401k Plan data: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN plan

COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan Name	COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN
Plan identification number	001

COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES OF THE COLLEGE OF THE HOLY CROSS has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF THE COLLEGE OF THE HOLY CROSS

Employer identification number (EIN): 042103558

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVID ACHENBACH
001 2016-01-01 DAVID ACHENBACH
001 2015-01-01 DAVID ACHENBACH
001 2014-01-01 WILLIAM J. CONLEY JR. DOROTHY HAUVER 2015-10-05
001 2013-01-01 WILLIAM J. CONLEY JR. MICHAEL J. LOCHHEAD 2014-09-22
001 2012-01-01 WILLIAM J. CONLEY JR. MICHAEL J. LOCHHEAD 2013-10-02
001 2011-01-01 WILLIAM J. CONLEY JR.
001 2010-01-01 WILLIAM J CONLEY JR
001 2009-01-01 WILLIAM J. CONLEY JR. MICHAEL J. LOCHHEAD 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVID ACHENBACH
001	2016-01-01	DAVID ACHENBACH
001	2015-01-01	DAVID ACHENBACH
001	2014-01-01	WILLIAM J. CONLEY JR.	DOROTHY HAUVER	2015-10-05
001	2013-01-01	WILLIAM J. CONLEY JR.	MICHAEL J. LOCHHEAD	2014-09-22
001	2012-01-01	WILLIAM J. CONLEY JR.	MICHAEL J. LOCHHEAD	2013-10-02
001	2011-01-01	WILLIAM J. CONLEY JR.
001	2010-01-01	WILLIAM J CONLEY JR
001	2009-01-01	WILLIAM J. CONLEY JR.	MICHAEL J. LOCHHEAD	2010-10-15

Plan Statistics for COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2023: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,226
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 933
Number of retired or separated participants receiving benefits 2023-01-01 16
Number of other retired or separated participants entitled to future benefits 2023-01-01 1,085
Total of all active and inactive participants 2023-01-01 2,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 2,037
Number of participants with account balances 2023-01-01 2,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,128
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 964
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,221
Total of all active and inactive participants 2022-01-01 2,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 34
Total participants 2022-01-01 2,226
Number of participants with account balances 2022-01-01 2,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,030
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 938
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,162
Total of all active and inactive participants 2021-01-01 2,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 23
Total participants 2021-01-01 2,128
Number of participants with account balances 2021-01-01 2,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,095
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 885
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 1,190
Total of all active and inactive participants 2020-01-01 2,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 4
Total participants 2020-01-01 2,092
Number of participants with account balances 2020-01-01 2,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,006
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 914
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,168
Total of all active and inactive participants 2019-01-01 2,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 2,095
Number of participants with account balances 2019-01-01 2,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,933
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 872
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,127
Total of all active and inactive participants 2018-01-01 2,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 2,007
Number of participants with account balances 2018-01-01 1,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,888
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 847
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 1,084
Total of all active and inactive participants 2017-01-01 1,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 1,935
Number of participants with account balances 2017-01-01 1,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,831
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 900
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 984
Total of all active and inactive participants 2016-01-01 1,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 1,888
Number of participants with account balances 2016-01-01 1,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,763
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 894
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 934
Total of all active and inactive participants 2015-01-01 1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,831
Number of participants with account balances 2015-01-01 1,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,716
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 867
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 907
Total of all active and inactive participants 2014-01-01 1,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,776
Number of participants with account balances 2014-01-01 1,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,695
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,795
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 898
Total of all active and inactive participants 2013-01-01 2,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 2,696
Number of participants with account balances 2013-01-01 1,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,557
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 793
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 911
Total of all active and inactive participants 2012-01-01 1,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 1,707
Number of participants with account balances 2012-01-01 1,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,660
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 712
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 847
Total of all active and inactive participants 2011-01-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 1,562
Number of participants with account balances 2011-01-01 1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,600
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,426
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 205
Total of all active and inactive participants 2010-01-01 1,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 1,633
Number of participants with account balances 2010-01-01 1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,868
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,649
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 250
Total of all active and inactive participants 2009-01-01 1,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 1,903
Number of participants with account balances 2009-01-01 1,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,226
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	933
Number of retired or separated participants receiving benefits	2023-01-01	16
Number of other retired or separated participants entitled to future benefits	2023-01-01	1,085
Total of all active and inactive participants	2023-01-01	2,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	2,037
Number of participants with account balances	2023-01-01	2,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,128
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	964
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,221
Total of all active and inactive participants	2022-01-01	2,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	34
Total participants	2022-01-01	2,226
Number of participants with account balances	2022-01-01	2,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,030
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	938
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,162
Total of all active and inactive participants	2021-01-01	2,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	23
Total participants	2021-01-01	2,128
Number of participants with account balances	2021-01-01	2,082
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,095
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	885
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	1,190
Total of all active and inactive participants	2020-01-01	2,088
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	4
Total participants	2020-01-01	2,092
Number of participants with account balances	2020-01-01	2,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,006
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	914
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,168
Total of all active and inactive participants	2019-01-01	2,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	2,095
Number of participants with account balances	2019-01-01	2,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,933
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	872
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,127
Total of all active and inactive participants	2018-01-01	2,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	2,007
Number of participants with account balances	2018-01-01	1,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,888
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	847
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	1,084
Total of all active and inactive participants	2017-01-01	1,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	1,935
Number of participants with account balances	2017-01-01	1,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,831
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	900
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	984
Total of all active and inactive participants	2016-01-01	1,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	1,888
Number of participants with account balances	2016-01-01	1,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,763
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	894
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	934
Total of all active and inactive participants	2015-01-01	1,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,831
Number of participants with account balances	2015-01-01	1,815
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,716
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	867
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	907
Total of all active and inactive participants	2014-01-01	1,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,776
Number of participants with account balances	2014-01-01	1,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,695
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,795
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	898
Total of all active and inactive participants	2013-01-01	2,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	2,696
Number of participants with account balances	2013-01-01	1,705
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,557
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	793
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	911
Total of all active and inactive participants	2012-01-01	1,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	1,707
Number of participants with account balances	2012-01-01	1,676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,660
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	712
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	847
Total of all active and inactive participants	2011-01-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	1,562
Number of participants with account balances	2011-01-01	1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,600
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,426
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	205
Total of all active and inactive participants	2010-01-01	1,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	1,633
Number of participants with account balances	2010-01-01	1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,868
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,649
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	250
Total of all active and inactive participants	2009-01-01	1,899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	1,903
Number of participants with account balances	2009-01-01	1,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN

Measure	Date	Value
2023 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$67,823,305
Total of all expenses incurred	2023-12-31	$36,166,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$36,010,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$15,615,966
Value of total assets at end of year	2023-12-31	$365,775,634
Value of total assets at beginning of year	2023-12-31	$334,118,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$155,485
Total interest from all sources	2023-12-31	$3,814,626
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$4,722,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$4,722,345
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$6,854,184
Participant contributions at end of year	2023-12-31	$267,936
Participant contributions at beginning of year	2023-12-31	$168,744
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,920,130
Other income not declared elsewhere	2023-12-31	$258,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$31,657,231
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$365,775,634
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$334,118,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$103,850
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$273,226,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$241,536,074
Value of interest in pooled separate accounts at end of year	2023-12-31	$7,088,019
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$11,368,947
Interest on participant loans	2023-12-31	$12,542
Interest earned on other investments	2023-12-31	$3,745,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$598,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$2,047,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$2,047,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$56,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$84,594,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$78,997,331
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$478,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$44,714,589
Net investment gain/loss from pooled separate accounts	2023-12-31	$-1,302,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$6,841,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$35,532,310
Contract administrator fees	2023-12-31	$150
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2023-12-31	043499945
2022 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-39,105,711
Total of all expenses incurred	2022-12-31	$11,513,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,446,343
Expenses. Certain deemed distributions of participant loans	2022-12-31	$5,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$15,470,047
Value of total assets at end of year	2022-12-31	$334,118,403
Value of total assets at beginning of year	2022-12-31	$384,737,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$61,776
Total interest from all sources	2022-12-31	$3,065,057
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,023,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,023,150
Administrative expenses professional fees incurred	2022-12-31	$9,189
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,457,507
Participant contributions at end of year	2022-12-31	$168,744
Participant contributions at beginning of year	2022-12-31	$109,154
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,711,592
Other income not declared elsewhere	2022-12-31	$361,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-50,619,324
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$334,118,403
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$384,737,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$241,536,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$292,777,813
Value of interest in pooled separate accounts at end of year	2022-12-31	$11,368,947
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$10,572,817
Interest on participant loans	2022-12-31	$5,573
Interest earned on other investments	2022-12-31	$3,035,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$2,047,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,438,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,438,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$24,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$78,997,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$75,494,222
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$769,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-68,910,134
Net investment gain/loss from pooled separate accounts	2022-12-31	$885,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,300,948
Employer contributions (assets) at beginning of year	2022-12-31	$4,344,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,676,357
Contract administrator fees	2022-12-31	$22,587
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$59,717,187
Total of all expenses incurred	2021-12-31	$16,879,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,813,525
Value of total corrective distributions	2021-12-31	$4,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$15,473,931
Value of total assets at end of year	2021-12-31	$384,737,727
Value of total assets at beginning of year	2021-12-31	$341,899,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$61,560
Total interest from all sources	2021-12-31	$2,545,874
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$13,491,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$13,491,745
Administrative expenses professional fees incurred	2021-12-31	$30,441
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$6,015,155
Participant contributions at end of year	2021-12-31	$109,154
Participant contributions at beginning of year	2021-12-31	$27,579
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,001,731
Other income not declared elsewhere	2021-12-31	$372,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$42,837,871
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$384,737,727
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$341,899,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$292,777,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$256,979,425
Value of interest in pooled separate accounts at end of year	2021-12-31	$10,572,817
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,508,823
Interest on participant loans	2021-12-31	$2,005
Interest earned on other investments	2021-12-31	$2,543,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,438,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,392,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,392,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$75,494,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$74,991,410
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$578,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$26,269,206
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,564,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,457,045
Employer contributions (assets) at end of year	2021-12-31	$4,344,748
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$16,235,422
Contract administrator fees	2021-12-31	$1,119
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$55,859,933
Total of all expenses incurred	2020-12-31	$11,112,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,045,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,182,479
Value of total assets at end of year	2020-12-31	$341,899,856
Value of total assets at beginning of year	2020-12-31	$297,152,365
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,740
Total interest from all sources	2020-12-31	$2,830,126
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,676,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$6,676,694
Administrative expenses professional fees incurred	2020-12-31	$12,368
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$5,091,524
Participant contributions at end of year	2020-12-31	$27,579
Participant contributions at beginning of year	2020-12-31	$62,823
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$609,002
Other income not declared elsewhere	2020-12-31	$292,865
Administrative expenses (other) incurred	2020-12-31	$4,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$44,747,491
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$341,899,856
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$297,152,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$50,078
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$256,979,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$215,334,825
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,508,823
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,397,156
Interest on participant loans	2020-12-31	$3,169
Interest earned on other investments	2020-12-31	$2,824,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,392,619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$773,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$773,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$74,991,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$71,573,437
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$360,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$36,954,574
Net investment gain/loss from pooled separate accounts	2020-12-31	$-76,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,481,953
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$10,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,685,583
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CARON & BLETZER PLLC
Accountancy firm EIN	2020-12-31	043499945
2019 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$59,491,753
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$17,079,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$17,032,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$12,640,022
Value of total assets at end of year	2019-12-31	$297,152,365
Value of total assets at beginning of year	2019-12-31	$254,740,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$47,156
Total interest from all sources	2019-12-31	$2,698,702
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,745,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,745,747
Administrative expenses professional fees incurred	2019-12-31	$12,116
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,080,076
Participant contributions at end of year	2019-12-31	$62,823
Participant contributions at beginning of year	2019-12-31	$58,270
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,618,796
Other income not declared elsewhere	2019-12-31	$265,062
Administrative expenses (other) incurred	2019-12-31	$4,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$42,412,353
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$297,152,365
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$254,740,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$30,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$215,334,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$174,624,674
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,397,156
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,100,383
Interest on participant loans	2019-12-31	$3,603
Interest earned on other investments	2019-12-31	$2,684,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$773,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$484,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$484,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$11,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$71,573,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$70,451,839
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,789,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$37,654,150
Net investment gain/loss from pooled separate accounts	2019-12-31	$488,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,941,150
Employer contributions (assets) at end of year	2019-12-31	$10,621
Employer contributions (assets) at beginning of year	2019-12-31	$20,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$15,242,338
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KPMG LLP
Accountancy firm EIN	2019-12-31	135565207
2018 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,902,910
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$9,350,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$9,282,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$11,976,019
Value of total assets at end of year	2018-12-31	$254,740,012
Value of total assets at beginning of year	2018-12-31	$262,187,135
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$67,385
Total interest from all sources	2018-12-31	$2,753,261
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$6,215,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$6,215,880
Administrative expenses professional fees incurred	2018-12-31	$22,497
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,889,391
Participant contributions at end of year	2018-12-31	$58,270
Participant contributions at beginning of year	2018-12-31	$63,020
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,330,926
Other income not declared elsewhere	2018-12-31	$189,947
Administrative expenses (other) incurred	2018-12-31	$4,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-7,447,123
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$254,740,012
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$262,187,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$40,213
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$174,624,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$183,565,913
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,100,383
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,652,001
Interest on participant loans	2018-12-31	$3,038
Interest earned on other investments	2018-12-31	$2,743,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$484,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$387,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$387,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$6,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$70,451,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$69,509,215
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,081,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-19,649,452
Net investment gain/loss from pooled separate accounts	2018-12-31	$417,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$5,755,702
Employer contributions (assets) at end of year	2018-12-31	$20,137
Employer contributions (assets) at beginning of year	2018-12-31	$9,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$8,200,775
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KPMG LLP
Accountancy firm EIN	2018-12-31	135565207
2017 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$47,051,312
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$11,938,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$11,869,029
Value of total corrective distributions	2017-12-31	$74
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$12,311,362
Value of total assets at end of year	2017-12-31	$262,187,135
Value of total assets at beginning of year	2017-12-31	$227,073,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$69,001
Total interest from all sources	2017-12-31	$2,623,814
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,125,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,125,349
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$4,530,241
Participant contributions at end of year	2017-12-31	$63,020
Participant contributions at beginning of year	2017-12-31	$33,235
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,316,388
Other income not declared elsewhere	2017-12-31	$237,409
Administrative expenses (other) incurred	2017-12-31	$4,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$35,113,208
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$262,187,135
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$227,073,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$64,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$183,565,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$151,640,079
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,652,001
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,167,271
Interest on participant loans	2017-12-31	$1,826
Interest earned on other investments	2017-12-31	$2,620,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$387,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$271,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$271,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$69,509,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$66,953,255
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,375,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$27,393,552
Net investment gain/loss from pooled separate accounts	2017-12-31	$359,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,464,733
Employer contributions (assets) at end of year	2017-12-31	$9,265
Employer contributions (assets) at beginning of year	2017-12-31	$8,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,493,335
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KPMG LLP
Accountancy firm EIN	2017-12-31	135565207
2016 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$24,598,553
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$11,512,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$11,479,068
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,469,157
Value of total assets at end of year	2016-12-31	$227,073,927
Value of total assets at beginning of year	2016-12-31	$213,988,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,220
Total interest from all sources	2016-12-31	$2,737,392
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,851,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,851,654
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,234,872
Participant contributions at end of year	2016-12-31	$33,235
Participant contributions at beginning of year	2016-12-31	$42,816
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$977,130
Other income not declared elsewhere	2016-12-31	$62,575
Administrative expenses (other) incurred	2016-12-31	$955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$13,085,760
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$227,073,927
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$213,988,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$31,265
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$151,640,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$143,078,785
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,167,271
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,677,603
Interest on participant loans	2016-12-31	$1,735
Interest earned on other investments	2016-12-31	$2,735,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$271,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$204,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$204,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$66,953,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$62,920,890
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$832,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$8,071,126
Net investment gain/loss from pooled separate accounts	2016-12-31	$406,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,257,155
Employer contributions (assets) at end of year	2016-12-31	$8,243
Employer contributions (assets) at beginning of year	2016-12-31	$63,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$10,646,979
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KPMG LLP
Accountancy firm EIN	2016-12-31	135565207
2015 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$13,002,928
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$7,590,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,556,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$9,970,320
Value of total assets at end of year	2015-12-31	$213,988,167
Value of total assets at beginning of year	2015-12-31	$208,575,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$33,587
Total interest from all sources	2015-12-31	$2,457,462
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$3,186,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$3,186,907
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,918,180
Participant contributions at end of year	2015-12-31	$42,816
Participant contributions at beginning of year	2015-12-31	$72,163
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$949,501
Other income not declared elsewhere	2015-12-31	$69,257
Administrative expenses (other) incurred	2015-12-31	$3,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,412,426
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$213,988,167
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$208,575,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$30,224
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$143,078,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$141,159,745
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,677,603
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,664,450
Interest on participant loans	2015-12-31	$2,503
Interest earned on other investments	2015-12-31	$2,454,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$204,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$194,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$194,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$62,920,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$60,484,917
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$389,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,244,359
Net investment gain/loss from pooled separate accounts	2015-12-31	$563,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$5,102,639
Employer contributions (assets) at end of year	2015-12-31	$63,500
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$7,167,045
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	KPMG LLP
Accountancy firm EIN	2015-12-31	135565207
2014 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$21,355,339
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$9,484,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$9,449,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$9,237,755
Value of total assets at end of year	2014-12-31	$208,575,741
Value of total assets at beginning of year	2014-12-31	$196,704,714
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$35,258
Total interest from all sources	2014-12-31	$2,438,091
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,815,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$2,815,264
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$3,697,253
Participant contributions at end of year	2014-12-31	$72,163
Participant contributions at beginning of year	2014-12-31	$66,783
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$732,053
Other income not declared elsewhere	2014-12-31	$40,538
Administrative expenses (other) incurred	2014-12-31	$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$11,871,027
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$208,575,741
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$196,704,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$141,159,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$132,781,218
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,664,450
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,735,479
Interest on participant loans	2014-12-31	$2,981
Interest earned on other investments	2014-12-31	$2,434,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$194,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$232,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$232,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$60,484,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$57,888,328
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$729,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$6,098,628
Net investment gain/loss from pooled separate accounts	2014-12-31	$725,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$4,808,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,719,556
Contract administrator fees	2014-12-31	$34,458
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	KPMG LLP
Accountancy firm EIN	2014-12-31	135565207
2013 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$36,481,701
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$9,637,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$9,593,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$8,847,354
Value of total assets at end of year	2013-12-31	$196,704,714
Value of total assets at beginning of year	2013-12-31	$169,860,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$44,318
Total interest from all sources	2013-12-31	$2,290,247
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,206,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,206,020
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$3,542,243
Participant contributions at end of year	2013-12-31	$66,783
Participant contributions at beginning of year	2013-12-31	$20,561
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$708,107
Other income not declared elsewhere	2013-12-31	$36,649
Administrative expenses (other) incurred	2013-12-31	$181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$26,844,279
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$196,704,714
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$169,860,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$44,137
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$132,781,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$109,675,565
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,735,479
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,582,804
Interest on participant loans	2013-12-31	$925
Interest earned on other investments	2013-12-31	$2,289,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$232,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$145,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$145,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$57,888,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$55,435,911
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$514,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$22,611,168
Net investment gain/loss from pooled separate accounts	2013-12-31	$490,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$4,597,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$9,078,956
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	KPMG LLP
Accountancy firm EIN	2013-12-31	135565207
2012 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$24,733,195
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$8,246,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$8,236,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,075,341
Value of total assets at end of year	2012-12-31	$169,860,435
Value of total assets at beginning of year	2012-12-31	$153,373,992
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,074
Total interest from all sources	2012-12-31	$2,169,584
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,102,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,102,564
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,329,023
Participant contributions at end of year	2012-12-31	$20,561
Participant contributions at beginning of year	2012-12-31	$27,690
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$268,646
Other income not declared elsewhere	2012-12-31	$43,983
Administrative expenses (other) incurred	2012-12-31	$74
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$16,486,443
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$169,860,435
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$153,373,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$109,675,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$94,190,142
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,582,804
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,197,610
Interest on participant loans	2012-12-31	$1,039
Interest earned on other investments	2012-12-31	$2,168,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$145,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$159,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$159,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$55,435,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$54,798,938
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$926,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$12,922,948
Net investment gain/loss from pooled separate accounts	2012-12-31	$418,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,477,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,310,179
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	KPMG LLP
Accountancy firm EIN	2012-12-31	135565207
2011 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$7,892,211
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$5,580,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$5,580,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$7,419,221
Value of total assets at end of year	2011-12-31	$153,373,992
Value of total assets at beginning of year	2011-12-31	$151,062,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$178
Total interest from all sources	2011-12-31	$2,118,113
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$793,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$793,013
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,044,548
Participant contributions at end of year	2011-12-31	$27,690
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$257,924
Other income not declared elsewhere	2011-12-31	$238,613
Administrative expenses (other) incurred	2011-12-31	$178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$2,311,419
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$153,373,992
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$151,062,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$94,190,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$94,581,628
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,197,610
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,460,935
Interest on participant loans	2011-12-31	$413
Interest earned on other investments	2011-12-31	$2,117,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$159,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$256,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$256,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$39
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$54,798,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$52,763,664
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$78,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,152,408
Net investment gain/loss from pooled separate accounts	2011-12-31	$475,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,116,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$5,502,241
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	KPMG LLP
Accountancy firm EIN	2011-12-31	135565207
2010 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$21,083,015
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$8,019,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$8,019,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$7,206,337
Value of total assets at end of year	2010-12-31	$151,062,573
Value of total assets at beginning of year	2010-12-31	$137,999,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$133
Total interest from all sources	2010-12-31	$1,923,755
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$373,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$373,701
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,930,146
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$5,911
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$234,401
Other income not declared elsewhere	2010-12-31	$484
Administrative expenses (other) incurred	2010-12-31	$133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$13,063,466
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$151,062,573
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$137,999,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$94,581,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$83,166,714
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,460,935
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,422,881
Interest earned on other investments	2010-12-31	$1,923,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$256,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$521,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$521,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$52,763,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$51,881,709
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$275,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$11,199,840
Net investment gain/loss from pooled separate accounts	2010-12-31	$378,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$4,041,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,744,207
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KPMG LLP
Accountancy firm EIN	2010-12-31	135565207
2009 : COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN

2023: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COLLEGE OF THE HOLY CROSS 403(B) DEFINED CONTRIBUTION & GROUP SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

GA80386

Policy instance

Insurance contract or identification number	GA80386
Number of Individuals Covered	108
Insurance policy start date	2023-06-05
Insurance policy end date	2023-12-31
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

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	919
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	977
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	992
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1004
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1023
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1046
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1068
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1107
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1127
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1141
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1420
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1399
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101080

Policy instance

Insurance contract or identification number	101080
Number of Individuals Covered	1535
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
Employer identification number (EIN):	042103558
NAIC Classification:	611000