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MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameMONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:MONMOUTH UNIVERSITY
Employer identification number (EIN):210634584
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICIA SWANNACK GREY J. DIMENNA2018-10-11
0012016-01-01PATRICIA SWANNACK GREY DIMENNA2017-10-16
0012015-01-01PATRICIA SWANNACK PAUL R. BROWN2016-10-04
0012014-01-01PATRICIA SWANNACK PAUL R. BROWN2015-10-12
0012013-01-01PATRICIA SWANNACK PAUL R. BROWN2014-10-10
0012012-01-01PATRICIA SWANNACK PAUL R. BROWN2013-10-14
0012011-01-01PATRICIA SWANNACK PAUL G. GAFFNEY II2012-10-11
0012010-01-01PATRICIA SWANNACK PAUL G. GAFFNEY II2011-10-31
0012009-01-01PATRICIA SWANNACK PAUL G. GAFFNEY II2010-10-14

Plan Statistics for MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,662
Total number of active participants reported on line 7a of the Form 55002022-01-01907
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01857
Total of all active and inactive participants2022-01-011,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0143
Total participants2022-01-011,807
Number of participants with account balances2022-01-011,574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,768
Total number of active participants reported on line 7a of the Form 55002021-01-01881
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01781
Total of all active and inactive participants2021-01-011,662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-011,682
Number of participants with account balances2021-01-011,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,798
Total number of active participants reported on line 7a of the Form 55002020-01-01931
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01816
Total of all active and inactive participants2020-01-011,747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0121
Total participants2020-01-011,768
Number of participants with account balances2020-01-011,747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,691
Total number of active participants reported on line 7a of the Form 55002019-01-01991
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01778
Total of all active and inactive participants2019-01-011,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-011,798
Number of participants with account balances2019-01-011,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,620
Total number of active participants reported on line 7a of the Form 55002018-01-01914
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01768
Total of all active and inactive participants2018-01-011,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0121
Total participants2018-01-011,703
Number of participants with account balances2018-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,528
Total number of active participants reported on line 7a of the Form 55002017-01-01929
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01783
Total of all active and inactive participants2017-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0120
Total participants2017-01-011,732
Number of participants with account balances2017-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,551
Total number of active participants reported on line 7a of the Form 55002016-01-01890
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01718
Total of all active and inactive participants2016-01-011,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,611
Number of participants with account balances2016-01-011,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,695
Total number of active participants reported on line 7a of the Form 55002015-01-01979
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01705
Total of all active and inactive participants2015-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-011,687
Number of participants with account balances2015-01-011,551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,575
Total number of active participants reported on line 7a of the Form 55002014-01-011,031
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01664
Total of all active and inactive participants2014-01-011,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,698
Number of participants with account balances2014-01-011,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,549
Total number of active participants reported on line 7a of the Form 55002013-01-01926
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01644
Total of all active and inactive participants2013-01-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,575
Number of participants with account balances2013-01-011,481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,541
Total number of active participants reported on line 7a of the Form 55002012-01-01907
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01639
Total of all active and inactive participants2012-01-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,549
Number of participants with account balances2012-01-011,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,559
Total number of active participants reported on line 7a of the Form 55002011-01-01896
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01643
Total of all active and inactive participants2011-01-011,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,541
Number of participants with account balances2011-01-011,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,555
Total number of active participants reported on line 7a of the Form 55002010-01-01926
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01629
Total of all active and inactive participants2010-01-011,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-014
Total participants2010-01-011,559
Number of participants with account balances2010-01-011,445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,540
Total number of active participants reported on line 7a of the Form 55002009-01-01931
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01617
Total of all active and inactive participants2009-01-011,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-011,555
Number of participants with account balances2009-01-011,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-12-31$-25,782,671
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,824,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,599,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,182,976
Value of total assets at end of year2022-12-31$306,935,564
Value of total assets at beginning of year2022-12-31$350,542,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$225,278
Total interest from all sources2022-12-31$3,283,417
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,728,695
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$9,728,695
Administrative expenses professional fees incurred2022-12-31$23,100
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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$6,434,131
Participant contributions at end of year2022-12-31$1,070,634
Participant contributions at beginning of year2022-12-31$443,435
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,924,724
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,045,403
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$418,311
Other income not declared elsewhere2022-12-31$-28,113
Administrative expenses (other) incurred2022-12-31$162,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,607,170
Value of net assets at end of year (total assets less liabilities)2022-12-31$306,935,564
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$350,542,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$210,696,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$257,432,897
Value of interest in pooled separate accounts at end of year2022-12-31$10,313,046
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,424,946
Interest on participant loans2022-12-31$37,179
Interest earned on other investments2022-12-31$3,237,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$604,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$896,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$896,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$82,326,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$80,299,887
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,087,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-51,738,454
Net investment gain/loss from pooled separate accounts2022-12-31$788,808
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$5,330,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,512,077
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 name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$49,329,907
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,681,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,449,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,268,676
Value of total assets at end of year2021-12-31$350,542,734
Value of total assets at beginning of year2021-12-31$319,894,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$231,754
Total interest from all sources2021-12-31$2,705,963
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,752,093
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$15,752,093
Administrative expenses professional fees incurred2021-12-31$29,985
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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$6,543,603
Participant contributions at end of year2021-12-31$443,435
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,045,403
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,901,096
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$273,385
Other income not declared elsewhere2021-12-31$170,861
Administrative expenses (other) incurred2021-12-31$175,493
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$30,648,197
Value of net assets at end of year (total assets less liabilities)2021-12-31$350,542,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$319,894,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,276
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$257,432,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$229,958,814
Value of interest in pooled separate accounts at end of year2021-12-31$9,424,946
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,695,503
Interest on participant loans2021-12-31$5,582
Interest earned on other investments2021-12-31$2,700,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$896,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$820,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$820,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$78
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$80,299,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$79,519,121
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,904,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$17,057,775
Net investment gain/loss from pooled separate accounts2021-12-31$1,374,539
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$5,451,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,545,171
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 name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$48,509,732
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,865,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,701,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,323,310
Value of total assets at end of year2020-12-31$319,894,537
Value of total assets at beginning of year2020-12-31$284,250,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$164,396
Total interest from all sources2020-12-31$2,905,539
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,410,369
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$8,410,369
Administrative expenses professional fees incurred2020-12-31$3,570
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$6,827,933
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,901,096
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,784,800
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,830,867
Other income not declared elsewhere2020-12-31$203,805
Administrative expenses (other) incurred2020-12-31$139,354
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$35,644,220
Value of net assets at end of year (total assets less liabilities)2020-12-31$319,894,537
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$284,250,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$229,958,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$199,798,826
Value of interest in pooled separate accounts at end of year2020-12-31$7,695,503
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,714,624
Interest earned on other investments2020-12-31$2,903,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$820,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$743,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$743,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$79,519,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$74,208,072
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$935,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,732,733
Net investment gain/loss from pooled separate accounts2020-12-31$-66,024
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$5,664,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,765,674
Contract administrator fees2020-12-31$1,295
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 name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$55,314,706
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$20,326,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,162,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,396,802
Value of total assets at end of year2019-12-31$284,250,317
Value of total assets at beginning of year2019-12-31$249,261,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$163,883
Total interest from all sources2019-12-31$2,841,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,792,384
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$5,792,384
Administrative expenses professional fees incurred2019-12-31$1,190
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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$6,724,588
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,577
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,784,800
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,825,364
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,057,005
Other income not declared elsewhere2019-12-31$523,951
Administrative expenses (other) incurred2019-12-31$141,842
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$34,988,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$284,250,317
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$249,261,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$199,798,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$163,259,741
Value of interest in pooled separate accounts at end of year2019-12-31$7,714,624
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,397,623
Interest on participant loans2019-12-31$271
Interest earned on other investments2019-12-31$2,826,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$743,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$765,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$765,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$74,208,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$75,007,249
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,595,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,352,975
Net investment gain/loss from pooled separate accounts2019-12-31$407,484
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$5,615,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,566,784
Contract administrator fees2019-12-31$1,501
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 name2019-12-31COHNREZNICK LLP
Accountancy firm EIN2019-12-31221478099
2018 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$3,117,869
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,217,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,060,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,595,954
Value of total assets at end of year2018-12-31$249,261,879
Value of total assets at beginning of year2018-12-31$257,361,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,383
Total interest from all sources2018-12-31$2,886,383
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,731,192
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$7,731,192
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$6,520,458
Participant contributions at end of year2018-12-31$6,577
Participant contributions at beginning of year2018-12-31$12,742
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,825,364
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,028,475
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$689,411
Other income not declared elsewhere2018-12-31$-52,212
Administrative expenses (other) incurred2018-12-31$132,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,099,217
Value of net assets at end of year (total assets less liabilities)2018-12-31$249,261,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$257,361,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$163,259,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$174,861,930
Value of interest in pooled separate accounts at end of year2018-12-31$7,397,623
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,488,652
Interest on participant loans2018-12-31$683
Interest earned on other investments2018-12-31$2,878,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$765,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$287,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$287,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,044
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$75,007,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$72,681,895
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$29,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-20,370,822
Net investment gain/loss from pooled separate accounts2018-12-31$327,374
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$5,386,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,030,904
Contract administrator fees2018-12-31$1,581
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 name2018-12-31COHNREZNICK LLP
Accountancy firm EIN2018-12-31221478099
2017 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$43,297,204
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,374,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,227,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,311,488
Value of total assets at end of year2017-12-31$257,361,096
Value of total assets at beginning of year2017-12-31$222,438,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,085
Total interest from all sources2017-12-31$2,666,432
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,312,238
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$5,312,238
Administrative expenses professional fees incurred2017-12-31$6,875
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$6,356,419
Participant contributions at end of year2017-12-31$12,742
Participant contributions at beginning of year2017-12-31$18,520
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,028,475
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,220,520
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$705,498
Other income not declared elsewhere2017-12-31$383,414
Administrative expenses (other) incurred2017-12-31$92,920
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$34,922,227
Value of net assets at end of year (total assets less liabilities)2017-12-31$257,361,096
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$222,438,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$45,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$174,861,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$144,401,306
Value of interest in pooled separate accounts at end of year2017-12-31$6,488,652
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,097,792
Interest on participant loans2017-12-31$1,070
Interest earned on other investments2017-12-31$2,663,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$287,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$315,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$315,456
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$72,681,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$68,385,275
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$971,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,351,428
Net investment gain/loss from pooled separate accounts2017-12-31$272,204
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$5,249,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,256,866
Contract administrator fees2017-12-31$1,945
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 name2017-12-31COHNREZNICK LLP
Accountancy firm EIN2017-12-31221478099
2016 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$26,249,531
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,595,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,556,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,931,033
Value of total assets at end of year2016-12-31$222,438,869
Value of total assets at beginning of year2016-12-31$207,784,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,563
Total interest from all sources2016-12-31$2,725,566
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,915,652
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$3,915,652
Administrative expenses professional fees incurred2016-12-31$33,692
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$6,008,791
Participant contributions at end of year2016-12-31$18,520
Participant contributions at beginning of year2016-12-31$23,936
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,220,520
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,284,952
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,939,073
Other income not declared elsewhere2016-12-31$287,602
Administrative expenses (other) incurred2016-12-31$2,643
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$14,654,348
Value of net assets at end of year (total assets less liabilities)2016-12-31$222,438,869
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$207,784,521
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$144,401,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$133,261,765
Value of interest in pooled separate accounts at end of year2016-12-31$6,097,792
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,648,637
Interest on participant loans2016-12-31$1,432
Interest earned on other investments2016-12-31$2,723,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$315,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$403,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$403,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$68,385,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$66,161,434
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,340,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,094,122
Net investment gain/loss from pooled separate accounts2016-12-31$295,556
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$4,983,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,216,318
Contract administrator fees2016-12-31$2,228
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 name2016-12-31COHNREZNICK LLP
Accountancy firm EIN2016-12-31221478099
2015 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$15,009,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,340,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,268,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,160,658
Value of total assets at end of year2015-12-31$207,784,521
Value of total assets at beginning of year2015-12-31$204,115,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,533
Total interest from all sources2015-12-31$2,501,835
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,672,549
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$4,672,549
Administrative expenses professional fees incurred2015-12-31$67,947
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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$5,877,962
Participant contributions at end of year2015-12-31$23,936
Participant contributions at beginning of year2015-12-31$30,164
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,284,952
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,248,863
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,491,490
Other income not declared elsewhere2015-12-31$-1,135
Administrative expenses (other) incurred2015-12-31$4,586
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$3,668,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$207,784,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$204,115,580
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$133,261,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$132,273,223
Value of interest in pooled separate accounts at end of year2015-12-31$5,648,637
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,107,835
Interest on participant loans2015-12-31$1,790
Interest earned on other investments2015-12-31$2,499,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$403,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$452,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$452,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$65
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$66,161,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$64,003,015
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$285,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,747,819
Net investment gain/loss from pooled separate accounts2015-12-31$423,720
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,791,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,982,595
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 name2015-12-31COHNREZNICK LLP
Accountancy firm EIN2015-12-31221478099
2014 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$22,853,435
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,866,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,798,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,080,686
Value of total assets at end of year2014-12-31$204,115,580
Value of total assets at beginning of year2014-12-31$190,128,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,219
Total interest from all sources2014-12-31$2,467,783
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,020,485
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$4,020,485
Administrative expenses professional fees incurred2014-12-31$61,690
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,645,056
Participant contributions at end of year2014-12-31$30,164
Participant contributions at beginning of year2014-12-31$43,344
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,248,863
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,101,949
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,696,558
Other income not declared elsewhere2014-12-31$161,253
Administrative expenses (other) incurred2014-12-31$6,529
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$13,987,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$204,115,580
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$190,128,580
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$132,273,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$120,898,918
Value of interest in pooled separate accounts at end of year2014-12-31$5,107,835
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,424,345
Interest on participant loans2014-12-31$2,457
Interest earned on other investments2014-12-31$2,465,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$452,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$586,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$586,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$64,003,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$62,073,424
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$518,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,564,427
Net investment gain/loss from pooled separate accounts2014-12-31$558,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,739,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,280,070
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 name2014-12-31COHNREZNICK LLP
Accountancy firm EIN2014-12-31221478099
2013 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$35,843,394
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,181,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,101,960
Expenses. Certain deemed distributions of participant loans2013-12-31$1,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,014,250
Value of total assets at end of year2013-12-31$190,128,580
Value of total assets at beginning of year2013-12-31$161,467,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$78,235
Total interest from all sources2013-12-31$2,412,853
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,848,713
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$2,848,713
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$5,485,953
Participant contributions at end of year2013-12-31$43,344
Participant contributions at beginning of year2013-12-31$65,563
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,101,949
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,187,737
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,860,947
Administrative expenses (other) incurred2013-12-31$74,847
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$28,661,398
Value of net assets at end of year (total assets less liabilities)2013-12-31$190,128,580
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$161,467,182
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$120,898,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$96,870,062
Value of interest in pooled separate accounts at end of year2013-12-31$4,424,345
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,595,644
Interest on participant loans2013-12-31$3,806
Interest earned on other investments2013-12-31$2,408,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$586,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$826,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$826,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$69
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$62,073,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$57,921,375
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$409,549
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$18,191,873
Net investment gain/loss from pooled separate accounts2013-12-31$375,705
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$4,667,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,692,411
Contract administrator fees2013-12-31$3,388
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 name2013-12-31COHNREZNICK LLP
Accountancy firm EIN2013-12-31221478099
2012 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$24,469,470
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,785,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,761,906
Expenses. Certain deemed distributions of participant loans2012-12-31$5,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,195,710
Value of total assets at end of year2012-12-31$161,467,182
Value of total assets at beginning of year2012-12-31$144,783,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,271
Total interest from all sources2012-12-31$2,188,730
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,372,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,372,953
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,402,329
Participant contributions at end of year2012-12-31$65,563
Participant contributions at beginning of year2012-12-31$102,921
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,187,737
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,914,561
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$346,862
Other income not declared elsewhere2012-12-31$74,005
Administrative expenses (other) incurred2012-12-31$13,855
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$16,684,105
Value of net assets at end of year (total assets less liabilities)2012-12-31$161,467,182
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$144,783,077
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$96,870,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,809,628
Value of interest in pooled separate accounts at end of year2012-12-31$3,595,644
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,829,807
Interest on participant loans2012-12-31$5,810
Interest earned on other investments2012-12-31$2,182,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$826,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$719,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$719,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$57,921,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$57,406,316
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$687,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,330,647
Net investment gain/loss from pooled separate accounts2012-12-31$307,425
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$4,446,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,074,419
Contract administrator fees2012-12-31$4,416
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 name2012-12-31COHNREZNICK LLP
Accountancy firm EIN2012-12-31221478099
2011 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$10,363,105
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,872,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,810,960
Expenses. Certain deemed distributions of participant loans2011-12-31$40,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,895,522
Value of total assets at end of year2011-12-31$144,783,077
Value of total assets at beginning of year2011-12-31$143,292,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,725
Total interest from all sources2011-12-31$2,134,031
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$973,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$973,318
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31Yes
Amount of non-exempt transactions with any party-in-interest2011-12-31$221,459
Contributions received from participants2011-12-31$5,338,576
Participant contributions at end of year2011-12-31$102,921
Participant contributions at beginning of year2011-12-31$215,914
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,914,561
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,310,723
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$217,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,214
Administrative expenses (other) incurred2011-12-31$16,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,491,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$144,783,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$143,292,036
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$81,809,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$83,034,739
Value of interest in pooled separate accounts at end of year2011-12-31$2,829,807
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,296,894
Interest on participant loans2011-12-31$9,695
Interest earned on other investments2011-12-31$2,124,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$719,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,011,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,011,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$57,406,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$55,410,721
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$38,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,942,101
Net investment gain/loss from pooled separate accounts2011-12-31$302,335
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$4,339,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,772,484
Contract administrator fees2011-12-31$4,220
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 name2011-12-31J.H. COHN, LLP
Accountancy firm EIN2011-12-31221478099
2010 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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$22,240,913
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,195,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,098,429
Expenses. Certain deemed distributions of participant loans2010-12-31$52,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,828,289
Value of total assets at end of year2010-12-31$143,292,036
Value of total assets at beginning of year2010-12-31$129,246,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$44,884
Total interest from all sources2010-12-31$2,034,659
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$549,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$549,269
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31Yes
Amount of non-exempt transactions with any party-in-interest2010-12-31$214,648
Contributions received from participants2010-12-31$5,184,925
Participant contributions at end of year2010-12-31$215,914
Participant contributions at beginning of year2010-12-31$318,592
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,310,723
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$401,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$48,587
Administrative expenses (other) incurred2010-12-31$36,090
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$14,045,282
Value of net assets at end of year (total assets less liabilities)2010-12-31$143,292,036
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$129,246,754
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$83,034,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$69,693,547
Value of interest in pooled separate accounts at end of year2010-12-31$2,296,894
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,637,138
Interest on participant loans2010-12-31$19,687
Interest earned on other investments2010-12-31$2,014,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,011,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,213,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,213,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$55,410,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$55,384,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,521,893
Net investment gain/loss from pooled separate accounts2010-12-31$258,216
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$4,241,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,098,429
Contract administrator fees2010-12-31$8,794
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 name2010-12-31J.H. COHN LLP
Accountancy firm EIN2010-12-31221478099
2009 : MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MONMOUTH UNIVERSITY DEFINED CONTRIBUTION 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 planYes
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 number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered929
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered90
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 number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered925
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered118
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 number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered940
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered118
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered122
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered955
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered136
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered1006
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered957
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered938
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered86
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 2
Insurance contract or identification number711219 001
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 1
Insurance contract or identification number103588
Number of Individuals Covered932
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered192
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered924
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 2
Insurance contract or identification number103588
Number of Individuals Covered1262
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 1
Insurance contract or identification number711219 001
Number of Individuals Covered215
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 1
Insurance contract or identification number103588
Number of Individuals Covered1275
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 2
Insurance contract or identification number711219 001
Number of Individuals Covered243
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103588
Policy instance 1
Insurance contract or identification number103588
Number of Individuals Covered1261
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number711219 001
Policy instance 2
Insurance contract or identification number711219 001
Number of Individuals Covered275
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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