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ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 002

ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN Benefits

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

ST. MARY'S COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S COLLEGE
Employer identification number (EIN):350868158
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01SUSAN BOLT SUSAN BOLT2015-09-30
0022013-01-01SUSAN BOLT SUSAN BOLT2014-10-03
0022012-01-01SUSAN BOLT SUSAN BOLT2013-10-14
0022011-01-01RICHARD SPELLER RICHARD SPELLER2012-10-15
0022010-01-01RICHARD SPELLER RICHARD SPELLER2011-09-14
0022009-01-01RICHARD SPELLER RICHARD SPELLER2010-10-14

Plan Statistics for ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2014: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01288
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01280
Total number of active participants reported on line 7a of the Form 55002013-01-01184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01288
Number of participants with account balances2013-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01292
Total number of active participants reported on line 7a of the Form 55002012-01-01174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01281
Number of participants with account balances2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01315
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01101
Total of all active and inactive participants2011-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01292
Number of participants with account balances2011-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01318
Total number of active participants reported on line 7a of the Form 55002010-01-01238
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01315
Number of participants with account balances2010-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01346
Total number of active participants reported on line 7a of the Form 55002009-01-01244
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01316
Number of participants with account balances2009-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2014 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$19,737,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,919,893
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$999,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$999,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,853,545
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$17,816,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$206,677
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$182,290
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$182,290
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,000,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$853,323
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$1,920,890
Value of net assets at end of year (total assets less liabilities)2014-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,816,625
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,088,091
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$722,129
Interest earned on other investments2014-12-31$206,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,006,405
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$160,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$571,169
Net investment gain/loss from pooled separate accounts2014-12-31$106,212
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$838,382
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31Yes
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 name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$34,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,855,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,332,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,332,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,564,628
Value of total assets at end of year2013-12-31$17,816,625
Value of total assets at beginning of year2013-12-31$15,258,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$180,616
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$154,610
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$154,610
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$977,027
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$587,601
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$2,522,710
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,816,625
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,258,989
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$11,088,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,364,792
Value of interest in pooled separate accounts at end of year2013-12-31$722,129
Value of interest in pooled separate accounts at beginning of year2013-12-31$716,619
Interest earned on other investments2013-12-31$180,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,006,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,177,578
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$26,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,886,068
Net investment gain/loss from pooled separate accounts2013-12-31$69,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,306,072
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 name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,826,125
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,134,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,134,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,366,625
Value of total assets at end of year2012-12-31$15,258,989
Value of total assets at beginning of year2012-12-31$13,567,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1
Total interest from all sources2012-12-31$171,275
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,565
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$77,565
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$991,499
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$375,126
Other income not declared elsewhere2012-12-31$7,804
Administrative expenses (other) incurred2012-12-31$1
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$1,691,728
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,258,989
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,567,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,364,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,864,176
Value of interest in pooled separate accounts at end of year2012-12-31$716,619
Value of interest in pooled separate accounts at beginning of year2012-12-31$705,096
Interest earned on other investments2012-12-31$171,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,177,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,997,989
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$144,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,133,614
Net investment gain/loss from pooled separate accounts2012-12-31$69,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$989,732
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 name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,635,469
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$873,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$873,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,689,568
Value of total assets at end of year2011-12-31$13,567,261
Value of total assets at beginning of year2011-12-31$12,805,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$155,654
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,468
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$49,468
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,028,955
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$660,613
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$761,581
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,567,261
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,805,680
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$7,864,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,099,797
Value of interest in pooled separate accounts at end of year2011-12-31$705,096
Value of interest in pooled separate accounts at beginning of year2011-12-31$479,483
Interest earned on other investments2011-12-31$155,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,997,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,226,400
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-330,096
Net investment gain/loss from pooled separate accounts2011-12-31$70,875
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$864,414
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,273,471
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$742,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$742,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,098,719
Value of total assets at end of year2010-12-31$12,805,680
Value of total assets at beginning of year2010-12-31$11,274,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$135,105
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,154
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$19,154
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,071,009
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$27,710
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$1,531,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,805,680
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,274,563
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$8,099,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,565,478
Value of interest in pooled separate accounts at end of year2010-12-31$479,483
Value of interest in pooled separate accounts at beginning of year2010-12-31$352,349
Interest earned on other investments2010-12-31$135,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,226,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,356,736
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$967,070
Net investment gain/loss from pooled separate accounts2010-12-31$53,423
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$741,853
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN

2014: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
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: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: ST. MARY'S COLLEGE SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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