401k Plan data: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE plan

403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 401k Plan overview

Plan Name	403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE
Plan identification number	002

403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

WESLEY COLLEGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: WESLEY COLLEGE, INC.

Employer identification number (EIN): 510064335

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01 DENNIS STARK 2020-10-07
002 2018-01-01 DENNIS STARK 2019-09-18
002 2017-01-01 BELINDA BURKE
002 2016-01-01 BELINDA BURKE
002 2015-01-01 CHRISTINE GIBSON
002 2014-01-01 CHRISTINE GIBSON
002 2013-01-01 CHRISTINE GIBSON
002 2012-01-01 RONALD D. RECK
002 2011-01-01 ALAN RUSSELL
002 2010-01-01 ERIC NELSON
002 2009-01-01 ERIC NELSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01
002	2019-01-01	DENNIS STARK	2020-10-07
002	2018-01-01	DENNIS STARK	2019-09-18
002	2017-01-01	BELINDA BURKE
002	2016-01-01	BELINDA BURKE
002	2015-01-01	CHRISTINE GIBSON
002	2014-01-01	CHRISTINE GIBSON
002	2013-01-01	CHRISTINE GIBSON
002	2012-01-01	RONALD D. RECK
002	2011-01-01	ALAN RUSSELL
002	2010-01-01	ERIC NELSON
002	2009-01-01	ERIC NELSON

Plan Statistics for 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE

401k plan membership statisitcs for 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE

Measure Date Value
2020: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 224
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 104
Total of all active and inactive participants 2020-01-01 328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 328
Number of participants with account balances 2020-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 333
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
Number of retired or separated participants receiving benefits 2019-01-01 103
Total of all active and inactive participants 2019-01-01 325
Total participants 2019-01-01 325
Number of participants with account balances 2019-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 252
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 80
Total of all active and inactive participants 2018-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 333
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 267
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 72
Total of all active and inactive participants 2017-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 339
Number of participants with account balances 2017-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 263
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 62
Total of all active and inactive participants 2016-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 325
Number of participants with account balances 2016-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 65
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 32
Total participants 2013-01-01 32
2012: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 40
Total participants 2012-01-01 40
2011: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 38
Total participants 2011-01-01 38
2010: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 32
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 39
Total participants 2010-01-01 39
2009: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 38
Total participants 2009-01-01 38

Measure	Date	Value
2020: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	224
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	104
Total of all active and inactive participants	2020-01-01	328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	328
Number of participants with account balances	2020-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	333
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
Number of retired or separated participants receiving benefits	2019-01-01	103
Total of all active and inactive participants	2019-01-01	325
Total participants	2019-01-01	325
Number of participants with account balances	2019-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	252
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	80
Total of all active and inactive participants	2018-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	333
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	267
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	72
Total of all active and inactive participants	2017-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	339
Number of participants with account balances	2017-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	263
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	62
Total of all active and inactive participants	2016-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	325
Number of participants with account balances	2016-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	65
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	32
Total participants	2013-01-01	32
2012: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	40
Total participants	2012-01-01	40
2011: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	38
Total participants	2011-01-01	38
2010: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	32
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	39
Total participants	2010-01-01	39
2009: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	38
Total participants	2009-01-01	38

Financial Data on 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE

Measure	Date	Value
2020 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$3,975,331
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,418,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,417,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$940,334
Value of total assets at end of year	2020-12-31	$26,527,162
Value of total assets at beginning of year	2020-12-31	$23,970,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$516
Total interest from all sources	2020-12-31	$299,031
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$27,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$27,085
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$600,630
Participant contributions at end of year	2020-12-31	$22,722
Participant contributions at beginning of year	2020-12-31	$9,534
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$36,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,557,065
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,527,162
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$23,970,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$17,737,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,134,738
Value of interest in pooled separate accounts at end of year	2020-12-31	$961,432
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$984,351
Interest earned on other investments	2020-12-31	$299,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,805,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,834,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,717,184
Net investment gain/loss from pooled separate accounts	2020-12-31	$-8,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$303,631
Employer contributions (assets) at end of year	2020-12-31	$492
Employer contributions (assets) at beginning of year	2020-12-31	$6,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,417,750
Contract administrator fees	2020-12-31	$516
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,381,584
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,577,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,577,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,135,177
Value of total assets at end of year	2019-12-31	$23,970,097
Value of total assets at beginning of year	2019-12-31	$21,166,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$520
Total interest from all sources	2019-12-31	$309,195
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$9,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$9,317
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$661,981
Participant contributions at end of year	2019-12-31	$9,534
Participant contributions at beginning of year	2019-12-31	$30,312
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$76,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,803,827
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$23,970,097
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,166,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,134,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,921,639
Value of interest in pooled separate accounts at end of year	2019-12-31	$984,351
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$835,125
Interest earned on other investments	2019-12-31	$309,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,834,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$8,353,276
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$850,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,878,704
Net investment gain/loss from pooled separate accounts	2019-12-31	$49,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$396,810
Employer contributions (assets) at end of year	2019-12-31	$6,879
Employer contributions (assets) at beginning of year	2019-12-31	$25,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$726,673
Contract administrator fees	2019-12-31	$520
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$747,829
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,055,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,055,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,168,712
Value of total assets at end of year	2018-12-31	$21,166,270
Value of total assets at beginning of year	2018-12-31	$23,473,977
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$526
Total interest from all sources	2018-12-31	$333,988
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$712,265
Participant contributions at end of year	2018-12-31	$30,312
Participant contributions at beginning of year	2018-12-31	$31,985
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,307,707
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,166,270
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,473,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,921,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,051,532
Value of interest in pooled separate accounts at end of year	2018-12-31	$835,125
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$751,223
Interest earned on other investments	2018-12-31	$333,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$8,353,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$8,619,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-792,113
Net investment gain/loss from pooled separate accounts	2018-12-31	$37,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$441,869
Employer contributions (assets) at end of year	2018-12-31	$25,918
Employer contributions (assets) at beginning of year	2018-12-31	$19,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,055,010
Contract administrator fees	2018-12-31	$526
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,831,821
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,123,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,123,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,248,816
Value of total assets at end of year	2017-12-31	$23,473,977
Value of total assets at beginning of year	2017-12-31	$20,765,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$441
Total interest from all sources	2017-12-31	$337,803
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$716,575
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$21,784
Participant contributions at end of year	2017-12-31	$31,985
Participant contributions at beginning of year	2017-12-31	$29,075
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$80,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,708,179
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,473,977
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,765,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$14,051,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,989,165
Value of interest in pooled separate accounts at end of year	2017-12-31	$751,223
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest earned on other investments	2017-12-31	$337,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$8,619,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$8,707,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,212,784
Net investment gain/loss from pooled separate accounts	2017-12-31	$32,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$451,738
Employer contributions (assets) at end of year	2017-12-31	$19,884
Employer contributions (assets) at beginning of year	2017-12-31	$18,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,123,201
Contract administrator fees	2017-12-31	$441
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$18,089,191
Total income from all sources (including contributions)	2016-12-31	$2,335,477
Total of all expenses incurred	2016-12-31	$1,933,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,933,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,192,775
Value of total assets at end of year	2016-12-31	$20,765,798
Value of total assets at beginning of year	2016-12-31	$2,274,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$357
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$708,605
Participant contributions at end of year	2016-12-31	$21,784
Participant contributions at end of year	2016-12-31	$29,075
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$59,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$401,787
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,765,798
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,274,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,989,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,817,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$8,707,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$457,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,142,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$424,293
Employer contributions (assets) at end of year	2016-12-31	$18,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,933,333
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2016-12-31	203934956
2015 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$338,337
Total of all expenses incurred	2015-12-31	$323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$348,551
Value of total assets at end of year	2015-12-31	$2,274,820
Value of total assets at beginning of year	2015-12-31	$1,936,806
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$323
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$700,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$123,997
Participant contributions at beginning of year	2015-12-31	$3,355
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$131,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$338,014
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,274,820
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,936,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,817,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,605,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$457,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$324,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-10,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$93,056
Employer contributions (assets) at beginning of year	2015-12-31	$3,269
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2015-12-31	203934956
2014 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$269,548
Total of all expenses incurred	2014-12-31	$347,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$347,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$150,944
Value of total assets at end of year	2014-12-31	$1,936,806
Value of total assets at beginning of year	2014-12-31	$2,015,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$352
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$700,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$70,568
Participant contributions at end of year	2014-12-31	$3,355
Participant contributions at beginning of year	2014-12-31	$5,433
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$13,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-78,239
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,936,806
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,015,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,605,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,721,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$324,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$282,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$118,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$67,320
Employer contributions (assets) at end of year	2014-12-31	$3,269
Employer contributions (assets) at beginning of year	2014-12-31	$5,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$347,435
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2014-12-31	203934956
2013 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$507,471
Total of all expenses incurred	2013-12-31	$171,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$170,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$160,048
Value of total assets at end of year	2013-12-31	$2,015,045
Value of total assets at beginning of year	2013-12-31	$1,678,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$385
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$82,056
Participant contributions at end of year	2013-12-31	$5,433
Participant contributions at beginning of year	2013-12-31	$5,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$336,263
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,015,045
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,678,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,721,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,414,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$282,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$253,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$347,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$77,992
Employer contributions (assets) at end of year	2013-12-31	$5,799
Employer contributions (assets) at beginning of year	2013-12-31	$5,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$170,823
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2013-12-31	203934956
2012 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$345,172
Total of all expenses incurred	2012-12-31	$600,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$600,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$162,872
Value of total assets at end of year	2012-12-31	$1,678,782
Value of total assets at beginning of year	2012-12-31	$1,934,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$450
Was this plan covered by a fidelity bond	2012-12-31	No
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$84,877
Participant contributions at end of year	2012-12-31	$5,173
Participant contributions at beginning of year	2012-12-31	$9,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-255,606
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,678,782
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,934,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,414,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,582,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$253,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$334,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$182,300
Net investment gain/loss from pooled separate accounts	2012-12-31	$182,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$77,995
Employer contributions (assets) at end of year	2012-12-31	$5,522
Employer contributions (assets) at beginning of year	2012-12-31	$7,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$600,328
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2012-12-31	203934956
2011 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$144,875
Total of all expenses incurred	2011-12-31	$3,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$202,631
Value of total assets at end of year	2011-12-31	$1,934,388
Value of total assets at beginning of year	2011-12-31	$1,793,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$474
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$114,274
Participant contributions at end of year	2011-12-31	$17,772
Participant contributions at beginning of year	2011-12-31	$14,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$140,972
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,934,388
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,793,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$334,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$279,788
Asset value of US Government securities at end of year	2011-12-31	$1,582,111
Asset value of US Government securities at beginning of year	2011-12-31	$1,498,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-57,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$88,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,429
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2011-12-31	203934956
2010 : 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$407,929
Total of all expenses incurred	2010-12-31	$62,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$61,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$186,089
Value of total assets at end of year	2010-12-31	$1,793,416
Value of total assets at beginning of year	2010-12-31	$1,447,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$482
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$111,179
Participant contributions at end of year	2010-12-31	$14,819
Participant contributions at beginning of year	2010-12-31	$15,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$345,500
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,793,416
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,447,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$279,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$290,462
Asset value of US Government securities at end of year	2010-12-31	$1,498,809
Asset value of US Government securities at beginning of year	2010-12-31	$1,141,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$221,840
Net investment gain/loss from pooled separate accounts	2010-12-31	$221,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$74,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$61,947
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WHISMAN GIORDANO
Accountancy firm EIN	2010-12-31	203934956

Form 5500 Responses for 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE

2020: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403B THRIFT PLAN FOR EMPLOYEES OF WESLEY COLLEGE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

334400

Policy instance

Insurance contract or identification number	334400
Number of Individuals Covered	193
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	114
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $914
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	914
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

334400

Policy instance

Insurance contract or identification number	334400
Number of Individuals Covered	196
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	114
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $372
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	372
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

334400

Policy instance

Insurance contract or identification number	334400
Number of Individuals Covered	204
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	118
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,976
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1976
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3

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

Policy contract number

334400

Policy instance

Insurance contract or identification number	334400
Number of Individuals Covered	208
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	122
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $822
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	822
Additional information about fees paid to insurance broker	INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	PHILADELPHIA REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	73
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of fees paid to insurance company	USD $784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	784
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	BALTIMORE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	39
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	734
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	BALTIMORE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	32
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of fees paid to insurance company	USD $399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	399
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM 3
Insurance broker organization code?	3
Insurance broker name	BALTIMORE REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	40
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	77
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM 3
Insurance broker organization code?	3
Insurance broker name	THOMAS T. TRELA

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	38
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014009K

Policy instance

Insurance contract or identification number	014009K
Number of Individuals Covered	39
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WESLEY COLLEGE, INC.
Employer identification number (EIN):	510064335
NAIC Classification:	611000