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MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameMERRIMACK COLLEGE 403(B) RETIREMENT PLAN
Plan identification number 001

MERRIMACK COLLEGE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:MERRIMACK COLLEGE
Employer identification number (EIN):042103731
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRIMACK COLLEGE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL SEAMUS HARREYS2024-09-17
0012022-01-01JEFFREY DOGGETT2023-12-06
0012021-01-01JEFFREY DOGGETT2022-12-07
0012020-01-01JEFFREY DOGGETT2021-10-10
0012019-01-01JEFFREY DOGGETT2020-10-14
0012018-01-01JEFFREY DOGGETT2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM KLINE
0012014-01-01
0012013-01-01WILLIAM KLINE
0012012-01-01CHRISTINE ABOWITZ
0012011-01-01CHRISTINE ABOWITZ
0012010-01-01CHRISTINE ABOWITZ
0012009-01-01FREDERICK QUIVEY FREDERICK QUIVEY2010-10-07

Plan Statistics for MERRIMACK COLLEGE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for MERRIMACK COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2023: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,784
Total number of active participants reported on line 7a of the Form 55002023-01-01647
Number of retired or separated participants receiving benefits2023-01-01225
Number of other retired or separated participants entitled to future benefits2023-01-01505
Total of all active and inactive participants2023-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-011,384
Number of participants with account balances2023-01-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,726
Total number of active participants reported on line 7a of the Form 55002022-01-011,058
Number of retired or separated participants receiving benefits2022-01-01211
Number of other retired or separated participants entitled to future benefits2022-01-01498
Total of all active and inactive participants2022-01-011,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0117
Total participants2022-01-011,784
Number of participants with account balances2022-01-011,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,565
Total number of active participants reported on line 7a of the Form 55002021-01-011,036
Number of retired or separated participants receiving benefits2021-01-01199
Number of other retired or separated participants entitled to future benefits2021-01-01473
Total of all active and inactive participants2021-01-011,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0118
Total participants2021-01-011,726
Number of participants with account balances2021-01-011,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,656
Total number of active participants reported on line 7a of the Form 55002020-01-01930
Number of retired or separated participants receiving benefits2020-01-01179
Number of other retired or separated participants entitled to future benefits2020-01-01442
Total of all active and inactive participants2020-01-011,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-011,565
Number of participants with account balances2020-01-011,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,531
Total number of active participants reported on line 7a of the Form 55002019-01-011,032
Number of retired or separated participants receiving benefits2019-01-01133
Number of other retired or separated participants entitled to future benefits2019-01-01484
Total of all active and inactive participants2019-01-011,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,649
Number of participants with account balances2019-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,204
Total number of active participants reported on line 7a of the Form 55002018-01-01654
Number of retired or separated participants receiving benefits2018-01-01202
Number of other retired or separated participants entitled to future benefits2018-01-01391
Total of all active and inactive participants2018-01-011,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,250
Number of participants with account balances2018-01-011,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,221
Total number of active participants reported on line 7a of the Form 55002017-01-01635
Number of retired or separated participants receiving benefits2017-01-01184
Number of other retired or separated participants entitled to future benefits2017-01-01385
Total of all active and inactive participants2017-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,204
Number of participants with account balances2017-01-011,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,143
Total number of active participants reported on line 7a of the Form 55002016-01-01668
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01549
Total of all active and inactive participants2016-01-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,221
Number of participants with account balances2016-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,038
Total number of active participants reported on line 7a of the Form 55002015-01-01603
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01532
Total of all active and inactive participants2015-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,143
Number of participants with account balances2015-01-01945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,037
Total number of active participants reported on line 7a of the Form 55002014-01-01578
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01515
Total of all active and inactive participants2014-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,093
Number of participants with account balances2014-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,069
Total number of active participants reported on line 7a of the Form 55002013-01-01533
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01504
Total of all active and inactive participants2013-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,037
Number of participants with account balances2013-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01953
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01508
Total of all active and inactive participants2012-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,069
Number of participants with account balances2012-01-01829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01833
Total number of active participants reported on line 7a of the Form 55002011-01-01466
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01485
Total of all active and inactive participants2011-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01953
Number of participants with account balances2011-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01780
Total number of active participants reported on line 7a of the Form 55002010-01-01481
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01476
Total of all active and inactive participants2010-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01957
Number of participants with account balances2010-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01722
Total number of active participants reported on line 7a of the Form 55002009-01-01338
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01442
Total of all active and inactive participants2009-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01780
Number of participants with account balances2009-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MERRIMACK COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2023 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$28,097,295
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$13,031,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$12,977,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,581,893
Value of total assets at end of year2023-12-31$165,180,906
Value of total assets at beginning of year2023-12-31$150,115,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$54,208
Total interest from all sources2023-12-31$1,933,715
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,083,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,083,091
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,927,373
Participant contributions at end of year2023-12-31$157,034
Participant contributions at beginning of year2023-12-31$91,948
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$110,569
Other income not declared elsewhere2023-12-31$83,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$15,065,398
Value of net assets at end of year (total assets less liabilities)2023-12-31$165,180,906
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$150,115,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$120,279,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$102,879,055
Value of interest in pooled separate accounts at end of year2023-12-31$3,061,469
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,715,941
Interest on participant loans2023-12-31$10,292
Interest earned on other investments2023-12-31$1,923,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$41,682,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$42,428,564
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$929,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$16,959,898
Net investment gain/loss from pooled separate accounts2023-12-31$-545,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,543,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$12,047,794
Contract administrator fees2023-12-31$8,583
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Disclaimer
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,796,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,158,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,078,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,563,794
Value of total assets at end of year2022-12-31$150,115,508
Value of total assets at beginning of year2022-12-31$168,068,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,260
Total interest from all sources2022-12-31$1,734,195
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,647,811
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$3,647,811
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
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$3,418,090
Participant contributions at end of year2022-12-31$91,948
Participant contributions at beginning of year2022-12-31$54,137
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,000,723
Other income not declared elsewhere2022-12-31$64,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,954,147
Value of net assets at end of year (total assets less liabilities)2022-12-31$150,115,508
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$168,068,742
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$102,879,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,199,234
Value of interest in pooled separate accounts at end of year2022-12-31$4,715,941
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,313,364
Interest on participant loans2022-12-31$3,045
Interest earned on other investments2022-12-31$1,731,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$42,428,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,502,007
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$512,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,175,541
Net investment gain/loss from pooled separate accounts2022-12-31$369,279
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$3,144,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,566,188
Contract administrator fees2022-12-31$79,260
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : MERRIMACK COLLEGE 403(B) 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$26,075,540
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,914,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,891,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,541,950
Value of total assets at end of year2021-12-31$168,068,742
Value of total assets at beginning of year2021-12-31$152,907,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,138
Total interest from all sources2021-12-31$1,507,705
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,947,527
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$4,947,527
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
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$3,518,815
Participant contributions at end of year2021-12-31$54,137
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$653,356
Other income not declared elsewhere2021-12-31$23,921
Administrative expenses (other) incurred2021-12-31$14,525
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$15,161,384
Value of net assets at end of year (total assets less liabilities)2021-12-31$168,068,742
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$152,907,358
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$120,199,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$105,616,936
Value of interest in pooled separate accounts at end of year2021-12-31$4,313,364
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,886,918
Interest on participant loans2021-12-31$951
Interest earned on other investments2021-12-31$1,506,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,502,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$43,403,504
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$305,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,374,049
Net investment gain/loss from pooled separate accounts2021-12-31$680,388
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$3,369,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,585,877
Contract administrator fees2021-12-31$8,613
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 name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : MERRIMACK COLLEGE 403(B) 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$22,811,360
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,396,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,382,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,133,346
Value of total assets at end of year2020-12-31$152,907,358
Value of total assets at beginning of year2020-12-31$136,492,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,624
Total interest from all sources2020-12-31$1,684,539
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,614,757
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$2,614,757
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
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$3,348,916
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$473,407
Other income not declared elsewhere2020-12-31$13,527
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$16,414,977
Value of net assets at end of year (total assets less liabilities)2020-12-31$152,907,358
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$136,492,381
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$105,616,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,612,903
Value of interest in pooled separate accounts at end of year2020-12-31$3,886,918
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,665,990
Interest earned on other investments2020-12-31$1,684,539
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$43,403,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$43,213,488
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$888,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,407,462
Net investment gain/loss from pooled separate accounts2020-12-31$-42,271
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$3,311,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,494,262
Contract administrator fees2020-12-31$13,624
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 name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$26,631,646
Total income from all sources (including contributions)2019-12-31$26,631,646
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,822,246
Total of all expenses incurred2019-12-31$7,822,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,808,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,808,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,209,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,209,991
Value of total assets at end of year2019-12-31$136,492,381
Value of total assets at end of year2019-12-31$136,492,381
Value of total assets at beginning of year2019-12-31$117,682,981
Value of total assets at beginning of year2019-12-31$117,682,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,105
Total interest from all sources2019-12-31$1,680,628
Total interest from all sources2019-12-31$1,680,628
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,047,106
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,047,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,047,106
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,047,106
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,131,468
Contributions received from participants2019-12-31$3,131,468
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,768,925
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,768,925
Other income not declared elsewhere2019-12-31$13,812
Other income not declared elsewhere2019-12-31$13,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,809,400
Value of net income/loss2019-12-31$18,809,400
Value of net assets at end of year (total assets less liabilities)2019-12-31$136,492,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$136,492,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$117,682,981
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$117,682,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,612,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,612,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,774,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,774,738
Value of interest in pooled separate accounts at end of year2019-12-31$5,665,990
Value of interest in pooled separate accounts at end of year2019-12-31$5,665,990
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,735,427
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,735,427
Interest earned on other investments2019-12-31$1,680,628
Interest earned on other investments2019-12-31$1,680,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$43,213,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$43,213,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$43,172,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$43,172,816
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$566,239
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$566,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,382,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,382,305
Net investment gain/loss from pooled separate accounts2019-12-31$297,804
Net investment gain/loss from pooled separate accounts2019-12-31$297,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,309,598
Contributions received in cash from employer2019-12-31$3,309,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,241,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,241,902
Contract administrator fees2019-12-31$14,105
Contract administrator fees2019-12-31$14,105
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$11,622
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$2,418,411
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,238,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,223,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,423,234
Value of total assets at end of year2018-12-31$117,682,981
Value of total assets at beginning of year2018-12-31$122,491,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,456
Total interest from all sources2018-12-31$1,757,716
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,222,054
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$2,222,054
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
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$2,734,572
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$670,436
Other income not declared elsewhere2018-12-31$15,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,820,479
Value of net assets at end of year (total assets less liabilities)2018-12-31$117,682,981
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$122,491,838
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$68,774,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$73,753,792
Value of interest in pooled separate accounts at end of year2018-12-31$5,735,427
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,071,017
Interest earned on other investments2018-12-31$1,757,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$43,172,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$43,667,029
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,299,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,250,313
Net investment gain/loss from pooled separate accounts2018-12-31$250,164
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$3,018,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,923,858
Contract administrator fees2018-12-31$15,456
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 name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : MERRIMACK COLLEGE 403(B) 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$19,337,358
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,475,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,429,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,600,624
Value of total assets at end of year2017-12-31$122,491,838
Value of total assets at beginning of year2017-12-31$109,629,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,664
Total interest from all sources2017-12-31$1,721,816
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,413,568
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$1,413,568
Administrative expenses professional fees incurred2017-12-31$25,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$2,550,216
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$8,946
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$343,761
Other income not declared elsewhere2017-12-31$18,250
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$12,862,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$122,491,838
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$109,629,522
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
Investment advisory and management fees2017-12-31$20,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$73,753,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,481,580
Value of interest in pooled separate accounts at end of year2017-12-31$5,071,017
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,074,215
Interest earned on other investments2017-12-31$1,721,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$43,667,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$44,055,578
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,191,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,368,520
Net investment gain/loss from pooled separate accounts2017-12-31$214,580
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$2,706,647
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$9,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,238,172
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 name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : MERRIMACK COLLEGE 403(B) 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$14,361,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,107,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,079,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,809,613
Value of total assets at end of year2016-12-31$109,629,522
Value of total assets at beginning of year2016-12-31$102,375,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,630
Total interest from all sources2016-12-31$1,815,157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$861,934
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$861,934
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
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$2,413,791
Participant contributions at end of year2016-12-31$8,946
Participant contributions at beginning of year2016-12-31$7,593
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,942,885
Other income not declared elsewhere2016-12-31$9,816
Administrative expenses (other) incurred2016-12-31$155
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$7,254,309
Value of net assets at end of year (total assets less liabilities)2016-12-31$109,629,522
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,375,213
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$60,481,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$56,971,224
Value of interest in pooled separate accounts at end of year2016-12-31$5,074,215
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,677,982
Interest earned on other investments2016-12-31$1,815,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$44,055,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$40,709,386
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$622,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,619,327
Net investment gain/loss from pooled separate accounts2016-12-31$245,712
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$2,452,937
Employer contributions (assets) at end of year2016-12-31$9,203
Employer contributions (assets) at beginning of year2016-12-31$9,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,457,619
Contract administrator fees2016-12-31$27,475
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : MERRIMACK COLLEGE 403(B) 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$6,880,216
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,167,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,149,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,120,097
Value of total assets at end of year2015-12-31$102,375,213
Value of total assets at beginning of year2015-12-31$105,662,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,501
Total interest from all sources2015-12-31$1,655,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$996,228
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$996,228
Administrative expenses professional fees incurred2015-12-31$18,501
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
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$2,233,438
Participant contributions at end of year2015-12-31$7,593
Participant contributions at beginning of year2015-12-31$6,846
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$648,613
Other income not declared elsewhere2015-12-31$13,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,287,428
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,375,213
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$105,662,641
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$56,971,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$60,997,124
Value of interest in pooled separate accounts at end of year2015-12-31$4,677,982
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,137,638
Interest earned on other investments2015-12-31$1,655,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$40,709,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$40,512,418
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,128,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,251,385
Net investment gain/loss from pooled separate accounts2015-12-31$346,116
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$2,238,046
Employer contributions (assets) at end of year2015-12-31$9,028
Employer contributions (assets) at beginning of year2015-12-31$8,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,020,720
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : MERRIMACK COLLEGE 403(B) 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$10,512,883
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,650,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,650,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,798,572
Value of total assets at end of year2014-12-31$105,662,641
Value of total assets at beginning of year2014-12-31$98,800,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,671,345
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$819,708
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$819,708
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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$1,960,402
Participant contributions at end of year2014-12-31$6,846
Participant contributions at beginning of year2014-12-31$6,461
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$781,142
Other income not declared elsewhere2014-12-31$15,883
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$6,862,195
Value of net assets at end of year (total assets less liabilities)2014-12-31$105,662,641
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,800,446
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$60,997,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,171,574
Value of interest in pooled separate accounts at end of year2014-12-31$4,137,638
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,527,154
Interest earned on other investments2014-12-31$1,671,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$40,512,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$39,086,473
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$304,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,765,180
Net investment gain/loss from pooled separate accounts2014-12-31$442,195
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$2,057,028
Employer contributions (assets) at end of year2014-12-31$8,615
Employer contributions (assets) at beginning of year2014-12-31$8,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,345,945
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : MERRIMACK COLLEGE 403(B) 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$16,138,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,946,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,946,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,865,230
Value of total assets at end of year2013-12-31$98,800,446
Value of total assets at beginning of year2013-12-31$86,608,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$175
Total interest from all sources2013-12-31$1,568,991
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$612,021
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$612,021
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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$1,733,417
Participant contributions at end of year2013-12-31$6,461
Participant contributions at beginning of year2013-12-31$5,815
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$316,703
Other income not declared elsewhere2013-12-31$29,734
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$12,191,945
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,800,446
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,608,501
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$56,171,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$45,681,317
Value of interest in pooled separate accounts at end of year2013-12-31$3,527,154
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,251,875
Interest earned on other investments2013-12-31$1,568,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$39,086,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$37,662,971
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$216,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,746,597
Net investment gain/loss from pooled separate accounts2013-12-31$316,219
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$1,815,110
Employer contributions (assets) at end of year2013-12-31$8,784
Employer contributions (assets) at beginning of year2013-12-31$6,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,729,928
Contract administrator fees2013-12-31$175
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : MERRIMACK COLLEGE 403(B) 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$11,154,084
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,546,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,546,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,604,065
Value of total assets at end of year2012-12-31$86,608,501
Value of total assets at beginning of year2012-12-31$79,001,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,465,143
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$204,190
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$204,190
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,614,072
Participant contributions at end of year2012-12-31$5,815
Participant contributions at beginning of year2012-12-31$3,806
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$327,822
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$7,607,420
Value of net assets at end of year (total assets less liabilities)2012-12-31$86,608,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,001,081
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$45,681,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,160,449
Value of interest in pooled separate accounts at end of year2012-12-31$3,251,875
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,803,668
Interest earned on other investments2012-12-31$1,465,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$37,662,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$36,027,669
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$45,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,595,151
Net investment gain/loss from pooled separate accounts2012-12-31$285,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,662,171
Employer contributions (assets) at end of year2012-12-31$6,523
Employer contributions (assets) at beginning of year2012-12-31$5,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,501,204
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,296,284
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,862,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,862,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,669,833
Value of total assets at end of year2011-12-31$79,001,081
Value of total assets at beginning of year2011-12-31$77,567,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Total interest from all sources2011-12-31$1,397,993
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$121,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$121,312
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,510,362
Participant contributions at end of year2011-12-31$3,806
Participant contributions at beginning of year2011-12-31$57,196
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$624,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,433,879
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,001,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,567,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$40,160,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$41,703,470
Value of interest in pooled separate accounts at end of year2011-12-31$2,803,668
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,549,377
Interest earned on other investments2011-12-31$1,397,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$36,027,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$34,189,526
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$147,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,185,099
Net investment gain/loss from pooled separate accounts2011-12-31$292,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,535,354
Employer contributions (assets) at end of year2011-12-31$5,489
Employer contributions (assets) at beginning of year2011-12-31$67,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,714,712
Contract administrator fees2011-12-31$75
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,362,184
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,195,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,195,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,071,301
Value of total assets at end of year2010-12-31$77,567,202
Value of total assets at beginning of year2010-12-31$72,400,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80
Total interest from all sources2010-12-31$1,314,400
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$50,028
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,379,171
Participant contributions at end of year2010-12-31$57,196
Participant contributions at beginning of year2010-12-31$53,392
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$267,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,166,280
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,567,202
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,400,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$41,703,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,713,617
Value of interest in pooled separate accounts at end of year2010-12-31$1,549,377
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,179,726
Interest earned on other investments2010-12-31$1,314,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$34,189,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$34,393,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,754,676
Net investment gain/loss from pooled separate accounts2010-12-31$171,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,424,660
Employer contributions (assets) at end of year2010-12-31$67,633
Employer contributions (assets) at beginning of year2010-12-31$61,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,195,824
Contract administrator fees2010-12-31$80
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MERRIMACK COLLEGE 403(B) RETIREMENT PLAN

2023: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MERRIMACK COLLEGE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered671
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered674
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered678
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered706
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered717
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered1078
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered1033
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered945
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered910
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered870
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered829
Insurance policy start date2012-01-01
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered813
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number102819
Policy instance 1
Insurance contract or identification number102819
Number of Individuals Covered778
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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