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WORLD LEARNING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameWORLD LEARNING, INC. RETIREMENT PLAN
Plan identification number 001

WORLD LEARNING, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • 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

WORLD LEARNING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WORLD LEARNING, INC.
Employer identification number (EIN):030179592
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLD LEARNING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUSTIN HODGES JUSTIN HODGES2018-10-12
0012016-01-01JUSTIN HODGES JUSTIN HODGES2017-10-16
0012015-01-01RACHEL HENRY RACHEL HENRY2016-10-11
0012014-01-01RACHEL HENRY RACHEL HENRY2015-10-15
0012013-01-01RACHEL HENRY RACHEL HENRY2014-10-15
0012012-01-01NANCY BROCK NANCY BROCK2013-10-15
0012011-01-01NANCY BROCK NANCY BROCK2013-01-09
0012010-01-01RACHEL L. HENRY RACHEL L. HENRY2011-10-14
0012009-01-01RACHEL L. HENRY RACHEL L. HENRY2010-10-15

Plan Statistics for WORLD LEARNING, INC. RETIREMENT PLAN

401k plan membership statisitcs for WORLD LEARNING, INC. RETIREMENT PLAN

Measure Date Value
2023: WORLD LEARNING, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,217
Total number of active participants reported on line 7a of the Form 55002023-01-01446
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01669
Total of all active and inactive participants2023-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-011,128
Number of participants with account balances2023-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WORLD LEARNING, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,203
Total number of active participants reported on line 7a of the Form 55002022-01-01464
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01723
Total of all active and inactive participants2022-01-011,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0130
Total participants2022-01-011,217
Number of participants with account balances2022-01-011,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WORLD LEARNING, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,200
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01743
Total of all active and inactive participants2021-01-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-011,218
Number of participants with account balances2021-01-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WORLD LEARNING, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,260
Total number of active participants reported on line 7a of the Form 55002020-01-01422
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01776
Total of all active and inactive participants2020-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0111
Total participants2020-01-011,209
Number of participants with account balances2020-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WORLD LEARNING, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,270
Total number of active participants reported on line 7a of the Form 55002019-01-01431
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01820
Total of all active and inactive participants2019-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-011,261
Number of participants with account balances2019-01-011,251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WORLD LEARNING, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,270
Total number of active participants reported on line 7a of the Form 55002018-01-01404
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01858
Total of all active and inactive participants2018-01-011,262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,270
Number of participants with account balances2018-01-011,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WORLD LEARNING, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,272
Total number of active participants reported on line 7a of the Form 55002017-01-01388
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01875
Total of all active and inactive participants2017-01-011,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,271
Number of participants with account balances2017-01-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WORLD LEARNING, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,249
Total number of active participants reported on line 7a of the Form 55002016-01-01415
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01915
Total of all active and inactive participants2016-01-011,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,337
Number of participants with account balances2016-01-011,264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WORLD LEARNING, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,287
Total number of active participants reported on line 7a of the Form 55002015-01-01389
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01856
Total of all active and inactive participants2015-01-011,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,253
Number of participants with account balances2015-01-011,244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WORLD LEARNING, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,287
Total number of active participants reported on line 7a of the Form 55002014-01-01379
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01904
Total of all active and inactive participants2014-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-011,291
Number of participants with account balances2014-01-011,232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WORLD LEARNING, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,248
Total number of active participants reported on line 7a of the Form 55002013-01-01339
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01902
Total of all active and inactive participants2013-01-011,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-011,249
Number of participants with account balances2013-01-011,234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WORLD LEARNING, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,281
Total number of active participants reported on line 7a of the Form 55002012-01-01365
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01876
Total of all active and inactive participants2012-01-011,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,248
Number of participants with account balances2012-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WORLD LEARNING, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,281
Total number of active participants reported on line 7a of the Form 55002011-01-01455
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01820
Total of all active and inactive participants2011-01-011,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,281
Number of participants with account balances2011-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WORLD LEARNING, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,214
Total number of active participants reported on line 7a of the Form 55002010-01-01443
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01799
Total of all active and inactive participants2010-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-011,247
Number of participants with account balances2010-01-011,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORLD LEARNING, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,185
Total number of active participants reported on line 7a of the Form 55002009-01-01341
Number of retired or separated participants receiving benefits2009-01-0160
Number of other retired or separated participants entitled to future benefits2009-01-01780
Total of all active and inactive participants2009-01-011,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-011,185
Number of participants with account balances2009-01-011,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WORLD LEARNING, INC. RETIREMENT PLAN

Measure Date Value
2023 : WORLD LEARNING, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$14,577,023
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,582,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,466,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,428,700
Value of total assets at end of year2023-12-31$88,539,922
Value of total assets at beginning of year2023-12-31$79,545,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$116,363
Total interest from all sources2023-12-31$930,297
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$435,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$435,689
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,479,865
Participant contributions at end of year2023-12-31$180,416
Participant contributions at beginning of year2023-12-31$54,636
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$109,231
Other income not declared elsewhere2023-12-31$37,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$8,994,653
Value of net assets at end of year (total assets less liabilities)2023-12-31$88,539,922
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$79,545,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$47,943
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$63,498,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$56,439,758
Value of interest in pooled separate accounts at end of year2023-12-31$3,468,671
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,728,068
Interest on participant loans2023-12-31$6,392
Interest earned on other investments2023-12-31$923,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$21,392,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$19,322,807
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$265,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$11,226,778
Net investment gain/loss from pooled separate accounts2023-12-31$-482,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$839,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,200,895
Contract administrator fees2023-12-31$825
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : WORLD LEARNING, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-10,125,952
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,417,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,336,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,938,608
Value of total assets at end of year2022-12-31$79,545,269
Value of total assets at beginning of year2022-12-31$94,089,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$81,223
Total interest from all sources2022-12-31$796,702
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$948,785
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$948,785
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,293,653
Participant contributions at end of year2022-12-31$54,636
Participant contributions at beginning of year2022-12-31$40,329
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$189,679
Other income not declared elsewhere2022-12-31$7,115
Administrative expenses (other) incurred2022-12-31$68,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,543,837
Value of net assets at end of year (total assets less liabilities)2022-12-31$79,545,269
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,089,106
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
Investment advisory and management fees2022-12-31$12,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,439,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$71,036,672
Value of interest in pooled separate accounts at end of year2022-12-31$3,728,068
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,461,400
Interest on participant loans2022-12-31$1,603
Interest earned on other investments2022-12-31$795,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,322,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,550,705
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$222,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,102,430
Net investment gain/loss from pooled separate accounts2022-12-31$285,268
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$455,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,114,510
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : WORLD LEARNING, INC. 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$12,796,943
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,621,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,552,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,523,628
Value of total assets at end of year2021-12-31$94,089,106
Value of total assets at beginning of year2021-12-31$84,913,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$69,060
Total interest from all sources2021-12-31$687,633
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,026,808
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$1,026,808
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,271,752
Participant contributions at end of year2021-12-31$40,329
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$232,657
Other income not declared elsewhere2021-12-31$496
Administrative expenses (other) incurred2021-12-31$56,645
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$9,175,818
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,089,106
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,913,288
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
Investment advisory and management fees2021-12-31$12,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$71,036,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$62,815,577
Value of interest in pooled separate accounts at end of year2021-12-31$3,461,400
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,687,342
Interest on participant loans2021-12-31$475
Interest earned on other investments2021-12-31$687,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,550,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,410,369
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$67,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,047,200
Net investment gain/loss from pooled separate accounts2021-12-31$511,178
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$19,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,484,334
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : WORLD LEARNING, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$520
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$11,912,838
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,832,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,779,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,682,118
Value of total assets at end of year2020-12-31$84,913,288
Value of total assets at beginning of year2020-12-31$78,832,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,214
Total interest from all sources2020-12-31$786,770
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$766,525
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$766,525
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,270,683
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,040
Other income not declared elsewhere2020-12-31$462
Administrative expenses (other) incurred2020-12-31$42,639
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$6,080,642
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,913,288
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$78,832,126
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
Investment advisory and management fees2020-12-31$9,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$62,815,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$55,755,144
Value of interest in pooled separate accounts at end of year2020-12-31$2,687,342
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,955,139
Interest earned on other investments2020-12-31$786,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,410,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,121,843
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$295,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,701,571
Net investment gain/loss from pooled separate accounts2020-12-31$-24,608
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$379,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,484,104
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : WORLD LEARNING, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$14,300,008
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,998,826
Total of all expenses incurred2019-12-31$5,998,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,953,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,953,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,393,007
Value of total assets at end of year2019-12-31$78,832,126
Value of total assets at end of year2019-12-31$78,832,126
Value of total assets at beginning of year2019-12-31$70,527,581
Value of total assets at beginning of year2019-12-31$70,527,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,739
Total interest from all sources2019-12-31$823,738
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$614,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$614,620
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,394,585
Contributions received from participants2019-12-31$1,394,585
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$5,059
Participant contributions at beginning of year2019-12-31$5,059
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,999
Other income not declared elsewhere2019-12-31$467
Administrative expenses (other) incurred2019-12-31$35,609
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
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$8,301,182
Value of net income/loss2019-12-31$8,301,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,832,126
Value of net assets at end of year (total assets less liabilities)2019-12-31$78,832,126
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,527,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$70,527,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,130
Investment advisory and management fees2019-12-31$10,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$55,755,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,984,954
Value of interest in pooled separate accounts at end of year2019-12-31$2,955,139
Value of interest in pooled separate accounts at end of year2019-12-31$2,955,139
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,782,942
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,782,942
Interest earned on other investments2019-12-31$823,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,121,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,121,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,751,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,751,703
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,759,556
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,759,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,315,823
Net investment gain/loss from pooled separate accounts2019-12-31$152,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$853,423
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$2,923
Employer contributions (assets) at beginning of year2019-12-31$2,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,193,531
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : WORLD LEARNING, INC. 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$524,140
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,234,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,189,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,538,350
Value of total assets at end of year2018-12-31$70,527,581
Value of total assets at beginning of year2018-12-31$78,238,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$45,775
Total interest from all sources2018-12-31$914,615
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$557,329
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$557,329
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,474,436
Participant contributions at end of year2018-12-31$5,059
Participant contributions at beginning of year2018-12-31$5,059
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$136,542
Other income not declared elsewhere2018-12-31$5,619
Administrative expenses (other) incurred2018-12-31$40,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,710,786
Value of net assets at end of year (total assets less liabilities)2018-12-31$70,527,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$78,238,367
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
Investment advisory and management fees2018-12-31$5,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,984,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$52,839,771
Value of interest in pooled separate accounts at end of year2018-12-31$2,782,942
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,027,957
Interest earned on other investments2018-12-31$914,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,751,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$22,362,657
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,397,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,628,193
Net investment gain/loss from pooled separate accounts2018-12-31$136,420
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$927,372
Employer contributions (assets) at end of year2018-12-31$2,923
Employer contributions (assets) at beginning of year2018-12-31$2,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,791,803
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : WORLD LEARNING, INC. 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$13,164,487
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,334,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,322,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,209,563
Value of total assets at end of year2017-12-31$78,238,367
Value of total assets at beginning of year2017-12-31$70,408,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,287
Total interest from all sources2017-12-31$889,771
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$259,243
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$259,243
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,689,788
Participant contributions at end of year2017-12-31$5,059
Participant contributions at beginning of year2017-12-31$7,412
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$471,323
Other income not declared elsewhere2017-12-31$11,028
Administrative expenses (other) incurred2017-12-31$12,287
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$7,829,553
Value of net assets at end of year (total assets less liabilities)2017-12-31$78,238,367
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$70,408,814
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$52,839,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,536,242
Value of interest in pooled separate accounts at end of year2017-12-31$3,027,957
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,618,148
Interest earned on other investments2017-12-31$889,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$22,362,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$22,241,127
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,054,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,678,356
Net investment gain/loss from pooled separate accounts2017-12-31$116,526
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$1,048,452
Employer contributions (assets) at end of year2017-12-31$2,923
Employer contributions (assets) at beginning of year2017-12-31$5,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,267,658
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 name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : WORLD LEARNING, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$3,949
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$7,845,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,427,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,417,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,648,536
Value of total assets at end of year2016-12-31$70,408,814
Value of total assets at beginning of year2016-12-31$65,986,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,336
Total interest from all sources2016-12-31$941,831
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$269,651
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$269,651
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,581,700
Participant contributions at end of year2016-12-31$7,412
Participant contributions at beginning of year2016-12-31$60,680
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,064,156
Other income not declared elsewhere2016-12-31$9,299
Administrative expenses (other) incurred2016-12-31$9,336
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$4,418,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$70,408,814
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,986,346
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$45,536,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,606,825
Value of interest in pooled separate accounts at end of year2016-12-31$2,618,148
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,337,539
Interest earned on other investments2016-12-31$941,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$22,241,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,941,668
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$38,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,852,106
Net investment gain/loss from pooled separate accounts2016-12-31$124,136
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$1,002,680
Employer contributions (assets) at end of year2016-12-31$5,885
Employer contributions (assets) at beginning of year2016-12-31$39,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,379,327
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 name2016-12-31GRANT THORNTON
Accountancy firm EIN2016-12-31366055558
2015 : WORLD LEARNING, INC. 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$4,234,207
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,412,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,412,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,259,686
Value of total assets at end of year2015-12-31$65,986,346
Value of total assets at beginning of year2015-12-31$65,164,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$850,284
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$221,339
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$221,339
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,489,230
Participant contributions at end of year2015-12-31$60,680
Participant contributions at beginning of year2015-12-31$58,067
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$848,867
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$9,561
Other income not declared elsewhere2015-12-31$9,562
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$821,349
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,986,346
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$65,164,997
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$42,606,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,751,669
Value of interest in pooled separate accounts at end of year2015-12-31$2,337,539
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,029,461
Interest earned on other investments2015-12-31$850,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,941,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$20,290,757
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$358,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-275,988
Net investment gain/loss from pooled separate accounts2015-12-31$169,324
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$921,589
Employer contributions (assets) at end of year2015-12-31$39,634
Employer contributions (assets) at beginning of year2015-12-31$35,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,045,226
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 name2015-12-31GRANT THORNTON
Accountancy firm EIN2015-12-31366055558
2014 : WORLD LEARNING, INC. 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$41,719
Total income from all sources (including contributions)2014-12-31$7,046,456
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,933,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,909,818
Value of total corrective distributions2014-12-31$23,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,369,941
Value of total assets at end of year2014-12-31$65,164,997
Value of total assets at beginning of year2014-12-31$62,093,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$855,582
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$104,891
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$104,891
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,411,531
Participant contributions at end of year2014-12-31$58,067
Participant contributions at beginning of year2014-12-31$59,031
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,045,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$9,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$41,719
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$3,113,094
Value of net assets at end of year (total assets less liabilities)2014-12-31$65,164,997
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$62,051,903
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$42,751,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,178,030
Value of interest in pooled separate accounts at end of year2014-12-31$2,029,461
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,814,455
Interest earned on other investments2014-12-31$855,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$20,290,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,006,421
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$594,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,496,249
Net investment gain/loss from pooled separate accounts2014-12-31$219,793
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$913,135
Employer contributions (assets) at end of year2014-12-31$35,043
Employer contributions (assets) at beginning of year2014-12-31$35,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,306,051
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 name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : WORLD LEARNING, INC. 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$41,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,376
Total income from all sources (including contributions)2013-12-31$11,568,357
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,095,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,053,575
Value of total corrective distributions2013-12-31$41,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,225,434
Value of total assets at end of year2013-12-31$62,093,622
Value of total assets at beginning of year2013-12-31$55,594,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$829,521
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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$1,402,112
Participant contributions at end of year2013-12-31$59,031
Participant contributions at beginning of year2013-12-31$43,775
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$942,997
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$41,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,376
Other income not declared elsewhere2013-12-31$172
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$6,473,063
Value of net assets at end of year (total assets less liabilities)2013-12-31$62,051,903
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,578,840
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$40,178,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$33,738,800
Value of interest in pooled separate accounts at end of year2013-12-31$1,814,455
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,676,702
Interest earned on other investments2013-12-31$829,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,006,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$20,121,685
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$139,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,352,244
Net investment gain/loss from pooled separate accounts2013-12-31$160,986
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$880,325
Employer contributions (assets) at end of year2013-12-31$35,685
Employer contributions (assets) at beginning of year2013-12-31$13,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,914,041
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 name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : WORLD LEARNING, INC. 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$15,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,370
Total income from all sources (including contributions)2012-12-31$7,587,414
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,260,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,260,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,475,298
Value of total assets at end of year2012-12-31$55,594,216
Value of total assets at beginning of year2012-12-31$51,271,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$788,391
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,296,557
Participant contributions at end of year2012-12-31$43,775
Participant contributions at beginning of year2012-12-31$55,540
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$372,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,370
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$4,326,914
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,578,840
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,251,926
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$33,738,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,988,222
Value of interest in pooled separate accounts at end of year2012-12-31$1,676,702
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,438,367
Interest earned on other investments2012-12-31$788,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$20,121,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$19,750,378
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$340,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,176,212
Net investment gain/loss from pooled separate accounts2012-12-31$147,513
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$806,715
Employer contributions (assets) at end of year2012-12-31$13,254
Employer contributions (assets) at beginning of year2012-12-31$38,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,919,867
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 name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : WORLD LEARNING, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$11,471,344
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$2,717,238
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,167,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,167,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,329,539
Value of total assets at end of year2011-12-31$51,271,296
Value of total assets at beginning of year2011-12-31$40,249,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$788,755
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,343,680
Participant contributions at end of year2011-12-31$55,540
Participant contributions at beginning of year2011-12-31$12,384
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$158,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-450,006
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,271,296
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,249,958
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$29,988,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$24,045,469
Value of interest in pooled separate accounts at end of year2011-12-31$1,438,367
Value of interest in pooled separate accounts at beginning of year2011-12-31$882,770
Interest earned on other investments2011-12-31$788,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$19,750,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,300,367
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$913,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-561,206
Net investment gain/loss from pooled separate accounts2011-12-31$160,150
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$827,426
Employer contributions (assets) at end of year2011-12-31$38,789
Employer contributions (assets) at beginning of year2011-12-31$8,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,254,096
Did the plan have assets held for investment2011-12-31No
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 name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : WORLD LEARNING, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,680,432
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,523,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,523,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,307,239
Value of total assets at end of year2010-12-31$40,249,958
Value of total assets at beginning of year2010-12-31$37,093,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$581,014
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$737,397
Participant contributions at end of year2010-12-31$12,384
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$93,742
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$3,156,763
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,249,958
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,093,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$24,045,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,331,893
Value of interest in pooled separate accounts at end of year2010-12-31$882,770
Value of interest in pooled separate accounts at beginning of year2010-12-31$714,788
Interest earned on other investments2010-12-31$581,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$15,300,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,003,842
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$401,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,693,059
Net investment gain/loss from pooled separate accounts2010-12-31$99,120
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$476,100
Employer contributions (assets) at end of year2010-12-31$8,968
Employer contributions (assets) at beginning of year2010-12-31$42,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,121,774
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 name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : WORLD LEARNING, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WORLD LEARNING, INC. RETIREMENT PLAN

2023: WORLD LEARNING, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. 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 benefit arrangement – InsuranceYes
2012: WORLD LEARNING, INC. 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: WORLD LEARNING, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WORLD LEARNING, INC. 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 benefit arrangement – InsuranceYes
2009: WORLD LEARNING, INC. 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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered1103
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered985
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered997
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered1004
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered1061
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered1087
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 number151066
Policy instance 1
Insurance contract or identification number151066
Number of Individuals Covered1107
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

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