070,705
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,245,056
Interest on participant loans2017-12-31$928
Interest earned on other investments2017-12-31$1,929,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$132,179
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$77,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$77,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$50,290,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$48,133,608
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,051,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,835,082
Net investment gain/loss from pooled separate accounts2017-12-31$262,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,894,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,349,742
Contract administrator fees2017-12-31$4,147
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$14,929,640
Total of all expenses incurred2016-12-31$4,746,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,740,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,206,196
Value of total assets at end of year2016-12-31$142,290,497
Value of total assets at beginning of year2016-12-31$132,106,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,278
Total interest from all sources2016-12-31$2,030,523
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,020,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,020,688
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$3,817,407
Amount contributed by the employer to the plan for this plan year2016-12-31$3,817,407
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,903,858
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$484,931
Other income not declared elsewhere2016-12-31$26,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$10,183,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$142,290,497
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$132,106,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$87,834,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$79,616,320
Value of interest in pooled separate accounts at end of year2016-12-31$6,245,056
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,795,800
Interest earned on other investments2016-12-31$2,030,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$77,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$50,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$50,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$48,133,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$46,644,015
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$507,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,341,438
Net investment gain/loss from pooled separate accounts2016-12-31$303,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,817,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,233,707
Contract administrator fees2016-12-31$5,278
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$8,262,760
Total of all expenses incurred2015-12-31$5,544,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,539,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,001,277
Value of total assets at end of year2015-12-31$132,106,916
Value of total assets at beginning of year2015-12-31$129,388,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,051
Total interest from all sources2015-12-31$1,872,339
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,210,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,210,859
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$3,507,575
Amount contributed by the employer to the plan for this plan year2015-12-31$3,507,575
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,805,792
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$687,910
Other income not declared elsewhere2015-12-31$42,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,718,392
Value of net assets at end of year (total assets less liabilities)2015-12-31$132,106,916
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$129,388,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$79,616,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,910,606
Value of interest in pooled separate accounts at end of year2015-12-31$5,795,800
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,794,366
Interest earned on other investments2015-12-31$1,872,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$50,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$49,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$49,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$46,644,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,633,988
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$344,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,280,355
Net investment gain/loss from pooled separate accounts2015-12-31$416,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,507,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,194,942
Contract administrator fees2015-12-31$5,051
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$13,509,601
Total of all expenses incurred2014-12-31$4,991,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,983,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,036,686
Value of total assets at end of year2014-12-31$129,388,524
Value of total assets at beginning of year2014-12-31$120,870,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,377
Total interest from all sources2014-12-31$1,889,679
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,078,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,078,369
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$3,201,078
Amount contributed by the employer to the plan for this plan year2014-12-31$3,201,078
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,671,235
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,164,373
Other income not declared elsewhere2014-12-31$23,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,518,006
Value of net assets at end of year (total assets less liabilities)2014-12-31$129,388,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$120,870,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,910,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$71,966,126
Value of interest in pooled separate accounts at end of year2014-12-31$4,794,366
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,011,633
Interest earned on other investments2014-12-31$1,889,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$49,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$48,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$48,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,633,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$44,843,920
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$712,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,970,798
Net investment gain/loss from pooled separate accounts2014-12-31$510,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,201,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,270,265
Contract administrator fees2014-12-31$8,377
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$22,190,662
Total of all expenses incurred2013-12-31$6,010,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,004,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,133,450
Value of total assets at end of year2013-12-31$120,870,518
Value of total assets at beginning of year2013-12-31$104,689,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,763
Total interest from all sources2013-12-31$1,787,467
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$680,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$680,284
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$2,933,401
Amount contributed by the employer to the plan for this plan year2013-12-31$2,933,401
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,585,742
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$4,657
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,614,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,434,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,180,531
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,870,518
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$104,689,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$71,966,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,230,034
Value of interest in pooled separate accounts at end of year2013-12-31$4,011,633
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,232,091
Interest earned on other investments2013-12-31$1,787,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$48,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$44,843,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,205,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,259,295
Net investment gain/loss from pooled separate accounts2013-12-31$330,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,933,401
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$18,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,570,277
Contract administrator fees2013-12-31$5,763
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$14,327,980
Total of all expenses incurred2012-12-31$2,967,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,961,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,739,633
Value of total assets at end of year2012-12-31$104,689,987
Value of total assets at beginning of year2012-12-31$93,329,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,565
Total interest from all sources2012-12-31$1,681,173
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$248,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$248,716
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Funding deficiency by the employer to the plan for this plan year2012-12-31$18,129
Minimum employer required contribution for this plan year2012-12-31$2,824,963
Amount contributed by the employer to the plan for this plan year2012-12-31$2,806,834
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,442,870
Participant contributions at end of year2012-12-31$4,657
Participant contributions at beginning of year2012-12-31$4,573
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$471,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$580,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,360,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$104,689,987
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$93,329,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$58,230,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,760,866
Value of interest in pooled separate accounts at end of year2012-12-31$3,232,091
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,463,669
Interest earned on other investments2012-12-31$1,681,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,205,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$41,082,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,390,239
Net investment gain/loss from pooled separate accounts2012-12-31$268,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,824,963
Employer contributions (assets) at end of year2012-12-31$18,129
Employer contributions (assets) at beginning of year2012-12-31$17,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,380,332
Contract administrator fees2012-12-31$6,565
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$28,404,393
Total income from all sources (including contributions)2011-12-31$3,139,808
Total of all expenses incurred2011-12-31$4,217,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,217,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,734,765
Value of total assets at end of year2011-12-31$93,329,715
Value of total assets at beginning of year2011-12-31$66,003,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104
Total interest from all sources2011-12-31$1,231,852
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$87,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$87,590
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$17,996
Minimum employer required contribution for this plan year2011-12-31$2,731,877
Amount contributed by the employer to the plan for this plan year2011-12-31$2,713,881
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$4,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,078,056
Value of net assets at end of year (total assets less liabilities)2011-12-31$93,329,715
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$66,003,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,760,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,506,123
Value of interest in pooled separate accounts at end of year2011-12-31$2,463,669
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,365,020
Interest earned on other investments2011-12-31$1,231,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$41,082,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$30,113,418
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$714,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,105,534
Net investment gain/loss from pooled separate accounts2011-12-31$191,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,731,877
Employer contributions (assets) at end of year2011-12-31$17,996
Employer contributions (assets) at beginning of year2011-12-31$18,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,503,179
Contract administrator fees2011-12-31$104
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$8,209,822
Total of all expenses incurred2010-12-31$2,780,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,780,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,696,212
Value of total assets at end of year2010-12-31$66,003,378
Value of total assets at beginning of year2010-12-31$60,573,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$208
Total interest from all sources2010-12-31$1,141,851
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$40,215
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,429,603
Value of net assets at end of year (total assets less liabilities)2010-12-31$66,003,378
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,573,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$34,506,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,364,409
Value of interest in pooled separate accounts at end of year2010-12-31$1,365,020
Value of interest in pooled separate accounts at beginning of year2010-12-31$934,375
Interest earned on other investments2010-12-31$1,141,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$30,113,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$29,256,874
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$550,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,186,151
Net investment gain/loss from pooled separate accounts2010-12-31$145,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,688,737
Employer contributions (assets) at end of year2010-12-31$18,817
Employer contributions (assets) at beginning of year2010-12-31$18,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,229,167
Contract administrator fees2010-12-31$208
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN

2022: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROSE-HULMAN INSTITUTE OF TECHNOLOGY MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered5
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered648
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered656
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $35
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered664
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $36
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered7
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $122
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered674
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered686
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $341
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204
Insurance broker organization code?3
Insurance broker nameSHANNA A HUSBANDS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered698
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $395
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $263
Insurance broker organization code?3
Insurance broker nameJACK E MARTYN
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $159
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Insurance broker organization code?3
Insurance broker nameTERRI L. SCHULTZ
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered704
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered718
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $387
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $353
Insurance broker organization code?3
Insurance broker nameJACK E. MARTIN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378 150379
Policy instance 1
Insurance contract or identification number150378 150379
Number of Individuals Covered853
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $347
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $324
Insurance broker organization code?3
Insurance broker nameJACK E. MARTIN
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378 150379
Policy instance 1
Insurance contract or identification number150378 150379
Number of Individuals Covered842
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45045
Policy instance 2
Insurance contract or identification number45045
Number of Individuals Covered18
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150378
Policy instance 1
Insurance contract or identification number150378
Number of Individuals Covered826
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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