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SAMUEL MERRITT UNIVERSITY 403(B) PLAN 401k Plan overview

Plan NameSAMUEL MERRITT UNIVERSITY 403(B) PLAN
Plan identification number 001

SAMUEL MERRITT UNIVERSITY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SAMUEL MERRITT UNIVERSITY
Employer identification number (EIN):942992642
NAIC Classification:611000

Additional information about SAMUEL MERRITT UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1182093

More information about SAMUEL MERRITT UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAMUEL MERRITT UNIVERSITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01GREG GINGRAS2020-09-13
0012018-01-01GREG GINGRAS2019-10-06
0012017-01-01
0012016-01-01GREG GINGRAS
0012015-01-01GREG GINGRAS
0012014-01-01GREG GINGRAS
0012013-01-01GREG GINGRAS
0012012-01-01GREG GINGRAS
0012011-01-01GREG GINGRAS
0012010-01-01GREG GINGRAS
0012009-01-01GREG GINGRAS
0012009-01-01GREG GINGRAS

Plan Statistics for SAMUEL MERRITT UNIVERSITY 403(B) PLAN

401k plan membership statisitcs for SAMUEL MERRITT UNIVERSITY 403(B) PLAN

Measure Date Value
2022: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01828
Total number of active participants reported on line 7a of the Form 55002022-01-01673
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01121
Total of all active and inactive participants2022-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01798
Number of participants with account balances2022-01-01502
2021: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,133
Total number of active participants reported on line 7a of the Form 55002021-01-01642
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-01161
Total of all active and inactive participants2021-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01828
Number of participants with account balances2021-01-01592
2020: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01928
Total number of active participants reported on line 7a of the Form 55002020-01-01954
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-01154
Total of all active and inactive participants2020-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,133
Number of participants with account balances2020-01-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01784
Total number of active participants reported on line 7a of the Form 55002019-01-01751
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01152
Total of all active and inactive participants2019-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01928
Number of participants with account balances2019-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01796
Total number of active participants reported on line 7a of the Form 55002018-01-01636
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01131
Total of all active and inactive participants2018-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01783
Number of participants with account balances2018-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,021
Total number of active participants reported on line 7a of the Form 55002017-01-01643
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01153
Total of all active and inactive participants2017-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01796
Number of participants with account balances2017-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01784
Total number of active participants reported on line 7a of the Form 55002016-01-01920
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0188
Total of all active and inactive participants2016-01-011,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,008
Number of participants with account balances2016-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01801
Total number of active participants reported on line 7a of the Form 55002015-01-01702
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01781
Number of participants with account balances2015-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01750
Total number of active participants reported on line 7a of the Form 55002014-01-01727
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01801
Number of participants with account balances2014-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01704
Total number of active participants reported on line 7a of the Form 55002013-01-01700
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01749
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01694
Total number of active participants reported on line 7a of the Form 55002012-01-01656
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0144
Total of all active and inactive participants2012-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01704
Number of participants with account balances2012-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01687
Total number of active participants reported on line 7a of the Form 55002011-01-01645
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01689
Number of participants with account balances2011-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01785
Total number of active participants reported on line 7a of the Form 55002010-01-01561
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0178
Total of all active and inactive participants2010-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01641
Number of participants with account balances2010-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01589
Total number of active participants reported on line 7a of the Form 55002009-01-01748
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01785
Number of participants with account balances2009-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SAMUEL MERRITT UNIVERSITY 403(B) PLAN

Measure Date Value
2022 : SAMUEL MERRITT UNIVERSITY 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-9,233,906
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,921,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,858,977
Expenses. Certain deemed distributions of participant loans2022-12-31$62,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,713,711
Value of total assets at end of year2022-12-31$75,110,013
Value of total assets at beginning of year2022-12-31$90,265,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$250
Total interest from all sources2022-12-31$357,220
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,580,483
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$1,580,483
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,829,247
Participant contributions at end of year2022-12-31$520,918
Participant contributions at beginning of year2022-12-31$569,433
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$464,583
Other income not declared elsewhere2022-12-31$11,430
Administrative expenses (other) incurred2022-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,155,165
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,110,013
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$90,265,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,100,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,389,259
Interest on participant loans2022-12-31$22,543
Interest earned on other investments2022-12-31$287,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,277,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,975,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,975,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$47,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,211,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,330,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,896,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,419,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,858,977
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOOD & STRONG, LLP
Accountancy firm EIN2022-12-31941254756
2021 : SAMUEL MERRITT UNIVERSITY 403(B) 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$17,899,883
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,194,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,182,135
Value of total corrective distributions2021-12-31$12,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,304,163
Value of total assets at end of year2021-12-31$90,265,178
Value of total assets at beginning of year2021-12-31$77,560,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$625
Total interest from all sources2021-12-31$273,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,843,917
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$2,843,917
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,678,748
Participant contributions at end of year2021-12-31$569,433
Participant contributions at beginning of year2021-12-31$571,466
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,131,973
Other income not declared elsewhere2021-12-31$14,087
Administrative expenses (other) incurred2021-12-31$625
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$12,705,085
Value of net assets at end of year (total assets less liabilities)2021-12-31$90,265,178
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$77,560,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,389,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$66,391,323
Interest on participant loans2021-12-31$27,798
Interest earned on other investments2021-12-31$243,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,975,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,712,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,712,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,330,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,884,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,464,488
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$2,493,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,182,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOOD & STRONG, LLP
Accountancy firm EIN2021-12-31941254756
2020 : SAMUEL MERRITT UNIVERSITY 403(B) 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$16,969,808
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,612,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,537,726
Value of total corrective distributions2020-12-31$3,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,277,827
Value of total assets at end of year2020-12-31$77,560,093
Value of total assets at beginning of year2020-12-31$67,202,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,350
Total interest from all sources2020-12-31$250,809
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$891,690
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$891,690
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,336,344
Participant contributions at end of year2020-12-31$571,466
Participant contributions at beginning of year2020-12-31$505,769
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$575,026
Other income not declared elsewhere2020-12-31$-96,119
Administrative expenses (other) incurred2020-12-31$71,350
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$7,683
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$10,357,517
Value of net assets at end of year (total assets less liabilities)2020-12-31$77,560,093
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,202,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$66,391,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,011,460
Interest on participant loans2020-12-31$22,360
Interest earned on other investments2020-12-31$228,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,712,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,884,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,677,664
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$224,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,645,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,366,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,313,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31HOOD & STRONG, LLP
Accountancy firm EIN2020-12-31941254756
2019 : SAMUEL MERRITT UNIVERSITY 403(B) 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$91
Total income from all sources (including contributions)2019-12-31$17,226,632
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,118,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,113,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,180,939
Value of total assets at end of year2019-12-31$67,202,576
Value of total assets at beginning of year2019-12-31$53,094,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,433
Total interest from all sources2019-12-31$294,725
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,211,862
Participant contributions at end of year2019-12-31$505,769
Participant contributions at beginning of year2019-12-31$327,044
Participant contributions at beginning of year2019-12-31$55,410
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$747,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$91
Total non interest bearing cash at end of year2019-12-31$7,683
Total non interest bearing cash at beginning of year2019-12-31$26,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,108,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,202,576
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,094,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,011,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,062,661
Interest on participant loans2019-12-31$25,160
Interest earned on other investments2019-12-31$269,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,677,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,567,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,750,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,221,306
Employer contributions (assets) at beginning of year2019-12-31$55,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,113,128
Contract administrator fees2019-12-31$5,433
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 name2019-12-31HOOD & STRONG, LLP
Accountancy firm EIN2019-12-31941254756
2018 : SAMUEL MERRITT UNIVERSITY 403(B) 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$91
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,808,681
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,477,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,466,355
Value of total corrective distributions2018-12-31$6,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,281,083
Value of total assets at end of year2018-12-31$53,094,596
Value of total assets at beginning of year2018-12-31$52,763,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,388
Total interest from all sources2018-12-31$72,057
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,392,654
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$2,392,654
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,943,890
Participant contributions at end of year2018-12-31$327,044
Participant contributions at beginning of year2018-12-31$317,598
Participant contributions at end of year2018-12-31$55,410
Participant contributions at beginning of year2018-12-31$65,625
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$247,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$91
Total non interest bearing cash at end of year2018-12-31$26,383
Total non interest bearing cash at beginning of year2018-12-31$236
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$331,442
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,094,505
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,763,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,062,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,369,940
Interest on participant loans2018-12-31$15,113
Interest earned on other investments2018-12-31$56,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,567,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,933,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,937,113
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$2,089,587
Employer contributions (assets) at end of year2018-12-31$55,935
Employer contributions (assets) at beginning of year2018-12-31$76,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,466,355
Contract administrator fees2018-12-31$4,388
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 name2018-12-31HOOD & STRONG, LLP
Accountancy firm EIN2018-12-31941254756
2017 : SAMUEL MERRITT UNIVERSITY 403(B) 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$12,288,384
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,553,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,549,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,005,485
Value of total assets at end of year2017-12-31$52,763,063
Value of total assets at beginning of year2017-12-31$44,028,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,615
Total interest from all sources2017-12-31$213,957
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,941,352
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$1,941,352
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,842,571
Participant contributions at end of year2017-12-31$317,598
Participant contributions at beginning of year2017-12-31$288,065
Participant contributions at end of year2017-12-31$65,625
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$114,150
Total non interest bearing cash at end of year2017-12-31$236
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$8,734,915
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,763,063
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,028,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,369,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,377,329
Interest on participant loans2017-12-31$13,348
Interest earned on other investments2017-12-31$200,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,933,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,362,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,127,590
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$2,048,764
Employer contributions (assets) at end of year2017-12-31$76,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,549,854
Contract administrator fees2017-12-31$3,615
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 name2017-12-31HOOD & STRONG, LLP
Accountancy firm EIN2017-12-31941254756
2016 : SAMUEL MERRITT UNIVERSITY 403(B) 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$7,301,742
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,336,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,330,372
Expenses. Certain deemed distributions of participant loans2016-12-31$2,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,732,546
Value of total assets at end of year2016-12-31$44,028,148
Value of total assets at beginning of year2016-12-31$39,062,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,169
Total interest from all sources2016-12-31$190,077
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$733,441
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$733,441
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,685,750
Participant contributions at end of year2016-12-31$288,065
Participant contributions at beginning of year2016-12-31$365,589
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$181,121
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$4,965,517
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,028,148
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,062,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,377,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,635,319
Interest on participant loans2016-12-31$13,244
Interest earned on other investments2016-12-31$176,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,362,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,056,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,645,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,865,675
Employer contributions (assets) at beginning of year2016-12-31$4,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,330,372
Contract administrator fees2016-12-31$3,169
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 name2016-12-31HOOD & STRONG, LLP
Accountancy firm EIN2016-12-31941254756
2015 : SAMUEL MERRITT UNIVERSITY 403(B) 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$4,821,543
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,799,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,793,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,432,399
Value of total assets at end of year2015-12-31$39,062,631
Value of total assets at beginning of year2015-12-31$37,040,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,489
Total interest from all sources2015-12-31$137,729
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,580,327
Participant contributions at end of year2015-12-31$365,589
Participant contributions at beginning of year2015-12-31$365,204
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$101,956
Other income not declared elsewhere2015-12-31$1,000
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$2,022,129
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,062,631
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$37,040,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,635,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,721,202
Interest on participant loans2015-12-31$16,459
Interest earned on other investments2015-12-31$121,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,311,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,311,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,056,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,639,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$250,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,750,116
Employer contributions (assets) at end of year2015-12-31$4,940
Employer contributions (assets) at beginning of year2015-12-31$3,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,793,925
Contract administrator fees2015-12-31$5,489
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 name2015-12-31HOOD & STRONG, LLP
Accountancy firm EIN2015-12-31941254756
2014 : SAMUEL MERRITT UNIVERSITY 403(B) 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$6,497,014
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,749,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,744,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,250,269
Value of total assets at end of year2014-12-31$37,040,502
Value of total assets at beginning of year2014-12-31$32,292,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,766
Total interest from all sources2014-12-31$132,570
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,324,231
Participant contributions at end of year2014-12-31$365,204
Participant contributions at beginning of year2014-12-31$269,890
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$32,992
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$167,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,747,853
Value of net assets at end of year (total assets less liabilities)2014-12-31$37,040,502
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,292,649
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$31,721,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,235,491
Interest on participant loans2014-12-31$14,871
Interest earned on other investments2014-12-31$117,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,311,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,187,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,187,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,639,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,530,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,114,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,758,240
Employer contributions (assets) at end of year2014-12-31$3,836
Employer contributions (assets) at beginning of year2014-12-31$35,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,744,395
Contract administrator fees2014-12-31$4,766
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 name2014-12-31HOOD & STRONG, LLP
Accountancy firm EIN2014-12-31941254756
2013 : SAMUEL MERRITT UNIVERSITY 403(B) 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$9,005,564
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,083,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,079,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,196,060
Value of total assets at end of year2013-12-31$32,292,649
Value of total assets at beginning of year2013-12-31$24,371,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,865
Total interest from all sources2013-12-31$117,303
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,130,190
Participant contributions at end of year2013-12-31$269,890
Participant contributions at beginning of year2013-12-31$235,705
Participant contributions at end of year2013-12-31$32,992
Participant contributions at beginning of year2013-12-31$36,904
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$483,320
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
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$7,921,620
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,292,649
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,371,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,235,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,828,906
Interest on participant loans2013-12-31$10,879
Interest earned on other investments2013-12-31$106,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,187,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,406,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,406,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,530,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,825,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,692,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,582,550
Employer contributions (assets) at end of year2013-12-31$35,976
Employer contributions (assets) at beginning of year2013-12-31$37,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,079,079
Contract administrator fees2013-12-31$4,865
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 name2013-12-31HOOD & STRONG, LLP
Accountancy firm EIN2013-12-31941254756
2012 : SAMUEL MERRITT UNIVERSITY 403(B) 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$5,963,560
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,138,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,136,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,558,873
Value of total assets at end of year2012-12-31$24,371,029
Value of total assets at beginning of year2012-12-31$19,546,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,901
Total interest from all sources2012-12-31$8,050
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,899,138
Participant contributions at end of year2012-12-31$235,705
Participant contributions at beginning of year2012-12-31$179,480
Participant contributions at end of year2012-12-31$36,904
Participant contributions at beginning of year2012-12-31$53,716
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$149,529
Other income not declared elsewhere2012-12-31$89,033
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
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$4,824,587
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,371,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,546,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,828,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,926,597
Interest on participant loans2012-12-31$8,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,406,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$844,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$844,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,825,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,483,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,307,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,510,206
Employer contributions (assets) at end of year2012-12-31$37,253
Employer contributions (assets) at beginning of year2012-12-31$58,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,136,072
Contract administrator fees2012-12-31$2,901
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 name2012-12-31HOOD & STRONG, LLP
Accountancy firm EIN2012-12-31941254756
2011 : SAMUEL MERRITT UNIVERSITY 403(B) 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$3,297,548
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,163,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,161,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,489,646
Value of total assets at end of year2011-12-31$19,546,442
Value of total assets at beginning of year2011-12-31$17,412,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,455
Total interest from all sources2011-12-31$5,919
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,724,610
Participant contributions at end of year2011-12-31$179,480
Participant contributions at beginning of year2011-12-31$90,817
Participant contributions at end of year2011-12-31$53,716
Participant contributions at beginning of year2011-12-31$40,849
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$384,465
Assets. Loans (other than to participants) at end of year2011-12-31$179,480
Assets. Loans (other than to participants) at beginning of year2011-12-31$90,817
Other income not declared elsewhere2011-12-31$79,806
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,133,784
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,546,442
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,412,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,926,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,473,301
Interest on participant loans2011-12-31$5,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$844,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$559,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$559,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,483,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,200,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-277,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,380,571
Employer contributions (assets) at end of year2011-12-31$58,248
Employer contributions (assets) at beginning of year2011-12-31$47,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,161,309
Contract administrator fees2011-12-31$2,455
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 name2011-12-31HOOD & STRONG, LLP
Accountancy firm EIN2011-12-31941254756
2010 : SAMUEL MERRITT UNIVERSITY 403(B) 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$4,562,831
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$390,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$387,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,866,237
Value of total assets at end of year2010-12-31$17,412,658
Value of total assets at beginning of year2010-12-31$13,240,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,311
Total interest from all sources2010-12-31$81,262
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$167,289
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$167,289
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,524,222
Participant contributions at end of year2010-12-31$90,817
Participant contributions at beginning of year2010-12-31$88,605
Participant contributions at end of year2010-12-31$40,849
Participant contributions at beginning of year2010-12-31$34,265
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$92,588
Assets. Loans (other than to participants) at end of year2010-12-31$90,817
Assets. Loans (other than to participants) at beginning of year2010-12-31$88,605
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$4,172,548
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,412,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,240,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,473,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,537,952
Interest on participant loans2010-12-31$4,125
Interest earned on other investments2010-12-31$65,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$559,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$626,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$626,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,200,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,870,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,448,043
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$1,249,427
Employer contributions (assets) at end of year2010-12-31$47,160
Employer contributions (assets) at beginning of year2010-12-31$82,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$387,972
Contract administrator fees2010-12-31$2,311
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 name2010-12-31HOOD & STRONG, LLP
Accountancy firm EIN2010-12-31941254756
2009 : SAMUEL MERRITT UNIVERSITY 403(B) 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 SAMUEL MERRITT UNIVERSITY 403(B) PLAN

2022: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) 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: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SAMUEL MERRITT UNIVERSITY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806149
Policy instance 2
Insurance contract or identification number806149
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-08-17
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 Administration1
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?No
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered174
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806149
Policy instance 2
Insurance contract or identification number806149
Number of Individuals Covered1253
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 Administration1
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?No
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered160
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806149
Policy instance 2
Insurance contract or identification number806149
Number of Individuals Covered1126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered150
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806149
Policy instance 2
Insurance contract or identification number806149
Number of Individuals Covered396
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered143
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806149
Policy instance 2
Insurance contract or identification number806149
Number of Individuals Covered781
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 Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered125
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered121
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered122
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered120
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered123
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 number334997
Policy instance 1
Insurance contract or identification number334997
Number of Individuals Covered123
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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