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

Plan NameDEPAUL UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number 001

DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

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

Company Name:DEPAUL UNIVERSITY
Employer identification number (EIN):362167048
NAIC Classification:611000

Additional information about DEPAUL UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1624754

More information about DEPAUL UNIVERSITY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK PASDO2023-07-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01JOHANNA ZAWADA2019-07-31 STEPHANIE SMITH2019-07-31
0012017-01-01
0012016-01-01JOHANNA ZAWADA STEPHANIE SMITH2017-07-27
0012015-01-01JOHANNA ZAWADA STEPHANIE SMITH2016-07-29
0012014-01-01JOHANNA ZAWADA STEPHANIE SMITH2015-07-28
0012013-01-01JOHANNA ZAWADA STEPHANIE SMITH2014-07-25
0012012-01-01JOHANNA ZAWADA STEPHANIE SMITH2013-07-26
0012011-01-01JOHANNA ZAWADA ROSA PEREZ2012-07-20
0012009-01-01WILLIAM SEITHEL

Plan Statistics for DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN

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

Measure Date Value
2022: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,043
Total number of active participants reported on line 7a of the Form 55002022-01-014,048
Number of retired or separated participants receiving benefits2022-01-01978
Number of other retired or separated participants entitled to future benefits2022-01-012,737
Total of all active and inactive participants2022-01-017,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01145
Total participants2022-01-017,908
Number of participants with account balances2022-01-017,908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,793
Total number of active participants reported on line 7a of the Form 55002021-01-014,920
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,999
Total of all active and inactive participants2021-01-018,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01124
Total participants2021-01-019,043
Number of participants with account balances2021-01-017,957
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,776
Total number of active participants reported on line 7a of the Form 55002020-01-014,316
Number of retired or separated participants receiving benefits2020-01-0169
Number of other retired or separated participants entitled to future benefits2020-01-013,571
Total of all active and inactive participants2020-01-017,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0145
Total participants2020-01-018,001
Number of participants with account balances2020-01-017,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,684
Total number of active participants reported on line 7a of the Form 55002019-01-014,604
Number of retired or separated participants receiving benefits2019-01-0152
Number of other retired or separated participants entitled to future benefits2019-01-013,074
Total of all active and inactive participants2019-01-017,730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0146
Total participants2019-01-017,776
Number of participants with account balances2019-01-016,640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,466
Total number of active participants reported on line 7a of the Form 55002018-01-014,634
Number of retired or separated participants receiving benefits2018-01-0141
Number of other retired or separated participants entitled to future benefits2018-01-012,969
Total of all active and inactive participants2018-01-017,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-017,684
Number of participants with account balances2018-01-016,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,568
Total number of active participants reported on line 7a of the Form 55002017-01-014,566
Number of retired or separated participants receiving benefits2017-01-0138
Number of other retired or separated participants entitled to future benefits2017-01-012,833
Total of all active and inactive participants2017-01-017,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0129
Total participants2017-01-017,466
Number of participants with account balances2017-01-016,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,480
Total number of active participants reported on line 7a of the Form 55002016-01-014,837
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-012,672
Total of all active and inactive participants2016-01-017,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0130
Total participants2016-01-017,568
Number of participants with account balances2016-01-015,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,423
Total number of active participants reported on line 7a of the Form 55002015-01-014,848
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-012,577
Total of all active and inactive participants2015-01-017,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0130
Total participants2015-01-017,480
Number of participants with account balances2015-01-015,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,490
Total number of active participants reported on line 7a of the Form 55002014-01-014,827
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-012,546
Total of all active and inactive participants2014-01-017,393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-017,423
Number of participants with account balances2014-01-015,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,565
Total number of active participants reported on line 7a of the Form 55002013-01-015,007
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-012,435
Total of all active and inactive participants2013-01-017,455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0135
Total participants2013-01-017,490
Number of participants with account balances2013-01-015,248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,683
Total number of active participants reported on line 7a of the Form 55002012-01-015,248
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-012,275
Total of all active and inactive participants2012-01-017,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-017,565
Number of participants with account balances2012-01-015,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,303
Total number of active participants reported on line 7a of the Form 55002011-01-015,162
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-012,485
Total of all active and inactive participants2011-01-017,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0122
Total participants2011-01-017,683
Number of participants with account balances2011-01-015,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,963
Total number of active participants reported on line 7a of the Form 55002009-01-015,003
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-012,365
Total of all active and inactive participants2009-01-017,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-017,403
Number of participants with account balances2009-01-014,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2022 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-143,852,539
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$58,412,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$58,045,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$45,009,225
Value of total assets at end of year2022-12-31$1,051,424,138
Value of total assets at beginning of year2022-12-31$1,253,688,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$366,768
Total interest from all sources2022-12-31$9,246,618
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,762,158
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$16,762,158
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$24,257,770
Participant contributions at end of year2022-12-31$3,093,521
Participant contributions at beginning of year2022-12-31$2,590,959
Participant contributions at end of year2022-12-31$675,814
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$28,391,549
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,831,967
Other income not declared elsewhere2022-12-31$-6,454,193
Administrative expenses (other) incurred2022-12-31$355,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-202,264,582
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,051,424,138
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,253,688,720
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$782,482,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,012,317,850
Value of interest in pooled separate accounts at end of year2022-12-31$11,982,948
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,092,046
Interest on participant loans2022-12-31$132,580
Interest earned on other investments2022-12-31$9,114,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$224,143,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$226,687,865
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,435,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-209,379,385
Net investment gain/loss from pooled separate accounts2022-12-31$963,038
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,919,488
Employer contributions (assets) at end of year2022-12-31$654,977
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$52,609,712
Contract administrator fees2022-12-31$11,382
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$176,781,518
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$76,608,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$76,205,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$33,046,258
Value of total assets at end of year2021-12-31$1,253,688,720
Value of total assets at beginning of year2021-12-31$1,153,516,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$403,082
Total interest from all sources2021-12-31$7,118,395
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$26,470,530
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$26,470,530
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$21,736,035
Participant contributions at end of year2021-12-31$2,590,959
Participant contributions at beginning of year2021-12-31$1,769,626
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,301,106
Administrative expenses (other) incurred2021-12-31$403,082
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$100,172,606
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,253,688,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,153,516,114
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$1,012,317,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$913,851,905
Value of interest in pooled separate accounts at end of year2021-12-31$12,092,046
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,147,045
Interest on participant loans2021-12-31$102,913
Interest earned on other investments2021-12-31$7,015,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$226,687,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$225,747,538
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,685,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$108,222,975
Net investment gain/loss from pooled separate accounts2021-12-31$1,923,360
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$9,009,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$74,520,825
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$208,243,283
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$49,801,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$49,389,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,891,010
Value of total assets at end of year2020-12-31$1,153,516,114
Value of total assets at beginning of year2020-12-31$995,073,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$411,723
Total interest from all sources2020-12-31$7,904,771
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,149,331
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$19,149,331
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$22,271,098
Participant contributions at end of year2020-12-31$1,769,626
Participant contributions at beginning of year2020-12-31$1,956,610
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,796,138
Administrative expenses (other) incurred2020-12-31$411,723
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$158,442,181
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,153,516,114
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$995,073,933
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$913,851,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$757,307,284
Value of interest in pooled separate accounts at end of year2020-12-31$12,147,045
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,380,611
Interest on participant loans2020-12-31$101,689
Interest earned on other investments2020-12-31$7,803,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$225,747,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$221,429,428
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,056,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$139,419,736
Net investment gain/loss from pooled separate accounts2020-12-31$-121,565
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,823,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$47,333,235
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$204,269,765
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$68,537,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$68,201,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,806,755
Value of total assets at end of year2019-12-31$995,073,933
Value of total assets at beginning of year2019-12-31$859,341,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$336,324
Total interest from all sources2019-12-31$7,937,074
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,065,588
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$14,065,588
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$20,491,320
Participant contributions at end of year2019-12-31$1,956,610
Participant contributions at beginning of year2019-12-31$1,642,596
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$247,429
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,534,937
Administrative expenses (other) incurred2019-12-31$336,324
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$135,732,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$995,073,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$859,341,494
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$757,307,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$618,072,364
Value of interest in pooled separate accounts at end of year2019-12-31$14,380,611
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,578,325
Interest on participant loans2019-12-31$89,350
Interest earned on other investments2019-12-31$7,847,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$221,429,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$224,504,658
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$7,856,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$138,683,871
Net investment gain/loss from pooled separate accounts2019-12-31$776,477
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$17,780,498
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$296,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,344,520
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 name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$10,591,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$49,729,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$49,394,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$39,263,487
Value of total assets at end of year2018-12-31$859,341,494
Value of total assets at beginning of year2018-12-31$898,479,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$335,137
Total interest from all sources2018-12-31$8,229,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,840,551
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$13,840,551
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$19,384,025
Participant contributions at end of year2018-12-31$1,642,596
Participant contributions at beginning of year2018-12-31$1,326,778
Participant contributions at end of year2018-12-31$247,429
Participant contributions at beginning of year2018-12-31$388
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,793,804
Administrative expenses (other) incurred2018-12-31$335,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,138,394
Value of net assets at end of year (total assets less liabilities)2018-12-31$859,341,494
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$898,479,888
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$618,072,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$659,027,352
Value of interest in pooled separate accounts at end of year2018-12-31$14,578,325
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,314,252
Interest on participant loans2018-12-31$71,021
Interest earned on other investments2018-12-31$8,158,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$224,504,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$222,810,612
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,868,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-51,438,531
Net investment gain/loss from pooled separate accounts2018-12-31$696,106
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$17,085,658
Employer contributions (assets) at end of year2018-12-31$296,122
Employer contributions (assets) at beginning of year2018-12-31$506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,525,624
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$156,645,274
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$37,344,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,328,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$36,906,703
Value of total assets at end of year2017-12-31$898,479,888
Value of total assets at beginning of year2017-12-31$779,179,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,079
Total interest from all sources2017-12-31$7,667,329
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$14,438,923
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$14,438,923
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$19,121,057
Participant contributions at end of year2017-12-31$1,326,778
Participant contributions at beginning of year2017-12-31$1,309,000
Participant contributions at end of year2017-12-31$388
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,656,000
Administrative expenses (other) incurred2017-12-31$16,079
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$119,300,429
Value of net assets at end of year (total assets less liabilities)2017-12-31$898,479,888
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$779,179,459
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$659,027,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$545,233,502
Value of interest in pooled separate accounts at end of year2017-12-31$15,314,252
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,550,529
Interest on participant loans2017-12-31$57,118
Interest earned on other investments2017-12-31$7,610,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$222,810,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$216,086,428
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,111,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$96,943,817
Net investment gain/loss from pooled separate accounts2017-12-31$688,502
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,129,646
Employer contributions (assets) at end of year2017-12-31$506
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,217,759
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$84,344,729
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$36,997,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$36,981,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$38,579,265
Value of total assets at end of year2016-12-31$779,179,459
Value of total assets at beginning of year2016-12-31$731,832,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,182
Total interest from all sources2016-12-31$8,135,683
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,252,736
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$9,252,736
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$18,437,766
Participant contributions at end of year2016-12-31$1,309,000
Participant contributions at beginning of year2016-12-31$1,319,895
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$250
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,231,426
Administrative expenses (other) incurred2016-12-31$16,182
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$47,347,131
Value of net assets at end of year (total assets less liabilities)2016-12-31$779,179,459
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$731,832,328
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$545,233,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$504,311,768
Value of interest in pooled separate accounts at end of year2016-12-31$16,550,529
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,086,770
Interest on participant loans2016-12-31$55,299
Interest earned on other investments2016-12-31$8,080,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$216,086,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$209,113,301
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,257,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,511,270
Net investment gain/loss from pooled separate accounts2016-12-31$865,775
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,910,073
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,724,280
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$46,256,364
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$49,954,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$49,937,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$34,669,336
Value of total assets at end of year2015-12-31$731,832,328
Value of total assets at beginning of year2015-12-31$735,530,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,421
Total interest from all sources2015-12-31$7,484,124
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,681,556
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$11,681,556
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$17,463,887
Participant contributions at end of year2015-12-31$1,319,895
Participant contributions at beginning of year2015-12-31$1,065,845
Participant contributions at end of year2015-12-31$250
Participant contributions at beginning of year2015-12-31$3,810
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,614,927
Administrative expenses (other) incurred2015-12-31$16,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,697,843
Value of net assets at end of year (total assets less liabilities)2015-12-31$731,832,328
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$735,530,171
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$504,311,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$510,019,014
Value of interest in pooled separate accounts at end of year2015-12-31$17,086,770
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,934,205
Interest on participant loans2015-12-31$44,900
Interest earned on other investments2015-12-31$7,439,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$209,113,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$206,506,728
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,770,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,960,809
Net investment gain/loss from pooled separate accounts2015-12-31$1,382,157
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,590,522
Employer contributions (assets) at end of year2015-12-31$344
Employer contributions (assets) at beginning of year2015-12-31$569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,167,450
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$76,912,561
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,393,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,378,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$34,062,664
Value of total assets at end of year2014-12-31$735,530,171
Value of total assets at beginning of year2014-12-31$699,011,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,939
Total interest from all sources2014-12-31$8,673,576
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,951,100
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$6,951,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$18,218,875
Participant contributions at end of year2014-12-31$1,065,845
Participant contributions at beginning of year2014-12-31$760,779
Participant contributions at end of year2014-12-31$3,810
Participant contributions at beginning of year2014-12-31$290
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,520,065
Administrative expenses (other) incurred2014-12-31$14,939
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$36,518,644
Value of net assets at end of year (total assets less liabilities)2014-12-31$735,530,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$699,011,527
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$510,019,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$479,782,624
Value of interest in pooled separate accounts at end of year2014-12-31$17,934,205
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,120,510
Interest on participant loans2014-12-31$36,751
Interest earned on other investments2014-12-31$8,636,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$206,506,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$200,346,899
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,006,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$25,139,779
Net investment gain/loss from pooled separate accounts2014-12-31$2,085,442
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$14,323,724
Employer contributions (assets) at end of year2014-12-31$569
Employer contributions (assets) at beginning of year2014-12-31$425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,372,671
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$128,237,511
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,020,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,013,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,748,872
Value of total assets at end of year2013-12-31$699,011,527
Value of total assets at beginning of year2013-12-31$591,794,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,812
Total interest from all sources2013-12-31$8,059,947
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,059,712
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$5,059,712
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$18,100,010
Participant contributions at end of year2013-12-31$760,779
Participant contributions at beginning of year2013-12-31$592,202
Participant contributions at end of year2013-12-31$290
Participant contributions at beginning of year2013-12-31$326
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,315,175
Administrative expenses (other) incurred2013-12-31$6,812
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$107,217,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$699,011,527
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$591,794,488
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$479,782,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$383,881,790
Value of interest in pooled separate accounts at end of year2013-12-31$18,120,510
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,385,177
Interest on participant loans2013-12-31$27,883
Interest earned on other investments2013-12-31$8,032,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$200,346,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$191,934,878
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$378,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$78,822,182
Net investment gain/loss from pooled separate accounts2013-12-31$1,546,798
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
Contributions received in cash from employer2013-12-31$14,333,687
Employer contributions (assets) at end of year2013-12-31$425
Employer contributions (assets) at beginning of year2013-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,635,574
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : DEPAUL UNIVERSITY 403(B) 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$88,045,637
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$25,815,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$25,808,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$33,938,232
Value of total assets at end of year2012-12-31$591,794,488
Value of total assets at beginning of year2012-12-31$529,564,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,133
Total interest from all sources2012-12-31$7,616,399
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,444,090
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$3,444,090
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$17,357,706
Participant contributions at end of year2012-12-31$592,202
Participant contributions at beginning of year2012-12-31$386,008
Participant contributions at end of year2012-12-31$326
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,660,348
Administrative expenses (other) incurred2012-12-31$7,133
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$62,230,226
Value of net assets at end of year (total assets less liabilities)2012-12-31$591,794,488
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$529,564,262
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$383,881,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$329,109,580
Value of interest in pooled separate accounts at end of year2012-12-31$15,385,177
Value of interest in pooled separate accounts at beginning of year2012-12-31$12,582,140
Interest on participant loans2012-12-31$17,830
Interest earned on other investments2012-12-31$7,598,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$191,934,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$187,486,534
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,107,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$41,698,954
Net investment gain/loss from pooled separate accounts2012-12-31$1,347,962
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
Contributions received in cash from employer2012-12-31$13,920,178
Employer contributions (assets) at end of year2012-12-31$115
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,700,739
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : DEPAUL UNIVERSITY 403(B) 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$33,625,909
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$20,160,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,154,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,799,759
Value of total assets at end of year2011-12-31$529,564,262
Value of total assets at beginning of year2011-12-31$516,099,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,470
Total interest from all sources2011-12-31$7,309,740
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,177,943
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$2,177,943
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$16,312,871
Participant contributions at end of year2011-12-31$386,008
Participant contributions at beginning of year2011-12-31$202,827
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,483,720
Administrative expenses (other) incurred2011-12-31$6,470
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$13,465,205
Value of net assets at end of year (total assets less liabilities)2011-12-31$529,564,262
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$516,099,057
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$329,109,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$323,142,509
Value of interest in pooled separate accounts at end of year2011-12-31$12,582,140
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,115,087
Interest on participant loans2011-12-31$11,242
Interest earned on other investments2011-12-31$7,298,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$187,486,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$182,638,634
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,587,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,081,085
Net investment gain/loss from pooled separate accounts2011-12-31$1,419,552
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$13,003,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,566,422
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : DEPAUL UNIVERSITY 403(B) 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$246,719
Total income from all sources (including contributions)2010-12-31$73,434,627
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,402,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,393,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,889,409
Value of total assets at end of year2010-12-31$516,099,057
Value of total assets at beginning of year2010-12-31$460,313,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,253
Total interest from all sources2010-12-31$6,656,054
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,214,879
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$1,214,879
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$15,505,768
Participant contributions at end of year2010-12-31$202,827
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$34,652
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,133,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$246,719
Administrative expenses (other) incurred2010-12-31$8,253
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$56,032,436
Value of net assets at end of year (total assets less liabilities)2010-12-31$516,099,057
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$460,066,621
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$323,142,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$276,955,073
Value of interest in pooled separate accounts at end of year2010-12-31$10,115,087
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,176,889
Interest on participant loans2010-12-31$1,286
Interest earned on other investments2010-12-31$6,654,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$182,638,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$174,993,987
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$919,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$34,557,253
Net investment gain/loss from pooled separate accounts2010-12-31$1,117,032
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$12,249,805
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$152,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,474,866
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : DEPAUL UNIVERSITY 403(B) 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 DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN

2022: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: DEPAUL UNIVERSITY 403(B) 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 filingNo
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: DEPAUL UNIVERSITY 403(B) 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: DEPAUL UNIVERSITY 403(B) 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: DEPAUL UNIVERSITY 403(B) 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
2009: DEPAUL UNIVERSITY 403(B) 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100990
Policy instance 2
Insurance contract or identification number100990
Number of Individuals Covered2540
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80342
Policy instance 1
Insurance contract or identification numberGA80342
Number of Individuals Covered44
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 2
Insurance contract or identification number100990
Number of Individuals Covered2308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA80342
Policy instance 1
Insurance contract or identification numberGA80342
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2396
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2358
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2469
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2622
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2683
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2733
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2807
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2824
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number100990
Policy instance 1
Insurance contract or identification number100990
Number of Individuals Covered2919
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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