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LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:LOYOLA MARYMOUNT UNIVERSITY
Employer identification number (EIN):951643334
NAIC Classification:611000

Additional information about LOYOLA MARYMOUNT UNIVERSITY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0086022

More information about LOYOLA MARYMOUNT UNIVERSITY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS O FLEMING, JR
0012016-01-01THOMAS O FLEMING, JR
0012015-01-01THOMAS O FLEMING, JR
0012014-01-01THOMAS O FLEMING, JR
0012013-01-01THOMAS O FLEMING, JR
0012012-01-01THOMAS O FLEMING, JR
0012011-01-01THOMAS O FLEMING, JR
0012010-01-01THOMAS O FLEMING, JR
0012009-01-01 THOMAS FLEMING2010-10-15
0012009-01-01THOMAS O. FLEMING JR. THOMAS O. FLEMING JR.2010-12-20

Plan Statistics for LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,750
Total number of active participants reported on line 7a of the Form 55002022-01-012,981
Number of retired or separated participants receiving benefits2022-01-0174
Number of other retired or separated participants entitled to future benefits2022-01-01884
Total of all active and inactive participants2022-01-013,939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-013,967
Number of participants with account balances2022-01-012,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,862
Total number of active participants reported on line 7a of the Form 55002021-01-012,845
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-01811
Total of all active and inactive participants2021-01-013,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-013,748
Number of participants with account balances2021-01-012,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,972
Total number of active participants reported on line 7a of the Form 55002020-01-013,021
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-01772
Total of all active and inactive participants2020-01-013,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0122
Total participants2020-01-013,861
Number of participants with account balances2020-01-012,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,106
Total number of active participants reported on line 7a of the Form 55002019-01-013,144
Number of retired or separated participants receiving benefits2019-01-0164
Number of other retired or separated participants entitled to future benefits2019-01-01744
Total of all active and inactive participants2019-01-013,952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-013,969
Number of participants with account balances2019-01-012,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,242
Total number of active participants reported on line 7a of the Form 55002018-01-013,297
Number of retired or separated participants receiving benefits2018-01-0155
Number of other retired or separated participants entitled to future benefits2018-01-01735
Total of all active and inactive participants2018-01-014,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-014,104
Number of participants with account balances2018-01-012,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,913
Total number of active participants reported on line 7a of the Form 55002017-01-013,551
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-01632
Total of all active and inactive participants2017-01-014,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-014,242
Number of participants with account balances2017-01-012,528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,440
Total number of active participants reported on line 7a of the Form 55002016-01-013,277
Number of retired or separated participants receiving benefits2016-01-0128
Number of other retired or separated participants entitled to future benefits2016-01-01598
Total of all active and inactive participants2016-01-013,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-013,913
Number of participants with account balances2016-01-012,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,876
Total number of active participants reported on line 7a of the Form 55002015-01-014,035
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01375
Total of all active and inactive participants2015-01-014,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-014,438
Number of participants with account balances2015-01-012,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,969
Total number of active participants reported on line 7a of the Form 55002014-01-013,533
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01317
Total of all active and inactive participants2014-01-013,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-013,875
Number of participants with account balances2014-01-012,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,817
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-01262
Total of all active and inactive participants2013-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01277
Number of participants with account balances2013-01-011,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,235
Total number of active participants reported on line 7a of the Form 55002012-01-011,618
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01191
Total of all active and inactive participants2012-01-011,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,817
Number of participants with account balances2012-01-011,817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,160
Total number of active participants reported on line 7a of the Form 55002011-01-013,085
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01144
Total of all active and inactive participants2011-01-013,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-013,235
Number of participants with account balances2011-01-011,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,892
Total number of active participants reported on line 7a of the Form 55002010-01-013,059
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0198
Total of all active and inactive participants2010-01-013,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-013,160
Number of participants with account balances2010-01-011,602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,082
Total number of active participants reported on line 7a of the Form 55002009-01-014,836
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0153
Total of all active and inactive participants2009-01-014,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-014,892
Number of participants with account balances2009-01-011,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-48,977,329
Total of all expenses incurred2022-12-31$33,319,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,933,435
Expenses. Certain deemed distributions of participant loans2022-12-31$34,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,360,828
Value of total assets at end of year2022-12-31$404,541,854
Value of total assets at beginning of year2022-12-31$486,838,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$351,563
Total interest from all sources2022-12-31$819,463
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,308,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,308,429
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$16,227,322
Participant contributions at end of year2022-12-31$4,364,715
Participant contributions at beginning of year2022-12-31$4,474,479
Assets. Other investments not covered elsewhere at end of year2022-12-31$16,759,650
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,975,376
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,743,110
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,167
Other income not declared elsewhere2022-12-31$-3,655,993
Administrative expenses (other) incurred2022-12-31$343,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-82,296,766
Value of net assets at end of year (total assets less liabilities)2022-12-31$404,541,854
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$486,838,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$350,756,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$428,873,041
Interest on participant loans2022-12-31$208,498
Interest earned on other investments2022-12-31$610,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$31,661,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,705,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,810,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,390,396
Employer contributions (assets) at end of year2022-12-31$993,538
Employer contributions (assets) at beginning of year2022-12-31$804,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,933,435
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31VASQUEZ 7 COMPANY LLP
Accountancy firm EIN2022-12-31330700332
2021 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$89,438,601
Total of all expenses incurred2021-12-31$31,868,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,447,573
Expenses. Certain deemed distributions of participant loans2021-12-31$45,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,500,780
Value of total assets at end of year2021-12-31$486,838,620
Value of total assets at beginning of year2021-12-31$429,268,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$374,870
Total interest from all sources2021-12-31$775,875
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,979,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,979,556
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$14,979,549
Participant contributions at end of year2021-12-31$4,474,479
Participant contributions at beginning of year2021-12-31$4,747,173
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,975,376
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$18,807,299
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,123,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$29,158
Other income not declared elsewhere2021-12-31$2,505,834
Administrative expenses (other) incurred2021-12-31$368,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$57,570,422
Value of net assets at end of year (total assets less liabilities)2021-12-31$486,838,620
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$429,268,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$428,873,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$382,775,616
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$215,139
Interest earned on other investments2021-12-31$560,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,705,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$22,494,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$51,676,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,397,452
Employer contributions (assets) at end of year2021-12-31$804,850
Employer contributions (assets) at beginning of year2021-12-31$414,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$31,447,573
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31VASQUEZ 7 COMPANY LLP
Accountancy firm EIN2021-12-31330700332
2020 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$78,143,063
Total of all expenses incurred2020-12-31$35,740,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,373,330
Expenses. Certain deemed distributions of participant loans2020-12-31$32,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,764,741
Value of total assets at end of year2020-12-31$429,268,198
Value of total assets at beginning of year2020-12-31$386,866,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$334,974
Total interest from all sources2020-12-31$785,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,146,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,146,224
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$14,804,814
Participant contributions at end of year2020-12-31$4,747,173
Participant contributions at beginning of year2020-12-31$5,025,346
Assets. Other investments not covered elsewhere at end of year2020-12-31$18,807,299
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$16,306,272
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$957,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$29,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,464
Other income not declared elsewhere2020-12-31$1,977,999
Administrative expenses (other) incurred2020-12-31$330,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$42,402,150
Value of net assets at end of year (total assets less liabilities)2020-12-31$429,268,198
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$386,866,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$4,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$382,775,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$344,464,822
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1
Interest on participant loans2020-12-31$264,810
Interest earned on other investments2020-12-31$520,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$22,494,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,162,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$42,468,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,002,639
Employer contributions (assets) at end of year2020-12-31$414,000
Employer contributions (assets) at beginning of year2020-12-31$897,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$35,373,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2020-12-31330700332
2019 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$97,059,256
Total of all expenses incurred2019-12-31$30,925,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$30,541,942
Expenses. Certain deemed distributions of participant loans2019-12-31$14,079
Value of total corrective distributions2019-12-31$2,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,083,362
Value of total assets at end of year2019-12-31$386,866,048
Value of total assets at beginning of year2019-12-31$320,732,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$367,361
Total interest from all sources2019-12-31$677,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,690,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,690,781
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,457,855
Participant contributions at end of year2019-12-31$5,025,346
Participant contributions at beginning of year2019-12-31$4,818,547
Assets. Other investments not covered elsewhere at end of year2019-12-31$16,306,272
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,052,361
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,903,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,962
Other income not declared elsewhere2019-12-31$2,165,485
Administrative expenses (other) incurred2019-12-31$363,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$66,133,803
Value of net assets at end of year (total assets less liabilities)2019-12-31$386,866,048
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$320,732,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,372
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$344,464,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$283,826,756
Value of interest in pooled separate accounts at end of year2019-12-31$1
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,668,101
Interest on participant loans2019-12-31$260,182
Interest earned on other investments2019-12-31$416,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,162,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$356,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$54,381,398
Net investment gain/loss from pooled separate accounts2019-12-31$61,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,721,980
Employer contributions (assets) at end of year2019-12-31$897,528
Employer contributions (assets) at beginning of year2019-12-31$1,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,541,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2019-12-31330700332
2018 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$13,774,057
Total of all expenses incurred2018-12-31$22,964,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,610,153
Expenses. Certain deemed distributions of participant loans2018-12-31$28,601
Value of total corrective distributions2018-12-31$463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,960,598
Value of total assets at end of year2018-12-31$320,732,245
Value of total assets at beginning of year2018-12-31$329,923,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$325,608
Total interest from all sources2018-12-31$226,519
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,799,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,799,300
Administrative expenses professional fees incurred2018-12-31$1,560
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$13,779,157
Participant contributions at end of year2018-12-31$4,818,547
Participant contributions at beginning of year2018-12-31$4,670,748
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,052,361
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,798,047
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,005,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,708
Other income not declared elsewhere2018-12-31$-546,573
Administrative expenses (other) incurred2018-12-31$324,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,190,768
Value of net assets at end of year (total assets less liabilities)2018-12-31$320,732,245
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$329,923,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$283,826,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$295,928,852
Value of interest in pooled separate accounts at end of year2018-12-31$20,668,101
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,233,539
Interest on participant loans2018-12-31$226,296
Interest earned on other investments2018-12-31$223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$356,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$286,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-24,971,108
Net investment gain/loss from pooled separate accounts2018-12-31$305,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,175,877
Employer contributions (assets) at end of year2018-12-31$1,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,610,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2018-12-31330700332
2017 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$2,539,289
Total income from all sources (including contributions)2017-12-31$72,418,541
Total of all expenses incurred2017-12-31$18,499,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,171,803
Expenses. Certain deemed distributions of participant loans2017-12-31$25,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,674,990
Value of total assets at end of year2017-12-31$329,923,013
Value of total assets at beginning of year2017-12-31$273,464,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$302,162
Total interest from all sources2017-12-31$205,734
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,646,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,646,916
Administrative expenses professional fees incurred2017-12-31$2,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$13,028,927
Participant contributions at end of year2017-12-31$4,670,748
Participant contributions at beginning of year2017-12-31$4,468,533
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,798,047
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,010,207
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,126,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,016
Other income not declared elsewhere2017-12-31$970,147
Administrative expenses (other) incurred2017-12-31$299,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$53,919,231
Value of net assets at end of year (total assets less liabilities)2017-12-31$329,923,013
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$273,464,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$295,928,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$243,237,420
Value of interest in pooled separate accounts at end of year2017-12-31$20,233,539
Value of interest in pooled separate accounts at beginning of year2017-12-31$19,493,498
Interest on participant loans2017-12-31$205,501
Interest earned on other investments2017-12-31$233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$286,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$246,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$38,680,890
Net investment gain/loss from pooled separate accounts2017-12-31$239,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,519,668
Employer contributions (assets) at beginning of year2017-12-31$2,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,171,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2017-12-31330700332
2016 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$48,093,766
Total of all expenses incurred2016-12-31$16,029,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,596,318
Expenses. Certain deemed distributions of participant loans2016-12-31$2,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,937,902
Value of total assets at end of year2016-12-31$273,464,493
Value of total assets at beginning of year2016-12-31$241,400,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$430,785
Total interest from all sources2016-12-31$182,406
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,528,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,528,810
Administrative expenses professional fees incurred2016-12-31$13,934
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$12,550,462
Participant contributions at end of year2016-12-31$4,468,533
Participant contributions at beginning of year2016-12-31$4,195,571
Participant contributions at beginning of year2016-12-31$67
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,010,207
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,888,844
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$417,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,304
Administrative expenses (other) incurred2016-12-31$401,851
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$32,064,129
Value of net assets at end of year (total assets less liabilities)2016-12-31$273,464,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$241,400,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$243,237,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$214,757,823
Value of interest in pooled separate accounts at end of year2016-12-31$19,493,498
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,230,417
Interest on participant loans2016-12-31$182,099
Interest earned on other investments2016-12-31$307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$246,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$318,603
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,209,300
Net investment gain/loss from pooled separate accounts2016-12-31$235,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,969,499
Employer contributions (assets) at end of year2016-12-31$2,867
Employer contributions (assets) at beginning of year2016-12-31$4,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,595,485
Contract administrator fees2016-12-31$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VASQUEZ & COMPANY LLP
Accountancy firm EIN2016-12-31330700332
2015 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$2,523,811
Total income from all sources (including contributions)2015-12-31$24,503,026
Total of all expenses incurred2015-12-31$19,754,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,299,316
Expenses. Certain deemed distributions of participant loans2015-12-31$30,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$26,469,472
Value of total assets at end of year2015-12-31$241,400,364
Value of total assets at beginning of year2015-12-31$234,128,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$424,742
Total interest from all sources2015-12-31$169,748
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,648,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,648,754
Administrative expenses professional fees incurred2015-12-31$140,959
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$12,300,395
Participant contributions at end of year2015-12-31$4,195,571
Participant contributions at beginning of year2015-12-31$4,056,042
Participant contributions at end of year2015-12-31$67
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,888,844
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,481,230
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,039,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,039
Other income not declared elsewhere2015-12-31$-90,547
Administrative expenses (other) incurred2015-12-31$283,783
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$195,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,748,486
Value of net assets at end of year (total assets less liabilities)2015-12-31$241,400,364
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$234,128,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$214,757,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$208,347,231
Value of interest in pooled separate accounts at end of year2015-12-31$18,230,417
Value of interest in pooled separate accounts at beginning of year2015-12-31$18,004,923
Interest on participant loans2015-12-31$169,036
Interest earned on other investments2015-12-31$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$318,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$39,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,937,253
Net investment gain/loss from pooled separate accounts2015-12-31$242,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,129,554
Employer contributions (assets) at end of year2015-12-31$4,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,299,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$2,053,548
Total income from all sources (including contributions)2014-12-31$38,385,070
Total of all expenses incurred2014-12-31$10,503,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,395,212
Expenses. Certain deemed distributions of participant loans2014-12-31$7,619
Value of total corrective distributions2014-12-31$983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,161,620
Value of total assets at end of year2014-12-31$234,128,067
Value of total assets at beginning of year2014-12-31$204,192,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$99,254
Total interest from all sources2014-12-31$166,212
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,224,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,224,308
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$11,588,056
Participant contributions at end of year2014-12-31$4,056,042
Participant contributions at beginning of year2014-12-31$3,988,538
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,481,230
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,153,050
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$783,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,413
Other income not declared elsewhere2014-12-31$149,100
Administrative expenses (other) incurred2014-12-31$99,254
Total non interest bearing cash at end of year2014-12-31$195,769
Total non interest bearing cash at beginning of year2014-12-31$84,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$27,882,002
Value of net assets at end of year (total assets less liabilities)2014-12-31$234,128,067
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$204,192,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$208,347,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$180,134,022
Value of interest in pooled separate accounts at end of year2014-12-31$18,004,923
Value of interest in pooled separate accounts at beginning of year2014-12-31$16,790,705
Interest on participant loans2014-12-31$165,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$39,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$37,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,448,826
Net investment gain/loss from pooled separate accounts2014-12-31$235,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,790,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,395,212
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$3,198,742
Total income from all sources (including contributions)2013-12-31$51,482,781
Total of all expenses incurred2013-12-31$7,030,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,009,586
Expenses. Certain deemed distributions of participant loans2013-12-31$601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$26,019,283
Value of total assets at end of year2013-12-31$204,192,517
Value of total assets at beginning of year2013-12-31$156,541,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,345
Total interest from all sources2013-12-31$157,827
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,247,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,247,855
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$11,252,303
Participant contributions at end of year2013-12-31$3,988,538
Participant contributions at beginning of year2013-12-31$3,465,691
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,153,050
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,756,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,562,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,581
Other income not declared elsewhere2013-12-31$376,373
Administrative expenses (other) incurred2013-12-31$20,345
Total non interest bearing cash at end of year2013-12-31$84,922
Total non interest bearing cash at beginning of year2013-12-31$30,720
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$44,452,249
Value of net assets at end of year (total assets less liabilities)2013-12-31$204,192,517
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$156,541,526
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$180,134,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$134,477,469
Value of interest in pooled separate accounts at end of year2013-12-31$16,790,705
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,781,095
Interest on participant loans2013-12-31$157,493
Interest earned on other investments2013-12-31$334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$37,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$26,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,449,171
Net investment gain/loss from pooled separate accounts2013-12-31$232,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,204,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,009,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$2,672,934
Total income from all sources (including contributions)2012-12-31$38,405,288
Total of all expenses incurred2012-12-31$6,705,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,647,064
Expenses. Certain deemed distributions of participant loans2012-12-31$31,625
Value of total corrective distributions2012-12-31$4,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,800,578
Value of total assets at end of year2012-12-31$156,541,526
Value of total assets at beginning of year2012-12-31$122,168,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,770
Total interest from all sources2012-12-31$139,233
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,797,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,797,278
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$10,673,396
Participant contributions at end of year2012-12-31$3,465,691
Participant contributions at beginning of year2012-12-31$3,125,913
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,756,109
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,943,065
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,607,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,581
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,330
Other income not declared elsewhere2012-12-31$227,138
Administrative expenses (other) incurred2012-12-31$21,770
Total non interest bearing cash at end of year2012-12-31$30,720
Total non interest bearing cash at beginning of year2012-12-31$11,045
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$31,699,896
Value of net assets at end of year (total assets less liabilities)2012-12-31$156,541,526
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$122,168,696
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$134,477,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$102,722,386
Value of interest in pooled separate accounts at end of year2012-12-31$15,781,095
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,345,748
Interest on participant loans2012-12-31$139,122
Interest earned on other investments2012-12-31$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$26,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$11,214,472
Net investment gain/loss from pooled separate accounts2012-12-31$226,589
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,519,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,647,064
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$10,381,375
Total income from all sources (including contributions)2011-12-31$20,972,866
Total of all expenses incurred2011-12-31$8,213,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,174,759
Expenses. Certain deemed distributions of participant loans2011-12-31$25,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,262,714
Value of total assets at end of year2011-12-31$122,168,696
Value of total assets at beginning of year2011-12-31$99,028,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,218
Total interest from all sources2011-12-31$121,890
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,470,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,470,414
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$10,271,880
Participant contributions at end of year2011-12-31$3,125,913
Participant contributions at beginning of year2011-12-31$2,849,967
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,943,065
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,841,888
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$976,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,036
Other income not declared elsewhere2011-12-31$-76,851
Administrative expenses (other) incurred2011-12-31$13,218
Total non interest bearing cash at end of year2011-12-31$11,045
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$12,759,141
Value of net assets at end of year (total assets less liabilities)2011-12-31$122,168,696
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$99,028,180
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$102,722,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$82,406,251
Value of interest in pooled separate accounts at end of year2011-12-31$14,345,748
Value of interest in pooled separate accounts at beginning of year2011-12-31$11,910,921
Interest on participant loans2011-12-31$121,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$17,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,029,958
Net investment gain/loss from pooled separate accounts2011-12-31$224,657
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,014,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,174,759
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$7,825,533
Total income from all sources (including contributions)2010-12-31$30,873,232
Total of all expenses incurred2010-12-31$3,257,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,235,868
Expenses. Certain deemed distributions of participant loans2010-12-31$8,170
Value of total corrective distributions2010-12-31$3,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,353,369
Value of total assets at end of year2010-12-31$99,028,180
Value of total assets at beginning of year2010-12-31$63,586,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,590
Total interest from all sources2010-12-31$92,639
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,726,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,726,462
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$9,984,959
Participant contributions at end of year2010-12-31$2,849,967
Participant contributions at beginning of year2010-12-31$1,599,423
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,841,888
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$968,782
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$686,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,036
Other income not declared elsewhere2010-12-31$168,640
Administrative expenses (other) incurred2010-12-31$9,590
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$27,615,818
Value of net assets at end of year (total assets less liabilities)2010-12-31$99,028,180
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$63,586,829
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$82,406,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$52,561,634
Value of interest in pooled separate accounts at end of year2010-12-31$11,910,921
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,454,671
Interest on participant loans2010-12-31$92,617
Interest earned on other investments2010-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$17,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,173,993
Net investment gain/loss from pooled separate accounts2010-12-31$358,129
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
Contributions received in cash from employer2010-12-31$10,682,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,235,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN

2022: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069304
Policy instance 2
Insurance contract or identification numberTT069304
Number of Individuals Covered2776
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2776
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069304
Policy instance 2
Insurance contract or identification numberTT069304
Number of Individuals Covered2663
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2663
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069304
Policy instance 2
Insurance contract or identification numberTT069304
Number of Individuals Covered2680
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2680
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 numberTT069304
Policy instance 2
Insurance contract or identification numberTT069304
Number of Individuals Covered2752
Insurance policy start date2019-02-27
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2752
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2680
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2203
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered2096
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered1968
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered1817
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered1687
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069304
Policy instance 1
Insurance contract or identification numberTT069304
Number of Individuals Covered1602
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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