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BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameBELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 002

BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • 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

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

Company Name:BELLEVUE UNIVERSITY
Employer identification number (EIN):470491571
NAIC Classification:611000

Additional information about BELLEVUE UNIVERSITY

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2010-06-30
Company Identification Number: 0801288413
Legal Registered Office Address: 1000 GALVIN RD S

BELLEVUE
United States of America (USA)
68005

More information about BELLEVUE UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022013-01-01LORA IOSSI
0022012-01-01LORA IOSSI
0022011-01-01LORA L. IOSSI
0022010-01-01LORA IOSSI
0022009-01-01MICHAEL D. WARNER MICHAEL D. WARNER2010-10-14
0022008-01-01MICHAEL WARNER
0022007-01-01MICHAEL WARNER
0022006-01-01MICHAEL WARNER
0022005-01-01MICHAEL WARNER
0022004-01-01MICHAEL WARNER
0022003-01-01MICHAEL WARNER
0022002-01-01MICHAEL WARNER
0022001-01-01MICHAEL WARNER
0022000-01-01MICHAEL WARNER
0021999-01-01MICHAEL WARNER
0021998-01-01MICHAEL WARNER
0021997-01-01MICHAEL WARNER
0021996-01-01MICHAEL WARNER
0021995-01-01MICHAEL WARNER
0021994-01-01MICHAEL WARNER
0021993-01-01MICHAEL WARNER
0021992-01-01MICHAEL WARNER
0021991-01-01MICHAEL WARNER
0021990-01-01MICHAEL WARNER
0021989-01-01MICHAEL WARNER

Plan Statistics for BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2013: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01169
Total number of active participants reported on line 7a of the Form 55002012-01-01132
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01168
Total participants2012-01-01168
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01169
Number of participants with account balances2011-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01790
Total number of active participants reported on line 7a of the Form 55002010-01-01800
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01842
Number of participants with account balances2010-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01235
Total number of active participants reported on line 7a of the Form 55002009-01-01208
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01224
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01104
Total number of active participants reported on line 7a of the Form 55002008-01-01131
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01131
Number of participants with account balances2008-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01102
Total number of active participants reported on line 7a of the Form 55002007-01-01104
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01104
Number of participants with account balances2007-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-01100
Total number of active participants reported on line 7a of the Form 55002006-01-01100
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-01100
Number of participants with account balances2006-01-01100
2005: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-01100
Total number of active participants reported on line 7a of the Form 55002005-01-01100
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-01100
Number of participants with account balances2005-01-01100
2004: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-01100
Total number of active participants reported on line 7a of the Form 55002004-01-01100
Number of retired or separated participants receiving benefits2004-01-010
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2004-01-010
Total participants2004-01-01100
Number of participants with account balances2004-01-01100
2003: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-01100
Total number of active participants reported on line 7a of the Form 55002003-01-01100
Number of retired or separated participants receiving benefits2003-01-010
Number of other retired or separated participants entitled to future benefits2003-01-010
Total of all active and inactive participants2003-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2003-01-010
Total participants2003-01-01100
Number of participants with account balances2003-01-01100
2002: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-01100
Total number of active participants reported on line 7a of the Form 55002002-01-01100
Number of retired or separated participants receiving benefits2002-01-010
Number of other retired or separated participants entitled to future benefits2002-01-010
Total of all active and inactive participants2002-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2002-01-010
Total participants2002-01-01100
Number of participants with account balances2002-01-01100
2001: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-01100
Total number of active participants reported on line 7a of the Form 55002001-01-01100
Number of retired or separated participants receiving benefits2001-01-010
Number of other retired or separated participants entitled to future benefits2001-01-010
Total of all active and inactive participants2001-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-01-010
Total participants2001-01-01100
Number of participants with account balances2001-01-01100
2000: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2000 401k membership
Total participants, beginning-of-year2000-01-01100
Total number of active participants reported on line 7a of the Form 55002000-01-01100
Number of retired or separated participants receiving benefits2000-01-010
Number of other retired or separated participants entitled to future benefits2000-01-010
Total of all active and inactive participants2000-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-01-010
Total participants2000-01-01100
Number of participants with account balances2000-01-01100
1999: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1999 401k membership
Total participants, beginning-of-year1999-01-01100
Total number of active participants reported on line 7a of the Form 55001999-01-01100
Number of retired or separated participants receiving benefits1999-01-010
Number of other retired or separated participants entitled to future benefits1999-01-010
Total of all active and inactive participants1999-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1999-01-010
Total participants1999-01-01100
Number of participants with account balances1999-01-01100
1998: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1998 401k membership
Total participants, beginning-of-year1998-01-01100
Total number of active participants reported on line 7a of the Form 55001998-01-01100
Number of retired or separated participants receiving benefits1998-01-010
Number of other retired or separated participants entitled to future benefits1998-01-010
Total of all active and inactive participants1998-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1998-01-010
Total participants1998-01-01100
Number of participants with account balances1998-01-01100
1997: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1997 401k membership
Total participants, beginning-of-year1997-01-01100
Total number of active participants reported on line 7a of the Form 55001997-01-01100
Number of retired or separated participants receiving benefits1997-01-010
Number of other retired or separated participants entitled to future benefits1997-01-010
Total of all active and inactive participants1997-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1997-01-010
Total participants1997-01-01100
Number of participants with account balances1997-01-01100
1996: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1996 401k membership
Total participants, beginning-of-year1996-01-01100
Total number of active participants reported on line 7a of the Form 55001996-01-01100
Number of retired or separated participants receiving benefits1996-01-010
Number of other retired or separated participants entitled to future benefits1996-01-010
Total of all active and inactive participants1996-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1996-01-010
Total participants1996-01-01100
Number of participants with account balances1996-01-01100
1995: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1995 401k membership
Total participants, beginning-of-year1995-01-01100
Total number of active participants reported on line 7a of the Form 55001995-01-01100
Number of retired or separated participants receiving benefits1995-01-010
Number of other retired or separated participants entitled to future benefits1995-01-010
Total of all active and inactive participants1995-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1995-01-010
Total participants1995-01-01100
Number of participants with account balances1995-01-01100
1994: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1994 401k membership
Total participants, beginning-of-year1994-01-01100
Total number of active participants reported on line 7a of the Form 55001994-01-01100
Number of retired or separated participants receiving benefits1994-01-010
Number of other retired or separated participants entitled to future benefits1994-01-010
Total of all active and inactive participants1994-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1994-01-010
Total participants1994-01-01100
Number of participants with account balances1994-01-01100
1993: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1993 401k membership
Total participants, beginning-of-year1993-01-01100
Total number of active participants reported on line 7a of the Form 55001993-01-01100
Number of retired or separated participants receiving benefits1993-01-010
Number of other retired or separated participants entitled to future benefits1993-01-010
Total of all active and inactive participants1993-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1993-01-010
Total participants1993-01-01100
Number of participants with account balances1993-01-01100
1992: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1992 401k membership
Total participants, beginning-of-year1992-01-01100
Total number of active participants reported on line 7a of the Form 55001992-01-01100
Number of retired or separated participants receiving benefits1992-01-010
Number of other retired or separated participants entitled to future benefits1992-01-010
Total of all active and inactive participants1992-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1992-01-010
Total participants1992-01-01100
Number of participants with account balances1992-01-01100
1991: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1991 401k membership
Total participants, beginning-of-year1991-01-01100
Total number of active participants reported on line 7a of the Form 55001991-01-01100
Number of retired or separated participants receiving benefits1991-01-010
Number of other retired or separated participants entitled to future benefits1991-01-010
Total of all active and inactive participants1991-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1991-01-010
Total participants1991-01-01100
Number of participants with account balances1991-01-01100
1990: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1990 401k membership
Total participants, beginning-of-year1990-01-01100
Total number of active participants reported on line 7a of the Form 55001990-01-01100
Number of retired or separated participants receiving benefits1990-01-010
Number of other retired or separated participants entitled to future benefits1990-01-010
Total of all active and inactive participants1990-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1990-01-010
Total participants1990-01-01100
Number of participants with account balances1990-01-01100
1989: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1989 401k membership
Total participants, beginning-of-year1989-01-01100
Total number of active participants reported on line 7a of the Form 55001989-01-01100
Number of retired or separated participants receiving benefits1989-01-010
Number of other retired or separated participants entitled to future benefits1989-01-010
Total of all active and inactive participants1989-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits1989-01-010
Total participants1989-01-01100
Number of participants with account balances1989-01-01100

Financial Data on BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2013 : BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$5,072,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$883,604
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$100,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$100,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$170,228
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$4,289,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$20,367
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 year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$600,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$170,228
Other income not declared elsewhere2013-12-31$58
Administrative expenses (other) incurred2013-12-31$0
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$783,369
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,289,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,455,381
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$263,956
Interest earned on other investments2013-12-31$20,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$569,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$666,380
Net investment gain/loss from pooled separate accounts2013-12-31$26,571
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$100,235
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 PBGC2013-12-31Yes
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 name2013-12-31SEIM JOHNSON, LLP.
Accountancy firm EIN2013-12-31476097913
2012 : BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$3,650
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$676,637
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$267,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$267,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$210,984
Value of total assets at end of year2012-12-31$4,289,196
Value of total assets at beginning of year2012-12-31$3,876,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$26,233
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$600,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$186,434
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,550
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$409,267
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,289,196
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,876,279
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$3,455,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,879,766
Value of interest in pooled separate accounts at end of year2012-12-31$263,956
Value of interest in pooled separate accounts at beginning of year2012-12-31$235,372
Interest earned on other investments2012-12-31$26,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$569,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$761,141
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$228,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$415,244
Net investment gain/loss from pooled separate accounts2012-12-31$24,176
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$38,474
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 name2012-12-31SEIM JOHNSON, LLP.
Accountancy firm EIN2012-12-31476097913
2011 : BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,540,517
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$816,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$816,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,578,244
Value of total assets at end of year2011-12-31$3,876,279
Value of total assets at beginning of year2011-12-31$3,151,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$28,662
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$600,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$213,619
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,364,625
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$724,453
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,876,279
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,151,826
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$2,879,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,037,027
Value of interest in pooled separate accounts at end of year2011-12-31$235,372
Value of interest in pooled separate accounts at beginning of year2011-12-31$133,733
Interest earned on other investments2011-12-31$28,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$761,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$981,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,372
Net investment gain/loss from pooled separate accounts2011-12-31$21,983
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$816,064
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 name2011-12-31SEIM JOHNSON, LLP.
Accountancy firm EIN2011-12-31476097913
2010 : BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,344,339
Total income from all sources (including contributions)2010-12-31$584,532
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$219,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$219,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$249,117
Value of total assets at end of year2010-12-31$3,151,826
Value of total assets at beginning of year2010-12-31$4,131,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$58,704
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$238,525
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,344,339
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$364,559
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,151,826
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,787,267
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$2,037,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,362,431
Value of interest in pooled separate accounts at end of year2010-12-31$133,733
Value of interest in pooled separate accounts at beginning of year2010-12-31$178,328
Interest earned on other investments2010-12-31$58,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$981,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,590,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$257,705
Net investment gain/loss from pooled separate accounts2010-12-31$19,006
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$219,973
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 name2010-12-31SEIM JOHNSON, LLP.
Accountancy firm EIN2010-12-31476097913
2009 : BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL 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 BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN

2013: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
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: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL 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: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL 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
2010: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2004: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes
2003: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – InsuranceYes
2003-01-01Plan benefit arrangement – InsuranceYes
2002: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – InsuranceYes
2001: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – InsuranceYes
2001-01-01Plan benefit arrangement – InsuranceYes
2000: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 2000 form 5500 responses
2000-01-01Type of plan entitySingle employer plan
2000-01-01Submission has been amendedNo
2000-01-01This submission is the final filingNo
2000-01-01This return/report is a short plan year return/report (less than 12 months)No
2000-01-01Plan is a collectively bargained planNo
2000-01-01Plan funding arrangement – InsuranceYes
2000-01-01Plan benefit arrangement – InsuranceYes
1999: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1999 form 5500 responses
1999-01-01Type of plan entitySingle employer plan
1999-01-01Submission has been amendedNo
1999-01-01This submission is the final filingNo
1999-01-01This return/report is a short plan year return/report (less than 12 months)No
1999-01-01Plan is a collectively bargained planNo
1999-01-01Plan funding arrangement – InsuranceYes
1999-01-01Plan benefit arrangement – InsuranceYes
1998: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1998 form 5500 responses
1998-01-01Type of plan entitySingle employer plan
1998-01-01Submission has been amendedNo
1998-01-01This submission is the final filingNo
1998-01-01This return/report is a short plan year return/report (less than 12 months)No
1998-01-01Plan is a collectively bargained planNo
1998-01-01Plan funding arrangement – InsuranceYes
1998-01-01Plan benefit arrangement – InsuranceYes
1997: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1997 form 5500 responses
1997-01-01Type of plan entitySingle employer plan
1997-01-01Submission has been amendedNo
1997-01-01This submission is the final filingNo
1997-01-01This return/report is a short plan year return/report (less than 12 months)No
1997-01-01Plan is a collectively bargained planNo
1997-01-01Plan funding arrangement – InsuranceYes
1997-01-01Plan benefit arrangement – InsuranceYes
1996: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1996 form 5500 responses
1996-01-01Type of plan entitySingle employer plan
1996-01-01Submission has been amendedNo
1996-01-01This submission is the final filingNo
1996-01-01This return/report is a short plan year return/report (less than 12 months)No
1996-01-01Plan is a collectively bargained planNo
1996-01-01Plan funding arrangement – InsuranceYes
1996-01-01Plan benefit arrangement – InsuranceYes
1995: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1995 form 5500 responses
1995-01-01Type of plan entitySingle employer plan
1995-01-01Submission has been amendedNo
1995-01-01This submission is the final filingNo
1995-01-01This return/report is a short plan year return/report (less than 12 months)No
1995-01-01Plan is a collectively bargained planNo
1995-01-01Plan funding arrangement – InsuranceYes
1995-01-01Plan benefit arrangement – InsuranceYes
1994: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1994 form 5500 responses
1994-01-01Type of plan entitySingle employer plan
1994-01-01Submission has been amendedNo
1994-01-01This submission is the final filingNo
1994-01-01This return/report is a short plan year return/report (less than 12 months)No
1994-01-01Plan is a collectively bargained planNo
1994-01-01Plan funding arrangement – InsuranceYes
1994-01-01Plan benefit arrangement – InsuranceYes
1993: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1993 form 5500 responses
1993-01-01Type of plan entitySingle employer plan
1993-01-01Submission has been amendedNo
1993-01-01This submission is the final filingNo
1993-01-01This return/report is a short plan year return/report (less than 12 months)No
1993-01-01Plan is a collectively bargained planNo
1993-01-01Plan funding arrangement – InsuranceYes
1993-01-01Plan benefit arrangement – InsuranceYes
1992: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1992 form 5500 responses
1992-01-01Type of plan entitySingle employer plan
1992-01-01Submission has been amendedNo
1992-01-01This submission is the final filingNo
1992-01-01This return/report is a short plan year return/report (less than 12 months)No
1992-01-01Plan is a collectively bargained planNo
1992-01-01Plan funding arrangement – InsuranceYes
1992-01-01Plan benefit arrangement – InsuranceYes
1991: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1991 form 5500 responses
1991-01-01Type of plan entitySingle employer plan
1991-01-01Submission has been amendedNo
1991-01-01This submission is the final filingNo
1991-01-01This return/report is a short plan year return/report (less than 12 months)No
1991-01-01Plan is a collectively bargained planNo
1991-01-01Plan funding arrangement – InsuranceYes
1991-01-01Plan benefit arrangement – InsuranceYes
1990: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1990 form 5500 responses
1990-01-01Type of plan entitySingle employer plan
1990-01-01Submission has been amendedNo
1990-01-01This submission is the final filingNo
1990-01-01This return/report is a short plan year return/report (less than 12 months)No
1990-01-01Plan is a collectively bargained planNo
1990-01-01Plan funding arrangement – InsuranceYes
1990-01-01Plan benefit arrangement – InsuranceYes
1989: BELLEVUE UNIVERSITY 403(B) SUPPLEMENTAL RETIREMENT PLAN 1989 form 5500 responses
1989-01-01Type of plan entitySingle employer plan
1989-01-01First time form 5500 has been submittedYes
1989-01-01Submission has been amendedNo
1989-01-01This submission is the final filingNo
1989-01-01This return/report is a short plan year return/report (less than 12 months)No
1989-01-01Plan is a collectively bargained planNo
1989-01-01Plan funding arrangement – InsuranceYes
1989-01-01Plan benefit arrangement – InsuranceYes

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