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BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 401k Plan overview

Plan NameBRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF
Plan identification number 001

BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.
Employer identification number (EIN):520258140
NAIC Classification:611000

Additional information about BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D00068148

More information about BRYN MAWR SCHOOL FOR GIRLS OF BALTIMORE CITY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHARON WOLFORD2024-10-11
0012022-01-01MEISHA R. DOCKETT2023-09-28
0012021-01-01SHARON V. WOLFORD2022-10-11
0012020-01-01SHARON WOLFORD2021-10-05
0012019-01-01SHARON V. WOLFORD2020-10-06
0012018-01-01SHARON V. WOLFORD2019-10-05
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01SHARON V. WOLFORD
0012012-01-01SHARON V. WOLFORD SHARON V. WOLFORD2013-10-07
0012011-01-01SHARON V WOLFORD
0012009-01-01NANCY MANARY

Plan Statistics for BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

401k plan membership statisitcs for BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

Measure Date Value
2023: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2023 401k membership
Total participants, beginning-of-year2023-01-01518
Total number of active participants reported on line 7a of the Form 55002023-01-01251
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01269
Total of all active and inactive participants2023-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01521
Number of participants with account balances2023-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2022 401k membership
Total participants, beginning-of-year2022-01-01494
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01520
Number of participants with account balances2022-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2021 401k membership
Total participants, beginning-of-year2021-01-01516
Total number of active participants reported on line 7a of the Form 55002021-01-01206
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01286
Total of all active and inactive participants2021-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01495
Number of participants with account balances2021-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2020 401k membership
Total participants, beginning-of-year2020-01-01521
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01221
Total of all active and inactive participants2020-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01518
Number of participants with account balances2020-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2019 401k membership
Total participants, beginning-of-year2019-01-01589
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01294
Total of all active and inactive participants2019-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01507
Number of participants with account balances2019-01-01504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2018 401k membership
Total participants, beginning-of-year2018-01-01499
Total number of active participants reported on line 7a of the Form 55002018-01-01285
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01304
Total of all active and inactive participants2018-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01589
Number of participants with account balances2018-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2017 401k membership
Total participants, beginning-of-year2017-01-01485
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01298
Total of all active and inactive participants2017-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01500
Number of participants with account balances2017-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2016 401k membership
Total participants, beginning-of-year2016-01-01480
Total number of active participants reported on line 7a of the Form 55002016-01-01358
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01127
Total of all active and inactive participants2016-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01487
Number of participants with account balances2016-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2015 401k membership
Total participants, beginning-of-year2015-01-01467
Total number of active participants reported on line 7a of the Form 55002015-01-01355
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01124
Total of all active and inactive participants2015-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01480
Number of participants with account balances2015-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2014 401k membership
Total participants, beginning-of-year2014-01-01578
Total number of active participants reported on line 7a of the Form 55002014-01-01368
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01450
Number of participants with account balances2014-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2013 401k membership
Total participants, beginning-of-year2013-01-01458
Total number of active participants reported on line 7a of the Form 55002013-01-01397
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01469
Number of participants with account balances2013-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2012 401k membership
Total participants, beginning-of-year2012-01-01482
Total number of active participants reported on line 7a of the Form 55002012-01-01388
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01465
Number of participants with account balances2012-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2011 401k membership
Total participants, beginning-of-year2011-01-01612
Total number of active participants reported on line 7a of the Form 55002011-01-01212
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01267
Total of all active and inactive participants2011-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01481
Number of participants with account balances2011-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2009 401k membership
Total participants, beginning-of-year2009-01-01450
Total number of active participants reported on line 7a of the Form 55002009-01-01407
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01449
Number of participants with account balances2009-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

Measure Date Value
2023 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$8,366,579
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,509,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,431,187
Expenses. Certain deemed distributions of participant loans2023-12-31$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,390,401
Value of total assets at end of year2023-12-31$45,941,499
Value of total assets at beginning of year2023-12-31$42,084,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$77,500
Total interest from all sources2023-12-31$341,835
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$855,798
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$855,798
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$1,471,247
Participant contributions at end of year2023-12-31$132,428
Participant contributions at beginning of year2023-12-31$85,430
Participant contributions at end of year2023-12-31$60,789
Participant contributions at beginning of year2023-12-31$58,264
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$158,188
Other income not declared elsewhere2023-12-31$17,487
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$3,857,223
Value of net assets at end of year (total assets less liabilities)2023-12-31$45,941,499
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$42,084,276
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$38,095,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$33,010,991
Value of interest in pooled separate accounts at end of year2023-12-31$709,897
Value of interest in pooled separate accounts at beginning of year2023-12-31$843,999
Interest on participant loans2023-12-31$7,623
Interest earned on other investments2023-12-31$334,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,911,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$8,056,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,874,132
Net investment gain/loss from pooled separate accounts2023-12-31$-113,074
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$760,966
Employer contributions (assets) at end of year2023-12-31$31,099
Employer contributions (assets) at beginning of year2023-12-31$29,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,431,187
Contract administrator fees2023-12-31$77,500
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 plan2023-12-31Unqualified
Accountancy firm name2023-12-31WEYRICH CRONIN AND SORRA
Accountancy firm EIN2023-12-31814643077
2022 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$0
Total income from all sources (including contributions)2022-12-31$-3,631,661
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,363,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,272,544
Expenses. Certain deemed distributions of participant loans2022-12-31$7,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,287,383
Value of total assets at end of year2022-12-31$42,084,276
Value of total assets at beginning of year2022-12-31$47,079,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$83,522
Total interest from all sources2022-12-31$315,178
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,260,156
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$1,260,156
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,341,123
Participant contributions at end of year2022-12-31$85,430
Participant contributions at beginning of year2022-12-31$96,729
Participant contributions at end of year2022-12-31$58,264
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$223,718
Other income not declared elsewhere2022-12-31$11,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,994,816
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,084,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,079,092
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,010,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,736,913
Value of interest in pooled separate accounts at end of year2022-12-31$843,999
Value of interest in pooled separate accounts at beginning of year2022-12-31$810,922
Interest on participant loans2022-12-31$4,373
Interest earned on other investments2022-12-31$310,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,056,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,432,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,570,562
Net investment gain/loss from pooled separate accounts2022-12-31$64,554
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$722,542
Employer contributions (assets) at end of year2022-12-31$29,134
Employer contributions (assets) at beginning of year2022-12-31$1,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,272,544
Contract administrator fees2022-12-31$83,522
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEYRICH CRONIN AND SORRA
Accountancy firm EIN2022-12-31814643077
2021 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$905
Total income from all sources (including contributions)2021-12-31$7,292,985
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,800,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,704,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,074,795
Value of total assets at end of year2021-12-31$47,079,092
Value of total assets at beginning of year2021-12-31$42,587,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$95,272
Total interest from all sources2021-12-31$267,574
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,350,136
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$3,350,136
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,288,554
Participant contributions at end of year2021-12-31$96,729
Participant contributions at beginning of year2021-12-31$73,796
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$905
Other income not declared elsewhere2021-12-31$3,089
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$4,492,985
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,079,092
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,586,107
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$38,736,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,135,323
Value of interest in pooled separate accounts at end of year2021-12-31$810,922
Value of interest in pooled separate accounts at beginning of year2021-12-31$725,342
Interest on participant loans2021-12-31$6,384
Interest earned on other investments2021-12-31$261,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,432,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,652,551
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$63,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,475,157
Net investment gain/loss from pooled separate accounts2021-12-31$122,234
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$708,604
Employer contributions (assets) at end of year2021-12-31$1,961
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,641,469
Contract administrator fees2021-12-31$95,272
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 name2021-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2021-12-31814643077
2020 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$905
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$6,727,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,475,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,401,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,003,971
Value of total assets at end of year2020-12-31$42,587,012
Value of total assets at beginning of year2020-12-31$38,334,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,731
Total interest from all sources2020-12-31$308,330
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,011,737
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$1,011,737
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,258,070
Participant contributions at end of year2020-12-31$73,796
Participant contributions at beginning of year2020-12-31$45,919
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$50,738
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning 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$4,251,818
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,586,107
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,334,289
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,135,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$29,423,030
Value of interest in pooled separate accounts at end of year2020-12-31$725,342
Value of interest in pooled separate accounts at beginning of year2020-12-31$768,463
Interest on participant loans2020-12-31$2,031
Interest earned on other investments2020-12-31$306,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,652,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,017,294
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$130,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,409,331
Net investment gain/loss from pooled separate accounts2020-12-31$-6,340
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$695,103
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$28,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,271,223
Contract administrator fees2020-12-31$73,731
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2020-12-31814643077
2019 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2019 401k financial data
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 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$7,649,222
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,246,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,165,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,905,336
Value of total assets at end of year2019-12-31$38,334,289
Value of total assets at beginning of year2019-12-31$32,931,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$81,292
Total interest from all sources2019-12-31$320,404
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,991,478
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$1,991,478
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,174,961
Participant contributions at end of year2019-12-31$45,919
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$50,738
Participant contributions at beginning of year2019-12-31$43,779
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,648
Other income not declared elsewhere2019-12-31$26
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$5,402,700
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,334,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,931,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$29,423,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,925,264
Value of interest in pooled separate accounts at end of year2019-12-31$768,463
Value of interest in pooled separate accounts at beginning of year2019-12-31$697,864
Interest on participant loans2019-12-31$1,896
Interest earned on other investments2019-12-31$318,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,017,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,235,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,393,254
Net investment gain/loss from pooled separate accounts2019-12-31$38,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$696,727
Employer contributions (assets) at end of year2019-12-31$28,845
Employer contributions (assets) at beginning of year2019-12-31$29,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,165,230
Contract administrator fees2019-12-31$81,292
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2019-12-31814643077
2018 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$329,549
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,401,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,369,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,839,607
Value of total assets at end of year2018-12-31$32,931,589
Value of total assets at beginning of year2018-12-31$36,003,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,474
Total interest from all sources2018-12-31$348,517
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$885,130
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$885,130
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,080,683
Participant contributions at end of year2018-12-31$43,779
Participant contributions at beginning of year2018-12-31$41,287
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$76,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,071,566
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,931,589
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$36,003,155
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$23,925,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$26,261,749
Value of interest in pooled separate accounts at end of year2018-12-31$697,864
Value of interest in pooled separate accounts at beginning of year2018-12-31$958,582
Interest earned on other investments2018-12-31$348,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,235,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,714,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,785,538
Net investment gain or loss from common/collective trusts2018-12-31$41,833
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$682,779
Employer contributions (assets) at end of year2018-12-31$29,522
Employer contributions (assets) at beginning of year2018-12-31$27,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,369,641
Contract administrator fees2018-12-31$31,474
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2018-12-31814643077
2017 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$6,490,663
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,664,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,627,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,788,674
Value of total assets at end of year2017-12-31$36,003,155
Value of total assets at beginning of year2017-12-31$33,177,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$37,321
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$602,954
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$602,954
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,044,165
Participant contributions at end of year2017-12-31$41,287
Participant contributions at beginning of year2017-12-31$42,608
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$59,370
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$2,825,707
Value of net assets at end of year (total assets less liabilities)2017-12-31$36,003,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,177,448
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$26,261,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,690,515
Value of interest in pooled separate accounts at end of year2017-12-31$958,582
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,023,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,714,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,393,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,029,918
Net investment gain/loss from pooled separate accounts2017-12-31$69,117
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$685,139
Employer contributions (assets) at end of year2017-12-31$27,508
Employer contributions (assets) at beginning of year2017-12-31$27,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,627,635
Contract administrator fees2017-12-31$37,321
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2017-12-31814643077
2016 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,740,183
Total of all expenses incurred2016-12-31$4,853,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,824,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,575,996
Value of total assets at end of year2016-12-31$33,177,448
Value of total assets at beginning of year2016-12-31$34,290,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,700
Total interest from all sources2016-12-31$468,835
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$340,541
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$340,541
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$865,423
Participant contributions at end of year2016-12-31$42,608
Participant contributions at beginning of year2016-12-31$30,273
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,113,082
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,177,448
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,290,530
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$22,690,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,908,662
Value of interest in pooled separate accounts at end of year2016-12-31$1,023,994
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,432,249
Interest earned on other investments2016-12-31$468,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,393,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,893,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,283,823
Net investment gain/loss from pooled separate accounts2016-12-31$70,988
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$652,201
Employer contributions (assets) at end of year2016-12-31$27,112
Employer contributions (assets) at beginning of year2016-12-31$25,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,824,565
Contract administrator fees2016-12-31$28,700
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WEYRICH, CRONIN AND SORRA
Accountancy firm EIN2016-12-31814643077
2015 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,534,242
Total of all expenses incurred2015-12-31$2,691,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,680,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,019,154
Value of total assets at end of year2015-12-31$34,290,530
Value of total assets at beginning of year2015-12-31$34,448,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$749,510
Participant contributions at end of year2015-12-31$30,273
Participant contributions at beginning of year2015-12-31$27,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$653,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-157,608
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,290,530
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,448,138
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$21,908,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,497,514
Value of interest in pooled separate accounts at end of year2015-12-31$1,432,249
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,767,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,893,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,132,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$515,088
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$615,928
Employer contributions (assets) at end of year2015-12-31$25,412
Employer contributions (assets) at beginning of year2015-12-31$23,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,680,825
Contract administrator fees2015-12-31$11,025
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MISTER, BURTON & FRENCH LLC
Accountancy firm EIN2015-12-31262574303
2014 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 2014 401k financial data
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$3,601,050
Total of all expenses incurred2014-12-31$3,631,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,630,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,433,916
Value of total assets at end of year2014-12-31$34,448,138
Value of total assets at beginning of year2014-12-31$34,478,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$734,768
Participant contributions at end of year2014-12-31$27,811
Participant contributions at beginning of year2014-12-31$30,930
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$124,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-29,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,448,138
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,478,088
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$21,497,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,848,517
Value of interest in pooled separate accounts at end of year2014-12-31$1,767,484
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,568,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,132,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,005,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,510,121
Net investment gain/loss from pooled separate accounts2014-12-31$657,013
Net investment gain or loss from common/collective trusts2014-12-31$0
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$574,360
Employer contributions (assets) at end of year2014-12-31$23,294
Employer contributions (assets) at beginning of year2014-12-31$24,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,630,930
Contract administrator fees2014-12-31$70
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MISTER, BURTON & FRENCH LLC
Accountancy firm EIN2014-12-31262574303
2013 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$9,068,751
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,012,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,012,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,499,023
Value of total assets at end of year2013-12-31$34,478,088
Value of total assets at beginning of year2013-12-31$27,422,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$420,633
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$729,298
Participant contributions at end of year2013-12-31$30,930
Participant contributions at beginning of year2013-12-31$27,924
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,184,235
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,055,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,478,088
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,422,134
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$21,848,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,732,282
Value of interest in pooled separate accounts at end of year2013-12-31$1,568,676
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,135,117
Interest earned on other investments2013-12-31$420,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,005,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,503,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,020,970
Net investment gain/loss from pooled separate accounts2013-12-31$128,125
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$585,490
Employer contributions (assets) at end of year2013-12-31$24,606
Employer contributions (assets) at beginning of year2013-12-31$22,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,012,797
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MISTER, BURTON & FRENCH LLC
Accountancy firm EIN2013-12-31262574303
2012 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$3,890,740
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,983,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,983,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,279,132
Value of total assets at end of year2012-12-31$27,422,134
Value of total assets at beginning of year2012-12-31$25,515,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$376,199
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$689,953
Participant contributions at end of year2012-12-31$27,924
Participant contributions at beginning of year2012-12-31$26,322
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$31,869
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$1,906,839
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,422,134
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,515,295
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$16,732,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,926,147
Value of interest in pooled separate accounts at end of year2012-12-31$1,135,117
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,077,055
Interest earned on other investments2012-12-31$376,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,503,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,463,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,128,320
Net investment gain/loss from pooled separate accounts2012-12-31$107,089
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$557,310
Employer contributions (assets) at end of year2012-12-31$22,914
Employer contributions (assets) at beginning of year2012-12-31$22,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,983,901
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 name2012-12-31THE LICHTER GROUP, LLC
Accountancy firm EIN2012-12-31260853738
2011 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$1,522,822
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,291,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,291,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,311,278
Value of total assets at end of year2011-12-31$25,515,295
Value of total assets at beginning of year2011-12-31$25,283,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$372,424
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$665,187
Participant contributions at end of year2011-12-31$26,322
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$103,930
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$231,788
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,515,295
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,283,507
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$14,926,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,241,044
Value of interest in pooled separate accounts at end of year2011-12-31$1,077,055
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,000,077
Interest earned on other investments2011-12-31$372,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,463,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,042,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-289,713
Net investment gain/loss from pooled separate accounts2011-12-31$128,833
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$542,161
Employer contributions (assets) at end of year2011-12-31$22,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,291,034
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 name2011-12-31THE LICHTER GROUP, LLC
Accountancy firm EIN2011-12-31260853738
2010 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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$3,443,735
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,073,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,073,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,221,604
Value of total assets at end of year2010-12-31$25,283,507
Value of total assets at beginning of year2010-12-31$22,912,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$342,434
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$680,512
Participant contributions at beginning of year2010-12-31$50,531
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,509
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$2,370,647
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,283,507
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,912,861
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$15,241,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,940,911
Value of interest in pooled separate accounts at end of year2010-12-31$1,000,077
Interest earned on other investments2010-12-31$342,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,042,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,879,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,768,208
Net investment gain/loss from pooled separate accounts2010-12-31$111,489
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$533,583
Employer contributions (assets) at beginning of year2010-12-31$41,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,073,088
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 name2010-12-31THE LICHTER GROUP, LLC
Accountancy firm EIN2010-12-31260853738
2009 : BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF

2023: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2022: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2021: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2020: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2019: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2018: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2017: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2016: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2015: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2014: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2013: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2012: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2011: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes
2009: BRYN MAWR SCHOOL RETIREMENT PLAN FOR FACULTY MEMBERS AND ADMINISTRATIVE STAFF 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered298
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered307
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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered315
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered326
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered341
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number500812
Policy instance 1
Insurance contract or identification number500812
Number of Individuals Covered362
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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

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