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Plan Name | NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | NEWMAN UNIVERSITY |
Employer identification number (EIN): | 480556716 |
NAIC Classification: | 611000 |
Additional information about NEWMAN UNIVERSITY
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2017-09-12 |
Company Identification Number: | 604169788 |
Legal Registered Office Address: |
711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267 |
More information about NEWMAN UNIVERSITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2011-01-01 | MARK DRESSELHAUS | MARK DRESSELHAUS | 2012-10-15 | |
002 | 2010-01-01 | MARK DRESSELHAUS | MARK DRESSELHAUS | 2011-10-14 | |
002 | 2009-01-01 | MARK DRESSELHAUS | |||
002 | 2008-01-01 | MARK DRESSELHAUS | |||
002 | 2007-01-01 | MARK DRESSELHAUS | |||
002 | 2006-01-01 | MARK DRESSELHAUS | |||
002 | 2005-01-01 | MARK DRESSELHAUS | |||
002 | 2004-01-01 | MARK DRESSELHAUS | |||
002 | 2003-01-01 | MARK DRESSELHAUS | |||
002 | 2001-01-01 | MARK DRESSELHAUS | |||
002 | 2000-01-01 | MARK DRESSELHAUS | |||
002 | 1999-01-01 | MARK DRESSELHAUS | |||
002 | 1993-01-01 | MARK DRESSELHAUS | |||
002 | 1992-01-01 | MARK DRESSELHAUS | |||
002 | 1991-01-01 | MARK DRESSELHAUS | |||
002 | 1990-01-01 | MARK DRESSELHAUS | |||
002 | 1989-01-01 | MARK DRESSELHAUS | |||
002 | 1988-01-01 | MARK DRESSELHAUS | |||
002 | 1987-01-01 | MARK DRESSELHAUS | |||
002 | 1984-01-01 | MARK DRESSELHAUS | |||
002 | 1983-01-01 | MARK DRESSELHAUS | |||
002 | 1979-01-01 | MARK DRESSELHAUS |
Measure | Date | Value |
---|---|---|
2011: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 0 |
Number of participants with account balances | 2011-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 268 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 113 |
Total of all active and inactive participants | 2010-01-01 | 242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 243 |
Number of participants with account balances | 2010-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 274 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 233 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 34 |
Total of all active and inactive participants | 2009-01-01 | 267 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 268 |
Number of participants with account balances | 2009-01-01 | 215 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2011 401k financial data | ||
Total transfer of assets to this plan | 2011-12-31 | $205,482 |
Total transfer of assets from this plan | 2011-12-31 | $4,097,338 |
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 | $58,079 |
Total of all expenses incurred | 2011-12-31 | $407,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $407,982 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $41,583 |
Value of total assets at end of year | 2011-12-31 | $0 |
Value of total assets at beginning of year | 2011-12-31 | $4,241,759 |
Total interest from all sources | 2011-12-31 | $50,530 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $16,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $24,684 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-349,903 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,241,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,801,648 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $89,591 |
Interest earned on other investments | 2011-12-31 | $44,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,877 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,350,520 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-45,431 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $11,397 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $407,982 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $22,503 |
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 | $577,117 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $147,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $147,376 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $219,996 |
Value of total assets at end of year | 2010-12-31 | $4,241,759 |
Value of total assets at beginning of year | 2010-12-31 | $3,789,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $42,870 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $214,959 |
Participant contributions at beginning of year | 2010-12-31 | $23,661 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,037 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $429,741 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,241,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,789,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,801,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,346,121 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $89,591 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $94,394 |
Interest earned on other investments | 2010-12-31 | $39,292 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,578 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,350,520 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,325,339 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $43,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $303,891 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $10,360 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $104,164 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2011: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2011 form 5500 responses | ||
---|---|---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | Yes |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2008 form 5500 responses | ||
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2007: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | No |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2006: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2006 form 5500 responses | ||
2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | No |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2005: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2005 form 5500 responses | ||
2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | No |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2004: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2004 form 5500 responses | ||
2004-01-01 | Type of plan entity | Single employer plan |
2004-01-01 | Submission has been amended | No |
2004-01-01 | This submission is the final filing | No |
2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-01-01 | Plan is a collectively bargained plan | No |
2003: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2003 form 5500 responses | ||
2003-01-01 | Type of plan entity | Single employer plan |
2003-01-01 | Submission has been amended | No |
2003-01-01 | This submission is the final filing | No |
2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-01-01 | Plan is a collectively bargained plan | No |
2001: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2001 form 5500 responses | ||
2001-01-01 | Type of plan entity | Single employer plan |
2001-01-01 | Submission has been amended | No |
2001-01-01 | This submission is the final filing | No |
2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2001-01-01 | Plan is a collectively bargained plan | No |
2000: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 2000 form 5500 responses | ||
2000-01-01 | Type of plan entity | Single employer plan |
2000-01-01 | Submission has been amended | No |
2000-01-01 | This submission is the final filing | No |
2000-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2000-01-01 | Plan is a collectively bargained plan | No |
1999: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1999 form 5500 responses | ||
1999-01-01 | Type of plan entity | Single employer plan |
1999-01-01 | Submission has been amended | No |
1999-01-01 | This submission is the final filing | No |
1999-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1999-01-01 | Plan is a collectively bargained plan | No |
1993: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1993 form 5500 responses | ||
1993-01-01 | Type of plan entity | Single employer plan |
1993-01-01 | Submission has been amended | No |
1993-01-01 | This submission is the final filing | No |
1993-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1993-01-01 | Plan is a collectively bargained plan | No |
1992: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1992 form 5500 responses | ||
1992-01-01 | Type of plan entity | Single employer plan |
1992-01-01 | Submission has been amended | No |
1992-01-01 | This submission is the final filing | No |
1992-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1992-01-01 | Plan is a collectively bargained plan | No |
1991: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1991 form 5500 responses | ||
1991-01-01 | Type of plan entity | Single employer plan |
1991-01-01 | Submission has been amended | No |
1991-01-01 | This submission is the final filing | No |
1991-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1991-01-01 | Plan is a collectively bargained plan | No |
1990: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1990 form 5500 responses | ||
1990-01-01 | Type of plan entity | Single employer plan |
1990-01-01 | Submission has been amended | No |
1990-01-01 | This submission is the final filing | No |
1990-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1990-01-01 | Plan is a collectively bargained plan | No |
1989: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1989 form 5500 responses | ||
1989-01-01 | Type of plan entity | Single employer plan |
1989-01-01 | Submission has been amended | No |
1989-01-01 | This submission is the final filing | No |
1989-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1989-01-01 | Plan is a collectively bargained plan | No |
1988: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1988 form 5500 responses | ||
1988-01-01 | Type of plan entity | Single employer plan |
1988-01-01 | Submission has been amended | No |
1988-01-01 | This submission is the final filing | No |
1988-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1988-01-01 | Plan is a collectively bargained plan | No |
1987: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1987 form 5500 responses | ||
1987-01-01 | Type of plan entity | Single employer plan |
1987-01-01 | Submission has been amended | No |
1987-01-01 | This submission is the final filing | No |
1987-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1987-01-01 | Plan is a collectively bargained plan | No |
1984: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1984 form 5500 responses | ||
1984-01-01 | Type of plan entity | Single employer plan |
1984-01-01 | Submission has been amended | No |
1984-01-01 | This submission is the final filing | No |
1984-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1984-01-01 | Plan is a collectively bargained plan | No |
1983: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1983 form 5500 responses | ||
1983-01-01 | Type of plan entity | Single employer plan |
1983-01-01 | Submission has been amended | No |
1983-01-01 | This submission is the final filing | No |
1983-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1983-01-01 | Plan is a collectively bargained plan | No |
1979: NEWMAN UNIVERSITY SUPPLEMENTAL RETIREMENT ANNUITY PLAN 1979 form 5500 responses | ||
1979-01-01 | Type of plan entity | Single employer plan |
1979-01-01 | Submission has been amended | No |
1979-01-01 | This submission is the final filing | No |
1979-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1979-01-01 | Plan is a collectively bargained plan | No |