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DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 401k Plan overview

Plan NameDEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF
Plan identification number 002

DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRUSTEES OF DARTMOUTH COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF DARTMOUTH COLLEGE
Employer identification number (EIN):020222111
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE SCICHILONE GAIL GOODNESS2018-10-12
0022016-01-01MICHELLE SCICHILONE GAIL GOODNESS2017-09-26
0022015-01-01MICHELLE SCICHILONE GAIL GOODNESS2016-10-03
0022014-01-01CHERYL JOSLER CHERYL JOSLER2015-09-28
0022013-01-01ALICE TANGUAY ALICE TANGUAY2014-10-02
0022012-01-01ALICE TANGUAY ALICE TANGUAY2013-09-18
0022011-01-01ALICE TANGUAY ALICE TANGUAY2013-05-24
0022010-01-01LYNN BAKER LYNN BAKER2011-10-17
0022009-01-01LYNN BAKER LYNN BAKER2010-10-15

Plan Statistics for DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

401k plan membership statisitcs for DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

Measure Date Value
2022: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2022 401k membership
Market value of plan assets2022-12-31154,120,420
Acturial value of plan assets2022-12-31147,576,273
Funding target for retired participants and beneficiaries receiving payment2022-12-3158,523,475
Number of terminated vested participants2022-12-31188
Fundng target for terminated vested participants2022-12-316,977,184
Active participant vested funding target2022-12-3128,064,331
Number of active participants2022-12-31300
Total funding liabilities for active participants2022-12-3128,923,104
Total participant count2022-12-311,055
Total funding target for all participants2022-12-3194,423,763
Balance at beginning of prior year after applicable adjustments2022-12-3112,283,424
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3131,804,422
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3112,283,424
Amount remaining of prefunding balance2022-12-3131,804,422
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3112,631,045
Balance of prefunding at beginning of current year2022-12-3132,704,487
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,754,771
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,055
Total number of active participants reported on line 7a of the Form 55002022-01-01276
Number of retired or separated participants receiving benefits2022-01-01462
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0186
Total participants2022-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2021 401k membership
Market value of plan assets2021-12-31161,531,508
Acturial value of plan assets2021-12-31145,378,358
Funding target for retired participants and beneficiaries receiving payment2021-12-3159,979,944
Number of terminated vested participants2021-12-31210
Fundng target for terminated vested participants2021-12-317,989,319
Active participant vested funding target2021-12-3128,228,655
Number of active participants2021-12-31326
Total funding liabilities for active participants2021-12-3129,142,972
Total participant count2021-12-311,120
Total funding target for all participants2021-12-3197,112,235
Balance at beginning of prior year after applicable adjustments2021-12-3111,939,882
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3125,679,792
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-312,021,897
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-319,917,985
Amount remaining of prefunding balance2021-12-3125,679,792
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3112,283,424
Balance of prefunding at beginning of current year2021-12-3131,804,422
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,680,335
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,120
Total number of active participants reported on line 7a of the Form 55002021-01-01300
Number of retired or separated participants receiving benefits2021-01-01480
Number of other retired or separated participants entitled to future benefits2021-01-01188
Total of all active and inactive participants2021-01-01968
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0187
Total participants2021-01-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2020 401k membership
Market value of plan assets2020-12-31142,848,857
Acturial value of plan assets2020-12-31132,931,746
Funding target for retired participants and beneficiaries receiving payment2020-12-3157,772,432
Number of terminated vested participants2020-12-31199
Fundng target for terminated vested participants2020-12-316,590,637
Active participant vested funding target2020-12-3137,161,893
Number of active participants2020-12-31413
Total funding liabilities for active participants2020-12-3138,147,596
Total participant count2020-12-311,193
Total funding target for all participants2020-12-31102,510,665
Balance at beginning of prior year after applicable adjustments2020-12-3111,687,178
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3120,225,086
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-312,283,475
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-319,403,703
Amount remaining of prefunding balance2020-12-3120,225,086
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3111,939,882
Balance of prefunding at beginning of current year2020-12-3125,679,792
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,021,897
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,021,897
Carryover balance elected to use to offset funding requirement2020-12-312,021,897
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,193
Total number of active participants reported on line 7a of the Form 55002020-01-01326
Number of retired or separated participants receiving benefits2020-01-01497
Number of other retired or separated participants entitled to future benefits2020-01-01210
Total of all active and inactive participants2020-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0187
Total participants2020-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2019 401k membership
Market value of plan assets2019-12-31121,679,736
Acturial value of plan assets2019-12-31128,992,178
Funding target for retired participants and beneficiaries receiving payment2019-12-3155,098,813
Number of terminated vested participants2019-12-31214
Fundng target for terminated vested participants2019-12-317,491,990
Active participant vested funding target2019-12-3139,399,306
Number of active participants2019-12-31464
Total funding liabilities for active participants2019-12-3140,444,086
Total participant count2019-12-311,253
Total funding target for all participants2019-12-31103,034,889
Balance at beginning of prior year after applicable adjustments2019-12-3115,171,183
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3122,041,288
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-312,434,503
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3112,736,680
Amount remaining of prefunding balance2019-12-3122,041,288
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3111,687,178
Balance of prefunding at beginning of current year2019-12-3120,225,086
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-312,283,475
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,283,475
Carryover balance elected to use to offset funding requirement2019-12-312,283,475
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,253
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-01496
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-011,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0185
Total participants2019-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2018 401k membership
Market value of plan assets2018-12-31145,810,789
Acturial value of plan assets2018-12-31132,754,635
Funding target for retired participants and beneficiaries receiving payment2018-12-3152,196,529
Number of terminated vested participants2018-12-31214
Fundng target for terminated vested participants2018-12-317,082,079
Active participant vested funding target2018-12-3142,599,998
Number of active participants2018-12-31528
Total funding liabilities for active participants2018-12-3143,702,174
Total participant count2018-12-311,307
Total funding target for all participants2018-12-31102,980,782
Balance at beginning of prior year after applicable adjustments2018-12-3112,683,875
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3118,427,630
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3112,683,875
Amount remaining of prefunding balance2018-12-3118,427,630
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3115,171,183
Balance of prefunding at beginning of current year2018-12-3122,041,288
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,434,503
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,434,503
Carryover balance elected to use to offset funding requirement2018-12-312,434,503
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,307
Total number of active participants reported on line 7a of the Form 55002018-01-01464
Number of retired or separated participants receiving benefits2018-01-01490
Number of other retired or separated participants entitled to future benefits2018-01-01214
Total of all active and inactive participants2018-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0185
Total participants2018-01-011,253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2017 401k membership
Market value of plan assets2017-12-31130,953,113
Acturial value of plan assets2017-12-31132,742,066
Funding target for retired participants and beneficiaries receiving payment2017-12-3148,126,950
Number of terminated vested participants2017-12-31241
Fundng target for terminated vested participants2017-12-317,067,791
Active participant vested funding target2017-12-3143,587,487
Number of active participants2017-12-31579
Total funding liabilities for active participants2017-12-3144,006,391
Total participant count2017-12-311,379
Total funding target for all participants2017-12-3199,201,132
Balance at beginning of prior year after applicable adjustments2017-12-3111,953,297
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3116,899,881
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3111,953,297
Amount remaining of prefunding balance2017-12-3116,899,881
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-31350,000
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3112,683,875
Balance of prefunding at beginning of current year2017-12-3118,427,630
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,409,888
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,379
Total number of active participants reported on line 7a of the Form 55002017-01-01528
Number of retired or separated participants receiving benefits2017-01-01485
Number of other retired or separated participants entitled to future benefits2017-01-01214
Total of all active and inactive participants2017-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0180
Total participants2017-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2016 401k membership
Market value of plan assets2016-12-31127,531,780
Acturial value of plan assets2016-12-31130,963,576
Funding target for retired participants and beneficiaries receiving payment2016-12-3144,533,411
Number of terminated vested participants2016-12-31279
Fundng target for terminated vested participants2016-12-315,911,754
Active participant vested funding target2016-12-3144,311,937
Number of active participants2016-12-31649
Total funding liabilities for active participants2016-12-3144,837,305
Total participant count2016-12-311,470
Total funding target for all participants2016-12-3195,282,470
Balance at beginning of prior year after applicable adjustments2016-12-3112,331,886
Prefunding balance at beginning of prior year after applicable adjustments2016-12-319,021,741
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3112,331,886
Amount remaining of prefunding balance2016-12-319,021,741
Present value of excess contributions2016-12-317,671,785
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-318,155,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-318,155,107
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3111,953,297
Balance of prefunding at beginning of current year2016-12-3116,899,881
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,495,090
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,470
Total number of active participants reported on line 7a of the Form 55002016-01-01579
Number of retired or separated participants receiving benefits2016-01-01490
Number of other retired or separated participants entitled to future benefits2016-01-01241
Total of all active and inactive participants2016-01-011,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0169
Total participants2016-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2015 401k membership
Total participants, beginning-of-year2015-01-011,604
Total number of active participants reported on line 7a of the Form 55002015-01-01649
Number of retired or separated participants receiving benefits2015-01-01478
Number of other retired or separated participants entitled to future benefits2015-01-01279
Total of all active and inactive participants2015-01-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0164
Total participants2015-01-011,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2014 401k membership
Total participants, beginning-of-year2014-01-011,696
Total number of active participants reported on line 7a of the Form 55002014-01-01696
Number of retired or separated participants receiving benefits2014-01-01489
Number of other retired or separated participants entitled to future benefits2014-01-01359
Total of all active and inactive participants2014-01-011,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0160
Total participants2014-01-011,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2013 401k membership
Total participants, beginning-of-year2013-01-011,779
Total number of active participants reported on line 7a of the Form 55002013-01-01734
Number of retired or separated participants receiving benefits2013-01-01488
Number of other retired or separated participants entitled to future benefits2013-01-01415
Total of all active and inactive participants2013-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0159
Total participants2013-01-011,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2012 401k membership
Total participants, beginning-of-year2012-01-011,844
Total number of active participants reported on line 7a of the Form 55002012-01-01775
Number of retired or separated participants receiving benefits2012-01-01484
Number of other retired or separated participants entitled to future benefits2012-01-01460
Total of all active and inactive participants2012-01-011,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0160
Total participants2012-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2011 401k membership
Total participants, beginning-of-year2011-01-011,920
Total number of active participants reported on line 7a of the Form 55002011-01-01807
Number of retired or separated participants receiving benefits2011-01-01481
Number of other retired or separated participants entitled to future benefits2011-01-01492
Total of all active and inactive participants2011-01-011,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0164
Total participants2011-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2010 401k membership
Total participants, beginning-of-year2010-01-012,095
Total number of active participants reported on line 7a of the Form 55002010-01-01876
Number of retired or separated participants receiving benefits2010-01-01473
Number of other retired or separated participants entitled to future benefits2010-01-01514
Total of all active and inactive participants2010-01-011,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0157
Total participants2010-01-011,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2009 401k membership
Total participants, beginning-of-year2009-01-012,208
Total number of active participants reported on line 7a of the Form 55002009-01-011,005
Number of retired or separated participants receiving benefits2009-01-01467
Number of other retired or separated participants entitled to future benefits2009-01-01563
Total of all active and inactive participants2009-01-012,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0160
Total participants2009-01-012,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

Measure Date Value
2022 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-369,870
Total unrealized appreciation/depreciation of assets2022-12-31$-369,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$114,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$86,432
Total income from all sources (including contributions)2022-12-31$-38,406,769
Total loss/gain on sale of assets2022-12-31$167,184
Total of all expenses incurred2022-12-31$12,822,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,459,119
Value of total assets at end of year2022-12-31$103,006,113
Value of total assets at beginning of year2022-12-31$154,206,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$363,353
Total interest from all sources2022-12-31$43,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$9,104
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$114,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$86,432
Other income not declared elsewhere2022-12-31$4,734
Administrative expenses (other) incurred2022-12-31$92,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,229,241
Value of net assets at end of year (total assets less liabilities)2022-12-31$102,891,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$154,120,420
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
Assets. partnership/joint venture interests at end of year2022-12-31$632,297
Assets. partnership/joint venture interests at beginning of year2022-12-31$1,072,067
Investment advisory and management fees2022-12-31$270,513
Value of interest in common/collective trusts at end of year2022-12-31$97,760,722
Value of interest in common/collective trusts at beginning of year2022-12-31$148,072,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,603,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,062,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,062,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$43,636
Net investment gain or loss from common/collective trusts2022-12-31$-38,252,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,459,119
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
Aggregate proceeds on sale of assets2022-12-31$167,184
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-34,989
Total unrealized appreciation/depreciation of assets2021-12-31$-34,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$86,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$95,419
Total income from all sources (including contributions)2021-12-31$4,802,134
Total loss/gain on sale of assets2021-12-31$297,204
Total of all expenses incurred2021-12-31$12,213,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,699,360
Value of total assets at end of year2021-12-31$154,206,852
Value of total assets at beginning of year2021-12-31$161,626,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$513,862
Total interest from all sources2021-12-31$335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$86,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$95,419
Other income not declared elsewhere2021-12-31$9,046
Administrative expenses (other) incurred2021-12-31$96,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-7,411,088
Value of net assets at end of year (total assets less liabilities)2021-12-31$154,120,420
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$161,531,508
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
Assets. partnership/joint venture interests at end of year2021-12-31$1,072,067
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,238,906
Investment advisory and management fees2021-12-31$417,542
Value of interest in common/collective trusts at end of year2021-12-31$148,072,192
Value of interest in common/collective trusts at beginning of year2021-12-31$158,980,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,062,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,407,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,407,359
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$335
Net investment gain or loss from common/collective trusts2021-12-31$4,530,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,699,360
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
Aggregate proceeds on sale of assets2021-12-31$297,204
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$108,165
Total unrealized appreciation/depreciation of assets2020-12-31$108,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$95,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$95,166
Total income from all sources (including contributions)2020-12-31$32,817,938
Total loss/gain on sale of assets2020-12-31$196,321
Total of all expenses incurred2020-12-31$14,135,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,695,017
Value of total assets at end of year2020-12-31$161,626,927
Value of total assets at beginning of year2020-12-31$142,944,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$440,270
Total interest from all sources2020-12-31$5,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$95,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$95,166
Other income not declared elsewhere2020-12-31$4,747
Administrative expenses (other) incurred2020-12-31$99,020
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$18,682,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$161,531,508
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$142,848,857
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
Assets. partnership/joint venture interests at end of year2020-12-31$1,238,906
Assets. partnership/joint venture interests at beginning of year2020-12-31$1,266,475
Investment advisory and management fees2020-12-31$341,250
Interest earned on other investments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$158,980,642
Value of interest in common/collective trusts at beginning of year2020-12-31$139,534,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,407,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,139,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,139,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,250
Net investment gain or loss from common/collective trusts2020-12-31$32,503,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,695,017
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
Aggregate proceeds on sale of assets2020-12-31$196,793
Aggregate carrying amount (costs) on sale of assets2020-12-31$472
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-160,608
Total unrealized appreciation/depreciation of assets2019-12-31$-160,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$95,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$76,303
Total income from all sources (including contributions)2019-12-31$31,733,975
Total loss/gain on sale of assets2019-12-31$302,871
Total of all expenses incurred2019-12-31$10,564,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,220,324
Value of total assets at end of year2019-12-31$142,944,023
Value of total assets at beginning of year2019-12-31$121,756,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$344,530
Total interest from all sources2019-12-31$45,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$95,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$76,303
Other income not declared elsewhere2019-12-31$5,645
Administrative expenses (other) incurred2019-12-31$104,067
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$21,169,121
Value of net assets at end of year (total assets less liabilities)2019-12-31$142,848,857
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$121,679,736
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
Assets. partnership/joint venture interests at end of year2019-12-31$1,266,475
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,549,438
Investment advisory and management fees2019-12-31$236,921
Value of interest in common/collective trusts at end of year2019-12-31$139,534,967
Value of interest in common/collective trusts at beginning of year2019-12-31$117,687,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,139,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,513,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,513,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45,187
Net investment gain or loss from common/collective trusts2019-12-31$31,540,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,220,324
Contract administrator fees2019-12-31$3,542
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
Aggregate proceeds on sale of assets2019-12-31$302,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-234,517
Total unrealized appreciation/depreciation of assets2018-12-31$-234,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$157,723
Total income from all sources (including contributions)2018-12-31$-11,196,599
Total loss/gain on sale of assets2018-12-31$377,961
Total of all expenses incurred2018-12-31$12,933,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,525,639
Value of total assets at end of year2018-12-31$121,756,039
Value of total assets at beginning of year2018-12-31$145,968,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$408,315
Total interest from all sources2018-12-31$35,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$76,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$157,723
Administrative expenses (other) incurred2018-12-31$96,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,130,553
Value of net assets at end of year (total assets less liabilities)2018-12-31$121,679,736
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$145,810,289
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
Assets. partnership/joint venture interests at end of year2018-12-31$1,549,438
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,024,747
Investment advisory and management fees2018-12-31$308,055
Value of interest in common/collective trusts at end of year2018-12-31$117,687,855
Value of interest in common/collective trusts at beginning of year2018-12-31$140,355,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,513,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,576,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,576,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$35,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,857
Net investment gain or loss from common/collective trusts2018-12-31$-11,375,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,525,639
Contract administrator fees2018-12-31$3,542
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
Aggregate proceeds on sale of assets2018-12-31$409,463
Aggregate carrying amount (costs) on sale of assets2018-12-31$31,502
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-150,573
Total unrealized appreciation/depreciation of assets2017-12-31$-150,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$157,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$90,884
Total income from all sources (including contributions)2017-12-31$25,100,204
Total loss/gain on sale of assets2017-12-31$308,843
Total of all expenses incurred2017-12-31$10,242,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,742,342
Value of total assets at end of year2017-12-31$145,968,012
Value of total assets at beginning of year2017-12-31$131,043,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$499,832
Total interest from all sources2017-12-31$15,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$157,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$90,884
Other income not declared elsewhere2017-12-31$18,904
Administrative expenses (other) incurred2017-12-31$95,150
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$14,858,030
Value of net assets at end of year (total assets less liabilities)2017-12-31$145,810,289
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$130,952,259
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
Assets. partnership/joint venture interests at end of year2017-12-31$2,024,747
Assets. partnership/joint venture interests at beginning of year2017-12-31$2,343,332
Investment advisory and management fees2017-12-31$401,140
Value of interest in common/collective trusts at end of year2017-12-31$140,355,585
Value of interest in common/collective trusts at beginning of year2017-12-31$127,226,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,576,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,459,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,459,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$13,744
Net investment gain or loss from common/collective trusts2017-12-31$24,907,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,742,342
Contract administrator fees2017-12-31$3,542
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
Aggregate proceeds on sale of assets2017-12-31$308,843
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-182,315
Total unrealized appreciation/depreciation of assets2016-12-31$-182,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$90,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76,177
Total income from all sources (including contributions)2016-12-31$11,444,914
Total loss/gain on sale of assets2016-12-31$311,310
Total of all expenses incurred2016-12-31$8,023,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,760,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$131,043,143
Value of total assets at beginning of year2016-12-31$127,607,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$262,795
Total interest from all sources2016-12-31$5,385
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$90,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$76,177
Other income not declared elsewhere2016-12-31$19,549
Administrative expenses (other) incurred2016-12-31$51,004
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$3,421,316
Value of net assets at end of year (total assets less liabilities)2016-12-31$130,952,259
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$127,530,943
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
Assets. partnership/joint venture interests at end of year2016-12-31$2,343,332
Assets. partnership/joint venture interests at beginning of year2016-12-31$2,642,463
Investment advisory and management fees2016-12-31$208,249
Value of interest in common/collective trusts at end of year2016-12-31$127,226,497
Value of interest in common/collective trusts at beginning of year2016-12-31$120,134,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,459,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,812,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,812,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$13,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,454
Net investment gain or loss from common/collective trusts2016-12-31$11,290,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,760,803
Contract administrator fees2016-12-31$3,542
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
Aggregate proceeds on sale of assets2016-12-31$311,310
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$76,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,114
Total income from all sources (including contributions)2015-12-31$4,289,091
Total of all expenses incurred2015-12-31$8,381,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,064,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,000,000
Value of total assets at end of year2015-12-31$127,607,120
Value of total assets at beginning of year2015-12-31$131,701,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$316,950
Total interest from all sources2015-12-31$573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$312,687
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$10
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$76,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$78,114
Other income not declared elsewhere2015-12-31$-24,746
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$-4,092,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$127,530,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$131,623,742
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
Assets. partnership/joint venture interests at end of year2015-12-31$2,642,463
Assets. partnership/joint venture interests at beginning of year2015-12-31$3,147,422
Investment advisory and management fees2015-12-31$721
Value of interest in common/collective trusts at end of year2015-12-31$120,134,700
Value of interest in common/collective trusts at beginning of year2015-12-31$127,286,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,812,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,241,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,241,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$26,169
Net investment gain or loss from common/collective trusts2015-12-31$-3,686,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,064,940
Contract administrator fees2015-12-31$3,542
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$71,312
Total income from all sources (including contributions)2014-12-31$22,708,181
Total of all expenses incurred2014-12-31$9,281,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,973,503
Value of total assets at end of year2014-12-31$131,701,856
Value of total assets at beginning of year2014-12-31$118,268,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$308,134
Total interest from all sources2014-12-31$88
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$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$78,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$71,312
Other income not declared elsewhere2014-12-31$309,816
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$13,426,544
Value of net assets at end of year (total assets less liabilities)2014-12-31$131,623,742
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,197,198
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
Assets. partnership/joint venture interests at end of year2014-12-31$3,147,422
Assets. partnership/joint venture interests at beginning of year2014-12-31$4,125,563
Investment advisory and management fees2014-12-31$304,571
Value of interest in common/collective trusts at end of year2014-12-31$127,286,410
Value of interest in common/collective trusts at beginning of year2014-12-31$111,635,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,241,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$476,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$476,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$26,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$30,254
Net investment gain or loss from common/collective trusts2014-12-31$22,398,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,973,503
Contract administrator fees2014-12-31$3,563
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$71,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$112,123
Total income from all sources (including contributions)2013-12-31$5,428,344
Total of all expenses incurred2013-12-31$6,672,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,385,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,300,000
Value of total assets at end of year2013-12-31$118,268,510
Value of total assets at beginning of year2013-12-31$119,553,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$287,942
Total interest from all sources2013-12-31$89
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,867
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$325,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$71,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$112,123
Other income not declared elsewhere2013-12-31$701,042
Administrative expenses (other) incurred2013-12-31$998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,244,635
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,197,198
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$119,441,833
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
Assets. partnership/joint venture interests at end of year2013-12-31$4,125,563
Assets. partnership/joint venture interests at beginning of year2013-12-31$4,162,397
Investment advisory and management fees2013-12-31$283,319
Value of interest in common/collective trusts at end of year2013-12-31$111,635,746
Value of interest in common/collective trusts at beginning of year2013-12-31$113,249,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$476,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,784,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,784,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$89
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$30,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$30,961
Net investment gain or loss from common/collective trusts2013-12-31$1,425,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,300,000
Employer contributions (assets) at end of year2013-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,385,037
Contract administrator fees2013-12-31$3,625
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$112,123
Total income from all sources (including contributions)2012-12-31$18,539,809
Total of all expenses incurred2012-12-31$6,320,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,052,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,000,000
Value of total assets at end of year2012-12-31$119,553,956
Value of total assets at beginning of year2012-12-31$107,222,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$268,193
Total interest from all sources2012-12-31$114,131
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$3,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$325,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$112,123
Other income not declared elsewhere2012-12-31$499,042
Administrative expenses (other) incurred2012-12-31$534
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$12,219,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$119,441,833
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$107,222,821
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
Assets. partnership/joint venture interests at end of year2012-12-31$4,162,397
Assets. partnership/joint venture interests at beginning of year2012-12-31$4,172,651
Investment advisory and management fees2012-12-31$251,996
Interest earned on other investments2012-12-31$111,903
Value of interest in common/collective trusts at end of year2012-12-31$113,249,914
Value of interest in common/collective trusts at beginning of year2012-12-31$99,962,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,784,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,874,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,874,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$30,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,213,083
Net investment gain or loss from common/collective trusts2012-12-31$13,926,636
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$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,052,604
Contract administrator fees2012-12-31$15,663
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 name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2011 401k financial data
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$24,115,406
Total of all expenses incurred2011-12-31$7,260,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,074,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,600,000
Value of total assets at end of year2011-12-31$107,222,821
Value of total assets at beginning of year2011-12-31$90,367,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$186,461
Total interest from all sources2011-12-31$32,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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
Other income not declared elsewhere2011-12-31$446,928
Administrative expenses (other) incurred2011-12-31$989
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$16,854,864
Value of net assets at end of year (total assets less liabilities)2011-12-31$107,222,821
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,367,957
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
Assets. partnership/joint venture interests at end of year2011-12-31$4,172,651
Assets. partnership/joint venture interests at beginning of year2011-12-31$3,940,470
Investment advisory and management fees2011-12-31$168,697
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$30,699
Value of interest in common/collective trusts at end of year2011-12-31$99,962,651
Value of interest in common/collective trusts at beginning of year2011-12-31$80,094,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,874,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,109,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,109,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,213,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,473,239
Net investment gain or loss from common/collective trusts2011-12-31$20,035,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$3,600,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$3,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,074,081
Contract administrator fees2011-12-31$16,775
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$362,824
Total unrealized appreciation/depreciation of assets2010-12-31$362,824
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,194,126
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,774,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,581,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,750,000
Value of total assets at end of year2010-12-31$90,367,957
Value of total assets at beginning of year2010-12-31$85,948,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$193,250
Total interest from all sources2010-12-31$54,167
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
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$3,565,614
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$6,090
Other income not declared elsewhere2010-12-31$489,045
Administrative expenses (other) incurred2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,419,734
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,367,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$85,948,223
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
Assets. partnership/joint venture interests at end of year2010-12-31$3,940,470
Assets. partnership/joint venture interests at beginning of year2010-12-31$3,841,445
Investment advisory and management fees2010-12-31$176,157
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$53,560,285
Value of interest in common/collective trusts at end of year2010-12-31$80,094,876
Value of interest in common/collective trusts at beginning of year2010-12-31$18,850,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,109,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$819,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$819,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$54,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,473,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$310,896
Net investment gain/loss from pooled separate accounts2010-12-31$3,024,482
Net investment gain or loss from common/collective trusts2010-12-31$7,513,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$3,750,000
Employer contributions (assets) at end of year2010-12-31$3,750,000
Employer contributions (assets) at beginning of year2010-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,575,052
Contract administrator fees2010-12-31$17,093
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE 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 DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

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

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered548
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number0878
Policy instance 1
Insurance contract or identification number0878
Number of Individuals Covered534
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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