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WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameWEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:WEBSTER UNIVERSITY
Employer identification number (EIN):430662529
NAIC Classification:611000

Additional information about WEBSTER UNIVERSITY

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2013-06-27
Company Identification Number: 20131379979
Legal Registered Office Address: 5475 Tech Center Dr.
Ste. 110
Colorado Springs
United States of America (USA)
80919

More information about WEBSTER UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHERYL A FRITZ2023-09-25 CHERYL A FRITZ2023-09-25
0012021-01-01CHERYL A FRITZ2022-10-05 CHERYL A FRITZ2022-10-05
0012020-01-01CHERYL A FRITZ2021-09-30 CHERYL A FRITZ2021-09-30
0012019-01-01CHERYL A FRITZ2020-09-28 CHERYL A FRITZ2020-09-28
0012018-01-01
0012017-01-01WAYNE STEVEN WINTER WAYNE STEVEN WINTER2018-10-08
0012016-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2017-10-04
0012016-01-01 BETSY M. SCHMUTZ2017-10-04
0012015-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2016-10-09
0012014-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2015-10-10
0012013-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2014-10-10
0012012-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2013-09-28
0012011-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2012-07-27
0012009-01-01BETSY M. SCHMUTZ BETSY M. SCHMUTZ2010-10-14

Plan Statistics for WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,744
Total number of active participants reported on line 7a of the Form 55002022-01-01747
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01963
Total of all active and inactive participants2022-01-011,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0133
Total participants2022-01-011,743
Number of participants with account balances2022-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,775
Total number of active participants reported on line 7a of the Form 55002021-01-01765
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01968
Total of all active and inactive participants2021-01-011,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-011,763
Number of participants with account balances2021-01-011,668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,761
Total number of active participants reported on line 7a of the Form 55002020-01-01808
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01959
Total of all active and inactive participants2020-01-011,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,775
Number of participants with account balances2020-01-011,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,621
Total number of active participants reported on line 7a of the Form 55002019-01-01770
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01892
Total of all active and inactive participants2019-01-011,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,667
Number of participants with account balances2019-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,631
Total number of active participants reported on line 7a of the Form 55002018-01-01741
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01875
Total of all active and inactive participants2018-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,621
Number of participants with account balances2018-01-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,617
Total number of active participants reported on line 7a of the Form 55002017-01-01778
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01852
Total of all active and inactive participants2017-01-011,630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,633
Number of participants with account balances2017-01-011,616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,589
Total number of active participants reported on line 7a of the Form 55002016-01-01778
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01837
Total of all active and inactive participants2016-01-011,615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,618
Number of participants with account balances2016-01-011,601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,767
Total number of active participants reported on line 7a of the Form 55002015-01-011,016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01800
Total of all active and inactive participants2015-01-011,816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,819
Number of participants with account balances2015-01-011,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,701
Total number of active participants reported on line 7a of the Form 55002014-01-011,020
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01746
Total of all active and inactive participants2014-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,767
Number of participants with account balances2014-01-011,558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,495
Total number of active participants reported on line 7a of the Form 55002013-01-01852
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01674
Total of all active and inactive participants2013-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,527
Number of participants with account balances2013-01-011,524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,442
Total number of active participants reported on line 7a of the Form 55002012-01-01879
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01615
Total of all active and inactive participants2012-01-011,494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,495
Number of participants with account balances2012-01-011,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,464
Total number of active participants reported on line 7a of the Form 55002011-01-01821
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01620
Total of all active and inactive participants2011-01-011,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,443
Number of participants with account balances2011-01-011,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,391
Total number of active participants reported on line 7a of the Form 55002009-01-011,227
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01178
Total of all active and inactive participants2009-01-011,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,407
Number of participants with account balances2009-01-011,349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-19,763,056
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,283,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,191,456
Expenses. Certain deemed distributions of participant loans2022-12-31$6,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,648,104
Value of total assets at end of year2022-12-31$206,833,121
Value of total assets at beginning of year2022-12-31$240,880,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,604
Total interest from all sources2022-12-31$2,639,383
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,957,357
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$2,957,357
Administrative expenses professional fees incurred2022-12-31$9,588
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$3,075,412
Participant contributions at end of year2022-12-31$345,138
Participant contributions at beginning of year2022-12-31$184,832
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$103,662
Assets. Other investments not covered elsewhere at end of year2022-12-31$208,348
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$241,390
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,088,916
Other income not declared elsewhere2022-12-31$165,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-34,046,997
Value of net assets at end of year (total assets less liabilities)2022-12-31$206,833,121
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$240,880,118
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
Investment advisory and management fees2022-12-31$37,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$128,920,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$164,103,430
Value of interest in pooled separate accounts at end of year2022-12-31$10,792,243
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,405,230
Interest on participant loans2022-12-31$12,769
Interest earned on other investments2022-12-31$2,626,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$66,566,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,841,574
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$643,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-31,009,143
Net investment gain/loss from pooled separate accounts2022-12-31$835,370
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$483,776
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,547,938
Contract administrator fees2022-12-31$38,051
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$31,416,811
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$25,478,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,361,910
Expenses. Certain deemed distributions of participant loans2021-12-31$960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,556,548
Value of total assets at end of year2021-12-31$240,880,118
Value of total assets at beginning of year2021-12-31$234,941,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,215
Total interest from all sources2021-12-31$2,288,774
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,282,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,282,651
Administrative expenses professional fees incurred2021-12-31$45,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$3,341,352
Participant contributions at end of year2021-12-31$184,832
Participant contributions at beginning of year2021-12-31$78,179
Participant contributions at end of year2021-12-31$103,662
Participant contributions at beginning of year2021-12-31$129,230
Assets. Other investments not covered elsewhere at end of year2021-12-31$241,390
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$210,038
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$182,102
Other income not declared elsewhere2021-12-31$202,946
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$5,938,726
Value of net assets at end of year (total assets less liabilities)2021-12-31$240,880,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$234,941,392
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
Investment advisory and management fees2021-12-31$35,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$164,103,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$157,143,294
Value of interest in pooled separate accounts at end of year2021-12-31$10,405,230
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,926,624
Interest on participant loans2021-12-31$8,274
Interest earned on other investments2021-12-31$2,280,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,841,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$68,310,738
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,804,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,477,440
Net investment gain/loss from pooled separate accounts2021-12-31$1,608,452
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$33,094
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$143,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$23,557,817
Contract administrator fees2021-12-31$33,593
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$591
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$30,213,439
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$16,498,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,424,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,372,350
Value of total assets at end of year2020-12-31$234,941,392
Value of total assets at beginning of year2020-12-31$221,225,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,633
Total interest from all sources2020-12-31$2,603,519
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,360,723
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$2,360,723
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,483,215
Participant contributions at end of year2020-12-31$78,179
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$129,230
Participant contributions at beginning of year2020-12-31$122,748
Assets. Other investments not covered elsewhere at end of year2020-12-31$210,038
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$244,577
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$379,963
Other income not declared elsewhere2020-12-31$191,409
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$13,715,066
Value of net assets at end of year (total assets less liabilities)2020-12-31$234,941,392
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$221,225,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$157,143,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$144,074,495
Value of interest in pooled separate accounts at end of year2020-12-31$8,926,624
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,610,199
Interest on participant loans2020-12-31$976
Interest earned on other investments2020-12-31$2,602,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$68,310,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$67,065,183
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$849,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,766,148
Net investment gain/loss from pooled separate accounts2020-12-31$-80,710
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$3,509,172
Employer contributions (assets) at end of year2020-12-31$143,289
Employer contributions (assets) at beginning of year2020-12-31$108,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,575,017
Contract administrator fees2020-12-31$73,633
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$40,183,868
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$32,011,011
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,944,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,885,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,179,684
Value of total assets at end of year2019-12-31$221,225,735
Value of total assets at beginning of year2019-12-31$160,975,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,651
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,421,865
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$2,421,865
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,256,017
Participant contributions at end of year2019-12-31$122,748
Participant contributions at beginning of year2019-12-31$75,709
Assets. Other investments not covered elsewhere at end of year2019-12-31$244,577
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$124,323
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$378,441
Other income not declared elsewhere2019-12-31$2,281,301
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$20,066,457
Value of net assets at end of year (total assets less liabilities)2019-12-31$221,225,735
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,975,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$144,074,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$99,310,770
Value of interest in pooled separate accounts at end of year2019-12-31$9,610,199
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,576,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$67,065,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$53,765,097
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$940,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,712,469
Net investment gain/loss from pooled separate accounts2019-12-31$415,692
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$3,545,226
Employer contributions (assets) at end of year2019-12-31$108,533
Employer contributions (assets) at beginning of year2019-12-31$123,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,945,802
Contract administrator fees2019-12-31$58,651
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,475,278
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,367,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,330,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,114,654
Value of total assets at end of year2018-12-31$160,975,410
Value of total assets at beginning of year2018-12-31$177,867,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,200
Total interest from all sources2018-12-31$2,204,954
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,981,932
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$2,981,932
Administrative expenses professional fees incurred2018-12-31$12,908
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,385,275
Participant contributions at end of year2018-12-31$75,709
Participant contributions at beginning of year2018-12-31$87,274
Assets. Other investments not covered elsewhere at end of year2018-12-31$124,323
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$247,325
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,980,994
Other income not declared elsewhere2018-12-31$94,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,892,514
Value of net assets at end of year (total assets less liabilities)2018-12-31$160,975,410
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$177,867,924
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$24,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$99,310,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$116,340,992
Value of interest in pooled separate accounts at end of year2018-12-31$7,576,467
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,342,112
Interest earned on other investments2018-12-31$2,204,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$53,765,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$53,706,880
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,182,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,269,066
Net investment gain/loss from pooled separate accounts2018-12-31$348,378
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$3,748,385
Employer contributions (assets) at end of year2018-12-31$123,044
Employer contributions (assets) at beginning of year2018-12-31$143,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,148,002
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$27,771,524
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,432,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,413,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,919,366
Value of total assets at end of year2017-12-31$177,867,924
Value of total assets at beginning of year2017-12-31$159,528,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,471
Total interest from all sources2017-12-31$2,116,260
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,090,810
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$2,090,810
Administrative expenses professional fees incurred2017-12-31$13,154
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$2,522,747
Participant contributions at end of year2017-12-31$87,274
Participant contributions at beginning of year2017-12-31$82,897
Assets. Other investments not covered elsewhere at end of year2017-12-31$247,325
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,623
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$421,556
Other income not declared elsewhere2017-12-31$15,123
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$18,339,382
Value of net assets at end of year (total assets less liabilities)2017-12-31$177,867,924
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$159,528,542
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$5,317
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$116,340,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$100,290,237
Value of interest in pooled separate accounts at end of year2017-12-31$7,342,112
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,015,700
Interest earned on other investments2017-12-31$2,116,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$53,706,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$51,995,794
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$330,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,320,591
Net investment gain/loss from pooled separate accounts2017-12-31$309,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,975,063
Employer contributions (assets) at end of year2017-12-31$143,341
Employer contributions (assets) at beginning of year2017-12-31$136,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,082,826
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$16,363,477
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,019,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,006,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,719,782
Value of total assets at end of year2016-12-31$159,528,542
Value of total assets at beginning of year2016-12-31$151,184,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,227
Total interest from all sources2016-12-31$2,214,724
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,257,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,257,508
Administrative expenses professional fees incurred2016-12-31$13,186
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$900,000
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$2,520,911
Participant contributions at end of year2016-12-31$82,897
Participant contributions at beginning of year2016-12-31$93,738
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,623
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$7,658
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$202,733
Administrative expenses (other) incurred2016-12-31$41
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$8,343,643
Value of net assets at end of year (total assets less liabilities)2016-12-31$159,528,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$151,184,899
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$100,290,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$94,095,846
Value of interest in pooled separate accounts at end of year2016-12-31$7,015,700
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,987,806
Interest earned on other investments2016-12-31$2,214,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$51,995,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$49,846,645
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$368,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,812,916
Net investment gain/loss from pooled separate accounts2016-12-31$358,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,996,138
Employer contributions (assets) at end of year2016-12-31$136,291
Employer contributions (assets) at beginning of year2016-12-31$153,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,638,244
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,807,078
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,058,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,045,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,482,601
Value of total assets at end of year2015-12-31$151,184,899
Value of total assets at beginning of year2015-12-31$150,436,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,220
Total interest from all sources2015-12-31$1,999,572
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,748,590
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$1,748,590
Administrative expenses professional fees incurred2015-12-31$13,220
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,682,485
Participant contributions at end of year2015-12-31$93,738
Participant contributions at beginning of year2015-12-31$96,808
Assets. Other investments not covered elsewhere at end of year2015-12-31$7,658
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$7,259
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$551,024
Other income not declared elsewhere2015-12-31$399
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$748,723
Value of net assets at end of year (total assets less liabilities)2015-12-31$151,184,899
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$150,436,176
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$94,095,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$96,280,443
Value of interest in pooled separate accounts at end of year2015-12-31$6,987,806
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,115,271
Interest earned on other investments2015-12-31$1,999,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$49,846,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$47,786,238
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$741,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,934,716
Net investment gain/loss from pooled separate accounts2015-12-31$510,632
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$4,249,092
Employer contributions (assets) at end of year2015-12-31$153,206
Employer contributions (assets) at beginning of year2015-12-31$150,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,303,925
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$15,768,890
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,442,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,442,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,261,672
Value of total assets at end of year2014-12-31$150,436,176
Value of total assets at beginning of year2014-12-31$146,110,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,003,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,584,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,584,124
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,732,646
Participant contributions at end of year2014-12-31$96,808
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$7,259
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,353
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$224,190
Other income not declared elsewhere2014-12-31$906
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$4,326,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$150,436,176
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$146,110,076
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$96,280,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,889,285
Value of interest in pooled separate accounts at end of year2014-12-31$6,115,271
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,211,234
Interest earned on other investments2014-12-31$2,003,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$47,786,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$47,003,204
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,568,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,261,787
Net investment gain/loss from pooled separate accounts2014-12-31$656,933
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$4,304,836
Employer contributions (assets) at end of year2014-12-31$150,157
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,874,135
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,286,558
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,967,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,967,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,331,277
Value of total assets at end of year2013-12-31$146,110,076
Value of total assets at beginning of year2013-12-31$126,791,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,906,013
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,245,497
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$1,245,497
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,750,291
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,353
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$236,197
Other income not declared elsewhere2013-12-31$335
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$19,318,614
Value of net assets at end of year (total assets less liabilities)2013-12-31$146,110,076
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$126,791,462
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$93,889,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$77,437,144
Value of interest in pooled separate accounts at end of year2013-12-31$5,211,234
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,425,083
Interest earned on other investments2013-12-31$1,906,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$47,003,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$44,929,235
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,177,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,348,853
Net investment gain/loss from pooled separate accounts2013-12-31$454,583
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$4,344,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,790,761
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$18,502,282
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,488,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,488,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,992,422
Value of total assets at end of year2012-12-31$126,791,462
Value of total assets at beginning of year2012-12-31$113,777,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,790,124
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$485,978
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$485,978
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,674,475
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$108,343
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$13,014,061
Value of net assets at end of year (total assets less liabilities)2012-12-31$126,791,462
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$113,777,401
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$77,437,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$65,388,161
Value of interest in pooled separate accounts at end of year2012-12-31$4,425,083
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,892,192
Interest earned on other investments2012-12-31$1,790,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$44,929,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,497,048
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,408,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,839,877
Net investment gain/loss from pooled separate accounts2012-12-31$393,881
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$4,209,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,079,761
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,290,558
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,704,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,704,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,684,341
Value of total assets at end of year2011-12-31$113,777,401
Value of total assets at beginning of year2011-12-31$111,191,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,760,476
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$234,770
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$234,770
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,485,199
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$277,099
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$2,586,357
Value of net assets at end of year (total assets less liabilities)2011-12-31$113,777,401
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,191,044
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$65,388,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$65,241,314
Value of interest in pooled separate accounts at end of year2011-12-31$3,892,192
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,111,665
Interest earned on other investments2011-12-31$1,760,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,497,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,838,065
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$482,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,807,705
Net investment gain/loss from pooled separate accounts2011-12-31$418,676
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$3,922,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,221,260
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,462,704
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,064,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,064,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,084,833
Value of total assets at end of year2010-12-31$111,191,044
Value of total assets at beginning of year2010-12-31$99,792,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,627,771
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$105,242
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$105,242
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,329,730
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$88,912
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$11,398,257
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,191,044
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$99,792,787
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$65,241,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,219,392
Value of interest in pooled separate accounts at end of year2010-12-31$3,111,665
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,400,142
Interest earned on other investments2010-12-31$1,627,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,838,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$41,173,253
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,279,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,295,394
Net investment gain/loss from pooled separate accounts2010-12-31$349,464
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$3,666,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,785,396
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 : WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WEBSTER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1161
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 number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1201
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 number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1249
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1170
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1170
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 number104561
Policy instance 1
Insurance contract or identification number104561
Number of Individuals Covered1177
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

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