?>
Logo

MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 401k Plan overview

Plan NameMARYVILLE UNIVERSITY 403(B) SAVINGS PLAN
Plan identification number 001

MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN Benefits

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

401k Sponsoring company profile

MARYVILLE UNIVERSITY OF ST. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:MARYVILLE UNIVERSITY OF ST. LOUIS
Employer identification number (EIN):430653369
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN H. MANDEVILLE STEVEN H. MANDEVILLE2018-07-24
0012016-01-01STEVEN H. MANDEVILLE STEVEN H. MANDEVILLE2017-08-09
0012015-01-01STEVEN H. MANDEVILLE STEVEN H. MANDEVILLE2016-07-27
0012014-01-01ANNA M.FILSON ANNA M.FILSON2015-07-01
0012013-01-01ANNA M.FILSON ANNA M.FILSON2014-10-07
0012012-01-01ANNA M. FILSON ANNA M. FILSON2013-09-09
0012011-01-01ANNA M. FILSON
0012009-01-01ANNA M. FILSON

Plan Statistics for MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN

401k plan membership statisitcs for MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN

Measure Date Value
2022: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,120
Total number of active participants reported on line 7a of the Form 55002022-01-01698
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01445
Total of all active and inactive participants2022-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-011,147
Number of participants with account balances2022-01-011,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,090
Total number of active participants reported on line 7a of the Form 55002021-01-01744
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01384
Total of all active and inactive participants2021-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-011,131
Number of participants with account balances2021-01-011,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,047
Total number of active participants reported on line 7a of the Form 55002020-01-01695
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01401
Total of all active and inactive participants2020-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,097
Number of participants with account balances2020-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01949
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01398
Total of all active and inactive participants2019-01-011,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,049
Number of participants with account balances2019-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01858
Total number of active participants reported on line 7a of the Form 55002018-01-01552
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01395
Total of all active and inactive participants2018-01-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01948
Number of participants with account balances2018-01-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01808
Total number of active participants reported on line 7a of the Form 55002017-01-01470
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01386
Total of all active and inactive participants2017-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01858
Number of participants with account balances2017-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01773
Total number of active participants reported on line 7a of the Form 55002016-01-01424
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01385
Total of all active and inactive participants2016-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01810
Number of participants with account balances2016-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01731
Total number of active participants reported on line 7a of the Form 55002015-01-01386
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01388
Total of all active and inactive participants2015-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01775
Number of participants with account balances2015-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01702
Total number of active participants reported on line 7a of the Form 55002014-01-01369
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01363
Total of all active and inactive participants2014-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01732
Number of participants with account balances2014-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01650
Total number of active participants reported on line 7a of the Form 55002013-01-01330
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01353
Total of all active and inactive participants2013-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01683
Number of participants with account balances2013-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01628
Total number of active participants reported on line 7a of the Form 55002012-01-01292
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01358
Total of all active and inactive participants2012-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01651
Number of participants with account balances2012-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01619
Total number of active participants reported on line 7a of the Form 55002011-01-01274
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01354
Total of all active and inactive participants2011-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01628
Number of participants with account balances2011-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01635
Total number of active participants reported on line 7a of the Form 55002009-01-01489
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01139
Total of all active and inactive participants2009-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01630
Number of participants with account balances2009-01-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN

Measure Date Value
2022 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-8,712,154
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,703,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,623,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,901,809
Value of total assets at end of year2022-12-31$102,161,564
Value of total assets at beginning of year2022-12-31$116,577,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,457
Total interest from all sources2022-12-31$890,248
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,680,624
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$1,680,624
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$3,532,622
Participant contributions at end of year2022-12-31$281,471
Participant contributions at beginning of year2022-12-31$323,710
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,464
Other income not declared elsewhere2022-12-31$13,710
Administrative expenses (other) incurred2022-12-31$80,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,415,964
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,161,564
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$116,577,528
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$74,636,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$89,393,862
Value of interest in pooled separate accounts at end of year2022-12-31$4,173,958
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,771,657
Interest on participant loans2022-12-31$15,324
Interest earned on other investments2022-12-31$874,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,069,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,088,299
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$503,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,506,350
Net investment gain/loss from pooled separate accounts2022-12-31$307,805
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$2,323,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,119,625
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$18,979,162
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,433,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,372,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,940,519
Value of total assets at end of year2021-12-31$116,577,528
Value of total assets at beginning of year2021-12-31$106,032,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,347
Total interest from all sources2021-12-31$775,517
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,711,204
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$4,711,204
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$3,473,764
Participant contributions at end of year2021-12-31$323,710
Participant contributions at beginning of year2021-12-31$244,689
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$523,516
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$61,347
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$10,545,214
Value of net assets at end of year (total assets less liabilities)2021-12-31$116,577,528
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$106,032,314
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$89,393,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$79,348,163
Value of interest in pooled separate accounts at end of year2021-12-31$3,771,657
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,191,590
Interest on participant loans2021-12-31$13,306
Interest earned on other investments2021-12-31$762,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,088,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,247,872
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$493,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,979,279
Net investment gain/loss from pooled separate accounts2021-12-31$572,643
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$1,943,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,879,536
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 name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$17,223,143
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,870,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,783,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,518,420
Value of total assets at end of year2020-12-31$106,032,314
Value of total assets at beginning of year2020-12-31$95,679,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$87,471
Total interest from all sources2020-12-31$885,460
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,276,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,276,431
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$3,393,199
Participant contributions at end of year2020-12-31$244,689
Participant contributions at beginning of year2020-12-31$217,537
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$114,444
Other income not declared elsewhere2020-12-31$15,308
Administrative expenses (other) incurred2020-12-31$69,471
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$10,352,460
Value of net assets at end of year (total assets less liabilities)2020-12-31$106,032,314
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$95,679,854
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
Investment advisory and management fees2020-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$79,348,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$69,022,848
Value of interest in pooled separate accounts at end of year2020-12-31$3,191,590
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,362,377
Interest on participant loans2020-12-31$14,070
Interest earned on other investments2020-12-31$871,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,247,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,077,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,556,766
Net investment gain/loss from pooled separate accounts2020-12-31$-29,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,010,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,783,212
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$20,913,695
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,486,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,422,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,656,697
Value of total assets at end of year2019-12-31$95,679,854
Value of total assets at beginning of year2019-12-31$81,252,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,882
Total interest from all sources2019-12-31$896,649
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,588,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,588,567
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$3,333,523
Participant contributions at end of year2019-12-31$217,537
Participant contributions at beginning of year2019-12-31$141,927
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$673,419
Other income not declared elsewhere2019-12-31$29,117
Administrative expenses (other) incurred2019-12-31$36,882
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$14,426,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$95,679,854
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$81,252,985
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
Investment advisory and management fees2019-12-31$27,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$69,022,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$54,670,565
Value of interest in pooled separate accounts at end of year2019-12-31$3,362,377
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,236,698
Interest on participant loans2019-12-31$11,654
Interest earned on other investments2019-12-31$884,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,077,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$23,203,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,565,610
Net investment gain/loss from pooled separate accounts2019-12-31$177,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,649,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,422,944
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$1,783,190
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,072,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,062,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,554,567
Value of total assets at end of year2018-12-31$81,252,985
Value of total assets at beginning of year2018-12-31$85,542,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,250
Total interest from all sources2018-12-31$921,135
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,090,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,090,359
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$2,976,106
Participant contributions at end of year2018-12-31$141,927
Participant contributions at beginning of year2018-12-31$111,555
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$214,326
Other income not declared elsewhere2018-12-31$34,791
Administrative expenses (other) incurred2018-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,289,470
Value of net assets at end of year (total assets less liabilities)2018-12-31$81,252,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$85,542,455
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
Investment advisory and management fees2018-12-31$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$54,670,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,883,091
Value of interest in pooled separate accounts at end of year2018-12-31$3,236,698
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,953,416
Interest on participant loans2018-12-31$7,423
Interest earned on other investments2018-12-31$913,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$23,203,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,594,393
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$418,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,961,900
Net investment gain/loss from pooled separate accounts2018-12-31$144,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,364,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,643,468
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$14,960,339
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,899,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,880,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,611,093
Value of total assets at end of year2017-12-31$85,542,455
Value of total assets at beginning of year2017-12-31$76,481,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,600
Total interest from all sources2017-12-31$917,140
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,337,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,337,093
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$2,562,502
Participant contributions at end of year2017-12-31$111,555
Participant contributions at beginning of year2017-12-31$94,192
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$52,290
Administrative expenses (other) incurred2017-12-31$600
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$9,060,989
Value of net assets at end of year (total assets less liabilities)2017-12-31$85,542,455
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$76,481,466
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
Investment advisory and management fees2017-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,883,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$49,382,257
Value of interest in pooled separate accounts at end of year2017-12-31$2,953,416
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,962,358
Interest on participant loans2017-12-31$4,708
Interest earned on other investments2017-12-31$912,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,594,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$24,042,659
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,260,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,970,295
Net investment gain/loss from pooled separate accounts2017-12-31$124,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,996,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,620,579
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$9,507,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,920,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,902,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,586,712
Value of total assets at end of year2016-12-31$76,481,466
Value of total assets at beginning of year2016-12-31$70,894,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,840
Total interest from all sources2016-12-31$990,180
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$836,480
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$836,480
Administrative expenses professional fees incurred2016-12-31$17,371
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$2,389,546
Participant contributions at end of year2016-12-31$94,192
Participant contributions at beginning of year2016-12-31$78,451
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$325,451
Administrative expenses (other) incurred2016-12-31$469
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$5,587,367
Value of net assets at end of year (total assets less liabilities)2016-12-31$76,481,466
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,894,099
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$49,382,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,312,505
Value of interest in pooled separate accounts at end of year2016-12-31$2,962,358
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,545,755
Interest on participant loans2016-12-31$3,918
Interest earned on other investments2016-12-31$986,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$24,042,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,957,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,957,193
Net investment gain/loss from pooled separate accounts2016-12-31$137,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,871,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,902,752
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$5,650,259
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,534,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,529,935
Expenses. Certain deemed distributions of participant loans2015-12-31$1,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,610,777
Value of total assets at end of year2015-12-31$70,894,099
Value of total assets at beginning of year2015-12-31$70,778,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,765
Total interest from all sources2015-12-31$915,775
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,001,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,001,479
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$2,339,851
Participant contributions at end of year2015-12-31$78,451
Participant contributions at beginning of year2015-12-31$19,942
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$171,579
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$514,250
Administrative expenses (other) incurred2015-12-31$2,765
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$115,974
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,894,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,778,125
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$45,312,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,369,465
Value of interest in pooled separate accounts at end of year2015-12-31$2,545,755
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,232,371
Interest on participant loans2015-12-31$2,849
Interest earned on other investments2015-12-31$912,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,957,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,849,302
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$494,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,061,019
Net investment gain/loss from pooled separate accounts2015-12-31$183,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,756,676
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$135,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,035,486
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$7,969,989
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,157,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,152,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,055,544
Value of total assets at end of year2014-12-31$70,778,125
Value of total assets at beginning of year2014-12-31$66,965,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,404
Total interest from all sources2014-12-31$933,812
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$862,885
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$862,885
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$2,159,588
Participant contributions at end of year2014-12-31$19,942
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$171,579
Participant contributions at beginning of year2014-12-31$172,778
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$298,919
Administrative expenses (other) incurred2014-12-31$5,404
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$3,812,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,778,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,965,548
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$45,369,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,698,700
Value of interest in pooled separate accounts at end of year2014-12-31$2,232,371
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,113,998
Interest on participant loans2014-12-31$237
Interest earned on other investments2014-12-31$933,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,849,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,847,291
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$33,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,860,606
Net investment gain/loss from pooled separate accounts2014-12-31$257,142
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$1,597,037
Employer contributions (assets) at end of year2014-12-31$135,466
Employer contributions (assets) at beginning of year2014-12-31$132,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,118,985
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$12,597,237
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$10,321,774
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,310,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,310,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,088,403
Value of total assets at end of year2013-12-31$66,965,548
Value of total assets at beginning of year2013-12-31$46,357,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$713,601
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$547,810
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$547,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$1,486,118
Participant contributions at end of year2013-12-31$172,778
Participant contributions at beginning of year2013-12-31$109,523
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$120,419
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$8,010,912
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,965,548
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,357,399
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$42,698,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$27,835,864
Value of interest in pooled separate accounts at end of year2013-12-31$2,113,998
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,439,686
Interest earned on other investments2013-12-31$713,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,847,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,862,803
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$136,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,824,769
Net investment gain/loss from pooled separate accounts2013-12-31$147,191
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$1,481,866
Employer contributions (assets) at end of year2013-12-31$132,781
Employer contributions (assets) at beginning of year2013-12-31$109,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,174,673
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$6,866,311
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,801,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,801,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,575,734
Value of total assets at end of year2012-12-31$46,357,399
Value of total assets at beginning of year2012-12-31$41,292,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$671,980
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$198,184
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$198,184
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$1,285,942
Participant contributions at end of year2012-12-31$109,523
Participant contributions at beginning of year2012-12-31$102,143
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,317
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$5,064,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,357,399
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,292,718
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$27,835,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,579,386
Value of interest in pooled separate accounts at end of year2012-12-31$1,439,686
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,245,545
Interest earned on other investments2012-12-31$671,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$16,862,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$16,263,501
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$161,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,292,941
Net investment gain/loss from pooled separate accounts2012-12-31$127,472
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$1,282,475
Employer contributions (assets) at end of year2012-12-31$109,523
Employer contributions (assets) at beginning of year2012-12-31$102,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,640,149
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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$2,770,311
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,689,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,689,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,608,886
Value of total assets at end of year2011-12-31$41,292,718
Value of total assets at beginning of year2011-12-31$41,211,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$668,643
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$105,496
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$105,496
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,241,801
Participant contributions at end of year2011-12-31$102,143
Participant contributions at beginning of year2011-12-31$104,112
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$127,318
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$81,091
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,292,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,211,627
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$23,579,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$23,762,246
Value of interest in pooled separate accounts at end of year2011-12-31$1,245,545
Value of interest in pooled separate accounts at beginning of year2011-12-31$931,402
Interest earned on other investments2011-12-31$668,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$16,263,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$16,309,755
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$808,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-750,666
Net investment gain/loss from pooled separate accounts2011-12-31$137,952
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$1,239,767
Employer contributions (assets) at end of year2011-12-31$102,143
Employer contributions (assets) at beginning of year2011-12-31$104,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,880,360
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD,LLP
Accountancy firm EIN2011-12-31440160260
2010 : MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,071,405
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,565,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,565,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,431,676
Value of total assets at end of year2010-12-31$41,211,627
Value of total assets at beginning of year2010-12-31$37,706,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$626,051
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,050
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$43,050
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,205,246
Participant contributions at end of year2010-12-31$104,112
Participant contributions at beginning of year2010-12-31$98,269
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,184
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$3,505,591
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,211,627
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,706,036
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$23,762,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$20,570,571
Value of interest in pooled separate accounts at end of year2010-12-31$931,402
Value of interest in pooled separate accounts at beginning of year2010-12-31$751,753
Interest earned on other investments2010-12-31$626,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$16,309,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$16,187,174
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$893,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,865,954
Net investment gain/loss from pooled separate accounts2010-12-31$104,674
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$1,205,246
Employer contributions (assets) at end of year2010-12-31$104,112
Employer contributions (assets) at beginning of year2010-12-31$98,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,672,485
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260
2009 : MARYVILLE UNIVERSITY 403(B) SAVINGS 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 MARYVILLE UNIVERSITY 403(B) SAVINGS PLAN

2022: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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: MARYVILLE UNIVERSITY 403(B) SAVINGS 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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered564
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered556
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered566
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered577
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered567
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered555
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered539
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 number406385
Policy instance 1
Insurance contract or identification number406385
Number of Individuals Covered546
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 number102984
Policy instance 1
Insurance contract or identification number102984
Number of Individuals Covered535
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 number102984
Policy instance 1
Insurance contract or identification number102984
Number of Individuals Covered643
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 number102984
Policy instance 1
Insurance contract or identification number102984
Number of Individuals Covered625
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?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 number102984
Policy instance 1
Insurance contract or identification number102984
Number of Individuals Covered618
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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?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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3