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AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 401k Plan overview

Plan NameAMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL
Plan identification number 001

AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 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

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

Company Name:AMHERST COLLEGE TRUSTEES
Employer identification number (EIN):042103542
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01CHRISTOPHER CASEY2024-04-04
0012021-07-01CHRISTOPHER CASEY2023-04-06
0012020-07-01CHRISTOPHER CASEY2022-04-12
0012019-07-01KEVIN WEINMAN2021-04-14
0012018-07-01CHRISTOPHER CASEY2020-04-13
0012017-07-01CHRISTOPHER CASEY2019-04-12
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01KEVIN C. WEINMAN
0012011-07-01SHANNON D. GUREK
0012010-07-01SHANNON D. GUREK
0012009-07-01SHANNON D. GUREK
0012009-07-01SHANNON D. GUREK

Plan Statistics for AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL

401k plan membership statisitcs for AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL

Measure Date Value
2022: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2022 401k membership
Total participants, beginning-of-year2022-07-013,382
Total number of active participants reported on line 7a of the Form 55002022-07-012,078
Number of other retired or separated participants entitled to future benefits2022-07-011,578
Total of all active and inactive participants2022-07-013,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-0151
Total participants2022-07-013,707
Number of participants with account balances2022-07-013,477
2021: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2021 401k membership
Total participants, beginning-of-year2021-07-013,142
Total number of active participants reported on line 7a of the Form 55002021-07-011,985
Number of other retired or separated participants entitled to future benefits2021-07-011,395
Total of all active and inactive participants2021-07-013,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0155
Total participants2021-07-013,435
Number of participants with account balances2021-07-013,206
2020: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2020 401k membership
Total participants, beginning-of-year2020-07-012,973
Total number of active participants reported on line 7a of the Form 55002020-07-011,929
Number of other retired or separated participants entitled to future benefits2020-07-011,220
Total of all active and inactive participants2020-07-013,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0113
Total participants2020-07-013,162
Number of participants with account balances2020-07-012,995
2019: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2019 401k membership
Total participants, beginning-of-year2019-07-012,721
Total number of active participants reported on line 7a of the Form 55002019-07-011,801
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011,160
Total of all active and inactive participants2019-07-012,961
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0112
Total participants2019-07-012,973
Number of participants with account balances2019-07-012,835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2018 401k membership
Total participants, beginning-of-year2018-07-012,407
Total number of active participants reported on line 7a of the Form 55002018-07-011,570
Number of other retired or separated participants entitled to future benefits2018-07-011,142
Total of all active and inactive participants2018-07-012,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-012,721
Number of participants with account balances2018-07-012,607
2017: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2017 401k membership
Total participants, beginning-of-year2017-07-012,239
Total number of active participants reported on line 7a of the Form 55002017-07-011,243
Number of other retired or separated participants entitled to future benefits2017-07-011,159
Total of all active and inactive participants2017-07-012,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-012,407
Number of participants with account balances2017-07-012,342
2016: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2016 401k membership
Total participants, beginning-of-year2016-07-012,171
Total number of active participants reported on line 7a of the Form 55002016-07-011,051
Number of other retired or separated participants entitled to future benefits2016-07-011,183
Total of all active and inactive participants2016-07-012,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-012,239
Number of participants with account balances2016-07-012,232
2015: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2015 401k membership
Total participants, beginning-of-year2015-07-012,115
Total number of active participants reported on line 7a of the Form 55002015-07-011,107
Number of other retired or separated participants entitled to future benefits2015-07-011,058
Total of all active and inactive participants2015-07-012,165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-015
Total participants2015-07-012,170
Number of participants with account balances2015-07-012,155
2014: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2014 401k membership
Total participants, beginning-of-year2014-07-012,050
Total number of active participants reported on line 7a of the Form 55002014-07-011,068
Number of other retired or separated participants entitled to future benefits2014-07-011,038
Total of all active and inactive participants2014-07-012,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-019
Total participants2014-07-012,115
Number of participants with account balances2014-07-012,101
2013: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2013 401k membership
Total participants, beginning-of-year2013-07-011,971
Total number of active participants reported on line 7a of the Form 55002013-07-011,016
Number of other retired or separated participants entitled to future benefits2013-07-011,028
Total of all active and inactive participants2013-07-012,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-016
Total participants2013-07-012,050
Number of participants with account balances2013-07-012,036
2012: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2012 401k membership
Total participants, beginning-of-year2012-07-011,929
Total number of active participants reported on line 7a of the Form 55002012-07-011,006
Number of other retired or separated participants entitled to future benefits2012-07-01993
Total of all active and inactive participants2012-07-011,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-018
Total participants2012-07-012,007
Number of participants with account balances2012-07-011,971
2011: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2011 401k membership
Total participants, beginning-of-year2011-07-011,952
Total number of active participants reported on line 7a of the Form 55002011-07-01942
Number of other retired or separated participants entitled to future benefits2011-07-01978
Total of all active and inactive participants2011-07-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-019
Total participants2011-07-011,929
Number of participants with account balances2011-07-011,894
2010: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2010 401k membership
Total participants, beginning-of-year2010-07-011,833
Total number of active participants reported on line 7a of the Form 55002010-07-011,088
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01860
Total of all active and inactive participants2010-07-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-011,952
Number of participants with account balances2010-07-011,869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2009 401k membership
Total participants, beginning-of-year2009-07-011,904
Total number of active participants reported on line 7a of the Form 55002009-07-011,013
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01873
Total of all active and inactive participants2009-07-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0113
Total participants2009-07-011,899
Number of participants with account balances2009-07-011,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL

Measure Date Value
2023 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$68,990,263
Total of all expenses incurred2023-06-30$24,765,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$24,554,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$18,930,862
Value of total assets at end of year2023-06-30$515,731,484
Value of total assets at beginning of year2023-06-30$471,507,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$210,943
Total interest from all sources2023-06-30$5,093,547
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$13,246,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$13,246,466
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$8,283,547
Participant contributions at end of year2023-06-30$606,436
Participant contributions at beginning of year2023-06-30$448,313
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$566,200
Assets. Other investments not covered elsewhere at end of year2023-06-30$503,265
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$438,020
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$666,952
Other income not declared elsewhere2023-06-30$243,768
Administrative expenses (other) incurred2023-06-30$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$44,224,328
Value of net assets at end of year (total assets less liabilities)2023-06-30$515,731,484
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$471,507,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$392,291,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$346,751,684
Value of interest in pooled separate accounts at end of year2023-06-30$4,680,748
Value of interest in pooled separate accounts at beginning of year2023-06-30$5,632,681
Interest on participant loans2023-06-30$25,017
Interest earned on other investments2023-06-30$5,062,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$192,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$194,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$194,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$6,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$117,457,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$116,756,528
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$756,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$31,968,303
Net investment gain/loss from pooled separate accounts2023-06-30$-492,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$9,980,363
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$719,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$23,798,419
Contract administrator fees2023-06-30$210,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30MP P.C.
Accountancy firm EIN2023-06-30043191789
2022 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-37,289,318
Total of all expenses incurred2022-06-30$23,299,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$23,051,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$17,861,092
Value of total assets at end of year2022-06-30$471,507,156
Value of total assets at beginning of year2022-06-30$532,096,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$247,958
Total interest from all sources2022-06-30$4,244,353
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$13,005,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$13,005,362
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$7,772,502
Participant contributions at end of year2022-06-30$448,313
Participant contributions at beginning of year2022-06-30$30,000
Participant contributions at end of year2022-06-30$566,200
Assets. Other investments not covered elsewhere at end of year2022-06-30$438,020
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$888,326
Other income not declared elsewhere2022-06-30$332,092
Administrative expenses (other) incurred2022-06-30$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-60,588,970
Value of net assets at end of year (total assets less liabilities)2022-06-30$471,507,156
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$532,096,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$346,751,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$409,484,752
Value of interest in pooled separate accounts at end of year2022-06-30$5,632,681
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,930,124
Interest on participant loans2022-06-30$8,027
Interest earned on other investments2022-06-30$4,236,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$194,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$202,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$202,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$116,756,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$117,448,740
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,136,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-73,810,555
Net investment gain/loss from pooled separate accounts2022-06-30$1,078,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$9,200,264
Employer contributions (assets) at end of year2022-06-30$719,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$21,914,945
Contract administrator fees2022-06-30$247,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MP P.C.
Accountancy firm EIN2022-06-30043191789
2021 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$124,568,748
Total of all expenses incurred2021-06-30$21,677,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$21,443,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$17,036,654
Value of total assets at end of year2021-06-30$532,096,126
Value of total assets at beginning of year2021-06-30$429,204,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$234,052
Total interest from all sources2021-06-30$4,299,024
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$7,262,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$7,262,240
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$7,294,517
Participant contributions at end of year2021-06-30$30,000
Participant contributions at beginning of year2021-06-30$488,574
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$774,952
Other income not declared elsewhere2021-06-30$274,904
Administrative expenses (other) incurred2021-06-30$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$102,891,363
Value of net assets at end of year (total assets less liabilities)2021-06-30$532,096,126
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$429,204,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$409,484,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$307,689,918
Value of interest in pooled separate accounts at end of year2021-06-30$4,930,124
Value of interest in pooled separate accounts at beginning of year2021-06-30$5,070,743
Interest on participant loans2021-06-30$188
Interest earned on other investments2021-06-30$4,298,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$202,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$211,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$211,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$21
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$117,448,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$115,095,262
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$380,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$95,379,188
Net investment gain/loss from pooled separate accounts2021-06-30$316,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$8,967,185
Employer contributions (assets) at beginning of year2021-06-30$648,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$21,063,032
Contract administrator fees2021-06-30$233,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MP P.C.
Accountancy firm EIN2021-06-30043191789
2020 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$34,203,719
Total of all expenses incurred2020-06-30$22,477,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$22,282,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$19,929,157
Value of total assets at end of year2020-06-30$429,204,763
Value of total assets at beginning of year2020-06-30$417,478,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$194,698
Total interest from all sources2020-06-30$4,400,076
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$7,763,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$7,763,380
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$6,880,632
Participant contributions at end of year2020-06-30$488,574
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$4,270,424
Other income not declared elsewhere2020-06-30$229,803
Administrative expenses (other) incurred2020-06-30$228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$11,726,541
Value of net assets at end of year (total assets less liabilities)2020-06-30$429,204,763
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$417,478,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$307,689,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$298,569,675
Value of interest in pooled separate accounts at end of year2020-06-30$5,070,743
Value of interest in pooled separate accounts at beginning of year2020-06-30$5,846,389
Interest earned on other investments2020-06-30$4,397,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$211,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$216,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$216,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$2,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$115,095,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$112,845,880
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$2,816,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,815,619
Net investment gain/loss from pooled separate accounts2020-06-30$65,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$8,778,101
Employer contributions (assets) at end of year2020-06-30$648,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$19,466,059
Contract administrator fees2020-06-30$194,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MP P.C
Accountancy firm EIN2020-06-30043191789
2019 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$37,193,577
Total of all expenses incurred2019-06-30$19,355,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$19,261,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$16,261,722
Value of total assets at end of year2019-06-30$417,478,222
Value of total assets at beginning of year2019-06-30$399,640,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$94,216
Total interest from all sources2019-06-30$4,498,112
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$10,446,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$10,446,380
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$6,677,768
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$1,146,987
Other income not declared elsewhere2019-06-30$339,481
Administrative expenses (other) incurred2019-06-30$258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$17,837,956
Value of net assets at end of year (total assets less liabilities)2019-06-30$417,478,222
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$399,640,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$298,569,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$282,586,541
Value of interest in pooled separate accounts at end of year2019-06-30$5,846,389
Value of interest in pooled separate accounts at beginning of year2019-06-30$6,252,890
Interest earned on other investments2019-06-30$4,494,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$216,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$220,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$220,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$4,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$112,845,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$110,579,938
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,288,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$5,342,614
Net investment gain/loss from pooled separate accounts2019-06-30$305,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$8,436,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$16,972,580
Contract administrator fees2019-06-30$93,958
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MP P.C
Accountancy firm EIN2019-06-30043191789
2018 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$46,081,238
Total of all expenses incurred2018-06-30$16,549,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$16,526,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$15,377,315
Value of total assets at end of year2018-06-30$399,640,266
Value of total assets at beginning of year2018-06-30$370,108,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$23,315
Total interest from all sources2018-06-30$4,288,949
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$5,832,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$5,832,062
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$6,220,118
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,120,150
Other income not declared elsewhere2018-06-30$253,020
Administrative expenses (other) incurred2018-06-30$295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$29,531,802
Value of net assets at end of year (total assets less liabilities)2018-06-30$399,640,266
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$370,108,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$282,586,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$256,770,035
Value of interest in pooled separate accounts at end of year2018-06-30$6,252,890
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,346,464
Interest on participant loans2018-06-30$4
Interest earned on other investments2018-06-30$4,286,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$220,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$286,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$286,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$110,579,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$105,705,455
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,716,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$20,001,335
Net investment gain/loss from pooled separate accounts2018-06-30$328,557
Net investment gain or loss from common/collective trusts2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$8,037,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$14,809,287
Contract administrator fees2018-06-30$23,020
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MP P.C.
Accountancy firm EIN2018-06-30043191789
2017 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$54,872,141
Total of all expenses incurred2017-06-30$21,422,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$21,407,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$14,713,990
Value of total assets at end of year2017-06-30$370,108,464
Value of total assets at beginning of year2017-06-30$336,659,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,544
Total interest from all sources2017-06-30$4,357,872
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$4,188,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$4,188,034
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$5,863,863
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,412,202
Other income not declared elsewhere2017-06-30$182,254
Administrative expenses (other) incurred2017-06-30$306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$33,449,254
Value of net assets at end of year (total assets less liabilities)2017-06-30$370,108,464
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$336,659,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$256,770,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$226,036,567
Value of interest in pooled separate accounts at end of year2017-06-30$7,346,464
Value of interest in pooled separate accounts at beginning of year2017-06-30$8,194,434
Interest on participant loans2017-06-30$4
Interest earned on other investments2017-06-30$4,357,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$286,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$226,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$226,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$105,705,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$102,202,148
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$2,232,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$31,133,321
Net investment gain/loss from pooled separate accounts2017-06-30$296,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$7,437,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$19,174,488
Contract administrator fees2017-06-30$15,238
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30THE MP GROUP, P.C.
Accountancy firm EIN2017-06-30043191789
2016 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$16,181,956
Total of all expenses incurred2016-06-30$21,343,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$21,295,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$14,726,909
Value of total assets at end of year2016-06-30$336,659,210
Value of total assets at beginning of year2016-06-30$341,820,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$47,935
Total interest from all sources2016-06-30$4,252,408
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$4,847,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$4,847,394
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$5,613,698
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$2,058,727
Other income not declared elsewhere2016-06-30$44,390
Administrative expenses (other) incurred2016-06-30$608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,161,722
Value of net assets at end of year (total assets less liabilities)2016-06-30$336,659,210
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$341,820,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$226,036,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$231,123,572
Value of interest in pooled separate accounts at end of year2016-06-30$8,194,434
Value of interest in pooled separate accounts at beginning of year2016-06-30$8,489,402
Interest on participant loans2016-06-30$24
Interest earned on other investments2016-06-30$4,252,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$226,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$226,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$226,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$102,202,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$101,981,915
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$2,390,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-8,248,022
Net investment gain/loss from pooled separate accounts2016-06-30$558,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$7,054,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$18,905,289
Contract administrator fees2016-06-30$47,327
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2016-06-30043191789
2015 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$26,549,174
Total of all expenses incurred2015-06-30$19,393,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$19,357,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$13,427,859
Value of total assets at end of year2015-06-30$341,820,932
Value of total assets at beginning of year2015-06-30$334,665,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$36,247
Total interest from all sources2015-06-30$4,174,331
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$4,530,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$4,530,890
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$5,380,842
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,300,943
Other income not declared elsewhere2015-06-30$85,177
Administrative expenses (other) incurred2015-06-30$330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$7,155,505
Value of net assets at end of year (total assets less liabilities)2015-06-30$341,820,932
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$334,665,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$231,123,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$225,822,412
Value of interest in pooled separate accounts at end of year2015-06-30$8,489,402
Value of interest in pooled separate accounts at beginning of year2015-06-30$8,170,616
Interest on participant loans2015-06-30$17
Interest earned on other investments2015-06-30$4,174,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$226,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$289,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$289,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$101,981,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$100,383,180
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$1,527,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$3,472,587
Net investment gain/loss from pooled separate accounts2015-06-30$858,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,746,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$17,830,356
Contract administrator fees2015-06-30$35,917
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2015-06-30043191789
2014 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$55,410,225
Total of all expenses incurred2014-06-30$17,050,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$17,016,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$12,036,208
Value of total assets at end of year2014-06-30$334,665,427
Value of total assets at beginning of year2014-06-30$296,305,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$33,608
Total interest from all sources2014-06-30$4,110,299
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$2,962,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$2,962,058
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$4,907,283
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$759,388
Other income not declared elsewhere2014-06-30$85,097
Administrative expenses (other) incurred2014-06-30$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$38,359,836
Value of net assets at end of year (total assets less liabilities)2014-06-30$334,665,427
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$296,305,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$225,822,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$188,232,213
Value of interest in pooled separate accounts at end of year2014-06-30$8,170,616
Value of interest in pooled separate accounts at beginning of year2014-06-30$8,302,180
Interest on participant loans2014-06-30$3
Interest earned on other investments2014-06-30$4,110,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$289,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$268,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$268,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$100,383,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$99,502,816
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,635,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$35,368,690
Net investment gain/loss from pooled separate accounts2014-06-30$847,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$6,369,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$15,381,592
Contract administrator fees2014-06-30$33,266
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2014-06-30043191789
2013 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$40,651,156
Total of all expenses incurred2013-06-30$13,420,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$13,387,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,116,858
Value of total assets at end of year2013-06-30$296,305,591
Value of total assets at beginning of year2013-06-30$269,074,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$32,956
Total interest from all sources2013-06-30$3,867,079
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$1,560,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$1,560,737
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$4,773,576
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$232,984
Other income not declared elsewhere2013-06-30$197,456
Administrative expenses (other) incurred2013-06-30$607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$27,231,065
Value of net assets at end of year (total assets less liabilities)2013-06-30$296,305,591
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$269,074,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$188,232,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$164,889,690
Value of interest in pooled separate accounts at end of year2013-06-30$8,302,180
Value of interest in pooled separate accounts at beginning of year2013-06-30$8,168,930
Interest on participant loans2013-06-30$4
Interest earned on other investments2013-06-30$3,867,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$268,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$272,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$272,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$99,502,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$95,743,741
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$392,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$23,234,448
Net investment gain/loss from pooled separate accounts2013-06-30$674,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$6,110,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$12,995,080
Contract administrator fees2013-06-30$32,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2013-06-30043191789
2012 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$14,723,360
Total of all expenses incurred2012-06-30$10,296,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$10,295,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$11,211,393
Value of total assets at end of year2012-06-30$269,074,526
Value of total assets at beginning of year2012-06-30$264,647,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$569
Total interest from all sources2012-06-30$3,729,668
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$741,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$741,748
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$4,367,710
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$990,919
Administrative expenses (other) incurred2012-06-30$569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$4,426,952
Value of net assets at end of year (total assets less liabilities)2012-06-30$269,074,526
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$264,647,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$164,889,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$163,581,416
Value of interest in pooled separate accounts at end of year2012-06-30$8,168,930
Value of interest in pooled separate accounts at beginning of year2012-06-30$7,313,295
Interest earned on other investments2012-06-30$3,729,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$272,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$224,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$224,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$95,743,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$93,528,277
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$485,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,789,718
Net investment gain/loss from pooled separate accounts2012-06-30$830,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$5,852,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$9,810,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2012-06-30043191789
2011 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$1,083,105
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$33,327,840
Total unrealized appreciation/depreciation of assets2011-06-30$34,410,945
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$8,882
Total income from all sources (including contributions)2011-06-30$48,549,732
Total of all expenses incurred2011-06-30$9,079,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$9,078,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$10,382,568
Value of total assets at end of year2011-06-30$264,647,574
Value of total assets at beginning of year2011-06-30$225,177,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,854
Total interest from all sources2011-06-30$690,065
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$246,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$246,573
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$4,361,905
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$376,871
Administrative expenses (other) incurred2011-06-30$1,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$39,469,800
Value of net assets at end of year (total assets less liabilities)2011-06-30$264,647,574
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$225,177,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$163,581,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$129,504,848
Value of interest in pooled separate accounts at end of year2011-06-30$7,313,295
Value of interest in pooled separate accounts at beginning of year2011-06-30$4,605,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$224,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$224,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$224,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$690,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$93,528,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$90,842,468
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,758,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,819,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$5,643,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$7,319,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MORIARTY & PRIMACK, P.C.
Accountancy firm EIN2011-06-30043191789
2010 : AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL

2022: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: AMHERST COLLEGE DEFINED CONTRIBUTION RETIREMENT PL 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1341
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1357
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1402
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1420
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1434
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1451
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1502
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1506
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1526
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1971
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number405511
Policy instance 1
Insurance contract or identification number405511
Number of Individuals Covered1894
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number150515
Policy instance 1
Insurance contract or identification number150515
Number of Individuals Covered1847
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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