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EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 401k Plan overview

Plan NameEMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE
Plan identification number 515

EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

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

Company Name:CONNECTICUT COLLEGE
Employer identification number (EIN):060646587
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5152023-01-01REGINALD WHITE2024-06-26
5152022-01-01REGINALD WHITE2023-06-27
5152021-01-01REGINALD WHITE2022-05-10
5152021-01-01REGINALD WHITE2023-06-27
5152020-01-01CHERYL MILLER2021-07-07
5152019-01-01CHERYL MILLER2020-05-27 CHERYL MILLER2020-05-27
5152018-01-01
5152017-01-01
5152016-01-01CHERYL MILLER
5152015-01-01CHERYL MILLER
5152014-01-01NANCY D. ALLEN
5152013-01-01NANCY D. ALLEN
5152012-01-01NANCY D. ALLEN
5152011-01-01NANCY ALLEN
5152010-01-01NANCY ALLEN
5152009-01-01NANCY ALLEN

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Measure Date Value
2023: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2023 401k membership
Total participants, beginning-of-year2023-01-01880
Total number of active participants reported on line 7a of the Form 55002023-01-01473
Number of other retired or separated participants entitled to future benefits2023-01-01410
Total of all active and inactive participants2023-01-01883
2022: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2022 401k membership
Total participants, beginning-of-year2022-01-01852
Total number of active participants reported on line 7a of the Form 55002022-01-01479
Number of other retired or separated participants entitled to future benefits2022-01-01380
Total of all active and inactive participants2022-01-01859
2021: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2021 401k membership
Total participants, beginning-of-year2021-01-01828
Total number of active participants reported on line 7a of the Form 55002021-01-01486
Number of other retired or separated participants entitled to future benefits2021-01-01348
Total of all active and inactive participants2021-01-01834
2020: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2020 401k membership
Total participants, beginning-of-year2020-01-01801
Total number of active participants reported on line 7a of the Form 55002020-01-01491
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01324
Total of all active and inactive participants2020-01-01815
2019: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2019 401k membership
Total participants, beginning-of-year2019-01-01775
Total number of active participants reported on line 7a of the Form 55002019-01-01484
Number of other retired or separated participants entitled to future benefits2019-01-01304
Total of all active and inactive participants2019-01-01788
2018: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2018 401k membership
Total participants, beginning-of-year2018-01-01766
Total number of active participants reported on line 7a of the Form 55002018-01-01477
Number of other retired or separated participants entitled to future benefits2018-01-01298
Total of all active and inactive participants2018-01-01775
2017: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2017 401k membership
Total participants, beginning-of-year2017-01-01734
Total number of active participants reported on line 7a of the Form 55002017-01-01553
Number of other retired or separated participants entitled to future benefits2017-01-01204
Total of all active and inactive participants2017-01-01757
2016: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2016 401k membership
Total participants, beginning-of-year2016-01-01655
Total number of active participants reported on line 7a of the Form 55002016-01-01547
Number of retired or separated participants receiving benefits2016-01-01177
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01724
2015: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2015 401k membership
Total participants, beginning-of-year2015-01-01658
Total number of active participants reported on line 7a of the Form 55002015-01-01538
Number of retired or separated participants receiving benefits2015-01-01117
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01655
2014: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2014 401k membership
Total participants, beginning-of-year2014-01-01697
Total number of active participants reported on line 7a of the Form 55002014-01-01541
Number of retired or separated participants receiving benefits2014-01-01117
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01658
2013: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2013 401k membership
Total participants, beginning-of-year2013-01-01789
Total number of active participants reported on line 7a of the Form 55002013-01-01590
Number of retired or separated participants receiving benefits2013-01-01107
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01697
2012: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2012 401k membership
Total participants, beginning-of-year2012-01-01712
Total number of active participants reported on line 7a of the Form 55002012-01-01706
Number of retired or separated participants receiving benefits2012-01-0183
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01789
2011: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2011 401k membership
Total participants, beginning-of-year2011-01-01602
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01628
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2010 401k membership
Total participants, beginning-of-year2010-01-01569
Total number of active participants reported on line 7a of the Form 55002010-01-01510
Number of retired or separated participants receiving benefits2010-01-0192
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01602
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2009 401k membership
Total participants, beginning-of-year2009-01-01526
Total number of active participants reported on line 7a of the Form 55002009-01-01505
Number of retired or separated participants receiving benefits2009-01-0164
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01569
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Measure Date Value
2023 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,252,441
Total of all expenses incurred2023-12-31$373,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$316,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$650,351
Value of total assets at end of year2023-12-31$5,315,468
Value of total assets at beginning of year2023-12-31$4,436,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$57,744
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$117,319
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$117,319
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$750,000
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$278,814
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$878,477
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,315,468
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,436,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,315,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,436,991
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$216,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$484,771
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$371,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$99,701
Contract administrator fees2023-12-31$57,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MP P.C.
Accountancy firm EIN2023-12-31043191789
2022 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-38,336
Total of all expenses incurred2022-12-31$418,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$364,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$651,270
Value of total assets at end of year2022-12-31$4,436,991
Value of total assets at beginning of year2022-12-31$4,894,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,974
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$229,778
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$229,778
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$750,000
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$283,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-457,176
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,436,991
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,894,167
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$4,436,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,894,167
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$229,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-919,384
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$367,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$135,315
Contract administrator fees2022-12-31$53,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MP P.C.
Accountancy firm EIN2022-12-31043191789
2021 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,037,958
Total of all expenses incurred2021-12-31$343,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$293,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$628,522
Value of total assets at end of year2021-12-31$4,894,167
Value of total assets at beginning of year2021-12-31$4,199,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$50,345
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$333,033
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$333,033
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$265,994
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$694,323
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,894,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,199,844
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$4,894,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,199,844
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$217,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$76,403
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$362,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,455
Contract administrator fees2021-12-31$50,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MP P.C.
Accountancy firm EIN2021-12-31043191789
2020 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,073,063
Total of all expenses incurred2020-12-31$364,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$317,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$598,649
Value of total assets at end of year2020-12-31$4,199,844
Value of total assets at beginning of year2020-12-31$3,491,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,803
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$194,967
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$194,967
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$240,471
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$708,443
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,199,844
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,491,401
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$4,199,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,491,401
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$256,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$279,447
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$358,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$61,487
Contract administrator fees2020-12-31$46,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MP P.C.
Accountancy firm EIN2020-12-31043191789
2019 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,069,397
Total of all expenses incurred2019-12-31$388,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$342,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$543,044
Value of total assets at end of year2019-12-31$3,491,401
Value of total assets at beginning of year2019-12-31$2,810,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$45,294
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$117,987
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$117,987
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$750,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$207,829
Participant contributions at beginning of year2019-12-31$1,781
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$681,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,491,401
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,810,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,491,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,780,121
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$257,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$408,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$335,215
Employer contributions (assets) at beginning of year2019-12-31$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$84,896
Contract administrator fees2019-12-31$45,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MP P.C
Accountancy firm EIN2019-12-31043191789
2018 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$361,906
Total of all expenses incurred2018-12-31$363,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$322,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$538,303
Value of total assets at end of year2018-12-31$2,810,017
Value of total assets at beginning of year2018-12-31$2,811,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,537
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$162,271
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$162,271
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$750,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$202,247
Participant contributions at end of year2018-12-31$1,781
Participant contributions at beginning of year2018-12-31$1,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,810,017
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,811,484
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$2,780,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,810,449
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$253,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-338,668
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$336,056
Employer contributions (assets) at end of year2018-12-31$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$69,121
Contract administrator fees2018-12-31$40,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MP P.C.
Accountancy firm EIN2018-12-31043191789
2017 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$858,917
Total of all expenses incurred2017-12-31$293,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$259,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$488,211
Value of total assets at end of year2017-12-31$2,811,484
Value of total assets at beginning of year2017-12-31$2,245,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,889
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$115,155
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$115,155
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$750,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$158,655
Participant contributions at end of year2017-12-31$1,035
Participant contributions at beginning of year2017-12-31$925
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$565,489
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,811,484
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,245,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,810,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,245,070
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$222,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$255,551
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$329,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,097
Contract administrator fees2017-12-31$33,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31THE MP GROUP, P.C.
Accountancy firm EIN2017-12-31043191789
2016 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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$596,199
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$275,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$242,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$464,281
Value of total assets at end of year2016-12-31$2,245,995
Value of total assets at beginning of year2016-12-31$1,925,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,200
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$99,529
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$99,529
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$146,430
Participant contributions at end of year2016-12-31$925
Participant contributions at beginning of year2016-12-31$937
Administrative expenses (other) incurred2016-12-31$33,200
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$320,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,245,995
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,925,414
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$2,245,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,900,898
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$212,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,389
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$317,851
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$23,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$29,431
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 name2016-12-31MORIARTY & PRIMACK
Accountancy firm EIN2016-12-31043191789
2015 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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$286
Total income from all sources (including contributions)2015-12-31$395,998
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$223,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$195,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$398,515
Value of total assets at end of year2015-12-31$1,925,414
Value of total assets at beginning of year2015-12-31$1,752,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,689
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$110,077
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$110,077
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$128,708
Participant contributions at end of year2015-12-31$937
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$286
Administrative expenses (other) incurred2015-12-31$27,689
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$172,759
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,925,414
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,752,655
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$1,900,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,751,987
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$178,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-112,594
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$269,807
Employer contributions (assets) at end of year2015-12-31$23,579
Employer contributions (assets) at beginning of year2015-12-31$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,677
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 name2015-12-31MORIARTY & PRIMACK
Accountancy firm EIN2015-12-31043191789
2014 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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$286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32
Total income from all sources (including contributions)2014-12-31$444,075
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$198,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$172,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$373,605
Value of total assets at end of year2014-12-31$1,752,941
Value of total assets at beginning of year2014-12-31$1,507,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,982
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,584
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$94,584
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$123,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$32
Administrative expenses (other) incurred2014-12-31$25,982
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$245,575
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,752,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,507,080
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$1,751,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,507,112
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$158,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-24,114
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$249,887
Employer contributions (assets) at end of year2014-12-31$954
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,537
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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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$32
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$545,694
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$174,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$348,607
Value of total assets at end of year2013-12-31$1,507,112
Value of total assets at beginning of year2013-12-31$1,135,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,666
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,827
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$73,827
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$110,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$22,666
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$371,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,507,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,135,535
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$1,507,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,130,251
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$135,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$123,260
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$238,055
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,183
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 name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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$1,243
Total income from all sources (including contributions)2012-12-31$443,644
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$163,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$142,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$321,301
Value of total assets at end of year2012-12-31$1,135,535
Value of total assets at beginning of year2012-12-31$856,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,790
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,705
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$40,705
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$750,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$106,093
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,243
Administrative expenses (other) incurred2012-12-31$20,790
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$280,468
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,135,535
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$855,067
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$1,130,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$809,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,471
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$131,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$81,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$215,208
Employer contributions (assets) at end of year2012-12-31$5,284
Employer contributions (assets) at beginning of year2012-12-31$21,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,697
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 name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,729
Total income from all sources (including contributions)2011-12-31$300,895
Total of all expenses incurred2011-12-31$135,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$114,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$315,089
Value of total assets at end of year2011-12-31$856,310
Value of total assets at beginning of year2011-12-31$693,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,778
Total interest from all sources2011-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,641
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$27,641
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$80,777
Participant contributions at end of year2011-12-31$50
Participant contributions at beginning of year2011-12-31$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,729
Administrative expenses (other) incurred2011-12-31$20,778
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$165,477
Value of net assets at end of year (total assets less liabilities)2011-12-31$855,067
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$689,590
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$809,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$669,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$25,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$95,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$234,312
Employer contributions (assets) at end of year2011-12-31$21,085
Employer contributions (assets) at beginning of year2011-12-31$2,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,281
Total income from all sources (including contributions)2010-12-31$338,714
Total of all expenses incurred2010-12-31$97,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$269,308
Value of total assets at end of year2010-12-31$693,319
Value of total assets at beginning of year2010-12-31$451,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,323
Total interest from all sources2010-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,246
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$16,246
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$66,028
Participant contributions at end of year2010-12-31$60
Participant contributions at beginning of year2010-12-31$1,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,281
Administrative expenses (other) incurred2010-12-31$17,323
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$241,562
Value of net assets at end of year (total assets less liabilities)2010-12-31$689,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$448,028
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$669,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$419,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$76,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,157
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$203,280
Employer contributions (assets) at end of year2010-12-31$2,747
Employer contributions (assets) at beginning of year2010-12-31$17,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

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

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered71
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $181,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered47
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered78
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $188,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered48
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered78
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $186,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered38
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered80
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $218,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered38
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered83
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $213,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 1
Insurance contract or identification number820363
Number of Individuals Covered40
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered84
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $216,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82038649
Policy instance 1
Insurance contract or identification number82038649
Number of Individuals Covered41
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered75
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $173,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82038649
Policy instance 1
Insurance contract or identification number82038649
Number of Individuals Covered41
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038649
Policy instance 1
Insurance contract or identification number82036382038649
Number of Individuals Covered33
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $21,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 3
Insurance contract or identification number820363
Number of Individuals Covered48
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $79,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363
Policy instance 2
Insurance contract or identification number820363
Number of Individuals Covered64
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $64,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038649
Policy instance 1
Insurance contract or identification number82036382038649
Number of Individuals Covered29
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $16,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382036349
Policy instance 2
Insurance contract or identification number82036382036349
Number of Individuals Covered40
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $77,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE351468
Policy instance 3
Insurance contract or identification numberAE351468
Number of Individuals Covered49
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $50,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE426878
Policy instance 4
Insurance contract or identification numberAE426878
Number of Individuals Covered2
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE351468
Policy instance 3
Insurance contract or identification numberAE351468
Number of Individuals Covered41
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $43,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038649
Policy instance 1
Insurance contract or identification number82036382038649
Number of Individuals Covered22
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $12,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382036349
Policy instance 2
Insurance contract or identification number82036382036349
Number of Individuals Covered36
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $69,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382038649
Policy instance 1
Insurance contract or identification number82036382038649
Number of Individuals Covered20
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?No
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $10,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE351468
Policy instance 3
Insurance contract or identification numberAE351468
Number of Individuals Covered38
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?No
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
Welfare Benefit Premiums Paid to CarrierUSD $39,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036382036349
Policy instance 2
Insurance contract or identification number82036382036349
Number of Individuals Covered36
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $66,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract numberAE351468
Policy instance 3
Insurance contract or identification numberAE351468
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $35,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363-363-49
Policy instance 2
Insurance contract or identification number820363-363-49
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number820363-386-49
Policy instance 1
Insurance contract or identification number820363-386-49
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAE351468
Policy instance 3
Insurance contract or identification numberAE351468
Number of Individuals Covered26
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
Welfare Benefit Premiums Paid to CarrierUSD $26,101
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036338649
Policy instance 2
Insurance contract or identification number82036338649
Number of Individuals Covered11
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,013
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80012 )
Policy contract number82036336349
Policy instance 1
Insurance contract or identification number82036336349
Number of Individuals Covered26
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,450

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