401k Plan data: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN plan

WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN
Plan identification number	001

WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: WHEELOCK COLLEGE

Employer identification number (EIN): 042103639

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 NIMET GUNDOGAN
001 2017-01-01 PAUL DUGGAN
001 2016-01-01 PAUL DUGGAN MICHELE CREWS 2017-10-12
001 2015-01-01 PAUL E. DUGGAN MICHELE CREWS 2016-10-11
001 2015-01-01 PAUL DUGGAN MICHELE CREWS 2016-10-12
001 2014-01-01 PAUL E. DUGGAN MICHELE CREWS 2015-10-07
001 2013-01-01 PAUL E. DUGGAN MICHELE CREWS 2014-10-10
001 2012-01-01 PAUL E. DUGGAN MICHELE CREWS 2013-09-25
001 2011-01-01 PAUL E. DUGGAN MICHELE CREWS 2012-10-01
001 2010-01-01 PAUL E. DUGGAN MICHELE CREWS 2011-09-30
001 2009-01-01 PAUL E DUGGAN MICHELE CREWS 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	NIMET GUNDOGAN
001	2017-01-01	PAUL DUGGAN
001	2016-01-01	PAUL DUGGAN	MICHELE CREWS	2017-10-12
001	2015-01-01	PAUL E. DUGGAN	MICHELE CREWS	2016-10-11
001	2015-01-01	PAUL DUGGAN	MICHELE CREWS	2016-10-12
001	2014-01-01	PAUL E. DUGGAN	MICHELE CREWS	2015-10-07
001	2013-01-01	PAUL E. DUGGAN	MICHELE CREWS	2014-10-10
001	2012-01-01	PAUL E. DUGGAN	MICHELE CREWS	2013-09-25
001	2011-01-01	PAUL E. DUGGAN	MICHELE CREWS	2012-10-01
001	2010-01-01	PAUL E. DUGGAN	MICHELE CREWS	2011-09-30
001	2009-01-01	PAUL E DUGGAN	MICHELE CREWS	2010-10-12

Plan Statistics for WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN

Measure Date Value
2018: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 722
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 716
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 321
Number of other retired or separated participants entitled to future benefits 2017-01-01 401
Total of all active and inactive participants 2017-01-01 722
Total participants 2017-01-01 722
Number of participants with account balances 2017-01-01 716
2016: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 699
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 340
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 375
Total of all active and inactive participants 2016-01-01 715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 716
Number of participants with account balances 2016-01-01 713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 681
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 319
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 380
Total of all active and inactive participants 2015-01-01 699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 699
Number of participants with account balances 2015-01-01 697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 650
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 444
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 237
Total of all active and inactive participants 2014-01-01 681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 681
Number of participants with account balances 2014-01-01 675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 627
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 444
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 205
Total of all active and inactive participants 2013-01-01 649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 650
Number of participants with account balances 2013-01-01 626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 608
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 462
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 165
Total of all active and inactive participants 2012-01-01 627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 627
Number of participants with account balances 2012-01-01 597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 598
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 459
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 149
Total of all active and inactive participants 2011-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 608
Number of participants with account balances 2011-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 510
Number of other retired or separated participants entitled to future benefits 2010-01-01 88
Total of all active and inactive participants 2010-01-01 598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 598
Number of participants with account balances 2010-01-01 566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 571
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 498
Number of other retired or separated participants entitled to future benefits 2009-01-01 77
Total of all active and inactive participants 2009-01-01 575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 576
Number of participants with account balances 2009-01-01 546

Measure	Date	Value
2018: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	722
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	716
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	321
Number of other retired or separated participants entitled to future benefits	2017-01-01	401
Total of all active and inactive participants	2017-01-01	722
Total participants	2017-01-01	722
Number of participants with account balances	2017-01-01	716
2016: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	699
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	340
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	375
Total of all active and inactive participants	2016-01-01	715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	716
Number of participants with account balances	2016-01-01	713
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	681
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	319
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	380
Total of all active and inactive participants	2015-01-01	699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	699
Number of participants with account balances	2015-01-01	697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	650
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	444
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	237
Total of all active and inactive participants	2014-01-01	681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	681
Number of participants with account balances	2014-01-01	675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	627
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	444
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	205
Total of all active and inactive participants	2013-01-01	649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	650
Number of participants with account balances	2013-01-01	626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	608
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	462
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	165
Total of all active and inactive participants	2012-01-01	627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	627
Number of participants with account balances	2012-01-01	597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	598
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	459
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	149
Total of all active and inactive participants	2011-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	608
Number of participants with account balances	2011-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	510
Number of other retired or separated participants entitled to future benefits	2010-01-01	88
Total of all active and inactive participants	2010-01-01	598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	598
Number of participants with account balances	2010-01-01	566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	571
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	498
Number of other retired or separated participants entitled to future benefits	2009-01-01	77
Total of all active and inactive participants	2009-01-01	575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	576
Number of participants with account balances	2009-01-01	546

Financial Data on WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2018 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-10-31	$0
Total income from all sources (including contributions)	2018-10-31	$1,833,524
Total loss/gain on sale of assets	2018-10-31	$0
Total of all expenses incurred	2018-10-31	$61,639,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-10-31	$61,606,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-10-31	$1,112,173
Value of total assets at end of year	2018-10-31	$0
Value of total assets at beginning of year	2018-10-31	$59,806,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-10-31	$33,159
Total interest from all sources	2018-10-31	$471,733
Total dividends received (eg from common stock, registered investment company shares)	2018-10-31	$70,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-10-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-10-31	$70,220
Was this plan covered by a fidelity bond	2018-10-31	Yes
Value of fidelity bond cover	2018-10-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-10-31	No
Contributions received from participants	2018-10-31	$652,998
Income. Received or receivable in cash from other sources (including rollovers)	2018-10-31	$14,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-10-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Value of net income/loss	2018-10-31	$-59,806,141
Value of net assets at end of year (total assets less liabilities)	2018-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-10-31	$59,806,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-10-31	No
Were any leases to which the plan was party in default or uncollectible	2018-10-31	No
Investment advisory and management fees	2018-10-31	$9,203
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-10-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-10-31	$43,347,408
Value of interest in pooled separate accounts at end of year	2018-10-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-10-31	$1,720,414
Interest earned on other investments	2018-10-31	$471,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-10-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-10-31	$14,738,319
Expenses. Payments to insurance carriers foe the provision of benefits	2018-10-31	$668,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-10-31	$113,862
Net investment gain/loss from pooled separate accounts	2018-10-31	$65,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-10-31	No
Was there a failure to transmit to the plan any participant contributions	2018-10-31	No
Has the plan failed to provide any benefit when due under the plan	2018-10-31	No
Contributions received in cash from employer	2018-10-31	$444,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-10-31	$60,938,206
Contract administrator fees	2018-10-31	$23,956
Did the plan have assets held for investment	2018-10-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-10-31	Disclaimer
Accountancy firm name	2018-10-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2018-10-31	475324570
2017 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$10,314,099
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,613,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,571,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,411,996
Value of total assets at end of year	2017-12-31	$59,806,141
Value of total assets at beginning of year	2017-12-31	$52,105,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$41,686
Total interest from all sources	2017-12-31	$557,110
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$735,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$735,631
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,325,502
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$284,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,700,715
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$59,806,141
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,105,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$11,846
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$43,347,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,785,947
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,720,414
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,627,142
Interest earned on other investments	2017-12-31	$557,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$14,738,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$14,692,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$6,534,578
Net investment gain/loss from pooled separate accounts	2017-12-31	$74,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$802,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,571,698
Contract administrator fees	2017-12-31	$29,840
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$5,444,949
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,037,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,008,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,316,433
Value of total assets at end of year	2016-12-31	$52,105,426
Value of total assets at beginning of year	2016-12-31	$48,698,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$29,475
Total interest from all sources	2016-12-31	$581,945
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$521,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$521,743
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,361,464
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$135,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,407,203
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,105,426
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$48,698,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$35,785,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$33,464,344
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,627,142
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,700,927
Interest earned on other investments	2016-12-31	$581,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$14,692,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,532,952
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$289,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,938,299
Net investment gain/loss from pooled separate accounts	2016-12-31	$86,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$819,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,718,366
Contract administrator fees	2016-12-31	$29,475
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$3,259,516
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,833,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,816,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,519,935
Value of total assets at end of year	2015-12-31	$48,698,223
Value of total assets at beginning of year	2015-12-31	$47,272,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$17,232
Total interest from all sources	2015-12-31	$515,742
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$531,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$531,292
Administrative expenses professional fees incurred	2015-12-31	$17,232
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,318,124
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$348,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,425,706
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$48,698,223
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$47,272,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$33,464,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$32,736,220
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,700,927
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,508,207
Interest earned on other investments	2015-12-31	$515,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,532,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$13,028,090
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$155,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-429,734
Net investment gain/loss from pooled separate accounts	2015-12-31	$122,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$853,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,660,891
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$12,491,212
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	$3,413,736
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,819,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,819,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,366,771
Value of total assets at end of year	2014-12-31	$47,272,517
Value of total assets at beginning of year	2014-12-31	$33,186,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$417,537
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$308,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$308,557
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$559,729
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$19,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,594,533
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$47,272,517
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$33,186,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$32,736,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$22,713,882
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,508,207
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$822,593
Interest earned on other investments	2014-12-31	$417,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$13,028,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$9,650,297
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$81,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,217,130
Net investment gain/loss from pooled separate accounts	2014-12-31	$103,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$787,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,737,473
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	INSERO & CO CPAS, P.C.
Accountancy firm EIN	2014-12-31	161016457
2013 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$6,128,016
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,629,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,629,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,359,896
Value of total assets at end of year	2013-12-31	$33,186,772
Value of total assets at beginning of year	2013-12-31	$28,688,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$390,928
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$241,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$241,775
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$530,792
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$85,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,498,640
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$33,186,772
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$28,688,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$22,713,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$18,717,838
Value of interest in pooled separate accounts at end of year	2013-12-31	$822,593
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$685,985
Interest earned on other investments	2013-12-31	$390,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$9,650,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$9,284,309
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$192,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$4,067,503
Net investment gain/loss from pooled separate accounts	2013-12-31	$67,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$743,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,436,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN	2013-12-31	161016457
2012 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$4,018,971
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,064,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,064,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,208,726
Value of total assets at end of year	2012-12-31	$28,688,132
Value of total assets at beginning of year	2012-12-31	$25,733,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$366,915
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$88,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$88,391
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$493,861
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,954,537
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$28,688,132
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$25,733,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$18,717,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$16,237,197
Value of interest in pooled separate accounts at end of year	2012-12-31	$685,985
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$507,352
Interest earned on other investments	2012-12-31	$366,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$9,284,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$8,989,046
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$147,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$2,298,526
Net investment gain/loss from pooled separate accounts	2012-12-31	$56,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$710,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$916,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN	2012-12-31	161016457
2011 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,381,025
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,915,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,915,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,150,953
Value of total assets at end of year	2011-12-31	$25,733,595
Value of total assets at beginning of year	2011-12-31	$27,268,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$360,387
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$48,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$48,564
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$452,655
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,534,757
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$25,733,595
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$27,268,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$16,237,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$16,244,683
Value of interest in pooled separate accounts at end of year	2011-12-31	$507,352
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,282,768
Interest earned on other investments	2011-12-31	$360,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$8,989,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,740,901
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$58,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-455,492
Net investment gain/loss from pooled separate accounts	2011-12-31	$276,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$682,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,857,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN	2011-12-31	161016457
2010 : WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,589,505
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$905,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$905,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,131,628
Value of total assets at end of year	2010-12-31	$27,268,352
Value of total assets at beginning of year	2010-12-31	$24,584,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$328,745
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$19,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$19,255
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$441,188
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$18,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,683,529
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$27,268,352
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$24,584,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$16,244,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$15,857,592
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,282,768
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$311,291
Interest earned on other investments	2010-12-31	$328,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,740,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,415,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,964,320
Net investment gain/loss from pooled separate accounts	2010-12-31	$145,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$672,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$905,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN	2010-12-31	161016457

Form 5500 Responses for WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN

2018: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WHEELOCK COLLEGE TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500636

Policy instance

Insurance contract or identification number	500636
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-10-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500636

Policy instance

Insurance contract or identification number	500636
Number of Individuals Covered	475
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500636

Policy instance

Insurance contract or identification number	500636
Number of Individuals Covered	485
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

104048

Policy instance

Insurance contract or identification number	104048
Number of Individuals Covered	386
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

104048

Policy instance

Insurance contract or identification number	104048
Number of Individuals Covered	477
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

104048

Policy instance

Insurance contract or identification number	104048
Number of Individuals Covered	597
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

104048

Policy instance

Insurance contract or identification number	104048
Number of Individuals Covered	378
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

104048

Policy instance

Insurance contract or identification number	104048
Number of Individuals Covered	381
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WHEELOCK COLLEGE
Employer identification number (EIN):	042103639
NAIC Classification:	611000