401k Plan data: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN plan

UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 401k Plan overview

Plan Name	UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN
Plan identification number	002

UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

UNIVERSIDAD DEL SAGRADO CORAZON has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSIDAD DEL SAGRADO CORAZON

Employer identification number (EIN): 660207156

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01 MARILYN FIGUEROA
002 2015-07-01 MARILYN FIGUEROA
002 2014-07-01 MARILYN FIGUEROA
002 2013-07-01 SOL GOMILA
002 2012-07-01 SOL GOMILA
002 2011-07-01 SOL GOMILA
002 2009-07-01 GOMILA SOL

Plan Statistics for UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN

401k plan membership statisitcs for UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN

Measure Date Value
2019: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 371
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 283
Number of retired or separated participants receiving benefits 2019-07-01 38
Number of other retired or separated participants entitled to future benefits 2019-07-01 68
Total of all active and inactive participants 2019-07-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 1
Total participants 2019-07-01 390
Number of participants with account balances 2019-07-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 10
2018: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 455
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 257
Number of retired or separated participants receiving benefits 2018-07-01 55
Number of other retired or separated participants entitled to future benefits 2018-07-01 52
Total of all active and inactive participants 2018-07-01 364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 367
Number of participants with account balances 2018-07-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 8
2017: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 491
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 332
Number of retired or separated participants receiving benefits 2017-07-01 80
Number of other retired or separated participants entitled to future benefits 2017-07-01 57
Total of all active and inactive participants 2017-07-01 469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 1
Total participants 2017-07-01 470
Number of participants with account balances 2017-07-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 10
2016: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 485
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 338
Number of retired or separated participants receiving benefits 2016-07-01 83
Number of other retired or separated participants entitled to future benefits 2016-07-01 58
Total of all active and inactive participants 2016-07-01 479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 480
Number of participants with account balances 2016-07-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 15
2015: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 493
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 426
Number of retired or separated participants receiving benefits 2015-07-01 28
Number of other retired or separated participants entitled to future benefits 2015-07-01 112
Total of all active and inactive participants 2015-07-01 566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 566
Number of participants with account balances 2015-07-01 462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 9
2014: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 495
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 383
Number of retired or separated participants receiving benefits 2014-07-01 8
Number of other retired or separated participants entitled to future benefits 2014-07-01 102
Total of all active and inactive participants 2014-07-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 493
Number of participants with account balances 2014-07-01 479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 8
2013: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 500
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 432
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 84
Total of all active and inactive participants 2013-07-01 516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 516
Number of participants with account balances 2013-07-01 484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2012: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 503
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 408
Number of retired or separated participants receiving benefits 2012-07-01 54
Number of other retired or separated participants entitled to future benefits 2012-07-01 34
Total of all active and inactive participants 2012-07-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 496
Number of participants with account balances 2012-07-01 495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 20
2011: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 502
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 422
Number of retired or separated participants receiving benefits 2011-07-01 56
Number of other retired or separated participants entitled to future benefits 2011-07-01 26
Total of all active and inactive participants 2011-07-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 504
Number of participants with account balances 2011-07-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 11
2009: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 486
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 440
Number of retired or separated participants receiving benefits 2009-07-01 28
Number of other retired or separated participants entitled to future benefits 2009-07-01 15
Total of all active and inactive participants 2009-07-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 483
Number of participants with account balances 2009-07-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2019: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	371
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	283
Number of retired or separated participants receiving benefits	2019-07-01	38
Number of other retired or separated participants entitled to future benefits	2019-07-01	68
Total of all active and inactive participants	2019-07-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	1
Total participants	2019-07-01	390
Number of participants with account balances	2019-07-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	10
2018: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	455
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	257
Number of retired or separated participants receiving benefits	2018-07-01	55
Number of other retired or separated participants entitled to future benefits	2018-07-01	52
Total of all active and inactive participants	2018-07-01	364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	367
Number of participants with account balances	2018-07-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	8
2017: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	491
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	332
Number of retired or separated participants receiving benefits	2017-07-01	80
Number of other retired or separated participants entitled to future benefits	2017-07-01	57
Total of all active and inactive participants	2017-07-01	469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	1
Total participants	2017-07-01	470
Number of participants with account balances	2017-07-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	10
2016: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	485
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	338
Number of retired or separated participants receiving benefits	2016-07-01	83
Number of other retired or separated participants entitled to future benefits	2016-07-01	58
Total of all active and inactive participants	2016-07-01	479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	480
Number of participants with account balances	2016-07-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	15
2015: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	493
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	426
Number of retired or separated participants receiving benefits	2015-07-01	28
Number of other retired or separated participants entitled to future benefits	2015-07-01	112
Total of all active and inactive participants	2015-07-01	566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	566
Number of participants with account balances	2015-07-01	462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	9
2014: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	495
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	383
Number of retired or separated participants receiving benefits	2014-07-01	8
Number of other retired or separated participants entitled to future benefits	2014-07-01	102
Total of all active and inactive participants	2014-07-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	493
Number of participants with account balances	2014-07-01	479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	8
2013: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	500
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	432
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	84
Total of all active and inactive participants	2013-07-01	516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	516
Number of participants with account balances	2013-07-01	484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2012: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	503
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	408
Number of retired or separated participants receiving benefits	2012-07-01	54
Number of other retired or separated participants entitled to future benefits	2012-07-01	34
Total of all active and inactive participants	2012-07-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	496
Number of participants with account balances	2012-07-01	495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	20
2011: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	502
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	422
Number of retired or separated participants receiving benefits	2011-07-01	56
Number of other retired or separated participants entitled to future benefits	2011-07-01	26
Total of all active and inactive participants	2011-07-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	504
Number of participants with account balances	2011-07-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	11
2009: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	486
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	440
Number of retired or separated participants receiving benefits	2009-07-01	28
Number of other retired or separated participants entitled to future benefits	2009-07-01	15
Total of all active and inactive participants	2009-07-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	483
Number of participants with account balances	2009-07-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN

Measure	Date	Value
2020 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$200,459
Total unrealized appreciation/depreciation of assets	2020-06-30	$200,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$3,315
Total income from all sources (including contributions)	2020-06-30	$644,215
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$860,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$832,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$443,756
Value of total assets at end of year	2020-06-30	$4,942,235
Value of total assets at beginning of year	2020-06-30	$5,161,568
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$27,900
Total interest from all sources	2020-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	No
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$340,239
Participant contributions at end of year	2020-06-30	$0
Participant contributions at beginning of year	2020-06-30	$13,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$0
Liabilities. Value of operating payables at end of year	2020-06-30	$0
Liabilities. Value of operating payables at beginning of year	2020-06-30	$3,315
Total non interest bearing cash at end of year	2020-06-30	$40,871
Total non interest bearing cash at beginning of year	2020-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-216,018
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,942,235
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,158,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$27,900
Value of interest in pooled separate accounts at end of year	2020-06-30	$3,839,903
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$3,964,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$1,061,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$1,180,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Assets. Invements in employer securities at end of year	2020-06-30	$0
Assets. Invements in employer securities at beginning of year	2020-06-30	$0
Contributions received in cash from employer	2020-06-30	$103,517
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$3,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$832,333
Contract administrator fees	2020-06-30	$0
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2020-06-30	660703468
2019 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$130,754
Total unrealized appreciation/depreciation of assets	2019-06-30	$130,754
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$3,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$586,439
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$558,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$530,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$455,685
Value of total assets at end of year	2019-06-30	$5,161,568
Value of total assets at beginning of year	2019-06-30	$5,130,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$27,649
Total interest from all sources	2019-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	No
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$347,021
Participant contributions at end of year	2019-06-30	$13,181
Participant contributions at beginning of year	2019-06-30	$15,371
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$0
Liabilities. Value of operating payables at end of year	2019-06-30	$3,315
Liabilities. Value of operating payables at beginning of year	2019-06-30	$0
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$27,811
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,158,253
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,130,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$27,649
Value of interest in pooled separate accounts at end of year	2019-06-30	$3,964,438
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$4,274,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$1,180,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$836,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Assets. Invements in employer securities at end of year	2019-06-30	$0
Assets. Invements in employer securities at beginning of year	2019-06-30	$0
Contributions received in cash from employer	2019-06-30	$108,664
Employer contributions (assets) at end of year	2019-06-30	$3,921
Employer contributions (assets) at beginning of year	2019-06-30	$4,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$530,979
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2019-06-30	660703468
2018 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$372,525
Total unrealized appreciation/depreciation of assets	2018-06-30	$372,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$868,491
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,660,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,630,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$495,966
Value of total assets at end of year	2018-06-30	$5,130,442
Value of total assets at beginning of year	2018-06-30	$5,922,755
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$30,585
Total interest from all sources	2018-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	No
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$374,566
Participant contributions at end of year	2018-06-30	$15,371
Participant contributions at beginning of year	2018-06-30	$15,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$0
Liabilities. Value of operating payables at end of year	2018-06-30	$0
Liabilities. Value of operating payables at beginning of year	2018-06-30	$0
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$-792,313
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$5,130,442
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,922,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$30,585
Value of interest in pooled separate accounts at end of year	2018-06-30	$4,274,237
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$4,889,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$836,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$1,012,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Assets. Invements in employer securities at end of year	2018-06-30	$0
Assets. Invements in employer securities at beginning of year	2018-06-30	$0
Contributions received in cash from employer	2018-06-30	$121,400
Employer contributions (assets) at end of year	2018-06-30	$4,773
Employer contributions (assets) at beginning of year	2018-06-30	$4,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,630,219
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2018-06-30	660703468
2017 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$1,055,994
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$453,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$422,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$500,276
Value of total assets at end of year	2017-06-30	$5,922,755
Value of total assets at beginning of year	2017-06-30	$5,320,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$30,745
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	No
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$379,295
Participant contributions at end of year	2017-06-30	$15,739
Participant contributions at beginning of year	2017-06-30	$15,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$555,718
Liabilities. Value of operating payables at end of year	2017-06-30	$0
Liabilities. Value of operating payables at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$602,551
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,922,755
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,320,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$4,889,546
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,310,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$1,012,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$989,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Assets. Invements in employer securities at end of year	2017-06-30	$0
Assets. Invements in employer securities at beginning of year	2017-06-30	$0
Contributions received in cash from employer	2017-06-30	$120,981
Employer contributions (assets) at end of year	2017-06-30	$4,840
Employer contributions (assets) at beginning of year	2017-06-30	$5,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$422,698
Contract administrator fees	2017-06-30	$30,745
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2017-06-30	660703468
2016 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$13,104
Total income from all sources (including contributions)	2016-06-30	$437,534
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$748,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$719,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$459,371
Value of total assets at end of year	2016-06-30	$5,320,204
Value of total assets at beginning of year	2016-06-30	$5,644,071
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$28,645
Total interest from all sources	2016-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	No
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$344,884
Participant contributions at end of year	2016-06-30	$15,174
Participant contributions at beginning of year	2016-06-30	$23,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$13,104
Other income not declared elsewhere	2016-06-30	$-21,837
Administrative expenses (other) incurred	2016-06-30	$28,645
Liabilities. Value of operating payables at end of year	2016-06-30	$0
Liabilities. Value of operating payables at beginning of year	2016-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-310,763
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,320,204
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,630,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,310,391
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,522,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$989,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$1,098,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Assets. Invements in employer securities at end of year	2016-06-30	$0
Assets. Invements in employer securities at beginning of year	2016-06-30	$0
Contributions received in cash from employer	2016-06-30	$114,487
Employer contributions (assets) at end of year	2016-06-30	$5,089
Employer contributions (assets) at beginning of year	2016-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$719,652
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2016-06-30	660703468
2015 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$124,578
Total unrealized appreciation/depreciation of assets	2015-06-30	$124,578
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$13,104
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$23,057
Total income from all sources (including contributions)	2015-06-30	$685,612
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$419,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$389,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$561,034
Value of total assets at end of year	2015-06-30	$5,644,071
Value of total assets at beginning of year	2015-06-30	$5,388,395
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$30,117
Total interest from all sources	2015-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$415,313
Participant contributions at end of year	2015-06-30	$23,320
Participant contributions at beginning of year	2015-06-30	$35,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$13,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$3,687
Administrative expenses (other) incurred	2015-06-30	$30,117
Liabilities. Value of operating payables at end of year	2015-06-30	$0
Liabilities. Value of operating payables at beginning of year	2015-06-30	$19,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$265,629
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,630,967
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,365,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,522,632
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,290,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$1,098,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$1,062,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Assets. Invements in employer securities at end of year	2015-06-30	$0
Assets. Invements in employer securities at beginning of year	2015-06-30	$0
Contributions received in cash from employer	2015-06-30	$145,721
Employer contributions (assets) at end of year	2015-06-30	$0
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$389,866
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2015-06-30	660703468
2014 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$23,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$32,997
Total income from all sources (including contributions)	2014-06-30	$1,201,932
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$296,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$269,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$618,701
Value of total assets at end of year	2014-06-30	$5,388,395
Value of total assets at beginning of year	2014-06-30	$4,492,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$27,030
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$413,471
Participant contributions at end of year	2014-06-30	$35,548
Participant contributions at beginning of year	2014-06-30	$17,405
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$3,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$3,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$13,627
Liabilities. Value of operating payables at end of year	2014-06-30	$19,370
Liabilities. Value of operating payables at beginning of year	2014-06-30	$19,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$905,845
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,365,338
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,459,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,290,181
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$3,502,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$1,062,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$963,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$583,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$201,521
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$9,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$269,057
Contract administrator fees	2014-06-30	$27,030
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	PARISSI PSC
Accountancy firm EIN	2014-06-30	660610575
2013 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$32,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$492
Total income from all sources (including contributions)	2013-06-30	$1,036,269
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$152,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$129,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$674,126
Value of total assets at end of year	2013-06-30	$4,492,490
Value of total assets at beginning of year	2013-06-30	$3,575,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$22,700
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$439,906
Participant contributions at end of year	2013-06-30	$17,405
Participant contributions at beginning of year	2013-06-30	$36,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$13,627
Liabilities. Value of operating payables at end of year	2013-06-30	$19,370
Liabilities. Value of operating payables at beginning of year	2013-06-30	$492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$884,240
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,459,493
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$3,575,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$3,502,342
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,741,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$963,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$782,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$13,237
Net investment gain/loss from pooled separate accounts	2013-06-30	$348,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$234,220
Employer contributions (assets) at end of year	2013-06-30	$9,378
Employer contributions (assets) at beginning of year	2013-06-30	$16,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$129,329
Contract administrator fees	2013-06-30	$22,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	FPV & GALINDEZ, PSC
Accountancy firm EIN	2013-06-30	660703468
2012 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$23,492
Total income from all sources (including contributions)	2012-06-30	$694,179
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$102,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$83,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$703,202
Value of total assets at end of year	2012-06-30	$3,575,745
Value of total assets at beginning of year	2012-06-30	$3,007,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$19,462
Total interest from all sources	2012-06-30	$83
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$415,253
Participant contributions at end of year	2012-06-30	$36,530
Participant contributions at beginning of year	2012-06-30	$69,980
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$5,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$23,492
Other income not declared elsewhere	2012-06-30	$-55
Liabilities. Value of operating payables at end of year	2012-06-30	$492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$591,681
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$3,575,253
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$2,983,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,741,071
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,291,206
Interest earned on other investments	2012-06-30	$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$782,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$633,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$14,569
Net investment gain/loss from pooled separate accounts	2012-06-30	$-23,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$282,689
Employer contributions (assets) at end of year	2012-06-30	$16,092
Employer contributions (assets) at beginning of year	2012-06-30	$12,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$83,036
Contract administrator fees	2012-06-30	$19,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	PARISSI PSC
Accountancy firm EIN	2012-06-30	660610575
2011 : UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$23,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$14,992
Total income from all sources (including contributions)	2011-06-30	$1,032,949
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$148,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$148,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$636,951
Value of total assets at end of year	2011-06-30	$3,007,064
Value of total assets at beginning of year	2011-06-30	$2,114,528
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$411,946
Participant contributions at end of year	2011-06-30	$69,980
Participant contributions at beginning of year	2011-06-30	$33,709
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$25,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$23,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$14,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$884,036
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$2,983,572
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$2,099,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,291,206
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,588,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$633,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$486,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$14,711
Net investment gain/loss from pooled separate accounts	2011-06-30	$381,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$225,005
Employer contributions (assets) at end of year	2011-06-30	$12,253
Employer contributions (assets) at beginning of year	2011-06-30	$5,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$123,686
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	PARISSI PSC
Accountancy firm EIN	2011-06-30	660610575

Form 5500 Responses for UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN

2019: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	Yes
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSIDAD DEL SAGRADO CORAZON 1165(E) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	283
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,191
Total amount of fees paid to insurance company	USD $7,503
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,191
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	340
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $10,052
Total amount of fees paid to insurance company	USD $7,546
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,052
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	350
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $11,604
Total amount of fees paid to insurance company	USD $8,693
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	566
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $10,469
Total amount of fees paid to insurance company	USD $9,525
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,469
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	ORIENTAL FINANCIAL GROUP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	509
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $19,227
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,009
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	ORIENTAL FINANCIAL GROUP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Number of Individuals Covered	884
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $9,789
Total amount of fees paid to insurance company	USD $7,236
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,789
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3
Insurance broker name	ORIENTAL FINANCIAL GROUP

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $8,007
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,007
Insurance broker organization code?	3
Insurance broker name	ORIENTAL INSURANCE INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $8,984
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

987264000

Policy instance

Insurance contract or identification number	987264000
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $9,201
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	UNIVERSIDAD DEL SAGRADO CORAZON
Employer identification number (EIN):	660207156
NAIC Classification:	611000