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MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 401k Plan overview

Plan NameMIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
Plan identification number 004

MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
Employer identification number (EIN):030179298
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MICHAEL THOMAS MICHAEL THOMAS2018-10-11
0042016-01-01MICHAEL THOMAS MICHAEL THOMAS2017-10-04
0042015-01-01MICHAEL THOMAS MICHAEL THOMAS2016-10-13
0042014-01-01PATRICK J. NORTON PATRICK J. NORTON2015-10-15
0042013-01-01PATRICK J. NORTON
0042012-01-01PATRICK J. NORTON PATRICK J. NORTON2013-10-14
0042011-01-01PATRICK J. NORTON PATRICK J. NORTON2012-10-10
0042009-01-01PATRICK J NORTON PATRICK J NORTON2010-10-07

Plan Statistics for MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN

401k plan membership statisitcs for MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN

Measure Date Value
2023: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,356
Total number of active participants reported on line 7a of the Form 55002023-01-011,030
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,284
Total of all active and inactive participants2023-01-012,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0117
Total participants2023-01-012,331
Number of participants with account balances2023-01-012,263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,263
Total number of active participants reported on line 7a of the Form 55002022-01-011,103
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,242
Total of all active and inactive participants2022-01-012,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0166
Total participants2022-01-012,411
Number of participants with account balances2022-01-012,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,252
Total number of active participants reported on line 7a of the Form 55002021-01-011,037
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,210
Total of all active and inactive participants2021-01-012,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0157
Total participants2021-01-012,304
Number of participants with account balances2021-01-012,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,274
Total number of active participants reported on line 7a of the Form 55002020-01-011,045
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,214
Total of all active and inactive participants2020-01-012,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0119
Total participants2020-01-012,278
Number of participants with account balances2020-01-012,259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,298
Total number of active participants reported on line 7a of the Form 55002019-01-011,043
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,214
Total of all active and inactive participants2019-01-012,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0119
Total participants2019-01-012,276
Number of participants with account balances2019-01-012,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,324
Total number of active participants reported on line 7a of the Form 55002018-01-011,093
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,191
Total of all active and inactive participants2018-01-012,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0113
Total participants2018-01-012,297
Number of participants with account balances2018-01-012,282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,350
Total number of active participants reported on line 7a of the Form 55002017-01-011,104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,212
Total of all active and inactive participants2017-01-012,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-012,325
Number of participants with account balances2017-01-012,313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,345
Total number of active participants reported on line 7a of the Form 55002016-01-011,124
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,220
Total of all active and inactive participants2016-01-012,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-012,350
Number of participants with account balances2016-01-012,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,330
Total number of active participants reported on line 7a of the Form 55002015-01-011,104
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,237
Total of all active and inactive participants2015-01-012,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-012,350
Number of participants with account balances2015-01-012,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,342
Total number of active participants reported on line 7a of the Form 55002014-01-012,325
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,230
Total of all active and inactive participants2014-01-013,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-013,563
Number of participants with account balances2014-01-012,325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,355
Total number of active participants reported on line 7a of the Form 55002013-01-011,071
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,246
Total of all active and inactive participants2013-01-012,317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,325
Number of participants with account balances2013-01-012,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,354
Total number of active participants reported on line 7a of the Form 55002012-01-011,085
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,245
Total of all active and inactive participants2012-01-012,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,336
Number of participants with account balances2012-01-012,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,275
Total number of active participants reported on line 7a of the Form 55002011-01-011,066
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,282
Total of all active and inactive participants2011-01-012,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-012,355
Number of participants with account balances2011-01-012,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,221
Total number of active participants reported on line 7a of the Form 55002009-01-01868
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01320
Total of all active and inactive participants2009-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,192
Number of participants with account balances2009-01-011,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN

Measure Date Value
2023 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$43,161,900
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$18,650,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,560,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,348,822
Value of total assets at end of year2023-12-31$293,937,464
Value of total assets at beginning of year2023-12-31$269,425,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$90,250
Total interest from all sources2023-12-31$3,554,356
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,679,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,679,085
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$6,841,837
Participant contributions at end of year2023-12-31$546,281
Participant contributions at beginning of year2023-12-31$446,413
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,633,902
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,882,709
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,506,985
Other income not declared elsewhere2023-12-31$602,826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$24,511,640
Value of net assets at end of year (total assets less liabilities)2023-12-31$293,937,464
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$269,425,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$198,238,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$169,878,860
Value of interest in pooled separate accounts at end of year2023-12-31$12,275,888
Value of interest in pooled separate accounts at beginning of year2023-12-31$14,799,446
Interest on participant loans2023-12-31$31,302
Interest earned on other investments2023-12-31$3,523,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$80,243,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$82,418,396
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,458,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$28,930,740
Net investment gain/loss from pooled separate accounts2023-12-31$-1,953,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$17,101,760
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2023-12-31030327374
2022 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-25,004,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,082,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,983,233
Expenses. Certain deemed distributions of participant loans2022-12-31$13,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,064,649
Value of total assets at end of year2022-12-31$269,425,824
Value of total assets at beginning of year2022-12-31$312,512,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,578
Total interest from all sources2022-12-31$3,152,378
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,253,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,253,258
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,404,085
Participant contributions at end of year2022-12-31$446,413
Participant contributions at beginning of year2022-12-31$472,286
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,882,709
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,220,993
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,660,564
Other income not declared elsewhere2022-12-31$-155,633
Administrative expenses (other) incurred2022-12-31$86,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,087,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$269,425,824
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$312,512,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$169,878,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$211,673,200
Value of interest in pooled separate accounts at end of year2022-12-31$14,799,446
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,922,433
Interest on participant loans2022-12-31$20,014
Interest earned on other investments2022-12-31$3,132,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$82,418,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$84,223,925
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,365,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-43,465,374
Net investment gain/loss from pooled separate accounts2022-12-31$1,146,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,618,176
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2022-12-31030327374
2021 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$40,379,865
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,806,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,713,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,481,004
Value of total assets at end of year2021-12-31$312,512,837
Value of total assets at beginning of year2021-12-31$287,939,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$92,331
Total interest from all sources2021-12-31$2,774,733
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,644,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,644,746
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,990,739
Participant contributions at end of year2021-12-31$472,286
Participant contributions at beginning of year2021-12-31$75,130
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,220,993
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,857,818
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,490,265
Other income not declared elsewhere2021-12-31$508,248
Administrative expenses (other) incurred2021-12-31$92,331
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$24,573,674
Value of net assets at end of year (total assets less liabilities)2021-12-31$312,512,837
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$287,939,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$211,673,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$191,651,361
Value of interest in pooled separate accounts at end of year2021-12-31$13,922,433
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,162,345
Interest on participant loans2021-12-31$11,588
Interest earned on other investments2021-12-31$2,763,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$84,223,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$83,192,509
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$840,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,910,938
Net investment gain/loss from pooled separate accounts2021-12-31$2,060,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,872,873
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2021-12-31030327374
2020 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$41,841,151
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,381,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,308,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,011,084
Value of total assets at end of year2020-12-31$287,939,163
Value of total assets at beginning of year2020-12-31$265,479,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$72,807
Total interest from all sources2020-12-31$2,976,140
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,197,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,197,874
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,977,988
Participant contributions at end of year2020-12-31$75,130
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,857,818
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,405,260
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,033,096
Other income not declared elsewhere2020-12-31$555,960
Administrative expenses (other) incurred2020-12-31$72,807
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$22,459,603
Value of net assets at end of year (total assets less liabilities)2020-12-31$287,939,163
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$265,479,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$191,651,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$171,752,670
Value of interest in pooled separate accounts at end of year2020-12-31$11,162,345
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,744,632
Interest on participant loans2020-12-31$785
Interest earned on other investments2020-12-31$2,975,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$83,192,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,576,998
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,152,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$25,206,515
Net investment gain/loss from pooled separate accounts2020-12-31$-106,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,156,034
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2020-12-31030327374
2019 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$47,221,470
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$21,165,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,104,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,950,086
Value of total assets at end of year2019-12-31$265,479,560
Value of total assets at beginning of year2019-12-31$239,423,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,566
Total interest from all sources2019-12-31$2,880,917
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,058,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,058,871
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,025,547
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$3,739
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,405,260
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,115,562
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,924,539
Other income not declared elsewhere2019-12-31$559,524
Administrative expenses (other) incurred2019-12-31$60,566
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$26,056,322
Value of net assets at end of year (total assets less liabilities)2019-12-31$265,479,560
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$239,423,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$171,752,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$148,108,372
Value of interest in pooled separate accounts at end of year2019-12-31$12,744,632
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,242,402
Interest on participant loans2019-12-31$34
Interest earned on other investments2019-12-31$2,880,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,576,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$77,953,163
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,538,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,098,074
Net investment gain/loss from pooled separate accounts2019-12-31$673,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,566,282
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2019-12-31030327374
2018 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$496,783
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,164,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,157,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,941,808
Value of total assets at end of year2018-12-31$239,423,238
Value of total assets at beginning of year2018-12-31$256,090,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,986
Total interest from all sources2018-12-31$2,889,447
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,156,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,156,948
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,703,445
Participant contributions at end of year2018-12-31$3,739
Participant contributions at beginning of year2018-12-31$20,756
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,115,562
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,247,941
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,238,363
Other income not declared elsewhere2018-12-31$117,593
Administrative expenses (other) incurred2018-12-31$6,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,667,437
Value of net assets at end of year (total assets less liabilities)2018-12-31$239,423,238
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$256,090,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$148,108,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$168,269,771
Value of interest in pooled separate accounts at end of year2018-12-31$12,242,402
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,580,992
Interest on participant loans2018-12-31$222
Interest earned on other investments2018-12-31$2,889,225
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$77,953,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$74,971,215
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,771,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,161,064
Net investment gain/loss from pooled separate accounts2018-12-31$552,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,385,459
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2018-12-31030327374
2017 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$41,936,876
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,445,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,445,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,732,304
Value of total assets at end of year2017-12-31$256,090,675
Value of total assets at beginning of year2017-12-31$230,599,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70
Total interest from all sources2017-12-31$2,776,413
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,453,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,453,211
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,545,634
Participant contributions at end of year2017-12-31$20,756
Participant contributions at beginning of year2017-12-31$59,294
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,247,941
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$980,723
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,186,670
Other income not declared elsewhere2017-12-31$272,934
Administrative expenses (other) incurred2017-12-31$70
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$25,491,456
Value of net assets at end of year (total assets less liabilities)2017-12-31$256,090,675
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$230,599,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$168,269,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$147,381,187
Value of interest in pooled separate accounts at end of year2017-12-31$11,580,992
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,183,573
Interest on participant loans2017-12-31$1,463
Interest earned on other investments2017-12-31$2,774,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$74,971,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$70,994,442
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,069,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$24,209,619
Net investment gain/loss from pooled separate accounts2017-12-31$492,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,375,743
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2017-12-31030327374
2016 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$22,570,904
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,780,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,780,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,246,831
Value of total assets at end of year2016-12-31$230,599,219
Value of total assets at beginning of year2016-12-31$222,809,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$175
Total interest from all sources2016-12-31$2,895,599
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,449,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,449,766
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,569,047
Participant contributions at end of year2016-12-31$59,294
Participant contributions at beginning of year2016-12-31$68,193
Assets. Other investments not covered elsewhere at end of year2016-12-31$980,723
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$864,512
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,677,784
Other income not declared elsewhere2016-12-31$122,671
Administrative expenses (other) incurred2016-12-31$175
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$7,789,955
Value of net assets at end of year (total assets less liabilities)2016-12-31$230,599,219
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$222,809,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$147,381,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$140,412,764
Value of interest in pooled separate accounts at end of year2016-12-31$11,183,573
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,641,715
Interest earned on other investments2016-12-31$2,895,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$70,994,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$70,822,080
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,895,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,300,066
Net investment gain/loss from pooled separate accounts2016-12-31$555,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,885,685
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2016-12-31030327374
2015 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,170,964
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$11,865,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,865,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,581,615
Value of total assets at end of year2015-12-31$222,809,264
Value of total assets at beginning of year2015-12-31$224,503,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$2,766,483
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,031,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,031,700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,545,779
Participant contributions at end of year2015-12-31$68,193
Participant contributions at beginning of year2015-12-31$79,493
Assets. Other investments not covered elsewhere at end of year2015-12-31$864,512
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$685,358
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,035,836
Other income not declared elsewhere2015-12-31$36,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,694,609
Value of net assets at end of year (total assets less liabilities)2015-12-31$222,809,264
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$224,503,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$140,412,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$143,406,722
Value of interest in pooled separate accounts at end of year2015-12-31$10,641,715
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,225,920
Interest on participant loans2015-12-31$2,380
Interest earned on other investments2015-12-31$2,764,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$70,822,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$71,106,380
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,079,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,024,580
Net investment gain/loss from pooled separate accounts2015-12-31$779,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,786,050
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 name2015-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2015-12-31030327374
2014 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,458,682
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,432,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,432,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,237,174
Value of total assets at end of year2014-12-31$224,503,873
Value of total assets at beginning of year2014-12-31$212,477,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$192
Total interest from all sources2014-12-31$2,815,319
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,675,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,675,105
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,268,088
Participant contributions at end of year2014-12-31$79,493
Participant contributions at beginning of year2014-12-31$194,047
Assets. Other investments not covered elsewhere at end of year2014-12-31$685,358
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$547,833
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,969,086
Other income not declared elsewhere2014-12-31$71,814
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$12,025,885
Value of net assets at end of year (total assets less liabilities)2014-12-31$224,503,873
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$212,477,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$143,406,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$137,774,128
Value of interest in pooled separate accounts at end of year2014-12-31$9,225,920
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,973,508
Interest on participant loans2014-12-31$62,209
Interest earned on other investments2014-12-31$2,753,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$71,106,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$66,988,472
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$230,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,717,846
Net investment gain/loss from pooled separate accounts2014-12-31$941,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,201,946
Contract administrator fees2014-12-31$192
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 name2014-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2014-12-31030327374
2013 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$39,677,885
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,221,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,221,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,984,012
Value of total assets at end of year2013-12-31$212,477,988
Value of total assets at beginning of year2013-12-31$188,021,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$2,496,646
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,225,850
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$2,225,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,748,296
Participant contributions at end of year2013-12-31$194,047
Participant contributions at beginning of year2013-12-31$308,091
Assets. Other investments not covered elsewhere at end of year2013-12-31$547,833
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,235,716
Other income not declared elsewhere2013-12-31$73,870
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$24,456,763
Value of net assets at end of year (total assets less liabilities)2013-12-31$212,477,988
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$188,021,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$137,774,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$121,337,006
Value of interest in pooled separate accounts at end of year2013-12-31$6,973,508
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,613,215
Interest on participant loans2013-12-31$11,408
Interest earned on other investments2013-12-31$2,485,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$66,988,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$60,762,913
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$441,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,311,505
Net investment gain/loss from pooled separate accounts2013-12-31$586,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,779,972
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 name2013-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2013-12-31030327374
2012 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$23,322,328
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,125,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,125,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,898,120
Value of total assets at end of year2012-12-31$188,021,225
Value of total assets at beginning of year2012-12-31$171,824,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$301
Total interest from all sources2012-12-31$2,359,952
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,076,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,076,348
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,349,213
Participant contributions at end of year2012-12-31$308,091
Participant contributions at beginning of year2012-12-31$335,131
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$548,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$51,561
Other income not declared elsewhere2012-12-31$124,935
Administrative expenses (other) incurred2012-12-31$301
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$16,196,725
Value of net assets at end of year (total assets less liabilities)2012-12-31$188,021,225
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$171,824,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$121,337,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$104,358,767
Value of interest in pooled separate accounts at end of year2012-12-31$5,613,215
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,916,099
Interest earned on other investments2012-12-31$2,359,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$60,762,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$62,162,942
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$525,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,363,996
Net investment gain/loss from pooled separate accounts2012-12-31$498,977
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,600,064
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 name2012-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2012-12-31030327374
2011 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$29,095,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,402,890
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,283,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,283,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,001,068
Value of total assets at end of year2011-12-31$171,824,500
Value of total assets at beginning of year2011-12-31$145,609,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$83
Total interest from all sources2011-12-31$2,046,055
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$521,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$521,768
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,072,118
Participant contributions at end of year2011-12-31$335,131
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,735,536
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$28,914
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$928,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$51,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$51,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,880,219
Value of net assets at end of year (total assets less liabilities)2011-12-31$171,824,500
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$145,609,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$105,843,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$92,422,194
Value of interest in pooled separate accounts at end of year2011-12-31$4,916,099
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,584,552
Interest earned on other investments2011-12-31$2,046,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$58,942,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$49,573,688
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$14,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,711,120
Net investment gain/loss from pooled separate accounts2011-12-31$493,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,268,801
Contract administrator fees2011-12-31$83
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2011-12-31030327374
2010 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$102,309,902
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$8,202,142
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,906,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,906,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,896,711
Value of total assets at end of year2010-12-31$145,609,348
Value of total assets at beginning of year2010-12-31$38,004,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$328,283
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$84,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$84,143
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,500,678
Assets. Other investments not covered elsewhere at end of year2010-12-31$28,914
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$28,914
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$396,033
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$5,295,322
Value of net assets at end of year (total assets less liabilities)2010-12-31$145,609,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,004,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$92,422,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$26,985,833
Value of interest in pooled separate accounts at end of year2010-12-31$3,584,552
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,195,362
Interest earned on other investments2010-12-31$328,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$49,573,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,794,015
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,735,095
Net investment gain/loss from pooled separate accounts2010-12-31$157,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,898,569
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 name2010-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2010-12-31030327374
2009 : MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN

2023: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1560
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1655
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1673
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 1
Insurance contract or identification number45519
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 2
Insurance contract or identification number100494
Number of Individuals Covered1716
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 1
Insurance contract or identification number45519
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 2
Insurance contract or identification number100494
Number of Individuals Covered1738
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 2
Insurance contract or identification number100494
Number of Individuals Covered1777
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 1
Insurance contract or identification number45519
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 2
Insurance contract or identification number100494
Number of Individuals Covered1858
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 1
Insurance contract or identification number45519
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 1
Insurance contract or identification number45519
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 2
Insurance contract or identification number100494
Number of Individuals Covered1872
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 2
Insurance contract or identification number45519
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1908
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number45519
Policy instance 2
Insurance contract or identification number45519
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $297
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $235
Insurance broker organization code?3
Insurance broker nameJOHN D. CREECH
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered2325
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered2348
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100494
Policy instance 1
Insurance contract or identification number100494
Number of Individuals Covered1082
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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