ROSE-HULMAN INSTITUTE OF TECHNOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 502 | 2021-07-01 | | | | |
| 502 | 2020-07-01 | | | | |
| 502 | 2019-07-01 | | | | |
| 502 | 2018-07-01 | | | | |
| 502 | 2017-07-01 | | | | |
| 502 | 2016-07-01 | MATTHEW D. DAVIS, ASSOC. VP FINANCE | | MATTHEW D. DAVIS, ASSOC. VP FINANCE | 2018-03-08 |
| 502 | 2015-07-01 | MATTHEW D. DAVIS, ASSOC. VP FINANCE | | MATTHEW D. DAVIS, ASSOC. VP FINANCE | 2017-01-27 |
| 502 | 2014-07-01 | MATTHEW D. DAVIS, ASSOC. VP FINANCE | | MATTHEW D. DAVIS, ASSOC. VP FINANCE | 2016-04-14 |
| 502 | 2013-07-01 | MATTHEW D. DAVIS, ASSOC. VP FINANCE | | MATTHEW D. DAVIS, ASSOC. VP FINANCE | 2015-04-13 |
| 502 | 2012-07-01 | MATTHEW D. DAVIS, VP FOR FINANCE | | MATTHEW D. DAVIS, VP FOR FINANCE | 2014-02-27 |
| 502 | 2011-07-01 | MATTHEW D. DAVIS, VP FOR FINANCE | | MATTHEW D. DAVIS, VP FOR FINANCE | 2013-03-21 |
| 502 | 2010-07-01 | ROBERT A. COONS, VP AND CAO | | ROBERT A. COONS, VP AND CAO | 2012-04-11 |
| 502 | 2009-07-01 | ROBERT A. COONS, CAO | | ROBERT A. COONS, CAO | 2011-02-25 |
401k plan membership statisitcs for ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 102 |
| Total of all active and inactive participants | 2021-07-01 | 102 |
| Total participants | 2021-07-01 | 102 |
| 2020: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 126 |
| Total of all active and inactive participants | 2020-07-01 | 126 |
| Total participants | 2020-07-01 | 126 |
| 2019: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 152 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 132 |
| Total of all active and inactive participants | 2019-07-01 | 132 |
| Total participants | 2019-07-01 | 132 |
| 2018: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 241 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 152 |
| Total of all active and inactive participants | 2018-07-01 | 152 |
| Total participants | 2018-07-01 | 152 |
| 2017: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 251 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 241 |
| Total of all active and inactive participants | 2017-07-01 | 241 |
| 2016: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 244 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 251 |
| Total of all active and inactive participants | 2016-07-01 | 251 |
| 2015: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 260 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 244 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 244 |
| 2014: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 232 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 260 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 260 |
| 2013: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 232 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 232 |
| 2012: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 236 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 236 |
| 2011: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 212 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 205 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 205 |
| 2010: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 242 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 212 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 212 |
| 2009: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 226 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 242 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 242 |
| Measure | Date | Value |
|---|
| 2011 : ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2011 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| 2021: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: ROSE-HULMAN INSTITUTE OF TECHNOLOGY FLEXIBLE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
