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EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 401k Plan overview

Plan NameEMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED
Plan identification number 505

EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

FIVE COLLEGES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIVE COLLEGES, INC.
Employer identification number (EIN):046134696
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-01-01
5052022-01-01
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01YVETTE MORNEAU
5052017-01-01YVETTE MORNEAU
5052016-01-01BARBARA LUCEY
5052015-01-01BARBARA LUCEY
5052014-01-01BARBARA LUCEY
5052013-01-01BARBARA LUCEY
5052012-01-01BARBARA LUCEY
5052011-01-01BARBARA LUCEY
5052010-01-01BARBARA LUCEY NEAL ABRAHAM2011-06-13
5052009-01-01BARBARA LUCEY

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED

Measure Date Value
2023: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2023 401k membership
Total participants, beginning-of-year2023-01-0142
Total number of active participants reported on line 7a of the Form 55002023-01-0137
Number of retired or separated participants receiving benefits2023-01-0114
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0151
2022: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2022 401k membership
Total participants, beginning-of-year2022-01-0143
Total number of active participants reported on line 7a of the Form 55002022-01-0130
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0142
2021: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2021 401k membership
Total participants, beginning-of-year2021-01-0147
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0143
2020: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2020 401k membership
Total participants, beginning-of-year2020-01-0141
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0147
2019: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2019 401k membership
Total participants, beginning-of-year2019-01-0140
Total number of active participants reported on line 7a of the Form 55002019-01-0129
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0141
2018: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0140
2017: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2017 401k membership
Total participants, beginning-of-year2017-01-0137
Total number of active participants reported on line 7a of the Form 55002017-01-0131
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0138
2016: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2016 401k membership
Total participants, beginning-of-year2016-01-0143
Total number of active participants reported on line 7a of the Form 55002016-01-0130
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0137
2015: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2015 401k membership
Total participants, beginning-of-year2015-01-0144
Total number of active participants reported on line 7a of the Form 55002015-01-0136
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0143
2014: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0144
2013: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2013 401k membership
Total participants, beginning-of-year2013-01-0133
Total number of active participants reported on line 7a of the Form 55002013-01-0133
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0141
2012: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2012 401k membership
Total participants, beginning-of-year2012-01-0136
Total number of active participants reported on line 7a of the Form 55002012-01-0129
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0133
2011: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0136
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2010 401k membership
Total participants, beginning-of-year2010-01-0135
Total number of active participants reported on line 7a of the Form 55002010-01-0132
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0136
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2009 401k membership
Total participants, beginning-of-year2009-01-0135
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0135
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED

Measure Date Value
2023 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2023 401k financial data
Total income from all sources2023-12-31$24,322
Expenses. Total of all expenses incurred2023-12-31$14,299
Benefits paid (including direct rollovers)2023-12-31$11,997
Total plan assets at end of year2023-12-31$99,383
Total plan assets at beginning of year2023-12-31$89,360
Value of fidelity bond covering the plan2023-12-31$2,000,000
Total contributions received or receivable from participants2023-12-31$9,517
Expenses. Other expenses not covered elsewhere2023-12-31$2,302
Other income received2023-12-31$12,230
Net income (gross income less expenses)2023-12-31$10,023
Net plan assets at end of year (total assets less liabilities)2023-12-31$99,383
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$89,360
Total contributions received or receivable from employer(s)2023-12-31$2,575
2022 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2022 401k financial data
Total income from all sources2022-12-31$-5,034
Expenses. Total of all expenses incurred2022-12-31$15,512
Benefits paid (including direct rollovers)2022-12-31$13,416
Total plan assets at end of year2022-12-31$89,360
Total plan assets at beginning of year2022-12-31$109,906
Value of fidelity bond covering the plan2022-12-31$2,000,000
Total contributions received or receivable from participants2022-12-31$9,346
Expenses. Other expenses not covered elsewhere2022-12-31$2,096
Other income received2022-12-31$-15,078
Net income (gross income less expenses)2022-12-31$-20,546
Net plan assets at end of year (total assets less liabilities)2022-12-31$89,360
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$109,906
Total contributions received or receivable from employer(s)2022-12-31$698
2021 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2021 401k financial data
Total income from all sources2021-12-31$25,346
Expenses. Total of all expenses incurred2021-12-31$11,870
Benefits paid (including direct rollovers)2021-12-31$9,797
Total plan assets at end of year2021-12-31$109,906
Total plan assets at beginning of year2021-12-31$96,430
Value of fidelity bond covering the plan2021-12-31$2,000,000
Total contributions received or receivable from participants2021-12-31$9,388
Expenses. Other expenses not covered elsewhere2021-12-31$2,073
Other income received2021-12-31$9,965
Net income (gross income less expenses)2021-12-31$13,476
Net plan assets at end of year (total assets less liabilities)2021-12-31$109,906
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$96,430
Total contributions received or receivable from employer(s)2021-12-31$5,993
2020 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2020 401k financial data
Total income from all sources2020-12-31$27,372
Expenses. Total of all expenses incurred2020-12-31$15,580
Benefits paid (including direct rollovers)2020-12-31$13,554
Total plan assets at end of year2020-12-31$96,430
Total plan assets at beginning of year2020-12-31$84,638
Value of fidelity bond covering the plan2020-12-31$2,000,000
Total contributions received or receivable from participants2020-12-31$10,888
Expenses. Other expenses not covered elsewhere2020-12-31$2,026
Other income received2020-12-31$11,662
Net income (gross income less expenses)2020-12-31$11,792
Net plan assets at end of year (total assets less liabilities)2020-12-31$96,430
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$84,638
Total contributions received or receivable from employer(s)2020-12-31$4,822
2019 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2019 401k financial data
Total income from all sources2019-12-31$28,316
Expenses. Total of all expenses incurred2019-12-31$13,478
Benefits paid (including direct rollovers)2019-12-31$11,676
Total plan assets at end of year2019-12-31$84,638
Total plan assets at beginning of year2019-12-31$69,800
Value of fidelity bond covering the plan2019-12-31$2,000,000
Total contributions received or receivable from participants2019-12-31$8,291
Expenses. Other expenses not covered elsewhere2019-12-31$1,802
Other income received2019-12-31$13,354
Net income (gross income less expenses)2019-12-31$14,838
Net plan assets at end of year (total assets less liabilities)2019-12-31$84,638
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$69,800
Total contributions received or receivable from employer(s)2019-12-31$6,671
2018 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2018 401k financial data
Total income from all sources2018-12-31$-4,023
Expenses. Total of all expenses incurred2018-12-31$8,520
Benefits paid (including direct rollovers)2018-12-31$7,007
Total plan assets at end of year2018-12-31$69,800
Total plan assets at beginning of year2018-12-31$82,343
Value of fidelity bond covering the plan2018-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$1,513
Other income received2018-12-31$-4,715
Net income (gross income less expenses)2018-12-31$-12,543
Net plan assets at end of year (total assets less liabilities)2018-12-31$69,800
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$82,343
Total contributions received or receivable from employer(s)2018-12-31$692
2017 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2017 401k financial data
Total income from all sources2017-12-31$15,890
Expenses. Total of all expenses incurred2017-12-31$3,069
Benefits paid (including direct rollovers)2017-12-31$1,670
Total plan assets at end of year2017-12-31$82,343
Total plan assets at beginning of year2017-12-31$69,522
Value of fidelity bond covering the plan2017-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$1,399
Other income received2017-12-31$11,424
Net income (gross income less expenses)2017-12-31$12,821
Net plan assets at end of year (total assets less liabilities)2017-12-31$82,343
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$69,522
Total contributions received or receivable from employer(s)2017-12-31$4,466
2016 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2016 401k financial data
Total income from all sources2016-12-31$6,206
Expenses. Total of all expenses incurred2016-12-31$8,210
Benefits paid (including direct rollovers)2016-12-31$6,725
Total plan assets at end of year2016-12-31$69,522
Total plan assets at beginning of year2016-12-31$71,526
Value of fidelity bond covering the plan2016-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,485
Other income received2016-12-31$3,991
Net income (gross income less expenses)2016-12-31$-2,004
Net plan assets at end of year (total assets less liabilities)2016-12-31$69,522
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$71,526
Total contributions received or receivable from employer(s)2016-12-31$2,215
2015 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2015 401k financial data
Total income from all sources2015-12-31$9,299
Expenses. Total of all expenses incurred2015-12-31$4,830
Benefits paid (including direct rollovers)2015-12-31$3,095
Total plan assets at end of year2015-12-31$71,526
Total plan assets at beginning of year2015-12-31$67,057
Value of fidelity bond covering the plan2015-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$1,735
Other income received2015-12-31$-76
Net income (gross income less expenses)2015-12-31$4,469
Net plan assets at end of year (total assets less liabilities)2015-12-31$71,526
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$67,057
Total contributions received or receivable from employer(s)2015-12-31$9,375
2014 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2014 401k financial data
Total income from all sources2014-12-31$10,611
Expenses. Total of all expenses incurred2014-12-31$3,252
Benefits paid (including direct rollovers)2014-12-31$1,608
Total plan assets at end of year2014-12-31$67,057
Total plan assets at beginning of year2014-12-31$59,698
Value of fidelity bond covering the plan2014-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$1,644
Other income received2014-12-31$2,719
Net income (gross income less expenses)2014-12-31$7,359
Net plan assets at end of year (total assets less liabilities)2014-12-31$67,057
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$59,698
Total contributions received or receivable from employer(s)2014-12-31$7,892
2013 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2013 401k financial data
Total income from all sources2013-12-31$8,714
Expenses. Total of all expenses incurred2013-12-31$3,372
Benefits paid (including direct rollovers)2013-12-31$2,037
Total plan assets at end of year2013-12-31$59,698
Total plan assets at beginning of year2013-12-31$54,356
Value of fidelity bond covering the plan2013-12-31$2,000,000
Other income received2013-12-31$8,132
Net income (gross income less expenses)2013-12-31$5,342
Net plan assets at end of year (total assets less liabilities)2013-12-31$59,698
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$54,356
Total contributions received or receivable from employer(s)2013-12-31$582
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,335
2012 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2012 401k financial data
Total income from all sources2012-12-31$13,791
Expenses. Total of all expenses incurred2012-12-31$5,527
Benefits paid (including direct rollovers)2012-12-31$2,171
Total plan assets at end of year2012-12-31$54,356
Total plan assets at beginning of year2012-12-31$46,092
Value of fidelity bond covering the plan2012-12-31$2,000,000
Other income received2012-12-31$6,526
Net income (gross income less expenses)2012-12-31$8,264
Net plan assets at end of year (total assets less liabilities)2012-12-31$54,356
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$46,092
Total contributions received or receivable from employer(s)2012-12-31$7,265
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,356
2011 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2011 401k financial data
Total income from all sources2011-12-31$8,309
Expenses. Total of all expenses incurred2011-12-31$4,561
Benefits paid (including direct rollovers)2011-12-31$2,569
Total plan assets at end of year2011-12-31$46,092
Total plan assets at beginning of year2011-12-31$42,344
Value of fidelity bond covering the plan2011-12-31$2,000,000
Other income received2011-12-31$-691
Net income (gross income less expenses)2011-12-31$3,748
Net plan assets at end of year (total assets less liabilities)2011-12-31$46,092
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$42,344
Total contributions received or receivable from employer(s)2011-12-31$9,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,992
2010 : EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2010 401k financial data
Total income from all sources2010-12-31$13,339
Expenses. Total of all expenses incurred2010-12-31$2,124
Benefits paid (including direct rollovers)2010-12-31$1,036
Total plan assets at end of year2010-12-31$42,344
Total plan assets at beginning of year2010-12-31$31,129
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$4,339
Net income (gross income less expenses)2010-12-31$11,215
Net plan assets at end of year (total assets less liabilities)2010-12-31$42,344
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$31,129
Total contributions received or receivable from employer(s)2010-12-31$9,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,088

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED

2023: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMERITI RETIREE HEALTH PLAN FOR FIVE COLLEGES, INCORPORATED 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,161
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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