Plan Name | URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | URBANA UNIVERSITY |
Employer identification number (EIN): | 344427951 |
NAIC Classification: | 611000 |
Additional information about URBANA UNIVERSITY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1850-03-07 |
Company Identification Number: | 374415 |
Legal Registered Office Address: |
579 COLLEGE WAY - URBANA United States of America (USA) 430782091 |
More information about URBANA UNIVERSITY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | CHRISTI CARBUNGCAL | |||
001 | 2013-01-01 | MELINDA YODER | |||
001 | 2012-01-01 | JOHN ANGLEA | |||
001 | 2011-01-01 | BARBARA STEWART | |||
001 | 2010-01-01 | BARBARA STEWART |
Measure | Date | Value |
---|---|---|
2014: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 272 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 270 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 277 |
Number of participants with account balances | 2014-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 306 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 230 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 65 |
Total of all active and inactive participants | 2013-01-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 295 |
Number of participants with account balances | 2013-01-01 | 268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 256 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 50 |
Total of all active and inactive participants | 2012-01-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 306 |
Number of participants with account balances | 2012-01-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 254 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 297 |
Number of participants with account balances | 2011-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 253 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 44 |
Total of all active and inactive participants | 2010-01-01 | 297 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 298 |
Number of participants with account balances | 2010-01-01 | 267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $955 |
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 | $1,079,689 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $607,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $607,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $424,420 |
Value of total assets at end of year | 2014-12-31 | $11,111,670 |
Value of total assets at beginning of year | 2014-12-31 | $10,640,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | No |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $199,341 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $12,276 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $33 |
Other income not declared elsewhere | 2014-12-31 | $163,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $471,751 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,111,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,640,874 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,749,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,390,843 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $457,168 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $417,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,905,187 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $3,820,304 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $441,783 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $50,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $225,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $607,938 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $7,312 |
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 | $1,729,956 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,008,856 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,008,856 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $395,717 |
Value of total assets at end of year | 2013-12-31 | $10,640,874 |
Value of total assets at beginning of year | 2013-12-31 | $9,927,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $223,115 |
Participant contributions at end of year | 2013-12-31 | $12,276 |
Participant contributions at beginning of year | 2013-12-31 | $15,953 |
Other income not declared elsewhere | 2013-12-31 | $157,094 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $721,100 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,640,874 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,927,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,390,843 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,783,486 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $417,451 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $381,040 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $3,820,304 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,730,654 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,140,122 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $37,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $172,602 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $15,953 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,008,856 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $1,347,334 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $812,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $812,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $475,510 |
Value of total assets at end of year | 2012-12-31 | $9,927,086 |
Value of total assets at beginning of year | 2012-12-31 | $9,392,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | No |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $237,726 |
Participant contributions at end of year | 2012-12-31 | $15,953 |
Participant contributions at beginning of year | 2012-12-31 | $19,824 |
Other income not declared elsewhere | 2012-12-31 | $149,935 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $535,012 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,927,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,392,074 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,783,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,401,757 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $381,040 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $323,595 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,730,654 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,627,074 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $688,120 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $33,769 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $237,784 |
Employer contributions (assets) at end of year | 2012-12-31 | $15,953 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,824 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $812,322 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $634,905 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $348,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $348,489 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $512,853 |
Value of total assets at end of year | 2011-12-31 | $9,392,074 |
Value of total assets at beginning of year | 2011-12-31 | $9,105,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
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 year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | No |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $251,540 |
Participant contributions at end of year | 2011-12-31 | $19,824 |
Participant contributions at beginning of year | 2011-12-31 | $21,382 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $9,851 |
Other income not declared elsewhere | 2011-12-31 | $146,145 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $286,416 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,392,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,105,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,401,757 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,385,928 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $323,595 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $186,257 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,627,074 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,490,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-54,768 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $30,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $251,462 |
Employer contributions (assets) at end of year | 2011-12-31 | $19,824 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $21,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $348,489 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $238 |
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 | $1,291,314 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $318,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $318,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $560,724 |
Value of total assets at end of year | 2010-12-31 | $9,062,893 |
Value of total assets at beginning of year | 2010-12-31 | $8,090,623 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $280,097 |
Participant contributions at end of year | 2010-12-31 | $21,382 |
Participant contributions at beginning of year | 2010-12-31 | $43,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $530 |
Other income not declared elsewhere | 2010-12-31 | $131,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $972,508 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,062,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,090,623 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,385,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,657,750 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $186,257 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $142,472 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,490,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $3,290,401 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $156,293 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $577,817 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $21,636 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $280,097 |
Employer contributions (assets) at end of year | 2010-12-31 | $21,382 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $43,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $162,513 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2010-12-31 | 310800053 |
2014: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: URBANA UNIVERSITY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |