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MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 401k Plan overview

Plan NameMIDDLEBURY COLLEGE CORE RETIREMENT PLAN
Plan identification number 005

MIDDLEBURY COLLEGE CORE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 CORE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MICHAEL THOMAS MICHAEL THOMAS2018-10-11
0052016-01-01MICHAEL THOMAS MICHAEL THOMAS2017-10-04
0052015-01-01MICHAEL THOMAS MICHAEL THOMAS2016-10-13
0052014-01-01PATRICK J. NORTON PATRICK J. NORTON2015-10-15
0052013-01-01PATRICK J. NORTON
0052012-01-01PATRICK J. NORTON PATRICK J. NORTON2013-10-14
0052011-01-01PATRICK J. NORTON PATRICK J. NORTON2012-10-10
0052010-01-01PATRICK J. NORTON PATRICK J. NORTON2011-07-29
0052009-01-01PATRICK J NORTON PATRICK J NORTON2010-10-07

Plan Statistics for MIDDLEBURY COLLEGE CORE RETIREMENT PLAN

401k plan membership statisitcs for MIDDLEBURY COLLEGE CORE RETIREMENT PLAN

Measure Date Value
2022: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,969
Total number of active participants reported on line 7a of the Form 55002022-01-011,658
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,361
Total of all active and inactive participants2022-01-013,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0142
Total participants2022-01-013,061
Number of participants with account balances2022-01-013,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,931
Total number of active participants reported on line 7a of the Form 55002021-01-011,658
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,300
Total of all active and inactive participants2021-01-012,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-012,991
Number of participants with account balances2021-01-012,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,943
Total number of active participants reported on line 7a of the Form 55002020-01-011,673
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,267
Total of all active and inactive participants2020-01-012,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-012,950
Number of participants with account balances2020-01-012,936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,888
Total number of active participants reported on line 7a of the Form 55002019-01-011,707
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,229
Total of all active and inactive participants2019-01-012,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-012,945
Number of participants with account balances2019-01-012,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,840
Total number of active participants reported on line 7a of the Form 55002018-01-011,716
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,166
Total of all active and inactive participants2018-01-012,882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,888
Number of participants with account balances2018-01-012,876
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,769
Total number of active participants reported on line 7a of the Form 55002017-01-011,722
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,115
Total of all active and inactive participants2017-01-012,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-012,840
Number of participants with account balances2017-01-012,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,660
Total number of active participants reported on line 7a of the Form 55002016-01-011,709
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,056
Total of all active and inactive participants2016-01-012,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,769
Number of participants with account balances2016-01-012,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,529
Total number of active participants reported on line 7a of the Form 55002015-01-011,631
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,023
Total of all active and inactive participants2015-01-012,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,660
Number of participants with account balances2015-01-012,660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,444
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01970
Total of all active and inactive participants2014-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01973
Number of participants with account balances2014-01-012,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,360
Total number of active participants reported on line 7a of the Form 55002013-01-011,508
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01933
Total of all active and inactive participants2013-01-012,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-012,447
Number of participants with account balances2013-01-012,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,287
Total number of active participants reported on line 7a of the Form 55002012-01-011,465
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01890
Total of all active and inactive participants2012-01-012,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,361
Number of participants with account balances2012-01-012,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,171
Total number of active participants reported on line 7a of the Form 55002011-01-011,402
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01881
Total of all active and inactive participants2011-01-012,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-012,287
Number of participants with account balances2011-01-012,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,059
Total number of active participants reported on line 7a of the Form 55002010-01-011,332
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01835
Total of all active and inactive participants2010-01-012,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-016
Total participants2010-01-012,173
Number of participants with account balances2010-01-012,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,038
Total number of active participants reported on line 7a of the Form 55002009-01-011,290
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01759
Total of all active and inactive participants2009-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-012,054
Number of participants with account balances2009-01-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MIDDLEBURY COLLEGE CORE RETIREMENT PLAN

Measure Date Value
2022 : MIDDLEBURY COLLEGE CORE 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$0
Total income from all sources (including contributions)2022-12-31$-50,464,642
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,645,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,454,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,942,012
Value of total assets at end of year2022-12-31$455,364,556
Value of total assets at beginning of year2022-12-31$524,474,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$190,288
Total interest from all sources2022-12-31$3,437,784
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,967,943
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$12,967,943
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$5,892,156
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,171,314
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$4,248,258
Other income not declared elsewhere2022-12-31$-190,453
Administrative expenses (other) incurred2022-12-31$190,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-69,109,678
Value of net assets at end of year (total assets less liabilities)2022-12-31$455,364,556
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$524,474,234
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$343,317,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$414,618,596
Value of interest in pooled separate accounts at end of year2022-12-31$23,924,221
Value of interest in pooled separate accounts at beginning of year2022-12-31$22,590,825
Interest earned on other investments2022-12-31$3,437,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$85,951,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$83,016,555
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$3,052,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-88,479,349
Net investment gain/loss from pooled separate accounts2022-12-31$1,857,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$14,049,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$15,401,778
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 CORE 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$79,561,281
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$21,686,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$21,485,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,954,310
Value of total assets at end of year2021-12-31$524,474,234
Value of total assets at beginning of year2021-12-31$466,599,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,633
Total interest from all sources2021-12-31$2,767,586
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,747,640
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$18,747,640
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$13,381,661
Amount contributed by the employer to the plan for this plan year2021-12-31$13,381,661
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,572,649
Assets. Other investments not covered elsewhere at end of year2021-12-31$4,248,258
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,841,540
Other income not declared elsewhere2021-12-31$862,056
Administrative expenses (other) incurred2021-12-31$201,633
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$57,874,623
Value of net assets at end of year (total assets less liabilities)2021-12-31$524,474,234
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$466,599,611
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$414,618,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$365,083,638
Value of interest in pooled separate accounts at end of year2021-12-31$22,590,825
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,635,095
Interest earned on other investments2021-12-31$2,767,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$83,016,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$78,039,338
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,263,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,791,539
Net investment gain/loss from pooled separate accounts2021-12-31$3,438,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,381,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$20,221,808
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 CORE 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$79,059,224
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,410,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,259,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,749,142
Value of total assets at end of year2020-12-31$466,599,611
Value of total assets at beginning of year2020-12-31$407,950,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$150,768
Total interest from all sources2020-12-31$2,954,612
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,912,707
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$9,912,707
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$13,942,341
Amount contributed by the employer to the plan for this plan year2020-12-31$13,942,341
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,806,801
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,841,540
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,894,080
Other income not declared elsewhere2020-12-31$853,835
Administrative expenses (other) incurred2020-12-31$150,768
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$58,649,093
Value of net assets at end of year (total assets less liabilities)2020-12-31$466,599,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$407,950,518
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$365,083,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$310,650,816
Value of interest in pooled separate accounts at end of year2020-12-31$19,635,095
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,937,913
Interest earned on other investments2020-12-31$2,954,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,039,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$73,467,709
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,833,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$45,763,624
Net investment gain/loss from pooled separate accounts2020-12-31$-174,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,942,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,426,018
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 CORE 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$84,636,067
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$19,399,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,273,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$19,743,268
Value of total assets at end of year2019-12-31$407,950,518
Value of total assets at beginning of year2019-12-31$342,713,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$126,026
Total interest from all sources2019-12-31$2,851,854
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,538,586
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$6,538,586
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$13,945,424
Amount contributed by the employer to the plan for this plan year2019-12-31$13,945,424
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,797,844
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,894,080
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,411,400
Other income not declared elsewhere2019-12-31$928,076
Administrative expenses (other) incurred2019-12-31$126,026
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$65,236,670
Value of net assets at end of year (total assets less liabilities)2019-12-31$407,950,518
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$342,713,848
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$310,650,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$249,811,202
Value of interest in pooled separate accounts at end of year2019-12-31$20,937,913
Value of interest in pooled separate accounts at beginning of year2019-12-31$18,921,766
Interest earned on other investments2019-12-31$2,851,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$73,467,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$71,569,480
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,251,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$53,502,071
Net investment gain/loss from pooled separate accounts2019-12-31$1,072,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,945,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$17,022,130
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 CORE 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$3,544,099
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,074,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,055,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,375,644
Value of total assets at end of year2018-12-31$342,713,848
Value of total assets at beginning of year2018-12-31$355,244,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,742
Total interest from all sources2018-12-31$2,827,969
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,535,055
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$6,535,055
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$13,660,120
Amount contributed by the employer to the plan for this plan year2018-12-31$13,660,120
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,715,524
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,411,400
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,426,275
Other income not declared elsewhere2018-12-31$259,383
Administrative expenses (other) incurred2018-12-31$19,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,530,795
Value of net assets at end of year (total assets less liabilities)2018-12-31$342,713,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$355,244,643
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$249,811,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$267,687,970
Value of interest in pooled separate accounts at end of year2018-12-31$18,921,766
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,455,750
Interest earned on other investments2018-12-31$2,827,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$71,569,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,674,648
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,305,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,295,025
Net investment gain/loss from pooled separate accounts2018-12-31$841,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,660,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,749,381
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 CORE 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$66,540,351
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,618,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,611,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$18,967,295
Value of total assets at end of year2017-12-31$355,244,643
Value of total assets at beginning of year2017-12-31$301,322,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,438
Total interest from all sources2017-12-31$2,616,829
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,495,349
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$6,495,349
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$13,368,815
Amount contributed by the employer to the plan for this plan year2017-12-31$13,368,815
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,598,480
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,426,275
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,647,664
Other income not declared elsewhere2017-12-31$384,255
Administrative expenses (other) incurred2017-12-31$6,438
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$53,921,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$355,244,643
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$301,322,660
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$267,687,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$220,008,838
Value of interest in pooled separate accounts at end of year2017-12-31$17,455,750
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,085,475
Interest earned on other investments2017-12-31$2,616,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,674,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$63,580,683
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,240,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$37,356,157
Net investment gain/loss from pooled separate accounts2017-12-31$720,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,368,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,371,348
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 CORE 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$38,048,706
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,286,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,280,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,689,251
Value of total assets at end of year2016-12-31$301,322,660
Value of total assets at beginning of year2016-12-31$274,560,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,405
Total interest from all sources2016-12-31$2,667,624
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,440,246
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$4,440,246
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$13,143,584
Amount contributed by the employer to the plan for this plan year2016-12-31$13,143,584
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,545,667
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,647,664
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,581,189
Other income not declared elsewhere2016-12-31$173,604
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$26,762,346
Value of net assets at end of year (total assets less liabilities)2016-12-31$301,322,660
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$274,560,314
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$220,008,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$198,983,819
Value of interest in pooled separate accounts at end of year2016-12-31$16,085,475
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,031,573
Interest earned on other investments2016-12-31$2,667,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$63,580,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$59,963,733
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,979,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,318,828
Net investment gain/loss from pooled separate accounts2016-12-31$759,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,143,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,301,542
Contract administrator fees2016-12-31$5,405
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 CORE 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$21,260,581
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,446,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,442,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,992,468
Value of total assets at end of year2015-12-31$274,560,314
Value of total assets at beginning of year2015-12-31$260,745,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,840
Total interest from all sources2015-12-31$2,376,261
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,184,497
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$5,184,497
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$12,627,380
Amount contributed by the employer to the plan for this plan year2015-12-31$12,627,380
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,365,088
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,581,189
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$962,481
Other income not declared elsewhere2015-12-31$-1,398
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$13,814,454
Value of net assets at end of year (total assets less liabilities)2015-12-31$274,560,314
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$260,745,860
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$198,983,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$192,046,139
Value of interest in pooled separate accounts at end of year2015-12-31$14,031,573
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,126,304
Interest earned on other investments2015-12-31$2,376,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$59,963,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$56,610,936
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$963,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,272,250
Net investment gain/loss from pooled separate accounts2015-12-31$981,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,627,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,478,630
Contract administrator fees2015-12-31$3,840
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 CORE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$32,628,263
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,147,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,142,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,081,999
Value of total assets at end of year2014-12-31$260,745,860
Value of total assets at beginning of year2014-12-31$234,265,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,689
Total interest from all sources2014-12-31$2,295,617
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,501,037
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$4,501,037
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$5,061,580
Assets. Other investments not covered elsewhere at end of year2014-12-31$962,481
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$423,686
Other income not declared elsewhere2014-12-31$101,528
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$26,480,840
Value of net assets at end of year (total assets less liabilities)2014-12-31$260,745,860
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$234,265,020
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$192,046,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$172,671,912
Value of interest in pooled separate accounts at end of year2014-12-31$11,126,304
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,221,340
Interest earned on other investments2014-12-31$2,295,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$56,610,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$52,948,082
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$493,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,517,674
Net investment gain/loss from pooled separate accounts2014-12-31$1,130,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,020,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,649,200
Contract administrator fees2014-12-31$4,689
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 CORE 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$50,787,506
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,433,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,429,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,153,963
Value of total assets at end of year2013-12-31$234,265,020
Value of total assets at beginning of year2013-12-31$191,910,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,820
Total interest from all sources2013-12-31$2,078,592
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,494,839
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$3,494,839
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$4,776,380
Assets. Other investments not covered elsewhere at end of year2013-12-31$423,686
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$67,118
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$42,354,279
Value of net assets at end of year (total assets less liabilities)2013-12-31$234,265,020
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$191,910,741
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$172,671,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$138,237,461
Value of interest in pooled separate accounts at end of year2013-12-31$8,221,340
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,474,008
Interest earned on other investments2013-12-31$2,078,592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$52,948,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$48,199,272
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$315,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$28,370,648
Net investment gain/loss from pooled separate accounts2013-12-31$622,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,377,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,113,877
Contract administrator fees2013-12-31$3,820
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 CORE 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$35,053,920
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,564,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,564,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,414,255
Value of total assets at end of year2012-12-31$191,910,741
Value of total assets at beginning of year2012-12-31$161,421,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,885,985
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,509,559
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$1,509,559
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$10,845,021
Amount contributed by the employer to the plan for this plan year2012-12-31$10,845,021
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,553,401
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,833
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$48,439
Other income not declared elsewhere2012-12-31$122,115
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$30,489,620
Value of net assets at end of year (total assets less liabilities)2012-12-31$191,910,741
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$161,421,121
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$138,237,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$111,538,917
Value of interest in pooled separate accounts at end of year2012-12-31$5,474,008
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,446,533
Interest earned on other investments2012-12-31$1,885,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$48,199,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$45,387,232
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,261,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,656,393
Net investment gain/loss from pooled separate accounts2012-12-31$465,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,845,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,302,926
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 CORE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$14,706,635
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,844,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,844,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,658,736
Value of total assets at end of year2011-12-31$161,421,121
Value of total assets at beginning of year2011-12-31$152,558,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,779,884
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$676,916
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$676,916
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 period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$10,341,638
Amount contributed by the employer to the plan for this plan year2011-12-31$10,341,638
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,286,202
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$48,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$48,439
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$8,862,320
Value of net assets at end of year (total assets less liabilities)2011-12-31$161,421,121
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$152,558,801
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$111,538,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$106,095,430
Value of interest in pooled separate accounts at end of year2011-12-31$4,446,533
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,289,860
Interest earned on other investments2011-12-31$1,779,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$45,387,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$43,173,511
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$621,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,928,127
Net investment gain/loss from pooled separate accounts2011-12-31$470,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,341,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,223,001
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 CORE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$28,837
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$27,437,684
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,861,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,849,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,554,598
Value of total assets at end of year2010-12-31$152,558,801
Value of total assets at beginning of year2010-12-31$133,953,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,060
Total interest from all sources2010-12-31$1,642,096
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$299,319
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$299,319
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$9,011,317
Amount contributed by the employer to the plan for this plan year2010-12-31$9,011,317
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,541,348
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,933
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$18,576,288
Value of net assets at end of year (total assets less liabilities)2010-12-31$152,558,801
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$133,953,676
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
Investment advisory and management fees2010-12-31$12,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$106,095,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$89,349,541
Value of interest in pooled separate accounts at end of year2010-12-31$3,289,860
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,569,488
Interest earned on other investments2010-12-31$1,642,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$43,173,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$42,034,647
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,641,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,570,814
Net investment gain/loss from pooled separate accounts2010-12-31$370,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,011,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,207,385
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 CORE 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,012,838
Amount contributed by the employer to the plan for this plan year2009-12-31$4,012,838

Form 5500 Responses for MIDDLEBURY COLLEGE CORE RETIREMENT PLAN

2022: MIDDLEBURY COLLEGE CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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 CORE 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
2010: MIDDLEBURY COLLEGE CORE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDDLEBURY COLLEGE CORE 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 number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1313
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 number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1343
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1344
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1374
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1379
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 number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1380
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1396
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1394
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered1420
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered2357
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 number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered2284
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 number100495
Policy instance 1
Insurance contract or identification number100495
Number of Individuals Covered2000
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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