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QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 401k Plan overview

Plan NameQUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN
Plan identification number 001

QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

QUEENS UNIVERSITY OF CHARLOTTE has sponsored the creation of one or more 401k plans.

Company Name:QUEENS UNIVERSITY OF CHARLOTTE
Employer identification number (EIN):560530003
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MATT PACKEY
0012016-01-01MATT PACKEY
0012015-01-01MATT PACKEY
0012014-01-01MATT PACKEY
0012013-01-01MATT PACKEY
0012012-01-01MATT PACKEY
0012011-01-01MATT PACKEY
0012009-01-01SUSAN GARY
0012009-01-01SUSAN GARY
0012009-01-01SUSAN GARY

Plan Statistics for QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

401k plan membership statisitcs for QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

Measure Date Value
2022: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,238
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01427
Total of all active and inactive participants2022-01-01686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-01700
Number of participants with account balances2022-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,008
Total number of active participants reported on line 7a of the Form 55002021-01-01811
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01413
Total of all active and inactive participants2021-01-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-011,238
Number of participants with account balances2021-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,092
Total number of active participants reported on line 7a of the Form 55002020-01-01586
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01420
Total of all active and inactive participants2020-01-011,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,008
Number of participants with account balances2020-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,199
Total number of active participants reported on line 7a of the Form 55002019-01-01686
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01403
Total of all active and inactive participants2019-01-011,089
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,092
Number of participants with account balances2019-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,095
Total number of active participants reported on line 7a of the Form 55002018-01-01832
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01365
Total of all active and inactive participants2018-01-011,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,199
Number of participants with account balances2018-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,017
Total number of active participants reported on line 7a of the Form 55002017-01-01741
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01351
Total of all active and inactive participants2017-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,095
Number of participants with account balances2017-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,012
Total number of active participants reported on line 7a of the Form 55002016-01-01664
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01351
Total of all active and inactive participants2016-01-011,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,017
Number of participants with account balances2016-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,020
Total number of active participants reported on line 7a of the Form 55002015-01-01661
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01349
Total of all active and inactive participants2015-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,012
Number of participants with account balances2015-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,045
Total number of active participants reported on line 7a of the Form 55002014-01-01675
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01342
Total of all active and inactive participants2014-01-011,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,020
Number of participants with account balances2014-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01990
Total number of active participants reported on line 7a of the Form 55002013-01-01711
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01332
Total of all active and inactive participants2013-01-011,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,045
Number of participants with account balances2013-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,340
Total number of active participants reported on line 7a of the Form 55002012-01-01675
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01314
Total of all active and inactive participants2012-01-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01990
Number of participants with account balances2012-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,136
Total number of active participants reported on line 7a of the Form 55002011-01-011,086
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01253
Total of all active and inactive participants2011-01-011,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,340
Number of participants with account balances2011-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0192
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0197
Number of participants with account balances2009-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

Measure Date Value
2022 : QUEENS UNIVERSITY OF CHARLOTTE 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$0
Total income from all sources (including contributions)2022-12-31$-4,613,184
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,629,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,610,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,308,423
Value of total assets at end of year2022-12-31$39,823,422
Value of total assets at beginning of year2022-12-31$47,066,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,651
Total interest from all sources2022-12-31$393,705
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$597,061
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$597,061
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$436,041
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$794
Other income not declared elsewhere2022-12-31$26,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,242,663
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,823,422
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,066,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,715,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$35,774,258
Value of interest in pooled separate accounts at end of year2022-12-31$1,670,661
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,689,047
Interest earned on other investments2022-12-31$393,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,437,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,602,780
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$741,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,079,577
Net investment gain/loss from pooled separate accounts2022-12-31$140,380
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$871,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,869,252
Contract administrator fees2022-12-31$18,651
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : QUEENS UNIVERSITY OF CHARLOTTE 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$6,514,077
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,515,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,487,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$836,086
Value of total assets at end of year2021-12-31$47,066,085
Value of total assets at beginning of year2021-12-31$44,067,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,506
Total interest from all sources2021-12-31$345,031
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$850,098
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$850,098
Administrative expenses professional fees incurred2021-12-31$9,032
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$418,043
Other income not declared elsewhere2021-12-31$26,729
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$2,998,559
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,066,085
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,067,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$35,774,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,787,514
Value of interest in pooled separate accounts at end of year2021-12-31$1,689,047
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,469,396
Interest earned on other investments2021-12-31$345,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,602,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,810,616
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$443,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,195,829
Net investment gain/loss from pooled separate accounts2021-12-31$260,304
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$418,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,043,539
Contract administrator fees2021-12-31$19,474
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,522,115
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,672,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,633,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,283,385
Value of total assets at end of year2020-12-31$44,067,526
Value of total assets at beginning of year2020-12-31$40,217,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,218
Total interest from all sources2020-12-31$388,465
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$492,023
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$492,023
Administrative expenses professional fees incurred2020-12-31$12,370
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$440,396
Other income not declared elsewhere2020-12-31$23,289
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$3,849,796
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,067,526
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,217,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,787,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,971,287
Value of interest in pooled separate accounts at end of year2020-12-31$1,469,396
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,623,769
Interest earned on other investments2020-12-31$388,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,810,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,622,674
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$81,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,349,238
Net investment gain/loss from pooled separate accounts2020-12-31$-14,285
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$842,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,551,758
Contract administrator fees2020-12-31$15,223
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,957,517
Total income from all sources (including contributions)2019-12-31$7,957,517
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,324,917
Total of all expenses incurred2019-12-31$2,324,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,312,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,312,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,787,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,787,183
Value of total assets at end of year2019-12-31$40,217,730
Value of total assets at beginning of year2019-12-31$34,585,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,098
Total interest from all sources2019-12-31$383,840
Total interest from all sources2019-12-31$383,840
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$325,580
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$325,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$325,580
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$325,580
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$446,566
Contributions received from participants2019-12-31$446,566
Other income not declared elsewhere2019-12-31$15,119
Other income not declared elsewhere2019-12-31$15,119
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
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$5,632,600
Value of net income/loss2019-12-31$5,632,600
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,217,730
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,585,130
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,585,130
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
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$28,971,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,530,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,530,218
Value of interest in pooled separate accounts at end of year2019-12-31$1,623,769
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,593,768
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,593,768
Interest earned on other investments2019-12-31$383,840
Interest earned on other investments2019-12-31$383,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,622,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,461,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,461,144
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$61,397
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$61,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,358,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,358,730
Net investment gain/loss from pooled separate accounts2019-12-31$87,065
Net investment gain/loss from pooled separate accounts2019-12-31$87,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,340,617
Contributions received in cash from employer2019-12-31$1,340,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,251,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,251,422
Contract administrator fees2019-12-31$12,098
Contract administrator fees2019-12-31$12,098
Did the plan have assets held for investment2019-12-31Yes
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
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
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : QUEENS UNIVERSITY OF CHARLOTTE 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$359,515
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,412,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,403,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,866,341
Value of total assets at end of year2018-12-31$34,585,130
Value of total assets at beginning of year2018-12-31$36,638,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,202
Total interest from all sources2018-12-31$389,909
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$315,554
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$315,554
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$431,027
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$142,235
Other income not declared elsewhere2018-12-31$8,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,053,471
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,585,130
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,638,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,530,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,908,138
Value of interest in pooled separate accounts at end of year2018-12-31$1,593,768
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,582,391
Interest earned on other investments2018-12-31$389,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,461,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,148,072
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$52,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,295,862
Net investment gain/loss from pooled separate accounts2018-12-31$74,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,293,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,351,451
Contract administrator fees2018-12-31$9,202
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : QUEENS UNIVERSITY OF CHARLOTTE 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$6,383,502
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,642,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,636,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,657,695
Value of total assets at end of year2017-12-31$36,638,601
Value of total assets at beginning of year2017-12-31$32,897,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,929
Total interest from all sources2017-12-31$392,584
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$171,338
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$171,338
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$415,603
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,409
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$3,740,935
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,638,601
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,897,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,908,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$21,265,052
Value of interest in pooled separate accounts at end of year2017-12-31$1,582,391
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,912,474
Interest earned on other investments2017-12-31$392,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,148,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,720,140
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$308,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,085,962
Net investment gain/loss from pooled separate accounts2017-12-31$75,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,240,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,328,265
Contract administrator fees2017-12-31$5,929
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : QUEENS UNIVERSITY OF CHARLOTTE 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$3,595,261
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,282,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,280,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,630,876
Value of total assets at end of year2016-12-31$32,897,666
Value of total assets at beginning of year2016-12-31$31,584,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,002
Total interest from all sources2016-12-31$430,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,837
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$79,837
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,563
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,484
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$1,312,949
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,897,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,584,717
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$21,265,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,021,951
Value of interest in pooled separate accounts at end of year2016-12-31$1,912,474
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,965,807
Interest earned on other investments2016-12-31$430,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,720,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,596,959
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$379,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,355,823
Net investment gain/loss from pooled separate accounts2016-12-31$98,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,182,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,900,482
Contract administrator fees2016-12-31$2,002
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 name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : QUEENS UNIVERSITY OF CHARLOTTE 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$2,375,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,022,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,022,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,813,055
Value of total assets at end of year2015-12-31$31,584,717
Value of total assets at beginning of year2015-12-31$32,231,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$406,503
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$378,967
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$297,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-646,468
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,584,717
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,231,185
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$20,021,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,534,458
Value of interest in pooled separate accounts at end of year2015-12-31$1,965,807
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,796,873
Interest earned on other investments2015-12-31$406,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,596,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,899,854
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$57,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$9,551
Net investment gain/loss from pooled separate accounts2015-12-31$146,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,136,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,965,005
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : QUEENS UNIVERSITY OF CHARLOTTE 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$3,454,765
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,266,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,266,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,522,236
Value of total assets at end of year2014-12-31$32,231,185
Value of total assets at beginning of year2014-12-31$31,042,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$429,970
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$380,561
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,188,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,231,185
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,042,875
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$20,534,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,557,272
Value of interest in pooled separate accounts at end of year2014-12-31$1,796,873
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,607,940
Interest earned on other investments2014-12-31$429,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,899,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,877,120
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$301,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,307,658
Net investment gain/loss from pooled separate accounts2014-12-31$194,901
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,141,675
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,965,048
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 name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : QUEENS UNIVERSITY OF CHARLOTTE 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$5,807,196
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,833,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,833,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,467,356
Value of total assets at end of year2013-12-31$31,042,875
Value of total assets at beginning of year2013-12-31$28,069,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$416,375
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$366,839
Participant contributions at end of year2013-12-31$136
Participant contributions at beginning of year2013-12-31$151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,973,854
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,042,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,069,021
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$19,557,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,712,265
Value of interest in pooled separate accounts at end of year2013-12-31$1,607,940
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,435,367
Interest earned on other investments2013-12-31$416,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,877,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,920,785
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$74,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,779,390
Net investment gain/loss from pooled separate accounts2013-12-31$144,075
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,100,517
Employer contributions (assets) at end of year2013-12-31$407
Employer contributions (assets) at beginning of year2013-12-31$453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,758,533
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 name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : QUEENS UNIVERSITY OF CHARLOTTE 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$4,168,820
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,240,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,240,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,518,112
Value of total assets at end of year2012-12-31$28,069,021
Value of total assets at beginning of year2012-12-31$25,140,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$396,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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$374,963
Participant contributions at end of year2012-12-31$151
Participant contributions at beginning of year2012-12-31$29,877
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,333
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$2,928,673
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,069,021
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,140,348
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$16,712,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,427,350
Value of interest in pooled separate accounts at end of year2012-12-31$1,435,367
Value of interest in pooled separate accounts at beginning of year2012-12-31$972,816
Interest earned on other investments2012-12-31$396,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,920,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,620,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,145,782
Net investment gain/loss from pooled separate accounts2012-12-31$108,524
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,124,816
Employer contributions (assets) at end of year2012-12-31$453
Employer contributions (assets) at beginning of year2012-12-31$89,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,240,147
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 name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,567,766
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,310,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,310,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,437,587
Value of total assets at end of year2011-12-31$25,140,348
Value of total assets at beginning of year2011-12-31$24,883,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$392,697
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$357,072
Participant contributions at end of year2011-12-31$29,877
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,392
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$257,060
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,140,348
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,883,288
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$14,427,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,425,874
Value of interest in pooled separate accounts at end of year2011-12-31$972,816
Value of interest in pooled separate accounts at beginning of year2011-12-31$764,782
Interest earned on other investments2011-12-31$392,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,620,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,692,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-366,041
Net investment gain/loss from pooled separate accounts2011-12-31$103,523
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,071,123
Employer contributions (assets) at end of year2011-12-31$89,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,310,706
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$114,143
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$3,377,365
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,293,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,293,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,336,560
Value of total assets at end of year2010-12-31$24,883,288
Value of total assets at beginning of year2010-12-31$22,685,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$362,542
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31No
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$331,260
Participant contributions at beginning of year2010-12-31$25,271
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,078
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$2,083,870
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,883,288
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,685,275
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$14,425,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,497,815
Value of interest in pooled separate accounts at end of year2010-12-31$764,782
Value of interest in pooled separate accounts at beginning of year2010-12-31$723,235
Interest earned on other investments2010-12-31$362,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,692,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,363,085
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$78,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,586,155
Net investment gain/loss from pooled separate accounts2010-12-31$92,108
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$991,222
Employer contributions (assets) at beginning of year2010-12-31$75,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,214,561
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590

Form 5500 Responses for QUEENS UNIVERSITY OF CHARLOTTE RETIREMENT PLAN

2022: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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: QUEENS UNIVERSITY OF CHARLOTTE 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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered513
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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered525
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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered534
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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered551
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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered558
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered573
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered605
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered588
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered572
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered555
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered532
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314232
Policy instance 1
Insurance contract or identification number314232
Number of Individuals Covered517
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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