401k Plan data: THE CLAREMONT COLLEGES VISION PLAN plan

THE CLAREMONT COLLEGES VISION PLAN 401k Plan overview

Plan Name	THE CLAREMONT COLLEGES VISION PLAN
Plan identification number	521

THE CLAREMONT COLLEGES VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Vision

401k Sponsoring company profile

THE CLAREMONT COLLEGES SERVICES has sponsored the creation of one or more 401k plans.

Company Name: THE CLAREMONT COLLEGES SERVICES

Employer identification number (EIN): 954786748

NAIC Classification: 611000

Additional information about THE CLAREMONT COLLEGES SERVICES

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C2207886

More information about THE CLAREMONT COLLEGES SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLAREMONT COLLEGES VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
521 2013-01-01 ROBERT BLOOMER
521 2012-01-01 ROBERT BLOOMER
521 2011-01-01 ROBERT BLOOMER
521 2009-01-01 ROBERT BLOOMER

Plan id#	Filing Submission Date	Name of Administrator
521	2013-01-01	ROBERT BLOOMER
521	2012-01-01	ROBERT BLOOMER
521	2011-01-01	ROBERT BLOOMER
521	2009-01-01	ROBERT BLOOMER

Plan Statistics for THE CLAREMONT COLLEGES VISION PLAN

401k plan membership statisitcs for THE CLAREMONT COLLEGES VISION PLAN

Measure Date Value
2013: THE CLAREMONT COLLEGES VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,870
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
2012: THE CLAREMONT COLLEGES VISION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,810
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,843
Number of retired or separated participants receiving benefits 2012-01-01 27
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2,870
2011: THE CLAREMONT COLLEGES VISION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,752
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,827
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2,835
2009: THE CLAREMONT COLLEGES VISION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,779
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,662
Number of retired or separated participants receiving benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 2,687
Total participants 2009-01-01 2,687

Measure	Date	Value
2013: THE CLAREMONT COLLEGES VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,870
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
2012: THE CLAREMONT COLLEGES VISION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,810
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,843
Number of retired or separated participants receiving benefits	2012-01-01	27
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2,870
2011: THE CLAREMONT COLLEGES VISION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,752
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,827
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2,835
2009: THE CLAREMONT COLLEGES VISION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,779
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,662
Number of retired or separated participants receiving benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	2,687
Total participants	2009-01-01	2,687

Form 5500 Responses for THE CLAREMONT COLLEGES VISION PLAN

2013: THE CLAREMONT COLLEGES VISION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: THE CLAREMONT COLLEGES VISION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: THE CLAREMONT COLLEGES VISION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE CLAREMONT COLLEGES VISION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

12320000

Policy instance

Insurance contract or identification number	12320000
Number of Individuals Covered	3019
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

12320000

Policy instance

Insurance contract or identification number	12320000
Number of Individuals Covered	2843
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

12320000

Policy instance

Insurance contract or identification number	12320000
Number of Individuals Covered	2845
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )

Policy contract number

12320000

Policy instance

Insurance contract or identification number	12320000
Number of Individuals Covered	2752
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,808
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,402
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO INSURANCE SERVICES

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Company Name:	THE CLAREMONT COLLEGES SERVICES
Employer identification number (EIN):	954786748
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2207886