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SALUS UNIVERSITY RETIREMENT PLAN 401k Plan overview

Plan NameSALUS UNIVERSITY RETIREMENT PLAN
Plan identification number 001

SALUS UNIVERSITY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

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

Company Name:SALUS UNIVERSITY
Employer identification number (EIN):231413680
NAIC Classification:611000

Additional information about SALUS UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 272606

More information about SALUS UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALUS UNIVERSITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MAURA KEENAN MAURA KEENAN2018-08-15
0012016-01-01MAURA KEENAN
0012015-01-01MAURA KEENAN
0012014-01-01MAURA KEENAN
0012013-01-01MAURA KEENAN
0012012-01-01MAURA KEENAN
0012011-01-01MAURA ALEXANDER
0012009-01-01
0012009-01-01MAURA ALEXANDER

Plan Statistics for SALUS UNIVERSITY RETIREMENT PLAN

401k plan membership statisitcs for SALUS UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022: SALUS UNIVERSITY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01677
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
2021: SALUS UNIVERSITY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01675
Total number of active participants reported on line 7a of the Form 55002021-01-01300
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01370
Total of all active and inactive participants2021-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01677
Number of participants with account balances2021-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SALUS UNIVERSITY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01717
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01359
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01675
Number of participants with account balances2020-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SALUS UNIVERSITY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01696
Total number of active participants reported on line 7a of the Form 55002019-01-01300
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01411
Total of all active and inactive participants2019-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01717
Number of participants with account balances2019-01-01713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SALUS UNIVERSITY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01748
Total number of active participants reported on line 7a of the Form 55002018-01-01349
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01406
Total of all active and inactive participants2018-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01759
Number of participants with account balances2018-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SALUS UNIVERSITY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01745
Total number of active participants reported on line 7a of the Form 55002017-01-01346
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01397
Total of all active and inactive participants2017-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01748
Number of participants with account balances2017-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SALUS UNIVERSITY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01721
Total number of active participants reported on line 7a of the Form 55002016-01-01354
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01389
Total of all active and inactive participants2016-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01745
Number of participants with account balances2016-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SALUS UNIVERSITY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01685
Total number of active participants reported on line 7a of the Form 55002015-01-01339
Number of other retired or separated participants entitled to future benefits2015-01-01380
Total of all active and inactive participants2015-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01721
Number of participants with account balances2015-01-01659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SALUS UNIVERSITY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01660
Total number of active participants reported on line 7a of the Form 55002014-01-01309
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01374
Total of all active and inactive participants2014-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01685
Number of participants with account balances2014-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SALUS UNIVERSITY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01619
Total number of active participants reported on line 7a of the Form 55002013-01-01290
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01368
Total of all active and inactive participants2013-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01660
Number of participants with account balances2013-01-01618
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SALUS UNIVERSITY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01641
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01349
Total of all active and inactive participants2012-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01619
Number of participants with account balances2012-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SALUS UNIVERSITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01601
Total number of active participants reported on line 7a of the Form 55002011-01-01284
Number of other retired or separated participants entitled to future benefits2011-01-01354
Total of all active and inactive participants2011-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01641
Number of participants with account balances2011-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SALUS UNIVERSITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01611
Total number of active participants reported on line 7a of the Form 55002009-01-01542
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01626
Number of participants with account balances2009-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SALUS UNIVERSITY RETIREMENT PLAN

Measure Date Value
2022 : SALUS UNIVERSITY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$127,903,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$0
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$127,903,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$0
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$3,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$24,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$0
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$127,903,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$84,528,605
Value of interest in pooled separate accounts at end of year2022-01-01$0
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,349,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$38,977,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$23,355
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-01Disclaimer
Accountancy firm name2022-01-01CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-01-01410746749
2021 : SALUS UNIVERSITY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$16,588,847
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,783,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,633,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,999,438
Value of total assets at end of year2021-12-31$127,903,201
Value of total assets at beginning of year2021-12-31$116,097,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$150,203
Total interest from all sources2021-12-31$5,670,989
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$150,203
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,417,568
Participant contributions at end of year2021-12-31$24,282
Participant contributions at beginning of year2021-12-31$32,099
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$134,940
Other income not declared elsewhere2021-12-31$63,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,805,344
Value of net assets at end of year (total assets less liabilities)2021-12-31$127,903,201
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$116,097,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$84,528,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$73,075,081
Value of interest in pooled separate accounts at end of year2021-12-31$4,349,511
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,557,447
Interest earned on other investments2021-12-31$5,670,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$38,977,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$39,418,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,209,921
Net investment gain/loss from pooled separate accounts2021-12-31$645,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,446,930
Employer contributions (assets) at end of year2021-12-31$23,355
Employer contributions (assets) at beginning of year2021-12-31$14,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,633,300
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SALUS UNIVERSITY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,452,438
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,932,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,885,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,741,701
Value of total assets at end of year2020-12-31$116,097,857
Value of total assets at beginning of year2020-12-31$106,577,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,417
Total interest from all sources2020-12-31$2,736,821
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$46,417
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,283,769
Participant contributions at end of year2020-12-31$32,099
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$156,881
Other income not declared elsewhere2020-12-31$29,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,520,128
Value of net assets at end of year (total assets less liabilities)2020-12-31$116,097,857
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$106,577,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$73,075,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,528,507
Value of interest in pooled separate accounts at end of year2020-12-31$3,557,447
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,853,289
Interest earned on other investments2020-12-31$2,736,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$39,418,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,176,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,976,330
Net investment gain/loss from pooled separate accounts2020-12-31$-31,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,301,051
Employer contributions (assets) at end of year2020-12-31$14,829
Employer contributions (assets) at beginning of year2020-12-31$19,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,885,893
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SALUS UNIVERSITY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,863,640
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,536,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,526,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,788,636
Value of total assets at end of year2019-12-31$106,577,729
Value of total assets at beginning of year2019-12-31$93,251,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,751
Total interest from all sources2019-12-31$2,537,001
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$10,751
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,248,596
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$239,471
Other income not declared elsewhere2019-12-31$5,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,326,675
Value of net assets at end of year (total assets less liabilities)2019-12-31$106,577,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,251,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,528,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,629,905
Value of interest in pooled separate accounts at end of year2019-12-31$3,853,289
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,803,822
Interest earned on other investments2019-12-31$2,537,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,176,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$36,792,997
Net gain/loss from 103.12 investment entities2019-12-31$11,532,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,300,569
Employer contributions (assets) at end of year2019-12-31$19,751
Employer contributions (assets) at beginning of year2019-12-31$24,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,526,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : SALUS UNIVERSITY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,340,980
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,550,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,531,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,090,802
Value of total assets at end of year2018-12-31$93,251,054
Value of total assets at beginning of year2018-12-31$97,460,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,723
Total interest from all sources2018-12-31$1,423,524
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$930
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,187,026
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,697,722
Other income not declared elsewhere2018-12-31$11,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,209,176
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,251,054
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$97,460,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,629,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,678,109
Value of interest in pooled separate accounts at end of year2018-12-31$3,803,822
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,532,514
Interest earned on other investments2018-12-31$1,423,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$36,792,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$36,231,671
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$893,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,355,149
Net investment gain/loss from pooled separate accounts2018-12-31$170,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,206,054
Employer contributions (assets) at end of year2018-12-31$24,330
Employer contributions (assets) at beginning of year2018-12-31$17,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,638,420
Contract administrator fees2018-12-31$43
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31O'CONNELL & COMPANY, LLC
Accountancy firm EIN2018-12-31232690478
2017 : SALUS UNIVERSITY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,288,831
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,571,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,566,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,530,793
Value of total assets at end of year2017-12-31$97,460,230
Value of total assets at beginning of year2017-12-31$90,743,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,414
Total interest from all sources2017-12-31$1,389,325
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,270,172
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$90,427
Other income not declared elsewhere2017-12-31$13,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,717,014
Value of net assets at end of year (total assets less liabilities)2017-12-31$97,460,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$90,743,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$57,678,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,383,216
Value of interest in pooled separate accounts at end of year2017-12-31$3,532,514
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,538,216
Interest earned on other investments2017-12-31$1,389,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$36,231,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,806,534
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$175,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,205,598
Net investment gain/loss from pooled separate accounts2017-12-31$149,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,170,194
Employer contributions (assets) at end of year2017-12-31$17,936
Employer contributions (assets) at beginning of year2017-12-31$15,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,390,668
Contract administrator fees2017-12-31$1,164
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31O'CONNELL & COMPANY, LLC
Accountancy firm EIN2017-12-31232690478
2016 : SALUS UNIVERSITY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,518,441
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,025,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,002,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,042,117
Value of total assets at end of year2016-12-31$90,743,216
Value of total assets at beginning of year2016-12-31$87,249,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,281
Total interest from all sources2016-12-31$1,513,360
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,330,816
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$666,321
Other income not declared elsewhere2016-12-31$4,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,493,406
Value of net assets at end of year (total assets less liabilities)2016-12-31$90,743,216
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,249,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$11,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$50,383,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,531,097
Value of interest in pooled separate accounts at end of year2016-12-31$3,538,216
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,442,049
Interest earned on other investments2016-12-31$1,513,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,806,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$35,247,038
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$195,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,778,942
Net investment gain/loss from pooled separate accounts2016-12-31$179,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,044,980
Employer contributions (assets) at end of year2016-12-31$15,250
Employer contributions (assets) at beginning of year2016-12-31$29,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,807,583
Contract administrator fees2016-12-31$6,531
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31O'CONNELL & COMPANY, LLC
Accountancy firm EIN2016-12-31232690478
2015 : SALUS UNIVERSITY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,817,971
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,810,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,772,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,489,299
Value of total assets at end of year2015-12-31$87,249,810
Value of total assets at beginning of year2015-12-31$88,242,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,600
Total interest from all sources2015-12-31$1,384,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$16,405
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,220,985
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$224,456
Other income not declared elsewhere2015-12-31$24,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-992,325
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,249,810
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,242,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,531,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$50,054,648
Value of interest in pooled separate accounts at end of year2015-12-31$3,442,049
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,190,290
Interest earned on other investments2015-12-31$1,384,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$35,247,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$34,980,093
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$305,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-335,225
Net investment gain/loss from pooled separate accounts2015-12-31$255,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,043,858
Employer contributions (assets) at end of year2015-12-31$29,626
Employer contributions (assets) at beginning of year2015-12-31$17,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,467,214
Contract administrator fees2015-12-31$6,195
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31O'CONNELL & COMPANY LLC
Accountancy firm EIN2015-12-31232690478
2014 : SALUS UNIVERSITY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,110,129
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,644,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,609,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,322,461
Value of total assets at end of year2014-12-31$88,242,135
Value of total assets at beginning of year2014-12-31$83,776,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$35,584
Total interest from all sources2014-12-31$1,392,267
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,164,449
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$389,745
Other income not declared elsewhere2014-12-31$47,590
Administrative expenses (other) incurred2014-12-31$14,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,465,357
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,242,135
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$83,776,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$50,054,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,878,684
Value of interest in pooled separate accounts at end of year2014-12-31$3,190,290
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,523,750
Interest earned on other investments2014-12-31$1,392,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$34,980,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$33,356,570
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$240,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,020,352
Net investment gain/loss from pooled separate accounts2014-12-31$327,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,768,267
Employer contributions (assets) at end of year2014-12-31$17,104
Employer contributions (assets) at beginning of year2014-12-31$17,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,368,542
Contract administrator fees2014-12-31$6,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31O'CONNELL & COMPANY LLC
Accountancy firm EIN2014-12-31232690478
2013 : SALUS UNIVERSITY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$23,848,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$400
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$10,839,291
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,050,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,039,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,136,476
Value of total assets at end of year2013-12-31$82,037,362
Value of total assets at beginning of year2013-12-31$51,399,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,629
Total interest from all sources2013-12-31$1,150,133
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$544,643
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$451,464
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$32,027
Other income not declared elsewhere2013-12-31$28,935
Liabilities. Value of operating payables at end of year2013-12-31$400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,788,918
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,036,962
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,399,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,042
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$46,137,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$26,857,633
Value of interest in pooled separate accounts at end of year2013-12-31$2,523,750
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,246,037
Interest earned on other investments2013-12-31$1,150,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$33,356,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,295,986
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$632,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,343,262
Net investment gain/loss from pooled separate accounts2013-12-31$180,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,652,985
Employer contributions (assets) at end of year2013-12-31$19,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,407,656
Contract administrator fees2013-12-31$2,587
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : SALUS UNIVERSITY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,883,640
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,759,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,759,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,551,017
Value of total assets at end of year2012-12-31$51,399,656
Value of total assets at beginning of year2012-12-31$47,275,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$942,482
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,124,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,399,656
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,275,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$26,857,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$23,001,479
Value of interest in pooled separate accounts at end of year2012-12-31$1,246,037
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,126,011
Interest earned on other investments2012-12-31$942,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,295,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,148,057
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$886,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,275,939
Net investment gain/loss from pooled separate accounts2012-12-31$114,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,550,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$872,963
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : SALUS UNIVERSITY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,701
Total income from all sources (including contributions)2011-12-31$1,847,816
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,475,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,475,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,432,412
Value of total assets at end of year2011-12-31$47,275,547
Value of total assets at beginning of year2011-12-31$46,912,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$880,591
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$50,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$50,734
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$372,479
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,275,547
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,903,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$23,001,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,920,602
Value of interest in pooled separate accounts at end of year2011-12-31$1,126,011
Value of interest in pooled separate accounts at beginning of year2011-12-31$965,204
Interest earned on other investments2011-12-31$880,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,148,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$20,949,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-644,709
Net investment gain/loss from pooled separate accounts2011-12-31$128,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,431,820
Employer contributions (assets) at beginning of year2011-12-31$77,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,475,337
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : SALUS UNIVERSITY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,516
Total income from all sources (including contributions)2010-12-31$5,289,978
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,085,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,085,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,560,215
Value of total assets at end of year2010-12-31$46,912,769
Value of total assets at beginning of year2010-12-31$42,712,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$779,485
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20,365
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,204,536
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,903,068
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,698,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,920,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,908,710
Value of interest in pooled separate accounts at end of year2010-12-31$965,204
Value of interest in pooled separate accounts at beginning of year2010-12-31$774,319
Interest earned on other investments2010-12-31$779,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$20,949,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$19,916,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,818,356
Net investment gain/loss from pooled separate accounts2010-12-31$111,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,560,215
Employer contributions (assets) at end of year2010-12-31$77,943
Employer contributions (assets) at beginning of year2010-12-31$112,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,085,442
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558
2009 : SALUS UNIVERSITY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SALUS UNIVERSITY RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-01
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered409
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered418
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered440
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered446
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered659
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406149
Policy instance 1
Insurance contract or identification number406149
Number of Individuals Covered634
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105120
Policy instance 1
Insurance contract or identification number105120
Number of Individuals Covered617
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105120
Policy instance 1
Insurance contract or identification number105120
Number of Individuals Covered603
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105120
Policy instance 1
Insurance contract or identification number105120
Number of Individuals Covered610
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105120
Policy instance 1
Insurance contract or identification number105120
Number of Individuals Covered601
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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