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MEDAILLE COLLEGE 403(B) PLAN 401k Plan overview

Plan NameMEDAILLE COLLEGE 403(B) PLAN
Plan identification number 001

MEDAILLE COLLEGE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

MEDAILLE UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:MEDAILLE UNIVERSITY
Employer identification number (EIN):160805158
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BARBARA BILOTTA2023-10-18
0012021-01-01BARBARA BILOTTA2022-10-11
0012020-01-01BARBARA BILOTTA2021-10-15
0012019-01-01BARBARA BILOTTA2020-10-15
0012018-01-01BARBARA BILOTTA2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BARBARA BILOTTA
0012011-01-01BARBARA BILOTTA
0012010-01-01BARBARA BILOTTA
0012009-01-01BARBARA BILOTTA
0012009-01-01BARBARA BILOTTA

Plan Statistics for MEDAILLE COLLEGE 403(B) PLAN

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

Measure Date Value
2022: MEDAILLE COLLEGE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01391
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01380
Number of participants with account balances2022-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MEDAILLE COLLEGE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01402
Total number of active participants reported on line 7a of the Form 55002021-01-01280
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01396
Number of participants with account balances2021-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDAILLE COLLEGE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01409
Total number of active participants reported on line 7a of the Form 55002020-01-01279
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01123
Total of all active and inactive participants2020-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01402
Number of participants with account balances2020-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDAILLE COLLEGE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01403
Total number of active participants reported on line 7a of the Form 55002019-01-01284
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01125
Total of all active and inactive participants2019-01-01409
Total participants2019-01-01409
Number of participants with account balances2019-01-01402
2018: MEDAILLE COLLEGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01393
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01121
Total of all active and inactive participants2018-01-01403
Total participants2018-01-01403
Number of participants with account balances2018-01-01396
2017: MEDAILLE COLLEGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01383
Total number of active participants reported on line 7a of the Form 55002017-01-01272
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-01393
Total participants2017-01-01393
Number of participants with account balances2017-01-01391
2016: MEDAILLE COLLEGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01386
Total number of active participants reported on line 7a of the Form 55002016-01-01274
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01383
Number of participants with account balances2016-01-01381
2015: MEDAILLE COLLEGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01282
Number of other retired or separated participants entitled to future benefits2015-01-01104
Total of all active and inactive participants2015-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01387
Number of participants with account balances2015-01-01386
2014: MEDAILLE COLLEGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01295
Number of other retired or separated participants entitled to future benefits2014-01-0189
Total of all active and inactive participants2014-01-01384
Total participants2014-01-01384
Number of participants with account balances2014-01-01380
2013: MEDAILLE COLLEGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01420
Total number of active participants reported on line 7a of the Form 55002013-01-01344
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01416
Total participants2013-01-01416
Number of participants with account balances2013-01-01391
2012: MEDAILLE COLLEGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01380
Total number of active participants reported on line 7a of the Form 55002012-01-01356
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01420
Number of participants with account balances2012-01-01391
2011: MEDAILLE COLLEGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01414
Total number of active participants reported on line 7a of the Form 55002011-01-01355
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01408
Number of participants with account balances2011-01-01380
2010: MEDAILLE COLLEGE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01401
Total number of active participants reported on line 7a of the Form 55002010-01-01379
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01414
Number of participants with account balances2010-01-01388
2009: MEDAILLE COLLEGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01395
Total number of active participants reported on line 7a of the Form 55002009-01-01365
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0134
Total of all active and inactive participants2009-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01401
Number of participants with account balances2009-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MEDAILLE COLLEGE 403(B) PLAN

Measure Date Value
2022 : MEDAILLE COLLEGE 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,464,059
Total of all expenses incurred2022-12-31$3,434,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,428,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$674,787
Value of total assets at end of year2022-12-31$31,590,191
Value of total assets at beginning of year2022-12-31$38,488,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,030
Total interest from all sources2022-12-31$401,160
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$200,228
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$200,228
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$653,878
Participant contributions at end of year2022-12-31$21,762
Participant contributions at beginning of year2022-12-31$25,410
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,909
Other income not declared elsewhere2022-12-31$4,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,898,437
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,590,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,488,628
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$18,166,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,870,920
Value of interest in pooled separate accounts at end of year2022-12-31$3,289,385
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,873,258
Interest on participant loans2022-12-31$996
Interest earned on other investments2022-12-31$400,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,112,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,719,040
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$228,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,420,285
Net investment gain/loss from pooled separate accounts2022-12-31$-324,458
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,199,942
Contract administrator fees2022-12-31$6,030
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 investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
2021 : MEDAILLE COLLEGE 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,040,029
Total of all expenses incurred2021-12-31$2,175,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,159,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$810,409
Value of total assets at end of year2021-12-31$38,488,628
Value of total assets at beginning of year2021-12-31$35,623,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,169
Total interest from all sources2021-12-31$372,842
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$377,452
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$377,452
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$810,409
Participant contributions at end of year2021-12-31$25,410
Participant contributions at beginning of year2021-12-31$13,786
Other income not declared elsewhere2021-12-31$5,806
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$2,865,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,488,628
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$35,623,607
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$23,870,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,793,933
Value of interest in pooled separate accounts at end of year2021-12-31$3,873,258
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,440,840
Interest on participant loans2021-12-31$809
Interest earned on other investments2021-12-31$372,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,719,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,375,048
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$737,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,843,052
Net investment gain/loss from pooled separate accounts2021-12-31$630,468
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,422,145
Contract administrator fees2021-12-31$15,169
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2021-12-31160765486
2020 : MEDAILLE COLLEGE 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,825,241
Total of all expenses incurred2020-12-31$1,500,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,493,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,136,798
Value of total assets at end of year2020-12-31$35,623,607
Value of total assets at beginning of year2020-12-31$32,299,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,872
Total interest from all sources2020-12-31$410,353
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,475
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$187,475
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$865,123
Participant contributions at end of year2020-12-31$13,786
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$181,184
Other income not declared elsewhere2020-12-31$5,724
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$3,324,326
Value of net assets at end of year (total assets less liabilities)2020-12-31$35,623,607
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,299,281
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$20,793,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,050,339
Value of interest in pooled separate accounts at end of year2020-12-31$3,440,840
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,309,098
Interest earned on other investments2020-12-31$410,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,375,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,939,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,794,126
Net investment gain/loss from pooled separate accounts2020-12-31$290,765
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$90,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,493,043
Contract administrator fees2020-12-31$7,872
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 name2020-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2020-12-31160765486
2019 : MEDAILLE COLLEGE 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,749,755
Total income from all sources (including contributions)2019-12-31$5,749,755
Total of all expenses incurred2019-12-31$2,923,294
Total of all expenses incurred2019-12-31$2,923,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,914,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,914,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,345,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,345,318
Value of total assets at end of year2019-12-31$32,299,281
Value of total assets at end of year2019-12-31$32,299,281
Value of total assets at beginning of year2019-12-31$29,472,820
Value of total assets at beginning of year2019-12-31$29,472,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,279
Total interest from all sources2019-12-31$536,816
Total interest from all sources2019-12-31$536,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$920,054
Contributions received from participants2019-12-31$920,054
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,091
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$295,091
Other income not declared elsewhere2019-12-31$9,545
Other income not declared elsewhere2019-12-31$9,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,826,461
Value of net income/loss2019-12-31$2,826,461
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,299,281
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,299,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,472,820
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,472,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,050,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,050,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,188,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,188,973
Value of interest in pooled separate accounts at end of year2019-12-31$3,309,098
Value of interest in pooled separate accounts at end of year2019-12-31$3,309,098
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,070,792
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,070,792
Interest earned on other investments2019-12-31$536,816
Interest earned on other investments2019-12-31$536,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,939,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,939,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,213,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,213,055
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$714,133
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$714,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,369,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,369,317
Net investment gain/loss from pooled separate accounts2019-12-31$488,759
Net investment gain/loss from pooled separate accounts2019-12-31$488,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$130,173
Contributions received in cash from employer2019-12-31$130,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,199,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,199,882
Contract administrator fees2019-12-31$9,279
Contract administrator fees2019-12-31$9,279
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
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 have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm name2019-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2019-12-31160765486
Accountancy firm EIN2019-12-31160765486
2018 : MEDAILLE COLLEGE 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$277,849
Total of all expenses incurred2018-12-31$4,242,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,240,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,121,327
Value of total assets at end of year2018-12-31$29,472,820
Value of total assets at beginning of year2018-12-31$33,437,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,732
Total interest from all sources2018-12-31$415,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$932,197
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,945
Other income not declared elsewhere2018-12-31$7,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,964,921
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,472,820
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,437,741
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$15,188,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,160,556
Value of interest in pooled separate accounts at end of year2018-12-31$3,070,792
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,000,003
Interest earned on other investments2018-12-31$415,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,213,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,277,182
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$502,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,216,973
Net investment gain/loss from pooled separate accounts2018-12-31$-49,647
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$123,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,737,371
Contract administrator fees2018-12-31$2,732
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 name2018-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2018-12-31160765486
2017 : MEDAILLE COLLEGE 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,536,275
Total of all expenses incurred2017-12-31$1,243,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,239,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$932,489
Value of total assets at end of year2017-12-31$33,437,741
Value of total assets at beginning of year2017-12-31$30,144,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,829
Total interest from all sources2017-12-31$423,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$749,793
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$182,696
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$3,292,852
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,437,741
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,144,889
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$17,160,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,968,826
Value of interest in pooled separate accounts at end of year2017-12-31$5,000,003
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,504,764
Interest earned on other investments2017-12-31$423,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,277,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,671,299
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$514,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,616,610
Net investment gain/loss from pooled separate accounts2017-12-31$563,386
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$725,384
Contract administrator fees2017-12-31$3,829
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 name2017-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2017-12-31160765486
2016 : MEDAILLE COLLEGE 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,637,836
Total of all expenses incurred2016-12-31$2,185,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,182,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$830,941
Value of total assets at end of year2016-12-31$30,144,889
Value of total assets at beginning of year2016-12-31$29,693,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,715
Total interest from all sources2016-12-31$440,101
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$709,238
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,703
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$451,870
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,144,889
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,693,019
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$13,968,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,854,830
Value of interest in pooled separate accounts at end of year2016-12-31$4,504,764
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,715,924
Interest earned on other investments2016-12-31$440,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,671,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,122,265
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$31,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,036,683
Net investment gain/loss from pooled separate accounts2016-12-31$330,111
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,150,446
Contract administrator fees2016-12-31$3,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2016-12-31160765486
2015 : MEDAILLE COLLEGE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,229,107
Total of all expenses incurred2015-12-31$2,749,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,746,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$881,852
Value of total assets at end of year2015-12-31$29,693,019
Value of total assets at beginning of year2015-12-31$31,213,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,651
Total interest from all sources2015-12-31$404,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$744,248
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$137,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,520,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,693,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,213,789
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$13,854,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,155,414
Value of interest in pooled separate accounts at end of year2015-12-31$4,715,924
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,274,543
Interest earned on other investments2015-12-31$404,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,122,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,783,832
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$91,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$43,929
Net investment gain/loss from pooled separate accounts2015-12-31$-101,408
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$161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,654,920
Contract administrator fees2015-12-31$3,651
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2015-12-31160765486
2014 : MEDAILLE COLLEGE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,621,962
Total of all expenses incurred2014-12-31$2,049,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,043,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,715,276
Value of total assets at end of year2014-12-31$31,213,789
Value of total assets at beginning of year2014-12-31$29,640,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,001
Total interest from all sources2014-12-31$527,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$955,927
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$649,765
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$1,572,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$31,213,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,640,856
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$15,155,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,030,030
Value of interest in pooled separate accounts at end of year2014-12-31$5,274,543
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,902,930
Interest earned on other investments2014-12-31$527,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,783,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,707,896
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$420,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$971,752
Net investment gain/loss from pooled separate accounts2014-12-31$407,499
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$109,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,622,423
Contract administrator fees2014-12-31$6,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2014-12-31160765486
2013 : MEDAILLE COLLEGE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,811,872
Total of all expenses incurred2013-12-31$1,161,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,157,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,185,132
Value of total assets at end of year2013-12-31$29,640,856
Value of total assets at beginning of year2013-12-31$24,990,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,479
Total interest from all sources2013-12-31$348,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$1,087,934
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$409,596
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$4,650,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,640,856
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,990,112
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$15,030,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,275,814
Value of interest in pooled separate accounts at end of year2013-12-31$4,902,930
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,830,840
Interest earned on other investments2013-12-31$348,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,707,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,883,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,520,144
Net investment gain/loss from pooled separate accounts2013-12-31$758,169
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$687,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,157,649
Contract administrator fees2013-12-31$3,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2013-12-31160765486
2012 : MEDAILLE COLLEGE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,156,167
Total of all expenses incurred2012-12-31$762,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$759,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,029,304
Value of total assets at end of year2012-12-31$24,990,112
Value of total assets at beginning of year2012-12-31$21,596,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,269
Total interest from all sources2012-12-31$322,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,348,316
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$3,393,349
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,990,112
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,596,763
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$11,275,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,913,119
Value of interest in pooled separate accounts at end of year2012-12-31$4,830,840
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,611,968
Interest earned on other investments2012-12-31$322,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,883,458
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,071,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,361,267
Net investment gain/loss from pooled separate accounts2012-12-31$442,765
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$680,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$759,549
Contract administrator fees2012-12-31$3,269
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2012-12-31160765486
2011 : MEDAILLE COLLEGE 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,172,001
Total of all expenses incurred2011-12-31$1,999,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,993,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,071,288
Value of total assets at end of year2011-12-31$21,596,763
Value of total assets at beginning of year2011-12-31$21,424,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,867
Total interest from all sources2011-12-31$315,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,388,274
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$172,006
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,596,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,424,757
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$9,913,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,935,999
Value of interest in pooled separate accounts at end of year2011-12-31$3,611,968
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,639,182
Interest earned on other investments2011-12-31$315,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,071,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,849,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-94,339
Net investment gain/loss from pooled separate accounts2011-12-31$-120,315
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$683,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,993,128
Contract administrator fees2011-12-31$6,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2011-12-31160765486
2010 : MEDAILLE COLLEGE 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,528,143
Total of all expenses incurred2010-12-31$823,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$818,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,781,084
Value of total assets at end of year2010-12-31$21,424,757
Value of total assets at beginning of year2010-12-31$18,720,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,137
Total interest from all sources2010-12-31$277,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$1,117,617
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$2,704,549
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,424,757
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,720,208
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$9,935,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,437,848
Value of interest in pooled separate accounts at end of year2010-12-31$3,639,182
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,216,593
Interest earned on other investments2010-12-31$277,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,849,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,065,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,085,471
Net investment gain/loss from pooled separate accounts2010-12-31$384,061
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$663,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$818,457
Contract administrator fees2010-12-31$5,137
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 name2010-12-31LUMSDEN & MCCORMICK, LLP
Accountancy firm EIN2010-12-31160765486
2009 : MEDAILLE COLLEGE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MEDAILLE COLLEGE 403(B) PLAN

2022: MEDAILLE COLLEGE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MEDAILLE COLLEGE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MEDAILLE COLLEGE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MEDAILLE COLLEGE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MEDAILLE COLLEGE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MEDAILLE COLLEGE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MEDAILLE COLLEGE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MEDAILLE COLLEGE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MEDAILLE COLLEGE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MEDAILLE COLLEGE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MEDAILLE COLLEGE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MEDAILLE COLLEGE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: MEDAILLE COLLEGE 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MEDAILLE COLLEGE 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
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
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered266
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered51
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered279
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered296
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered54
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $700
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
Commission paid to Insurance BrokerUSD $700
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered305
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,759
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
Commission paid to Insurance BrokerUSD $2,457
Amount paid for insurance broker fees0
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered318
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered78
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,991
Insurance broker organization code?3
Insurance broker nameS. PAYNE, CFP
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered329
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered81
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,180
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
Commission paid to Insurance BrokerUSD $1,111
Insurance broker organization code?3
Amount paid for insurance broker fees0
Insurance broker nameJ. FOX
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered320
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered310
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,462
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
Commission paid to Insurance BrokerUSD $5,529
Insurance broker organization code?3
Insurance broker nameS. PAYNE, CFP
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348160
Policy instance 3
Insurance contract or identification number348160
Number of Individuals Covered102
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered79
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,418
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
Commission paid to Insurance BrokerUSD $10,331
Insurance broker organization code?3
Insurance broker nameS. PAYNE
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348160
Policy instance 3
Insurance contract or identification number348160
Number of Individuals Covered104
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered321
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered322
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 number348160
Policy instance 3
Insurance contract or identification number348160
Number of Individuals Covered97
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered81
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,553
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
Commission paid to Insurance BrokerUSD $9,571
Insurance broker organization code?3
Insurance broker nameS. LILLY
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number348160
Policy instance 3
Insurance contract or identification number348160
Number of Individuals Covered99
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,297
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered311
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 number348160
Policy instance 3
Insurance contract or identification number348160
Number of Individuals Covered102
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number704220-0001
Policy instance 2
Insurance contract or identification number704220-0001
Number of Individuals Covered78
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,701
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 number348159
Policy instance 1
Insurance contract or identification number348159
Number of Individuals Covered309
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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