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

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

HARTWICK COLLEGE 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:HARTWICK COLLEGE
Employer identification number (EIN):150533561
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUZANNE JANITZ2023-06-30 SUZANNE JANITZ2023-06-30
0012021-01-01SUZANNE JANITZ2022-06-27
0012020-01-01SUZANNE JANITZ2021-05-03
0012019-01-01SUZANNE JANITZ2020-07-15
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SUZANNE JANITZ SUZANNE JANITZ2015-09-17
0012013-01-01SUZANNE JANITZ SUZANNE JANITZ2014-07-07
0012012-01-01SUZANNE JANITZ SUZANNE JANITZ2013-07-29
0012011-01-01SUZANNE JANITZ SUZANNE JANITZ2012-06-20
0012010-01-01SUZANNE JANITZ SUZANNE JANITZ2011-09-09
0012009-01-01SUZANNE JANITZ

Plan Statistics for HARTWICK COLLEGE 403(B) RETIREMENT PLAN

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

Measure Date Value
2022: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01905
Total number of active participants reported on line 7a of the Form 55002022-01-01506
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01415
Total of all active and inactive participants2022-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01928
Number of participants with account balances2022-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01871
Total number of active participants reported on line 7a of the Form 55002021-01-01483
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01412
Total of all active and inactive participants2021-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01905
Number of participants with account balances2021-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01874
Total number of active participants reported on line 7a of the Form 55002020-01-01436
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01430
Total of all active and inactive participants2020-01-01867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01871
Number of participants with account balances2020-01-01826
2019: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01856
Total number of active participants reported on line 7a of the Form 55002019-01-01409
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01440
Total of all active and inactive participants2019-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01854
Number of participants with account balances2019-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01841
Total number of active participants reported on line 7a of the Form 55002018-01-01411
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01446
Total of all active and inactive participants2018-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01864
Number of participants with account balances2018-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01786
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01395
Total of all active and inactive participants2017-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01841
Number of participants with account balances2017-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01759
Total number of active participants reported on line 7a of the Form 55002016-01-01396
Number of other retired or separated participants entitled to future benefits2016-01-01438
Total of all active and inactive participants2016-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01839
Number of participants with account balances2016-01-01786
2015: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01762
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of other retired or separated participants entitled to future benefits2015-01-01466
Total of all active and inactive participants2015-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01798
Number of participants with account balances2015-01-01759
2014: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01770
Total number of active participants reported on line 7a of the Form 55002014-01-01345
Number of other retired or separated participants entitled to future benefits2014-01-01446
Total of all active and inactive participants2014-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01794
Number of participants with account balances2014-01-01762
2013: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01742
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of other retired or separated participants entitled to future benefits2013-01-01445
Total of all active and inactive participants2013-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01775
Number of participants with account balances2013-01-01770
2012: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01732
Total number of active participants reported on line 7a of the Form 55002012-01-01329
Number of other retired or separated participants entitled to future benefits2012-01-01424
Total of all active and inactive participants2012-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01756
Number of participants with account balances2012-01-01742
2011: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01794
Total number of active participants reported on line 7a of the Form 55002011-01-01331
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01425
Total of all active and inactive participants2011-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01758
Number of participants with account balances2011-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01713
Total number of active participants reported on line 7a of the Form 55002010-01-01305
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01489
Total of all active and inactive participants2010-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01794
Number of participants with account balances2010-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01745
Total number of active participants reported on line 7a of the Form 55002009-01-01623
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0190
Total of all active and inactive participants2009-01-01713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01713
Number of participants with account balances2009-01-01676
Number of employers contributing to the scheme2009-01-010

Financial Data on HARTWICK COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-7,488,562
Total of all expenses incurred2022-12-31$5,919,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,829,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,575,379
Value of total assets at end of year2022-12-31$87,979,128
Value of total assets at beginning of year2022-12-31$101,387,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,857
Total interest from all sources2022-12-31$1,178,301
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,113,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,113,611
Administrative expenses professional fees incurred2022-12-31$12,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,394,570
Participant contributions at end of year2022-12-31$79,444
Participant contributions at beginning of year2022-12-31$76,583
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,158,091
Other income not declared elsewhere2022-12-31$53,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,408,516
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,979,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$101,387,644
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
Investment advisory and management fees2022-12-31$24,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$54,091,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$68,014,080
Value of interest in pooled separate accounts at end of year2022-12-31$4,458,211
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,376,597
Interest on participant loans2022-12-31$3,759
Interest earned on other investments2022-12-31$1,172,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$29,349,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$28,920,384
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$379,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,768,431
Net investment gain/loss from pooled separate accounts2022-12-31$358,936
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$1,022,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,450,073
Contract administrator fees2022-12-31$53,175
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 name2022-12-31BERRY, DUNN, MCNEIL & PARKER (NY),
Accountancy firm EIN2022-12-31474404499
2021 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$14,304,211
Total of all expenses incurred2021-12-31$6,253,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,153,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,237,819
Value of total assets at end of year2021-12-31$101,387,644
Value of total assets at beginning of year2021-12-31$93,337,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$99,776
Total interest from all sources2021-12-31$1,006,652
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,245,024
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$1,245,024
Administrative expenses professional fees incurred2021-12-31$12,300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,361,540
Participant contributions at end of year2021-12-31$76,583
Participant contributions at beginning of year2021-12-31$14,616
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$862,440
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$8,050,448
Value of net assets at end of year (total assets less liabilities)2021-12-31$101,387,644
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$93,337,196
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
Investment advisory and management fees2021-12-31$18,090
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$68,014,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,986,769
Value of interest in pooled separate accounts at end of year2021-12-31$4,376,597
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,518,458
Interest on participant loans2021-12-31$1,477
Interest earned on other investments2021-12-31$1,005,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$28,920,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$28,817,353
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$362,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,158,085
Net investment gain/loss from pooled separate accounts2021-12-31$656,631
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$1,013,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,791,725
Contract administrator fees2021-12-31$69,386
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY, DUNN, MCNEIL & PARKER (NY),
Accountancy firm EIN2021-12-31474404499
2020 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$13,801,236
Total of all expenses incurred2020-12-31$7,267,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,171,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,063,797
Value of total assets at end of year2020-12-31$93,337,196
Value of total assets at beginning of year2020-12-31$86,803,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,258
Total interest from all sources2020-12-31$1,348,473
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$719,254
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$719,254
Administrative expenses professional fees incurred2020-12-31$12,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,417,913
Participant contributions at end of year2020-12-31$14,616
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$590,936
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$6,533,615
Value of net assets at end of year (total assets less liabilities)2020-12-31$93,337,196
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,803,581
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
Investment advisory and management fees2020-12-31$29,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,986,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,004,173
Value of interest in pooled separate accounts at end of year2020-12-31$3,518,458
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,973,965
Interest earned on other investments2020-12-31$1,348,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$28,817,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,825,443
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$421,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,703,916
Net investment gain/loss from pooled separate accounts2020-12-31$-34,204
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$1,054,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,749,420
Contract administrator fees2020-12-31$54,483
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 name2020-12-31BERRY, DUNN, MCNEIL, & PARKER, LLC
Accountancy firm EIN2020-12-31010523282
2019 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$14,588,231
Total of all expenses incurred2019-12-31$7,612,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,529,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,357,198
Value of total assets at end of year2019-12-31$86,803,581
Value of total assets at beginning of year2019-12-31$79,827,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$82,439
Total interest from all sources2019-12-31$1,175,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$781,897
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$781,897
Administrative expenses professional fees incurred2019-12-31$11,950
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$1,353,511
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,025
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$6,976,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,803,581
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$79,827,399
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
Investment advisory and management fees2019-12-31$22,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,004,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,273,671
Value of interest in pooled separate accounts at end of year2019-12-31$3,973,965
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,050,236
Interest earned on other investments2019-12-31$1,175,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,825,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$30,503,492
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,279,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,055,750
Net investment gain/loss from pooled separate accounts2019-12-31$217,916
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$964,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,250,021
Contract administrator fees2019-12-31$47,514
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 name2019-12-31BERRY, DUNN, MCNEIL, & PARKER, LLC
Accountancy firm EIN2019-12-31010523282
2018 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$550,845
Total of all expenses incurred2018-12-31$10,021,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,934,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,378,688
Value of total assets at end of year2018-12-31$79,827,399
Value of total assets at beginning of year2018-12-31$89,298,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,874
Total interest from all sources2018-12-31$1,277,098
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$803,095
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$803,095
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$1,400,606
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$18,578
Administrative expenses (other) incurred2018-12-31$86,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,470,772
Value of net assets at end of year (total assets less liabilities)2018-12-31$79,827,399
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,298,171
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$45,273,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,602,236
Value of interest in pooled separate accounts at end of year2018-12-31$4,050,236
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,454,641
Interest earned on other investments2018-12-31$1,277,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$30,503,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$31,241,294
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,392,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,104,734
Net investment gain/loss from pooled separate accounts2018-12-31$196,698
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$959,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,541,933
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 name2018-12-31BERRY, DUNN, MCNEIL, & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$13,624,469
Total of all expenses incurred2017-12-31$5,874,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,845,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,200,740
Value of total assets at end of year2017-12-31$89,298,171
Value of total assets at beginning of year2017-12-31$81,548,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,156
Total interest from all sources2017-12-31$1,262,081
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$698,145
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$698,145
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$1,024,679
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$654,461
Administrative expenses (other) incurred2017-12-31$29,156
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$7,749,923
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,298,171
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,548,248
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$53,602,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,524,628
Value of interest in pooled separate accounts at end of year2017-12-31$4,454,641
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,321,375
Interest earned on other investments2017-12-31$1,262,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$31,241,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$31,702,245
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$621,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,274,781
Net investment gain/loss from pooled separate accounts2017-12-31$188,722
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$1,521,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,224,281
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 name2017-12-31BERRY, DUNN, MCNEIL, & PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,801,504
Total of all expenses incurred2016-12-31$6,769,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,760,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,950,199
Value of total assets at end of year2016-12-31$81,548,248
Value of total assets at beginning of year2016-12-31$80,516,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,995
Total interest from all sources2016-12-31$1,381,747
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$359,056
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$359,056
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,476,975
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$451,082
Administrative expenses (other) incurred2016-12-31$8,995
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$1,031,673
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,548,248
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$80,516,575
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$45,524,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$45,209,072
Value of interest in pooled separate accounts at end of year2016-12-31$4,321,375
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,059,323
Interest earned on other investments2016-12-31$1,381,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$31,702,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,248,180
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$783,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,897,714
Net investment gain/loss from pooled separate accounts2016-12-31$212,788
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,022,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,977,210
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 name2016-12-31BERRY, DUNN, MCNEIL, & PARKER, LLC
Accountancy firm EIN2016-12-31010523282
2015 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,896,440
Total of all expenses incurred2015-12-31$4,594,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,592,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,306,248
Value of total assets at end of year2015-12-31$80,516,575
Value of total assets at beginning of year2015-12-31$80,215,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,947
Total interest from all sources2015-12-31$1,280,772
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$656,055
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$656,055
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,490,239
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$769,826
Administrative expenses (other) incurred2015-12-31$1,947
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$301,572
Value of net assets at end of year (total assets less liabilities)2015-12-31$80,516,575
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$80,215,003
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$45,209,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,129,083
Value of interest in pooled separate accounts at end of year2015-12-31$4,059,323
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,636,702
Interest earned on other investments2015-12-31$1,280,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,248,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,449,218
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$279,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-650,412
Net investment gain/loss from pooled separate accounts2015-12-31$303,777
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$1,046,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,313,156
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 name2015-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2015-12-31010523282
2014 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,445,580
Total of all expenses incurred2014-12-31$4,735,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,731,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,688,558
Value of total assets at end of year2014-12-31$80,215,003
Value of total assets at beginning of year2014-12-31$77,505,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,224
Total interest from all sources2014-12-31$1,290,984
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$653,137
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$653,137
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,532,723
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$99,985
Administrative expenses (other) incurred2014-12-31$4,224
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$2,709,598
Value of net assets at end of year (total assets less liabilities)2014-12-31$80,215,003
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,505,405
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$46,129,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$44,499,091
Value of interest in pooled separate accounts at end of year2014-12-31$3,636,702
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,077,274
Interest earned on other investments2014-12-31$1,290,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,449,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,929,040
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$764,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,426,411
Net investment gain/loss from pooled separate accounts2014-12-31$386,490
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$1,055,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,966,878
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 name2014-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2014-12-31010523282
2013 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$12,792,135
Total of all expenses incurred2013-12-31$4,325,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,320,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,884,492
Value of total assets at end of year2013-12-31$77,505,405
Value of total assets at beginning of year2013-12-31$69,038,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,095
Total interest from all sources2013-12-31$1,235,321
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$542,604
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$542,604
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,532,525
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$373,628
Administrative expenses (other) incurred2013-12-31$4,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,467,122
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,505,405
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$69,038,283
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$44,499,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,817,998
Value of interest in pooled separate accounts at end of year2013-12-31$3,077,274
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,659,253
Interest earned on other investments2013-12-31$1,235,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,929,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$29,561,032
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,051,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,865,479
Net investment gain/loss from pooled separate accounts2013-12-31$264,239
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$978,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,269,693
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 name2013-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2013-12-31010523282
2012 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$8,540,442
Total of all expenses incurred2012-12-31$3,163,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,160,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,414,903
Value of total assets at end of year2012-12-31$69,038,283
Value of total assets at beginning of year2012-12-31$63,661,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,752
Total interest from all sources2012-12-31$1,162,862
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$183,678
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$183,678
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,379,821
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$161,097
Administrative expenses (other) incurred2012-12-31$3,752
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$5,376,676
Value of net assets at end of year (total assets less liabilities)2012-12-31$69,038,283
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$63,661,607
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$36,817,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,744,515
Value of interest in pooled separate accounts at end of year2012-12-31$2,659,253
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,341,053
Interest earned on other investments2012-12-31$1,162,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$29,561,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$28,576,039
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$301,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,541,088
Net investment gain/loss from pooled separate accounts2012-12-31$237,911
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$873,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,858,095
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 name2012-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2012-12-31010523282
2011 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,952,597
Total of all expenses incurred2011-12-31$3,183,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,181,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,503,177
Value of total assets at end of year2011-12-31$63,661,607
Value of total assets at beginning of year2011-12-31$63,892,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,386
Total interest from all sources2011-12-31$1,127,896
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$136,453
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$136,453
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,301,360
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$493,981
Administrative expenses (other) incurred2011-12-31$2,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-231,058
Value of net assets at end of year (total assets less liabilities)2011-12-31$63,661,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,892,665
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$32,744,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$34,574,279
Value of interest in pooled separate accounts at end of year2011-12-31$2,341,053
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,671,542
Interest earned on other investments2011-12-31$1,127,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$28,576,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,646,844
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$157,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,058,832
Net investment gain/loss from pooled separate accounts2011-12-31$243,903
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$707,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,023,396
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 name2011-12-31BERRY, DUNN, MCNEIL & PARKER, LLC
Accountancy firm EIN2011-12-31010523282
2010 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,992,726
Total of all expenses incurred2010-12-31$3,269,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,268,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,583,256
Value of total assets at end of year2010-12-31$63,892,665
Value of total assets at beginning of year2010-12-31$60,169,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,410
Total interest from all sources2010-12-31$1,024,472
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,569
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$77,569
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,307,606
Administrative expenses (other) incurred2010-12-31$1,410
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$3,722,839
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,892,665
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$60,169,826
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$34,574,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$31,805,157
Value of interest in pooled separate accounts at end of year2010-12-31$1,671,542
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,365,832
Interest earned on other investments2010-12-31$1,024,472
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,646,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,998,837
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$455,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,116,218
Net investment gain/loss from pooled separate accounts2010-12-31$191,211
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$275,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,812,839
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 plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BERRY, DUNN, MCNEIL & PARKER,LLC
Accountancy firm EIN2010-12-31010523282
2009 : HARTWICK COLLEGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-661,340
Amount contributed by the employer to the plan for this plan year2009-12-31$661,340

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

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered522
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered526
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered543
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered554
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered571
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406894
Policy instance 1
Insurance contract or identification number406894
Number of Individuals Covered592
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031
Policy instance 1
Insurance contract or identification number103031
Number of Individuals Covered611
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031
Policy instance 1
Insurance contract or identification number103031
Number of Individuals Covered625
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031
Policy instance 1
Insurance contract or identification number103031
Number of Individuals Covered640
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031 & 103032
Policy instance 1
Insurance contract or identification number103031 & 103032
Number of Individuals Covered679
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031 & 103032
Policy instance 1
Insurance contract or identification number103031 & 103032
Number of Individuals Covered663
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103031 / 103032
Policy instance 1
Insurance contract or identification number103031 / 103032
Number of Individuals Covered674
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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