Logo

ENDICOTT COLLEGE DC RETIREMENT PLAN 401k Plan overview

Plan NameENDICOTT COLLEGE DC RETIREMENT PLAN
Plan identification number 002

ENDICOTT COLLEGE DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

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

Company Name:ENDICOTT COLLEGE
Employer identification number (EIN):042103567
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDICOTT COLLEGE DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ANTHONY FERULLO2023-09-22
0022021-01-01ANTHONY FERULLO2022-08-25
0022020-01-01ANTHONY FERULLO2021-09-13
0022019-01-01ANTHONY FERULLO2020-09-03
0022018-01-01SALLY ARNOLD2019-09-10
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SALLY ARNOLD
0022013-01-01SALLY ARNOLD
0022012-09-01SALLY ARNOLD
0022011-09-01SALLY ARNOLD
0022010-09-01SALLY ARNOLD
0022009-09-01SALLY ARNOLD
0022009-09-01 SALLY ARNOLD2011-06-14

Plan Statistics for ENDICOTT COLLEGE DC RETIREMENT PLAN

401k plan membership statisitcs for ENDICOTT COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022: ENDICOTT COLLEGE DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,379
Total number of active participants reported on line 7a of the Form 55002022-01-01758
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01599
Total of all active and inactive participants2022-01-011,357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,357
Number of participants with account balances2022-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENDICOTT COLLEGE DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,372
Total number of active participants reported on line 7a of the Form 55002021-01-01814
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01565
Total of all active and inactive participants2021-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,379
Number of participants with account balances2021-01-011,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ENDICOTT COLLEGE DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,379
Total number of active participants reported on line 7a of the Form 55002020-01-01854
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01518
Total of all active and inactive participants2020-01-011,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,372
Number of participants with account balances2020-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENDICOTT COLLEGE DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,534
Total number of active participants reported on line 7a of the Form 55002019-01-01904
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01475
Total of all active and inactive participants2019-01-011,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,379
Number of participants with account balances2019-01-011,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ENDICOTT COLLEGE DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,355
Total number of active participants reported on line 7a of the Form 55002018-01-011,058
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01476
Total of all active and inactive participants2018-01-011,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,534
Number of participants with account balances2018-01-01976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENDICOTT COLLEGE DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,270
Total number of active participants reported on line 7a of the Form 55002017-01-01883
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01472
Total of all active and inactive participants2017-01-011,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,355
Number of participants with account balances2017-01-01953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENDICOTT COLLEGE DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,112
Total number of active participants reported on line 7a of the Form 55002016-01-01834
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01436
Total of all active and inactive participants2016-01-011,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,270
Number of participants with account balances2016-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ENDICOTT COLLEGE DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,367
Total number of active participants reported on line 7a of the Form 55002015-01-01699
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01412
Total of all active and inactive participants2015-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,112
Number of participants with account balances2015-01-01857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ENDICOTT COLLEGE DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01861
Total number of active participants reported on line 7a of the Form 55002014-01-01988
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01378
Total of all active and inactive participants2014-01-011,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,367
Number of participants with account balances2014-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENDICOTT COLLEGE DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01796
Total number of active participants reported on line 7a of the Form 55002013-01-01656
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01155
Total of all active and inactive participants2013-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01813
Number of participants with account balances2013-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENDICOTT COLLEGE DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01779
Total number of active participants reported on line 7a of the Form 55002012-09-01677
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-01118
Total of all active and inactive participants2012-09-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01796
Number of participants with account balances2012-09-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: ENDICOTT COLLEGE DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01733
Total number of active participants reported on line 7a of the Form 55002011-09-01663
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01114
Total of all active and inactive participants2011-09-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-011
Total participants2011-09-01778
Number of participants with account balances2011-09-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: ENDICOTT COLLEGE DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01686
Total number of active participants reported on line 7a of the Form 55002010-09-01648
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0183
Total of all active and inactive participants2010-09-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01731
Number of participants with account balances2010-09-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: ENDICOTT COLLEGE DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01661
Total number of active participants reported on line 7a of the Form 55002009-09-01612
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0145
Total of all active and inactive participants2009-09-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-01658
Number of participants with account balances2009-09-01639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on ENDICOTT COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022 : ENDICOTT COLLEGE DC 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$0
Total income from all sources (including contributions)2022-12-31$-6,064,525
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,317,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,249,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,611,964
Value of total assets at end of year2022-12-31$86,514,006
Value of total assets at beginning of year2022-12-31$94,896,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,767
Total interest from all sources2022-12-31$576,484
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,828,236
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$1,828,236
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$2,771,265
Participant contributions at end of year2022-12-31$492,577
Participant contributions at beginning of year2022-12-31$247,267
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$955,331
Other income not declared elsewhere2022-12-31$24,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,382,236
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,514,006
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,896,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$69,200,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$78,643,023
Value of interest in pooled separate accounts at end of year2022-12-31$3,077,987
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,536,753
Interest on participant loans2022-12-31$16,746
Interest earned on other investments2022-12-31$559,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,742,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$13,469,199
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$12,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,316,226
Net investment gain/loss from pooled separate accounts2022-12-31$210,482
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$2,885,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,237,090
Contract administrator fees2022-12-31$67,767
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY GRAY & GRAY
Accountancy firm EIN2022-12-31042088368
2021 : ENDICOTT COLLEGE DC 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$16,684,952
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,819,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,742,885
Expenses. Certain deemed distributions of participant loans2021-12-31$26,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,979,367
Value of total assets at end of year2021-12-31$94,896,242
Value of total assets at beginning of year2021-12-31$84,030,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,897
Total interest from all sources2021-12-31$475,094
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$821,356
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$821,356
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$2,561,846
Participant contributions at end of year2021-12-31$247,267
Participant contributions at beginning of year2021-12-31$210,245
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$484,992
Other income not declared elsewhere2021-12-31$39,466
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$10,865,729
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,896,242
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,030,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$78,643,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$68,408,522
Value of interest in pooled separate accounts at end of year2021-12-31$2,536,753
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,028,829
Interest on participant loans2021-12-31$7,848
Interest earned on other investments2021-12-31$467,246
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$13,469,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,382,917
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$212,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,999,587
Net investment gain/loss from pooled separate accounts2021-12-31$370,082
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$2,932,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,530,788
Contract administrator fees2021-12-31$49,897
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 name2021-12-31GRAY GRAY & GRAY
Accountancy firm EIN2021-12-31042088368
2020 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$15,805,061
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,433,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,380,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,060,981
Value of total assets at end of year2020-12-31$84,030,513
Value of total assets at beginning of year2020-12-31$72,658,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,127
Total interest from all sources2020-12-31$525,750
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,238,553
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$1,238,553
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$2,469,422
Participant contributions at end of year2020-12-31$210,245
Participant contributions at beginning of year2020-12-31$36,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$597,520
Other income not declared elsewhere2020-12-31$22,399
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$11,371,672
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,030,513
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,658,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$68,408,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,364,440
Value of interest in pooled separate accounts at end of year2020-12-31$2,028,829
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,217,293
Interest on participant loans2020-12-31$6,610
Interest earned on other investments2020-12-31$519,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,382,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,041,108
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$76,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,977,482
Net investment gain/loss from pooled separate accounts2020-12-31$-20,104
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$2,994,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,303,384
Contract administrator fees2020-12-31$53,127
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 name2020-12-31GRAY GRAY & GRAY
Accountancy firm EIN2020-12-31042088368
2019 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,847,078
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,153,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,108,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,877,355
Value of total assets at end of year2019-12-31$72,658,841
Value of total assets at beginning of year2019-12-31$58,965,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,896
Total interest from all sources2019-12-31$533,338
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$925,224
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$925,224
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,313,849
Participant contributions at end of year2019-12-31$36,000
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$58,105
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$767,382
Other income not declared elsewhere2019-12-31$24,756
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$13,693,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,658,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$58,965,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,364,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,819,893
Value of interest in pooled separate accounts at end of year2019-12-31$2,217,293
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,000,188
Interest earned on other investments2019-12-31$533,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,041,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,020,746
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$927,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,374,166
Net investment gain/loss from pooled separate accounts2019-12-31$112,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,796,124
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$66,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,181,293
Contract administrator fees2019-12-31$44,896
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRAY GRAY & GRAY
Accountancy firm EIN2019-12-31042088368
2018 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,196,961
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,675,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,611,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,679,359
Value of total assets at end of year2018-12-31$58,965,628
Value of total assets at beginning of year2018-12-31$60,444,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,862
Total interest from all sources2018-12-31$518,532
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$831,452
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$831,452
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$2,238,924
Participant contributions at end of year2018-12-31$58,105
Participant contributions at beginning of year2018-12-31$43,297
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$679,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,478,651
Value of net assets at end of year (total assets less liabilities)2018-12-31$58,965,628
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,444,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,819,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,167,377
Value of interest in pooled separate accounts at end of year2018-12-31$2,000,188
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,923,788
Interest on participant loans2018-12-31$33
Interest earned on other investments2018-12-31$518,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,020,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,257,621
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$460,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,926,961
Net investment gain/loss from pooled separate accounts2018-12-31$94,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,760,504
Employer contributions (assets) at end of year2018-12-31$66,696
Employer contributions (assets) at beginning of year2018-12-31$52,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,151,452
Contract administrator fees2018-12-31$63,862
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 name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : ENDICOTT COLLEGE DC 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$12,908,530
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,475,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,419,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,262,104
Value of total assets at end of year2017-12-31$60,444,279
Value of total assets at beginning of year2017-12-31$51,011,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,967
Total interest from all sources2017-12-31$479,629
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$633,073
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$633,073
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$2,080,709
Participant contributions at end of year2017-12-31$43,297
Participant contributions at beginning of year2017-12-31$43,846
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$570,374
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$9,432,834
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,444,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$51,011,445
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$46,167,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,505,473
Value of interest in pooled separate accounts at end of year2017-12-31$1,923,788
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,949,547
Interest on participant loans2017-12-31$13
Interest earned on other investments2017-12-31$479,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,257,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,457,610
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$473,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,453,375
Net investment gain/loss from pooled separate accounts2017-12-31$80,349
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$2,611,021
Employer contributions (assets) at end of year2017-12-31$52,196
Employer contributions (assets) at beginning of year2017-12-31$54,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,946,171
Contract administrator fees2017-12-31$55,967
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 name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,999,689
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,169,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,123,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,885,789
Value of total assets at end of year2016-12-31$51,011,445
Value of total assets at beginning of year2016-12-31$44,181,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$45,963
Total interest from all sources2016-12-31$478,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$485,206
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$485,206
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$1,906,913
Participant contributions at end of year2016-12-31$43,846
Participant contributions at beginning of year2016-12-31$93,310
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$619,109
Administrative expenses (other) incurred2016-12-31$212
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$6,830,300
Value of net assets at end of year (total assets less liabilities)2016-12-31$51,011,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,181,145
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$37,505,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,305,097
Value of interest in pooled separate accounts at end of year2016-12-31$1,949,547
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,848,752
Interest on participant loans2016-12-31$44
Interest earned on other investments2016-12-31$478,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,457,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,804,485
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$140,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,054,947
Net investment gain/loss from pooled separate accounts2016-12-31$94,769
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$2,359,767
Employer contributions (assets) at end of year2016-12-31$54,969
Employer contributions (assets) at beginning of year2016-12-31$129,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$982,674
Contract administrator fees2016-12-31$45,751
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 name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : ENDICOTT COLLEGE DC 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$5,657,093
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,785,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,748,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,261,708
Value of total assets at end of year2015-12-31$44,181,145
Value of total assets at beginning of year2015-12-31$40,309,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,608
Total interest from all sources2015-12-31$422,102
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$488,962
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$488,962
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$1,809,319
Participant contributions at end of year2015-12-31$93,310
Participant contributions at beginning of year2015-12-31$84,646
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,047,767
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$3,871,678
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,181,145
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,309,467
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$31,305,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,418,995
Value of interest in pooled separate accounts at end of year2015-12-31$1,848,752
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,488,436
Interest earned on other investments2015-12-31$422,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,804,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,203,393
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$49,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-642,462
Net investment gain/loss from pooled separate accounts2015-12-31$126,783
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$2,404,622
Employer contributions (assets) at end of year2015-12-31$129,501
Employer contributions (assets) at beginning of year2015-12-31$113,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,698,983
Contract administrator fees2015-12-31$36,608
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 name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,080,043
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,674,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,646,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,758,700
Value of total assets at end of year2014-12-31$40,309,467
Value of total assets at beginning of year2014-12-31$35,903,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,527
Total interest from all sources2014-12-31$415,526
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$219,965
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$219,965
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$1,541,799
Participant contributions at end of year2014-12-31$84,646
Participant contributions at beginning of year2014-12-31$72,896
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,722
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$4,405,711
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,309,467
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,903,756
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$28,418,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,319,728
Value of interest in pooled separate accounts at end of year2014-12-31$1,488,436
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,366,186
Interest earned on other investments2014-12-31$415,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,203,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,046,251
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$146,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,525,157
Net investment gain/loss from pooled separate accounts2014-12-31$160,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,169,179
Employer contributions (assets) at end of year2014-12-31$113,997
Employer contributions (assets) at beginning of year2014-12-31$98,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,500,097
Contract administrator fees2014-12-31$27,527
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 name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,020,358
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$872,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$857,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,486,048
Value of total assets at end of year2013-12-31$35,903,756
Value of total assets at beginning of year2013-12-31$27,756,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,617
Total interest from all sources2013-12-31$392,245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$124,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$124,589
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$1,443,926
Participant contributions at end of year2013-12-31$72,896
Participant contributions at beginning of year2013-12-31$58,893
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$985,761
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$8,147,730
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,903,756
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,756,026
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$24,319,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,960,530
Value of interest in pooled separate accounts at end of year2013-12-31$1,366,186
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,219,076
Interest earned on other investments2013-12-31$392,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,046,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,431,752
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$39,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,896,175
Net investment gain/loss from pooled separate accounts2013-12-31$121,301
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$2,056,361
Employer contributions (assets) at end of year2013-12-31$98,695
Employer contributions (assets) at beginning of year2013-12-31$85,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$817,111
Contract administrator fees2013-12-31$15,617
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 name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,059,688
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$432,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$432,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,132,102
Value of total assets at end of year2012-12-31$27,756,026
Value of total assets at beginning of year2012-12-31$26,129,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270
Total interest from all sources2012-12-31$122,599
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,081
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$459,552
Participant contributions at end of year2012-12-31$58,893
Participant contributions at beginning of year2012-12-31$26,601
Other income not declared elsewhere2012-12-31$194,070
Administrative expenses (other) incurred2012-12-31$270
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$1,626,836
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,756,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,129,190
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$16,960,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,517,230
Value of interest in pooled separate accounts at end of year2012-12-31$1,219,076
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,221,615
Interest earned on other investments2012-12-31$122,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,431,752
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,254,360
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$135,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$549,989
Net investment gain/loss from pooled separate accounts2012-12-31$30,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$672,550
Employer contributions (assets) at end of year2012-12-31$85,775
Employer contributions (assets) at beginning of year2012-12-31$109,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$297,269
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
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total transfer of assets to this plan2012-08-31$536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$4,231,456
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$1,305,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$1,305,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$2,330,218
Value of total assets at end of year2012-08-31$26,129,190
Value of total assets at beginning of year2012-08-31$23,202,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$0
Total interest from all sources2012-08-31$352,437
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$2,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$454,277
Participant contributions at end of year2012-08-31$26,601
Participant contributions at beginning of year2012-08-31$21,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$2,926,146
Value of net assets at end of year (total assets less liabilities)2012-08-31$26,129,190
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$23,202,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$15,517,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$13,868,213
Value of interest in pooled separate accounts at end of year2012-08-31$1,221,615
Value of interest in pooled separate accounts at beginning of year2012-08-31$1,035,854
Interest earned on other investments2012-08-31$352,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$9,254,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$8,188,381
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$104,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$1,442,863
Net investment gain/loss from pooled separate accounts2012-08-31$105,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,875,941
Employer contributions (assets) at end of year2012-08-31$109,384
Employer contributions (assets) at beginning of year2012-08-31$88,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$1,200,692
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31KPMG LLP
Accountancy firm EIN2012-08-31135565207
2011 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total transfer of assets to this plan2011-08-31$2,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$4,076,581
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$736,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$736,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$2,010,213
Value of total assets at end of year2011-08-31$23,202,508
Value of total assets at beginning of year2011-08-31$19,860,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$0
Total interest from all sources2011-08-31$313,734
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$0
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$406,446
Participant contributions at end of year2011-08-31$21,505
Participant contributions at beginning of year2011-08-31$18,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$34,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$3,340,284
Value of net assets at end of year (total assets less liabilities)2011-08-31$23,202,508
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$19,860,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$13,868,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$11,413,170
Value of interest in pooled separate accounts at end of year2011-08-31$1,035,854
Value of interest in pooled separate accounts at beginning of year2011-08-31$684,620
Interest earned on other investments2011-08-31$313,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$8,188,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$7,634,930
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$195,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$1,612,875
Net investment gain/loss from pooled separate accounts2011-08-31$139,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$1,603,767
Employer contributions (assets) at end of year2011-08-31$88,555
Employer contributions (assets) at beginning of year2011-08-31$74,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$541,085
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31KPMG LLP
Accountancy firm EIN2011-08-31135565207
2010 : ENDICOTT COLLEGE DC RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for ENDICOTT COLLEGE DC RETIREMENT PLAN

2022: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
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: ENDICOTT COLLEGE DC 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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENDICOTT COLLEGE DC RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-01Plan is a collectively bargained planYes
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: ENDICOTT COLLEGE DC RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: ENDICOTT COLLEGE DC RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planYes
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: ENDICOTT COLLEGE DC RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered1069
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered1025
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered1004
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered1001
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered976
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered953
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered857
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered805
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered765
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500218
Policy instance 1
Insurance contract or identification number500218
Number of Individuals Covered741
Insurance policy start date2012-09-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315558
Policy instance 1
Insurance contract or identification number315558
Number of Individuals Covered716
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number315558
Policy instance 1
Insurance contract or identification number315558
Number of Individuals Covered676
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1