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THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN
Plan identification number 001

THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE COLLEGE OF WOOSTER has sponsored the creation of one or more 401k plans.

Company Name:THE COLLEGE OF WOOSTER
Employer identification number (EIN):340714654
NAIC Classification:611000

Additional information about THE COLLEGE OF WOOSTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1866-12-18
Company Identification Number: 47628
Legal Registered Office Address: 225 N. MARKET STREET
-
WOOSTER
United States of America (USA)
44691

More information about THE COLLEGE OF WOOSTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MARCIA A BEASLEY MARCIA A. BEASLEY2018-10-15
0012016-01-01MARCIA A. BEASLEY
0012015-01-01MARCIA A. BEASLEY
0012014-01-01MARCIA A. BEASLEY DEANNA S. MCCORMICK2015-10-15
0012013-01-01MARCIA A. BEASLEY DEANNA S. MCCORMICK2014-10-15
0012012-01-01PEGGY DEBARTOLO PEGGY DEBARTOLO2013-10-15
0012011-01-01LAURIE STICKELMAIER
0012009-01-01LAURIE STICKELMAIER

Plan Statistics for THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,806
Total number of active participants reported on line 7a of the Form 55002023-01-01558
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,046
Total of all active and inactive participants2023-01-011,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0118
Total participants2023-01-011,622
Number of participants with account balances2023-01-011,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,806
Total number of active participants reported on line 7a of the Form 55002022-01-01497
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,266
Total of all active and inactive participants2022-01-011,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0145
Total participants2022-01-011,808
Number of participants with account balances2022-01-011,804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,827
Total number of active participants reported on line 7a of the Form 55002021-01-01623
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,175
Total of all active and inactive participants2021-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-011,836
Number of participants with account balances2021-01-011,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,842
Total number of active participants reported on line 7a of the Form 55002020-01-01655
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,175
Total of all active and inactive participants2020-01-011,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-011,839
Number of participants with account balances2020-01-011,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,796
Total number of active participants reported on line 7a of the Form 55002019-01-01834
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,002
Total of all active and inactive participants2019-01-011,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-011,841
Number of participants with account balances2019-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,760
Total number of active participants reported on line 7a of the Form 55002018-01-01794
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01997
Total of all active and inactive participants2018-01-011,791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,797
Number of participants with account balances2018-01-011,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,735
Total number of active participants reported on line 7a of the Form 55002017-01-01760
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01994
Total of all active and inactive participants2017-01-011,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-011,760
Number of participants with account balances2017-01-011,753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,701
Total number of active participants reported on line 7a of the Form 55002016-01-01753
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01973
Total of all active and inactive participants2016-01-011,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-011,735
Number of participants with account balances2016-01-011,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,654
Total number of active participants reported on line 7a of the Form 55002015-01-01712
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01985
Total of all active and inactive participants2015-01-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,705
Number of participants with account balances2015-01-011,702
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,626
Total number of active participants reported on line 7a of the Form 55002014-01-01693
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01953
Total of all active and inactive participants2014-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-011,655
Number of participants with account balances2014-01-011,652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,604
Total number of active participants reported on line 7a of the Form 55002013-01-01694
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01934
Total of all active and inactive participants2013-01-011,628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,636
Number of participants with account balances2013-01-011,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,681
Total number of active participants reported on line 7a of the Form 55002012-01-01681
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01917
Total of all active and inactive participants2012-01-011,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-011,606
Number of participants with account balances2012-01-011,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,655
Total number of active participants reported on line 7a of the Form 55002011-01-01842
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01835
Total of all active and inactive participants2011-01-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,682
Number of participants with account balances2011-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,728
Total number of active participants reported on line 7a of the Form 55002009-01-012,290
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01382
Total of all active and inactive participants2009-01-012,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,673
Number of participants with account balances2009-01-012,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$34,672,082
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,931,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,840,987
Expenses. Certain deemed distributions of participant loans2023-12-31$9,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,005,340
Value of total assets at end of year2023-12-31$230,520,759
Value of total assets at beginning of year2023-12-31$209,780,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$80,546
Total interest from all sources2023-12-31$2,924,789
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,258,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,258,825
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,355,123
Participant contributions at end of year2023-12-31$110,032
Participant contributions at beginning of year2023-12-31$84,386
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,336,941
Other income not declared elsewhere2023-12-31$114,603
Administrative expenses (other) incurred2023-12-31$2,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$20,740,708
Value of net assets at end of year (total assets less liabilities)2023-12-31$230,520,759
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$209,780,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$64,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$158,624,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$136,991,368
Value of interest in pooled separate accounts at end of year2023-12-31$8,379,853
Value of interest in pooled separate accounts at beginning of year2023-12-31$10,110,469
Interest on participant loans2023-12-31$6,649
Interest earned on other investments2023-12-31$2,918,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$63,406,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$62,593,828
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,501,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$23,699,130
Net investment gain/loss from pooled separate accounts2023-12-31$-1,330,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,313,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$12,339,186
Contract administrator fees2023-12-31$605
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-16,719,358
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,069,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,992,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,754,892
Value of total assets at end of year2022-12-31$209,780,051
Value of total assets at beginning of year2022-12-31$242,568,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,747
Total interest from all sources2022-12-31$2,568,724
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,872,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,872,206
Administrative expenses professional fees incurred2022-12-31$1,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,366,071
Participant contributions at end of year2022-12-31$84,386
Participant contributions at beginning of year2022-12-31$64,526
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,893,012
Other income not declared elsewhere2022-12-31$121,798
Administrative expenses (other) incurred2022-12-31$13,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,788,593
Value of net assets at end of year (total assets less liabilities)2022-12-31$209,780,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$242,568,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$61,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$136,991,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$169,632,513
Value of interest in pooled separate accounts at end of year2022-12-31$10,110,469
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,997,700
Interest on participant loans2022-12-31$2,820
Interest earned on other investments2022-12-31$2,565,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$62,593,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$62,873,905
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,748,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,881,543
Net investment gain/loss from pooled separate accounts2022-12-31$844,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,495,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,243,738
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$35,800,332
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,069,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,023,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,893,961
Value of total assets at end of year2021-12-31$242,568,644
Value of total assets at beginning of year2021-12-31$221,838,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$46,024
Total interest from all sources2021-12-31$2,185,561
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,981,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,981,451
Administrative expenses professional fees incurred2021-12-31$41,728
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,450,505
Participant contributions at end of year2021-12-31$64,526
Participant contributions at beginning of year2021-12-31$54,629
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,760,356
Other income not declared elsewhere2021-12-31$113,036
Administrative expenses (other) incurred2021-12-31$4,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,730,553
Value of net assets at end of year (total assets less liabilities)2021-12-31$242,568,644
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$221,838,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$169,632,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$150,950,297
Value of interest in pooled separate accounts at end of year2021-12-31$9,997,700
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,327,690
Interest on participant loans2021-12-31$2,747
Interest earned on other investments2021-12-31$2,182,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$62,873,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$62,505,475
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,395,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,114,637
Net investment gain/loss from pooled separate accounts2021-12-31$1,511,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,683,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,628,274
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$29,999,930
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,848,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,835,470
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,263,638
Value of total assets at end of year2020-12-31$221,838,091
Value of total assets at beginning of year2020-12-31$205,687,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,376
Total interest from all sources2020-12-31$2,457,115
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,303,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,303,063
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,344,541
Participant contributions at end of year2020-12-31$54,629
Participant contributions at beginning of year2020-12-31$16,200
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,281,383
Administrative expenses (other) incurred2020-12-31$2,445
Liabilities. Value of operating payables at end of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,151,084
Value of net assets at end of year (total assets less liabilities)2020-12-31$221,838,091
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$205,687,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$150,950,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$134,111,569
Value of interest in pooled separate accounts at end of year2020-12-31$8,327,690
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,791,530
Interest on participant loans2020-12-31$1,257
Interest earned on other investments2020-12-31$2,455,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$62,505,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$62,767,708
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,885,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,050,259
Net investment gain/loss from pooled separate accounts2020-12-31$-74,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,637,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,950,320
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$37,484,308
Total income from all sources (including contributions)2019-12-31$37,484,308
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,731,734
Total of all expenses incurred2019-12-31$11,731,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,731,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,731,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,455,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,455,201
Value of total assets at end of year2019-12-31$205,687,007
Value of total assets at end of year2019-12-31$205,687,007
Value of total assets at beginning of year2019-12-31$179,934,433
Value of total assets at beginning of year2019-12-31$179,934,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$150
Total interest from all sources2019-12-31$2,475,294
Total interest from all sources2019-12-31$2,475,294
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,415,467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,415,467
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,415,467
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,415,467
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,411,020
Contributions received from participants2019-12-31$2,411,020
Participant contributions at end of year2019-12-31$16,200
Participant contributions at end of year2019-12-31$16,200
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,257,766
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,257,766
Other income not declared elsewhere2019-12-31$68,061
Other income not declared elsewhere2019-12-31$68,061
Administrative expenses (other) incurred2019-12-31$150
Administrative expenses (other) incurred2019-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,752,574
Value of net income/loss2019-12-31$25,752,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$205,687,007
Value of net assets at end of year (total assets less liabilities)2019-12-31$205,687,007
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$179,934,433
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$179,934,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$134,111,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$134,111,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,141,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,141,196
Value of interest in pooled separate accounts at end of year2019-12-31$8,791,530
Value of interest in pooled separate accounts at end of year2019-12-31$8,791,530
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,577,337
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,577,337
Interest on participant loans2019-12-31$100
Interest on participant loans2019-12-31$100
Interest earned on other investments2019-12-31$2,475,194
Interest earned on other investments2019-12-31$2,475,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$62,767,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$62,767,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62,215,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$62,215,900
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$891,068
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$891,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,605,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,605,286
Net investment gain/loss from pooled separate accounts2019-12-31$464,999
Net investment gain/loss from pooled separate accounts2019-12-31$464,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,786,415
Contributions received in cash from employer2019-12-31$3,786,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,840,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,840,516
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$784,013
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,145,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,145,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,234,389
Value of total assets at end of year2018-12-31$179,934,433
Value of total assets at beginning of year2018-12-31$190,296,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$303
Total interest from all sources2018-12-31$2,549,298
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,227,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,227,412
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,363,562
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,191,484
Administrative expenses (other) incurred2018-12-31$303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,361,758
Value of net assets at end of year (total assets less liabilities)2018-12-31$179,934,433
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$190,296,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$109,141,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$120,228,149
Value of interest in pooled separate accounts at end of year2018-12-31$8,577,337
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,461,874
Interest earned on other investments2018-12-31$2,549,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$62,215,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$61,606,168
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,628,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,628,635
Net investment gain/loss from pooled separate accounts2018-12-31$401,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,679,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,516,934
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$29,984,297
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,649,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,649,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,282,145
Value of total assets at end of year2017-12-31$190,296,191
Value of total assets at beginning of year2017-12-31$171,961,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$193
Total interest from all sources2017-12-31$2,462,651
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,348,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,348,610
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,239,422
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,479,676
Other income not declared elsewhere2017-12-31$28,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$18,334,718
Value of net assets at end of year (total assets less liabilities)2017-12-31$190,296,191
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$171,961,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$120,228,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$102,123,471
Value of interest in pooled separate accounts at end of year2017-12-31$8,461,874
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,324,794
Interest earned on other investments2017-12-31$2,462,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$61,606,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$61,513,208
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,128,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,504,053
Net investment gain/loss from pooled separate accounts2017-12-31$357,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,563,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,520,420
Contract administrator fees2017-12-31$193
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$19,896,606
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,413,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,413,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,176,317
Value of total assets at end of year2016-12-31$171,961,473
Value of total assets at beginning of year2016-12-31$163,478,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$2,668,748
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,441,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,441,421
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,133,307
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,503,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,482,947
Value of net assets at end of year (total assets less liabilities)2016-12-31$171,961,473
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$163,478,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$102,123,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,762,582
Value of interest in pooled separate accounts at end of year2016-12-31$8,324,794
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,600,094
Interest earned on other investments2016-12-31$2,668,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$61,513,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$60,115,850
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,079,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,208,128
Net investment gain/loss from pooled separate accounts2016-12-31$401,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,539,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,334,489
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$8,451,605
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,340,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,340,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,897,156
Value of total assets at end of year2015-12-31$163,478,526
Value of total assets at beginning of year2015-12-31$162,367,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$2,465,589
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,838,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,838,193
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,032,339
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$377,084
Other income not declared elsewhere2015-12-31$34,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,111,471
Value of net assets at end of year (total assets less liabilities)2015-12-31$163,478,526
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$162,367,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,762,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$96,741,863
Value of interest in pooled separate accounts at end of year2015-12-31$7,600,094
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,822,790
Interest earned on other investments2015-12-31$2,465,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$60,115,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$58,802,402
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$743,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,343,255
Net investment gain/loss from pooled separate accounts2015-12-31$559,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,487,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,596,779
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$16,501,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,456,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,456,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,597,283
Value of total assets at end of year2014-12-31$162,367,055
Value of total assets at beginning of year2014-12-31$152,322,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$2,461,433
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,590,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,590,922
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,001,859
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,956,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,044,816
Value of net assets at end of year (total assets less liabilities)2014-12-31$162,367,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$152,322,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$96,741,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$90,183,147
Value of interest in pooled separate accounts at end of year2014-12-31$6,822,790
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,611,893
Interest earned on other investments2014-12-31$2,461,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$58,802,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,527,199
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$330,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,123,265
Net investment gain/loss from pooled separate accounts2014-12-31$728,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,639,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,126,396
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$26,172,559
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,024,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,024,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,480,027
Value of total assets at end of year2013-12-31$152,322,239
Value of total assets at beginning of year2013-12-31$136,174,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,326,110
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,254,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,254,242
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,916,599
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,163,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,147,570
Value of net assets at end of year (total assets less liabilities)2013-12-31$152,322,239
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$136,174,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$90,183,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$76,314,785
Value of interest in pooled separate accounts at end of year2013-12-31$5,611,893
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,411,808
Interest earned on other investments2013-12-31$2,326,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,527,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$55,448,076
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$639,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,652,483
Net investment gain/loss from pooled separate accounts2013-12-31$459,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,400,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,385,248
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$18,233,013
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,844,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,843,315
Expenses. Certain deemed distributions of participant loans2012-12-31$981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,648,331
Value of total assets at end of year2012-12-31$136,174,669
Value of total assets at beginning of year2012-12-31$124,785,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$2,196,487
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$427,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$427,747
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,814,897
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$630,303
Other income not declared elsewhere2012-12-31$88
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,388,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$136,174,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$124,785,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$76,314,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$67,151,396
Value of interest in pooled separate accounts at end of year2012-12-31$4,411,808
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,665,750
Interest earned on other investments2012-12-31$2,196,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$55,448,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$53,968,806
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$629,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,576,409
Net investment gain/loss from pooled separate accounts2012-12-31$383,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,203,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,214,288
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$6,622,958
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,301,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,301,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,931,915
Value of total assets at end of year2011-12-31$124,785,952
Value of total assets at beginning of year2011-12-31$124,464,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2,141,629
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$180,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$180,358
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,807,566
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,098,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$321,916
Value of net assets at end of year (total assets less liabilities)2011-12-31$124,785,952
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$124,464,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$67,151,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$69,119,951
Value of interest in pooled separate accounts at end of year2011-12-31$3,665,750
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,662,390
Interest earned on other investments2011-12-31$2,141,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$53,968,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$52,681,695
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,316,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,015,952
Net investment gain/loss from pooled separate accounts2011-12-31$385,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,025,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,984,393
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,173,645
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,383,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,382,136
Expenses. Certain deemed distributions of participant loans2010-12-31$1,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,559,775
Value of total assets at end of year2010-12-31$124,464,036
Value of total assets at beginning of year2010-12-31$115,673,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,959,773
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,689,572
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$72,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$8,790,097
Value of net assets at end of year (total assets less liabilities)2010-12-31$124,464,036
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$115,673,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$69,119,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$61,268,545
Value of interest in pooled separate accounts at end of year2010-12-31$2,662,390
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,082,719
Interest earned on other investments2010-12-31$1,959,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$52,681,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$52,322,675
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,646,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,259,041
Net investment gain/loss from pooled separate accounts2010-12-31$297,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,797,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,736,015
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN

2023: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COLLEGE OF WOOSTER DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered981
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1008
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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1035
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1058
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1079
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1110
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1223
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1241
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1268
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1577
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416
Policy instance 1
Insurance contract or identification number150416
Number of Individuals Covered1548
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
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 number150416&150417
Policy instance 1
Insurance contract or identification number150416&150417
Number of Individuals Covered2438
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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