401k Plan data: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN plan

EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: EASTERN UNIVERSITY

Employer identification number (EIN): 231409675

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2018-09-20
001 2016-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2017-10-06
001 2015-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2016-10-17
001 2014-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2015-10-15
001 2013-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2014-10-13
001 2012-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2013-10-15
001 2011-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2012-10-15
001 2010-01-01 JOEL PERNELL JONES JOEL PERNELL JONES 2011-10-28
001 2009-01-01 PATRICIA A. MCHUGH PATRICIA A. MCHUGH 2010-10-15
001 2009-01-01 PATRICIA A. MCHUGH PATRICIA A. MCHUGH 2010-11-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2018-09-20
001	2016-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2017-10-06
001	2015-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2016-10-17
001	2014-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2015-10-15
001	2013-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2014-10-13
001	2012-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2013-10-15
001	2011-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2012-10-15
001	2010-01-01	JOEL PERNELL JONES	JOEL PERNELL JONES	2011-10-28
001	2009-01-01	PATRICIA A. MCHUGH	PATRICIA A. MCHUGH	2010-10-15
001	2009-01-01	PATRICIA A. MCHUGH	PATRICIA A. MCHUGH	2010-11-09

Plan Statistics for EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,165
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 601
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 600
Total of all active and inactive participants 2023-01-01 1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 4
Total participants 2023-01-01 1,205
Number of participants with account balances 2023-01-01 1,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,094
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 557
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 602
Total of all active and inactive participants 2022-01-01 1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 23
Total participants 2022-01-01 1,182
Number of participants with account balances 2022-01-01 1,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,077
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 503
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 592
Total of all active and inactive participants 2021-01-01 1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 18
Total participants 2021-01-01 1,113
Number of participants with account balances 2021-01-01 1,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,100
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 480
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 600
Total of all active and inactive participants 2020-01-01 1,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,083
Number of participants with account balances 2020-01-01 1,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,094
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 494
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 604
Total of all active and inactive participants 2019-01-01 1,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,100
Number of participants with account balances 2019-01-01 1,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,096
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 524
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 569
Total of all active and inactive participants 2018-01-01 1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,095
Number of participants with account balances 2018-01-01 1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,079
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 576
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 518
Total of all active and inactive participants 2017-01-01 1,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,095
Number of participants with account balances 2017-01-01 1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,073
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 584
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 494
Total of all active and inactive participants 2016-01-01 1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,079
Number of participants with account balances 2016-01-01 1,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,043
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 617
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 455
Total of all active and inactive participants 2015-01-01 1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,074
Number of participants with account balances 2015-01-01 1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,012
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 651
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 393
Total of all active and inactive participants 2014-01-01 1,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,044
Number of participants with account balances 2014-01-01 1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,056
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 716
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 353
Total of all active and inactive participants 2013-01-01 1,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,069
Number of participants with account balances 2013-01-01 1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,036
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 765
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 293
Total of all active and inactive participants 2012-01-01 1,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,058
Number of participants with account balances 2012-01-01 991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,003
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 802
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 233
Total of all active and inactive participants 2011-01-01 1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,036
Number of participants with account balances 2011-01-01 973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 912
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 792
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 210
Total of all active and inactive participants 2010-01-01 1,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 1,003
Number of participants with account balances 2010-01-01 940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 906
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 709
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 192
Total of all active and inactive participants 2009-01-01 901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 904
Number of participants with account balances 2009-01-01 860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,165
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	601
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	600
Total of all active and inactive participants	2023-01-01	1,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	4
Total participants	2023-01-01	1,205
Number of participants with account balances	2023-01-01	1,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,094
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	557
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	602
Total of all active and inactive participants	2022-01-01	1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	23
Total participants	2022-01-01	1,182
Number of participants with account balances	2022-01-01	1,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,077
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	503
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	592
Total of all active and inactive participants	2021-01-01	1,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	18
Total participants	2021-01-01	1,113
Number of participants with account balances	2021-01-01	1,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,100
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	480
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	600
Total of all active and inactive participants	2020-01-01	1,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,083
Number of participants with account balances	2020-01-01	1,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,094
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	494
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	604
Total of all active and inactive participants	2019-01-01	1,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,100
Number of participants with account balances	2019-01-01	1,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,096
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	524
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	569
Total of all active and inactive participants	2018-01-01	1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,095
Number of participants with account balances	2018-01-01	1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,079
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	576
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	518
Total of all active and inactive participants	2017-01-01	1,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,095
Number of participants with account balances	2017-01-01	1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,073
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	584
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	494
Total of all active and inactive participants	2016-01-01	1,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,079
Number of participants with account balances	2016-01-01	1,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,043
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	617
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	455
Total of all active and inactive participants	2015-01-01	1,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,074
Number of participants with account balances	2015-01-01	1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,012
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	651
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	393
Total of all active and inactive participants	2014-01-01	1,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,044
Number of participants with account balances	2014-01-01	1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,056
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	716
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	353
Total of all active and inactive participants	2013-01-01	1,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,069
Number of participants with account balances	2013-01-01	1,008
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,036
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	765
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	293
Total of all active and inactive participants	2012-01-01	1,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,058
Number of participants with account balances	2012-01-01	991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,003
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	802
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	233
Total of all active and inactive participants	2011-01-01	1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,036
Number of participants with account balances	2011-01-01	973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	912
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	792
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	210
Total of all active and inactive participants	2010-01-01	1,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	1,003
Number of participants with account balances	2010-01-01	940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	906
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	709
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	192
Total of all active and inactive participants	2009-01-01	901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	904
Number of participants with account balances	2009-01-01	860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$13,829,112
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$6,057,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$6,054,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,023,987
Value of total assets at end of year	2023-12-31	$78,500,058
Value of total assets at beginning of year	2023-12-31	$70,728,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$2,915
Total interest from all sources	2023-12-31	$826,074
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$560,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$560,353
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,134,782
Participant contributions at end of year	2023-12-31	$126,423
Participant contributions at beginning of year	2023-12-31	$80,021
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$420,024
Other income not declared elsewhere	2023-12-31	$15,314
Administrative expenses (other) incurred	2023-12-31	$1,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$7,771,699
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$78,500,058
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$70,728,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$57,261,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$49,150,223
Value of interest in pooled separate accounts at end of year	2023-12-31	$2,750,196
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,325,653
Interest on participant loans	2023-12-31	$7,736
Interest earned on other investments	2023-12-31	$818,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$18,362,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$18,172,462
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$117,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$9,841,531
Net investment gain/loss from pooled separate accounts	2023-12-31	$-438,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,469,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$5,936,992
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2023-12-31	363990892
2022 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-7,663,208
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,288,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,226,280
Expenses. Certain deemed distributions of participant loans	2022-12-31	$53,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,721,704
Value of total assets at end of year	2022-12-31	$70,728,359
Value of total assets at beginning of year	2022-12-31	$81,680,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$9,292
Total interest from all sources	2022-12-31	$707,456
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$558,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$558,560
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,004,711
Participant contributions at end of year	2022-12-31	$80,021
Participant contributions at beginning of year	2022-12-31	$67,241
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$455,768
Other income not declared elsewhere	2022-12-31	$11,204
Administrative expenses (other) incurred	2022-12-31	$1,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-10,951,908
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$70,728,359
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$81,680,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$7,840
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$49,150,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$60,687,455
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,325,653
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,017,502
Interest on participant loans	2022-12-31	$5,091
Interest earned on other investments	2022-12-31	$702,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$18,172,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$17,908,069
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$81,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,908,047
Net investment gain/loss from pooled separate accounts	2022-12-31	$245,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,261,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,145,141
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2022-12-31	363990892
2021 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$12,300,349
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,579,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,571,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,631,194
Value of total assets at end of year	2021-12-31	$81,680,267
Value of total assets at beginning of year	2021-12-31	$73,959,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,265
Total interest from all sources	2021-12-31	$608,564
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$599,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$599,844
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$960,809
Participant contributions at end of year	2021-12-31	$67,241
Participant contributions at beginning of year	2021-12-31	$13,901
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$182,539
Other income not declared elsewhere	2021-12-31	$10,208
Administrative expenses (other) incurred	2021-12-31	$950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,720,988
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$81,680,267
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$73,959,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$7,315
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$60,687,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$53,284,479
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,017,502
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,641,908
Interest on participant loans	2021-12-31	$1,749
Interest earned on other investments	2021-12-31	$606,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$17,908,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$18,018,991
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$139,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,989,985
Net investment gain/loss from pooled separate accounts	2021-12-31	$460,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,487,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,431,562
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2021-12-31	363990892
2020 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$11,336,431
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,206,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,198,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,133,939
Value of total assets at end of year	2020-12-31	$73,959,279
Value of total assets at beginning of year	2020-12-31	$68,828,862
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,926
Total interest from all sources	2020-12-31	$685,545
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$319,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$319,496
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$863,897
Participant contributions at end of year	2020-12-31	$13,901
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$309,988
Other income not declared elsewhere	2020-12-31	$9,811
Administrative expenses (other) incurred	2020-12-31	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,130,417
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$73,959,279
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$68,828,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$7,776
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$53,284,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$47,607,823
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,641,908
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,755,502
Interest on participant loans	2020-12-31	$19
Interest earned on other investments	2020-12-31	$685,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$18,018,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$18,465,537
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$494,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,211,242
Net investment gain/loss from pooled separate accounts	2020-12-31	$-23,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$960,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,703,654
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2020-12-31	363990892
2019 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$12,057,946
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,998,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,984,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,533,284
Value of total assets at end of year	2019-12-31	$68,828,862
Value of total assets at beginning of year	2019-12-31	$61,769,858
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,250
Total interest from all sources	2019-12-31	$686,891
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$209,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$209,574
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$804,985
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$211,098
Other income not declared elsewhere	2019-12-31	$15,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$7,059,004
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$68,828,862
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$61,769,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$14,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$47,607,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$40,826,747
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,755,502
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,803,372
Interest earned on other investments	2019-12-31	$686,891
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$18,465,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$18,139,739
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$431,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$9,463,011
Net investment gain/loss from pooled separate accounts	2019-12-31	$149,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$517,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,553,458
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2019-12-31	363990892
2018 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$41,387
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,892,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$5,892,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,874,158
Value of total assets at end of year	2018-12-31	$61,769,858
Value of total assets at beginning of year	2018-12-31	$67,621,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$708,838
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$118,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$118,627
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$834,857
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$102,944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,851,295
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$61,769,858
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$67,621,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$40,826,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$46,615,009
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,803,372
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,811,121
Interest earned on other investments	2018-12-31	$708,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$18,139,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$18,195,023
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$405,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,790,861
Net investment gain/loss from pooled separate accounts	2018-12-31	$130,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$936,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$5,487,236
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2018-12-31	363990892
2017 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$11,931,389
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,268,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,268,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,129,840
Value of total assets at end of year	2017-12-31	$67,621,153
Value of total assets at beginning of year	2017-12-31	$60,957,845
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$722,108
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$73,255
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$853,135
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$932,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$6,663,308
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$67,621,153
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$60,957,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$46,615,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$39,240,051
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,811,121
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,987,656
Interest earned on other investments	2017-12-31	$722,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$18,195,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$18,730,138
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$219,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,877,501
Net investment gain/loss from pooled separate accounts	2017-12-31	$128,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,343,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,048,415
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2017-12-31	363990892
2016 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$6,318,426
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,410,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,410,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,908,630
Value of total assets at end of year	2016-12-31	$60,957,845
Value of total assets at beginning of year	2016-12-31	$60,049,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$747,454
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$50,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$50,437
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$885,025
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$605,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$908,136
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$60,957,845
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$60,049,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$39,240,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$38,998,538
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,987,656
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,947,291
Interest earned on other investments	2016-12-31	$747,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$18,730,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$18,103,880
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$234,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,461,511
Net investment gain/loss from pooled separate accounts	2016-12-31	$150,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,418,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,175,330
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2016-12-31	363990892
2015 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$3,909,150
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,443,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,442,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,801,795
Value of total assets at end of year	2015-12-31	$60,049,709
Value of total assets at beginning of year	2015-12-31	$58,583,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$216
Total interest from all sources	2015-12-31	$669,955
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$26,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$26,563
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$995,210
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$231,671
Administrative expenses (other) incurred	2015-12-31	$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,465,991
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$60,049,709
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$58,583,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$38,998,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$40,089,721
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,947,291
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,640,850
Interest earned on other investments	2015-12-31	$669,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$18,103,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,853,147
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$131,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$193,461
Net investment gain/loss from pooled separate accounts	2015-12-31	$217,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,574,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,310,976
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2015-12-31	363990892
2014 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,424,323
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$5,139,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,139,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,699,534
Value of total assets at end of year	2014-12-31	$58,583,718
Value of total assets at beginning of year	2014-12-31	$57,299,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$633,245
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$13,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$13,690
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,054,776
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$57,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,284,501
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$58,583,718
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$57,299,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$40,089,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$39,594,114
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,640,850
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,401,413
Interest earned on other investments	2014-12-31	$633,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,853,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$15,303,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,792,654
Net investment gain/loss from pooled separate accounts	2014-12-31	$285,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,587,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$5,139,822
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2014-12-31	363990892
2013 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$10,931,472
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$3,021,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,021,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,751,214
Value of total assets at end of year	2013-12-31	$57,299,217
Value of total assets at beginning of year	2013-12-31	$49,389,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$600,569
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,051,307
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$103,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$7,909,949
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$57,299,217
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$49,389,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$39,594,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$32,521,006
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,401,413
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,126,028
Interest earned on other investments	2013-12-31	$600,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$15,303,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$14,742,234
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$445,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,369,762
Net investment gain/loss from pooled separate accounts	2013-12-31	$209,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,596,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,575,956
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2013-12-31	363990892
2012 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,576,684
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,028,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,028,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,797,856
Value of total assets at end of year	2012-12-31	$49,389,268
Value of total assets at beginning of year	2012-12-31	$44,841,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$570,306
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,030,120
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$83,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$4,547,826
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$49,389,268
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$44,841,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$32,521,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$28,630,878
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,126,028
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,799,935
Interest earned on other investments	2012-12-31	$570,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$14,742,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$14,410,629
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$399,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,024,632
Net investment gain/loss from pooled separate accounts	2012-12-31	$183,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,684,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,629,510
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CAPIN CROUSE, LLP
Accountancy firm EIN	2012-12-31	363990892
2011 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$3,140,643
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,132,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,132,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,885,510
Value of total assets at end of year	2011-12-31	$44,841,442
Value of total assets at beginning of year	2011-12-31	$43,833,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$545,131
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,037,178
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$135,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,008,078
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$44,841,442
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$43,833,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$28,630,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$28,521,544
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,799,935
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,450,705
Interest earned on other investments	2011-12-31	$545,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$14,410,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$13,861,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-484,050
Net investment gain/loss from pooled separate accounts	2011-12-31	$194,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,713,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,132,565
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MARCUM LLP
Accountancy firm EIN	2011-12-31	111986323
2010 : EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$6,882,168
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,475,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,475,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,927,446
Value of total assets at end of year	2010-12-31	$43,833,364
Value of total assets at beginning of year	2010-12-31	$38,426,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$495,148
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$993,861
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$341,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,406,538
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$43,833,364
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$38,426,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$28,521,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$24,310,076
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,450,705
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,050,880
Interest earned on other investments	2010-12-31	$495,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$13,861,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$13,065,870
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$196,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,294,235
Net investment gain/loss from pooled separate accounts	2010-12-31	$165,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,592,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,279,262
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MARCUM LLP
Accountancy firm EIN	2010-12-31	111986323
2009 : EASTERN 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 securities	2009-12-31	$0

Form 5500 Responses for EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2023: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	711
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	746
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	757
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	794
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	821
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	847
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	872
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	943
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138

Policy instance

Insurance contract or identification number	150138
Number of Individuals Covered	967
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138 & 346561

Policy instance

Insurance contract or identification number	150138 & 346561
Number of Individuals Covered	926
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138 & 346561

Policy instance

Insurance contract or identification number	150138 & 346561
Number of Individuals Covered	991
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138 & 346561

Policy instance

Insurance contract or identification number	150138 & 346561
Number of Individuals Covered	892
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150138 & 346561

Policy instance

Insurance contract or identification number	150138 & 346561
Number of Individuals Covered	940
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	EASTERN UNIVERSITY
Employer identification number (EIN):	231409675
NAIC Classification:	611000