?>
Logo

BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameBELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan identification number 001

BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:BELLARMINE UNIVERSITY
Employer identification number (EIN):610482955
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LYNN M. BYNUM LYNN M. BYNUM2018-08-01
0012016-01-01LYNN M. BYNUM LYNN M. BYNUM2017-09-14
0012015-01-01LYNN M. BYNUM LYNN M. BYNUM2016-10-17
0012014-01-01LYNN M. BYNUM LYNN M. BYNUM2015-07-29
0012013-01-01LYNN M. BYNUM LYNN M. BYNUM2014-07-29
0012012-01-01LYNN M. BYNUM LYNN M. BYNUM2013-06-11
0012011-01-01LYNN M. BYNUM LYNN M. BYNUM2012-08-03
0012009-01-01LYNN M. BYNUM LYNN M. BYNUM2010-10-12

Plan Statistics for BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01832
Total number of active participants reported on line 7a of the Form 55002022-01-01488
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01342
Total of all active and inactive participants2022-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01840
Number of participants with account balances2022-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01832
Total number of active participants reported on line 7a of the Form 55002021-01-01488
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01342
Total of all active and inactive participants2021-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01840
Number of participants with account balances2021-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01785
Total number of active participants reported on line 7a of the Form 55002020-01-01482
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01357
Total of all active and inactive participants2020-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01841
Number of participants with account balances2020-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01831
Total number of active participants reported on line 7a of the Form 55002019-01-01461
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01363
Total of all active and inactive participants2019-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01825
Number of participants with account balances2019-01-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01801
Total number of active participants reported on line 7a of the Form 55002018-01-01496
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01332
Total of all active and inactive participants2018-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01831
Number of participants with account balances2018-01-01800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01786
Total number of active participants reported on line 7a of the Form 55002017-01-01480
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01329
Total of all active and inactive participants2017-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01811
Number of participants with account balances2017-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01752
Total number of active participants reported on line 7a of the Form 55002016-01-01458
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01311
Total of all active and inactive participants2016-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01770
Number of participants with account balances2016-01-01743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01736
Total number of active participants reported on line 7a of the Form 55002015-01-01418
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01328
Total of all active and inactive participants2015-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01749
Number of participants with account balances2015-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01716
Total number of active participants reported on line 7a of the Form 55002014-01-01401
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01335
Total of all active and inactive participants2014-01-01736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01737
Number of participants with account balances2014-01-01720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01697
Total number of active participants reported on line 7a of the Form 55002013-01-01389
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01328
Total of all active and inactive participants2013-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01719
Number of participants with account balances2013-01-01705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01681
Total number of active participants reported on line 7a of the Form 55002012-01-01391
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01304
Total of all active and inactive participants2012-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01697
Number of participants with account balances2012-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01671
Total number of active participants reported on line 7a of the Form 55002011-01-01373
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01306
Total of all active and inactive participants2011-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01681
Number of participants with account balances2011-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01609
Total number of active participants reported on line 7a of the Form 55002009-01-01510
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01627
Number of participants with account balances2009-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-12,399,457
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,471,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,304,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,744,428
Value of total assets at end of year2022-12-31$90,514,845
Value of total assets at beginning of year2022-12-31$109,386,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$167,028
Total interest from all sources2022-12-31$933,862
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,378,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,378,309
Administrative expenses professional fees incurred2022-12-31$18,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$810,868
Participant contributions at end of year2022-12-31$150,034
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$79,845
Other income not declared elsewhere2022-12-31$54,850
Administrative expenses (other) incurred2022-12-31$3,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,871,355
Value of net assets at end of year (total assets less liabilities)2022-12-31$90,514,845
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$109,386,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$144,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,246,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,948,148
Value of interest in pooled separate accounts at end of year2022-12-31$4,503,776
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,342,657
Interest on participant loans2022-12-31$6,123
Interest earned on other investments2022-12-31$927,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$23,614,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$23,095,395
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$397,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,869,863
Net investment gain/loss from pooled separate accounts2022-12-31$358,957
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$853,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,907,247
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 name2022-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2022-12-31273858252
2021 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$13,392,122
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,804,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,581,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,453,438
Value of total assets at end of year2021-12-31$109,386,200
Value of total assets at beginning of year2021-12-31$103,799,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$223,562
Total interest from all sources2021-12-31$749,704
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,105,449
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$3,105,449
Administrative expenses professional fees incurred2021-12-31$18,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$845,943
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,437
Other income not declared elsewhere2021-12-31$68,415
Administrative expenses (other) incurred2021-12-31$14,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,587,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$109,386,200
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,799,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$190,181
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,948,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$75,990,107
Value of interest in pooled separate accounts at end of year2021-12-31$4,342,657
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,887,064
Interest earned on other investments2021-12-31$749,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$23,095,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,921,829
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$509,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,340,801
Net investment gain/loss from pooled separate accounts2021-12-31$674,315
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$569,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,071,371
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 name2021-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2021-12-31273858252
2020 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$14,531,263
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,442,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,267,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,778,456
Value of total assets at end of year2020-12-31$103,799,000
Value of total assets at beginning of year2020-12-31$93,710,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$175,250
Total interest from all sources2020-12-31$908,527
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,844,971
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$1,844,971
Administrative expenses professional fees incurred2020-12-31$18,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$837,076
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$137,264
Other income not declared elsewhere2020-12-31$44,514
Administrative expenses (other) incurred2020-12-31$13,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,088,928
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,799,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$93,710,072
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$144,052
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$75,990,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,349,498
Value of interest in pooled separate accounts at end of year2020-12-31$3,887,064
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,097,767
Interest earned on other investments2020-12-31$908,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,921,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$23,262,807
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$493,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,988,984
Net investment gain/loss from pooled separate accounts2020-12-31$-34,189
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$804,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,773,988
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 name2020-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2020-12-31273858252
2019 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,016,145
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,861,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,703,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,824,227
Value of total assets at end of year2019-12-31$93,710,072
Value of total assets at beginning of year2019-12-31$83,555,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$158,088
Total interest from all sources2019-12-31$887,054
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,763,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,763,816
Administrative expenses professional fees incurred2019-12-31$17,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$840,935
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,221
Other income not declared elsewhere2019-12-31$35,292
Administrative expenses (other) incurred2019-12-31$2,840
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$10,154,524
Value of net assets at end of year (total assets less liabilities)2019-12-31$93,710,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$83,555,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$137,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,349,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,286,100
Value of interest in pooled separate accounts at end of year2019-12-31$4,097,767
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,965,874
Interest earned on other investments2019-12-31$887,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$23,262,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,303,574
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$721,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,286,014
Net investment gain/loss from pooled separate accounts2019-12-31$219,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$857,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,982,417
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2019-12-31273858252
2018 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$159,766
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,495,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,344,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,553,190
Value of total assets at end of year2018-12-31$83,555,548
Value of total assets at beginning of year2018-12-31$90,891,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$151,268
Total interest from all sources2018-12-31$957,119
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,022,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,022,736
Administrative expenses professional fees incurred2018-12-31$10,500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,114,691
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$192,423
Other income not declared elsewhere2018-12-31$30,731
Administrative expenses (other) incurred2018-12-31$3,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,335,735
Value of net assets at end of year (total assets less liabilities)2018-12-31$83,555,548
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$90,891,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$136,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,286,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$66,011,104
Value of interest in pooled separate accounts at end of year2018-12-31$3,965,874
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,741,108
Interest earned on other investments2018-12-31$957,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,303,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,139,071
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$243,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,583,628
Net investment gain/loss from pooled separate accounts2018-12-31$179,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,246,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,100,730
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 name2018-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2018-12-31273858252
2017 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$15,816,054
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,848,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,666,419
Value of total corrective distributions2017-12-31$2
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,440,357
Value of total assets at end of year2017-12-31$90,891,283
Value of total assets at beginning of year2017-12-31$78,923,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$181,846
Total interest from all sources2017-12-31$823,159
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,595,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,595,644
Administrative expenses professional fees incurred2017-12-31$26,330
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,438,038
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$111,571
Other income not declared elsewhere2017-12-31$17,244
Administrative expenses (other) incurred2017-12-31$1,226
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$11,967,787
Value of net assets at end of year (total assets less liabilities)2017-12-31$90,891,283
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$78,923,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$154,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$66,011,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,773,798
Value of interest in pooled separate accounts at end of year2017-12-31$3,741,108
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,602,478
Interest earned on other investments2017-12-31$823,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,139,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,547,220
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$459,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,782,685
Net investment gain/loss from pooled separate accounts2017-12-31$156,965
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$2,890,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,206,705
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 name2017-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2017-12-31273858252
2016 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$8,944,332
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,824,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,558,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,101,648
Value of total assets at end of year2016-12-31$78,923,496
Value of total assets at beginning of year2016-12-31$76,803,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$266,145
Total interest from all sources2016-12-31$888,987
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,012,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,012,984
Administrative expenses professional fees incurred2016-12-31$300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$1,344,516
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,001
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$54,373
Other income not declared elsewhere2016-12-31$8,533
Administrative expenses (other) incurred2016-12-31$3,263
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$2,119,931
Value of net assets at end of year (total assets less liabilities)2016-12-31$78,923,496
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,803,565
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
Investment advisory and management fees2016-12-31$262,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,773,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,805,812
Value of interest in pooled separate accounts at end of year2016-12-31$3,602,478
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,169,431
Interest earned on other investments2016-12-31$888,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,547,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,824,321
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,347,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,761,031
Net investment gain/loss from pooled separate accounts2016-12-31$171,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,702,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,210,634
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 name2016-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2016-12-31273858252
2015 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$4,784,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,631,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,347,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,084,708
Value of total assets at end of year2015-12-31$76,803,565
Value of total assets at beginning of year2015-12-31$75,650,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$284,203
Total interest from all sources2015-12-31$835,247
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,310,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,310,927
Administrative expenses professional fees incurred2015-12-31$20,075
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,335,855
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,001
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,001
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$56,625
Other income not declared elsewhere2015-12-31$28,630
Administrative expenses (other) incurred2015-12-31$996
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$1,153,073
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,803,565
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$75,650,492
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
Investment advisory and management fees2015-12-31$263,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,805,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,596,679
Value of interest in pooled separate accounts at end of year2015-12-31$3,169,431
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,716,256
Interest earned on other investments2015-12-31$835,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,824,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,333,556
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$417,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,695,579
Net investment gain/loss from pooled separate accounts2015-12-31$220,972
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$2,692,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,930,414
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 name2015-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2015-12-31273858252
2014 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$8,236,348
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,313,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,055,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,884,157
Value of total assets at end of year2014-12-31$75,650,492
Value of total assets at beginning of year2014-12-31$69,727,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$258,124
Total interest from all sources2014-12-31$842,279
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,137,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,137,885
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,221,614
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,001
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$211,722
Other income not declared elsewhere2014-12-31$17,181
Administrative expenses (other) incurred2014-12-31$258,124
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$5,922,900
Value of net assets at end of year (total assets less liabilities)2014-12-31$75,650,492
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$69,727,592
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$52,596,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,534,657
Value of interest in pooled separate accounts at end of year2014-12-31$2,716,256
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,309,184
Interest earned on other investments2014-12-31$842,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,333,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$19,883,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,062,005
Net investment gain/loss from pooled separate accounts2014-12-31$292,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,450,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,055,324
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 name2014-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2014-12-31273858252
2013 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$13,360,757
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,962,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,774,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,697,544
Value of total assets at end of year2013-12-31$69,727,592
Value of total assets at beginning of year2013-12-31$58,328,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$187,609
Total interest from all sources2013-12-31$791,454
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,000,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,000,412
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,158,616
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$207,991
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$11,398,704
Value of net assets at end of year (total assets less liabilities)2013-12-31$69,727,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$58,328,888
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
Investment advisory and management fees2013-12-31$187,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,534,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,208,357
Value of interest in pooled separate accounts at end of year2013-12-31$2,309,184
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,012,293
Interest earned on other investments2013-12-31$791,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$19,883,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,108,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,675,411
Net investment gain/loss from pooled separate accounts2013-12-31$195,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,330,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,774,444
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 name2013-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2013-12-31273858252
2012 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$9,118,377
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,645,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,508,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,621,618
Value of total assets at end of year2012-12-31$58,328,888
Value of total assets at beginning of year2012-12-31$52,855,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$136,947
Total interest from all sources2012-12-31$765,219
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$449,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$449,625
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,106,446
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$286,535
Administrative expenses (other) incurred2012-12-31$3,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,473,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$58,328,888
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$52,855,625
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
Investment advisory and management fees2012-12-31$133,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$37,208,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,647,367
Value of interest in pooled separate accounts at end of year2012-12-31$2,012,293
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,725,047
Interest earned on other investments2012-12-31$765,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,108,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,483,211
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$268,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,104,033
Net investment gain/loss from pooled separate accounts2012-12-31$177,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,228,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,240,117
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 name2012-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2012-12-31273858252
2011 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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$3,594,465
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,507,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,404,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,349,689
Value of total assets at end of year2011-12-31$52,855,625
Value of total assets at beginning of year2011-12-31$51,768,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$102,503
Total interest from all sources2011-12-31$786,112
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$259,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$259,476
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,042,677
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,173
Administrative expenses (other) incurred2011-12-31$1,132
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$1,087,442
Value of net assets at end of year (total assets less liabilities)2011-12-31$52,855,625
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,768,183
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
Investment advisory and management fees2011-12-31$101,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,647,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,951,426
Value of interest in pooled separate accounts at end of year2011-12-31$1,725,047
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,345,572
Interest earned on other investments2011-12-31$786,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,483,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,471,185
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$498,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-986,590
Net investment gain/loss from pooled separate accounts2011-12-31$185,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,147,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,906,390
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 name2011-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2011-12-31273858252
2010 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,787,175
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,105,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,073,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,366,715
Value of total assets at end of year2010-12-31$51,768,183
Value of total assets at beginning of year2010-12-31$46,086,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,586
Total interest from all sources2010-12-31$735,273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,337
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$930,828
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$554,979
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$5,681,469
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,768,183
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,086,714
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
Investment advisory and management fees2010-12-31$32,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$30,951,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,923,285
Value of interest in pooled separate accounts at end of year2010-12-31$1,345,572
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,330,799
Interest earned on other investments2010-12-31$735,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,471,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$18,832,630
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$266,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,435,843
Net investment gain/loss from pooled separate accounts2010-12-31$150,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,880,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,806,193
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 name2010-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2010-12-31273858252
2009 : BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN

2022: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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: BELLARMINE UNIVERSITY DEFINED CONTRIBUTION 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 number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered534
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered551
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered563
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered573
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered597
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 number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered605
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered603
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered705
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered683
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered659
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 number101033
Policy instance 1
Insurance contract or identification number101033
Number of Individuals Covered636
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

Potentially related plans

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

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

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

See full terms and conditions

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