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BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameBAY PATH UNIVERSITY 403(B) RETIREMENT PLAN
Plan identification number 003

BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.

401k Sponsoring company profile

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

Company Name:BAY PATH UNIVERSITY
Employer identification number (EIN):042103865
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MICHAEL GIAMPIETRO2024-09-23
0032022-01-01MICHAEL GIAMPIETRO2023-09-26
0032021-01-01MICHAEL GIAMPIETRO2022-10-03
0032020-01-01MICHAEL GIAMPIETRO2021-10-08
0032019-01-01
0032018-01-01KATHLEEN HALPIN-ROBBINS
0032017-01-01KATHLEEN HALPIN-ROBBINS
0032016-01-01KATHLEEN HALPIN-ROBBINS
0032015-01-01KATHLEEN HALPIN-ROBBINS
0032014-01-01KATHLEEN HALPIN-ROBBINS
0032013-01-01KATHLEEN HALPIN-ROBBINS
0032012-01-01KATHLEEN HALPIN-ROBBINS
0032011-01-01KATHLEEN HALPIN-ROBBINS
0032009-01-01KATHLEEN HALPIN-ROBBINS

Plan Statistics for BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2023: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,306
Total number of active participants reported on line 7a of the Form 55002023-01-01812
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01425
Total of all active and inactive participants2023-01-011,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,237
Number of participants with account balances2023-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,333
Total number of active participants reported on line 7a of the Form 55002022-01-01860
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01445
Total of all active and inactive participants2022-01-011,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,305
Number of participants with account balances2022-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,347
Total number of active participants reported on line 7a of the Form 55002021-01-01955
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01376
Total of all active and inactive participants2021-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,331
Number of participants with account balances2021-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,373
Total number of active participants reported on line 7a of the Form 55002020-01-01919
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01426
Total of all active and inactive participants2020-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,345
Number of participants with account balances2020-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,352
Total number of active participants reported on line 7a of the Form 55002019-01-01974
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01398
Total of all active and inactive participants2019-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,372
Number of participants with account balances2019-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,348
Total number of active participants reported on line 7a of the Form 55002018-01-01978
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01367
Total of all active and inactive participants2018-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,345
Number of participants with account balances2018-01-01777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,255
Total number of active participants reported on line 7a of the Form 55002017-01-011,021
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01326
Total of all active and inactive participants2017-01-011,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,347
Number of participants with account balances2017-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,182
Total number of active participants reported on line 7a of the Form 55002016-01-01943
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01309
Total of all active and inactive participants2016-01-011,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,252
Number of participants with account balances2016-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,063
Total number of active participants reported on line 7a of the Form 55002015-01-01880
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01274
Total of all active and inactive participants2015-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,154
Number of participants with account balances2015-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01990
Total number of active participants reported on line 7a of the Form 55002014-01-01803
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01247
Total of all active and inactive participants2014-01-011,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,050
Number of participants with account balances2014-01-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01890
Total number of active participants reported on line 7a of the Form 55002013-01-01758
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01229
Total of all active and inactive participants2013-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01987
Number of participants with account balances2013-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01818
Total number of active participants reported on line 7a of the Form 55002012-01-01667
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01213
Total of all active and inactive participants2012-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01880
Number of participants with account balances2012-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01720
Total number of active participants reported on line 7a of the Form 55002011-01-01605
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01213
Total of all active and inactive participants2011-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01818
Number of participants with account balances2011-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01601
Total number of active participants reported on line 7a of the Form 55002009-01-01506
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01184
Total of all active and inactive participants2009-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01690
Number of participants with account balances2009-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

Measure Date Value
2023 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$11,268,847
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,558,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,447,736
Expenses. Certain deemed distributions of participant loans2023-12-31$18,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,472,386
Value of total assets at end of year2023-12-31$59,369,783
Value of total assets at beginning of year2023-12-31$50,658,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$92,333
Total interest from all sources2023-12-31$402,804
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,124,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,124,212
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,716,958
Participant contributions at end of year2023-12-31$335,368
Participant contributions at beginning of year2023-12-31$161,793
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$67,805
Other income not declared elsewhere2023-12-31$10,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,710,599
Value of net assets at end of year (total assets less liabilities)2023-12-31$59,369,783
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$50,658,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$48,081,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$39,393,313
Value of interest in pooled separate accounts at end of year2023-12-31$2,004,414
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,546,025
Interest on participant loans2023-12-31$13,253
Interest earned on other investments2023-12-31$389,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$8,948,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,557,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,586,879
Net investment gain/loss from pooled separate accounts2023-12-31$-328,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,687,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,447,736
Contract administrator fees2023-12-31$92,333
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31MP P.C.
Accountancy firm EIN2023-12-31043191789
2022 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,254,387
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,985,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,985,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,975,455
Value of total assets at end of year2022-12-31$50,658,895
Value of total assets at beginning of year2022-12-31$58,898,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$335,084
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,563,218
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$1,563,218
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,630,328
Participant contributions at end of year2022-12-31$161,793
Participant contributions at beginning of year2022-12-31$140,456
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$359,458
Other income not declared elsewhere2022-12-31$17,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,239,864
Value of net assets at end of year (total assets less liabilities)2022-12-31$50,658,895
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,898,759
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$39,393,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$47,783,588
Value of interest in pooled separate accounts at end of year2022-12-31$2,546,025
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,249,658
Interest on participant loans2022-12-31$5,893
Interest earned on other investments2022-12-31$329,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,557,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,725,057
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$94,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,332,066
Net investment gain/loss from pooled separate accounts2022-12-31$186,410
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$985,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,890,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MP P.C.
Accountancy firm EIN2022-12-31043191789
2021 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$19,559
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$9,889,312
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,798,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,691,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,602,948
Value of total assets at end of year2021-12-31$58,898,759
Value of total assets at beginning of year2021-12-31$55,788,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,001
Total interest from all sources2021-12-31$272,741
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,265,776
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$1,265,776
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,627,125
Participant contributions at end of year2021-12-31$140,456
Participant contributions at beginning of year2021-12-31$30,465
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$258,517
Other income not declared elsewhere2021-12-31$11,699
Administrative expenses (other) incurred2021-12-31$18,772
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$3,090,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,898,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,788,523
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$47,783,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,475,594
Value of interest in pooled separate accounts at end of year2021-12-31$2,249,658
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,983,929
Interest on participant loans2021-12-31$2,705
Interest earned on other investments2021-12-31$270,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,725,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,298,535
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,392,159
Net investment gain/loss from pooled separate accounts2021-12-31$343,989
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$717,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,688,133
Contract administrator fees2021-12-31$88,229
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MORIARTY & PRIMACK
Accountancy firm EIN2021-12-31043191789
2020 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$383
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$10,155,337
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,286,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,224,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,112,369
Value of total assets at end of year2020-12-31$55,788,523
Value of total assets at beginning of year2020-12-31$47,919,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,149
Total interest from all sources2020-12-31$298,331
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$893,938
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$893,938
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,644,558
Participant contributions at end of year2020-12-31$30,465
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$524,434
Other income not declared elsewhere2020-12-31$9,544
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$7,868,470
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,788,523
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$47,919,670
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$45,475,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,707,139
Value of interest in pooled separate accounts at end of year2020-12-31$1,983,929
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,084,370
Interest on participant loans2020-12-31$181
Interest earned on other investments2020-12-31$298,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,298,535
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,128,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,859,297
Net investment gain/loss from pooled separate accounts2020-12-31$-18,142
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$943,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,224,718
Contract administrator fees2020-12-31$62,149
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 name2020-12-31MORIARTY & PRIMACK
Accountancy firm EIN2020-12-31043191789
2019 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,275,800
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,487,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,435,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,837,651
Value of total assets at end of year2019-12-31$47,919,670
Value of total assets at beginning of year2019-12-31$38,131,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$52,106
Total interest from all sources2019-12-31$280,472
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$879,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$879,514
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$1,736,169
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,877
Other income not declared elsewhere2019-12-31$9,515
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$9,787,938
Value of net assets at end of year (total assets less liabilities)2019-12-31$47,919,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,131,273
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$37,707,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,972,821
Value of interest in pooled separate accounts at end of year2019-12-31$2,084,370
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,935,907
Interest earned on other investments2019-12-31$280,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,128,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,222,545
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$171,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,159,462
Net investment gain/loss from pooled separate accounts2019-12-31$109,186
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$2,042,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,264,198
Contract administrator fees2019-12-31$52,106
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 name2019-12-31MORIARTY & PRIMACK
Accountancy firm EIN2019-12-31043191789
2018 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,157,275
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,132,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,086,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,840,300
Value of total assets at end of year2018-12-31$38,131,273
Value of total assets at beginning of year2018-12-31$37,106,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,763
Total interest from all sources2018-12-31$265,815
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$716,992
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$716,992
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,564,465
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$349,301
Other income not declared elsewhere2018-12-31$9,700
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$1,025,238
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,131,273
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,106,035
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$28,972,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,528,186
Value of interest in pooled separate accounts at end of year2018-12-31$1,935,907
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,715,515
Interest earned on other investments2018-12-31$265,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,222,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,862,334
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$17,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,761,631
Net investment gain/loss from pooled separate accounts2018-12-31$86,099
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$1,926,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,069,049
Contract administrator fees2018-12-31$45,763
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 name2018-12-31MORIARTY & PRIMACK
Accountancy firm EIN2018-12-31043191789
2017 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,186,525
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,405,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,373,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,431,487
Value of total assets at end of year2017-12-31$37,106,035
Value of total assets at beginning of year2017-12-31$30,324,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,865
Total interest from all sources2017-12-31$248,485
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$485,094
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$485,094
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,414,586
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$186,156
Other income not declared elsewhere2017-12-31$9,686
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$6,781,118
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,106,035
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,324,917
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$28,528,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,410,225
Value of interest in pooled separate accounts at end of year2017-12-31$1,715,515
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,600,425
Interest earned on other investments2017-12-31$248,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,862,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,314,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,940,718
Net investment gain/loss from pooled separate accounts2017-12-31$71,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,830,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,373,542
Contract administrator fees2017-12-31$31,865
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 name2017-12-31MORIARTY & PRIMACK
Accountancy firm EIN2017-12-31043191789
2016 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,690,021
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,420,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,405,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,954,392
Value of total assets at end of year2016-12-31$30,324,917
Value of total assets at beginning of year2016-12-31$27,055,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,923
Total interest from all sources2016-12-31$244,455
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$408,342
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$408,342
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,237,072
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,244
Administrative expenses (other) incurred2016-12-31$29
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$3,269,735
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,324,917
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,055,182
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$22,410,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,979,245
Value of interest in pooled separate accounts at end of year2016-12-31$1,600,425
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,481,964
Interest earned on other investments2016-12-31$244,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,314,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,593,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,003,343
Net investment gain/loss from pooled separate accounts2016-12-31$79,489
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$1,632,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,405,363
Contract administrator fees2016-12-31$14,894
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 name2016-12-31MORIARTY & PRIMACK
Accountancy firm EIN2016-12-31043191789
2015 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,138,205
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$919,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$901,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,833,444
Value of total assets at end of year2015-12-31$27,055,182
Value of total assets at beginning of year2015-12-31$23,836,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,717
Total interest from all sources2015-12-31$197,738
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$377,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$377,703
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$1,122,573
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,216,927
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$3,218,800
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,055,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,836,382
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$19,979,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,510,082
Value of interest in pooled separate accounts at end of year2015-12-31$1,481,964
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,249,196
Interest earned on other investments2015-12-31$197,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,593,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,077,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-373,583
Net investment gain/loss from pooled separate accounts2015-12-31$102,903
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$1,493,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$901,688
Contract administrator fees2015-12-31$17,717
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 name2015-12-31MORIARTY & PRIMACK
Accountancy firm EIN2015-12-31043191789
2014 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,870,315
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,284,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,267,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,482,842
Value of total assets at end of year2014-12-31$23,836,382
Value of total assets at beginning of year2014-12-31$21,250,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,672
Total interest from all sources2014-12-31$199,580
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$225,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$225,978
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$1,015,094
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$73,523
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$2,585,705
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,836,382
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,250,575
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$17,510,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,982,076
Value of interest in pooled separate accounts at end of year2014-12-31$1,249,196
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,052,269
Interest earned on other investments2014-12-31$199,580
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,077,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,216,230
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$67,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$830,438
Net investment gain/loss from pooled separate accounts2014-12-31$131,477
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$1,394,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,200,456
Contract administrator fees2014-12-31$16,672
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 name2014-12-31MORIARTY & PRIMACK
Accountancy firm EIN2014-12-31043191789
2013 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,860,076
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$769,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$764,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,127,009
Value of total assets at end of year2013-12-31$21,250,575
Value of total assets at beginning of year2013-12-31$17,160,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,600
Total interest from all sources2013-12-31$201,875
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$84,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$84,156
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$918,690
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,087
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$4,090,527
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,250,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,160,048
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$14,982,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,066,866
Value of interest in pooled separate accounts at end of year2013-12-31$1,052,269
Value of interest in pooled separate accounts at beginning of year2013-12-31$999,312
Interest earned on other investments2013-12-31$201,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,216,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,093,870
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$183,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,350,248
Net investment gain/loss from pooled separate accounts2013-12-31$96,788
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$1,176,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$581,148
Contract administrator fees2013-12-31$4,600
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 name2013-12-31MORIARTY & PRIMACK
Accountancy firm EIN2013-12-31043191789
2012 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,425,162
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$726,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$726,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,990,785
Value of total assets at end of year2012-12-31$17,160,048
Value of total assets at beginning of year2012-12-31$14,461,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$183,854
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$1,000,000
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$807,865
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$136,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,698,189
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,160,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,461,859
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$11,066,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,136,547
Value of interest in pooled separate accounts at end of year2012-12-31$999,312
Value of interest in pooled separate accounts at beginning of year2012-12-31$796,387
Interest earned on other investments2012-12-31$183,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,093,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,528,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,166,326
Net investment gain/loss from pooled separate accounts2012-12-31$84,197
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$1,046,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$726,973
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 name2012-12-31MORIARTY & PRIMACK
Accountancy firm EIN2012-12-31043191789
2011 : BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,754,664
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$767,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$767,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,600,392
Value of total assets at end of year2011-12-31$14,461,859
Value of total assets at beginning of year2011-12-31$13,474,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$171,791
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$1,000,000
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$709,691
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$987,002
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,461,859
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,474,857
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$9,136,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,661,908
Value of interest in pooled separate accounts at end of year2011-12-31$796,387
Value of interest in pooled separate accounts at beginning of year2011-12-31$572,308
Interest earned on other investments2011-12-31$171,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,528,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,240,641
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$128,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-101,097
Net investment gain/loss from pooled separate accounts2011-12-31$83,578
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$890,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$639,007
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 name2011-12-31MORIARTY & PRIMACK
Accountancy firm EIN2011-12-31043191789
2010 : BAY PATH UNIVERSITY 403(B) RETIREMENT 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$2,172,970
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$309,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$309,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,099,717
Value of total assets at end of year2010-12-31$13,474,857
Value of total assets at beginning of year2010-12-31$11,611,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$149,825
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$637,041
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,205
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$1,863,724
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,474,857
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,611,133
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$8,661,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,286,522
Value of interest in pooled separate accounts at end of year2010-12-31$572,308
Value of interest in pooled separate accounts at beginning of year2010-12-31$437,414
Interest earned on other investments2010-12-31$149,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,240,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,887,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$861,184
Net investment gain/loss from pooled separate accounts2010-12-31$62,244
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$401,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$309,246
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 name2010-12-31MORIARTY & PRIMACK
Accountancy firm EIN2010-12-31043191789
2009 : BAY PATH UNIVERSITY 403(B) RETIREMENT 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 BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

2023: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered390
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered401
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 number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered402
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered435
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered825
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered777
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500325
Policy instance 1
Insurance contract or identification number500325
Number of Individuals Covered741
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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