401k Plan data: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN plan

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 401k Plan overview

Plan Name	PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN
Plan identification number	003

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE

Employer identification number (EIN): 222691757

NAIC Classification: 611000

Additional information about PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 278191

More information about PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-07-01
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01 CHRISTINE KECK CHRISTINE KECK 2018-04-16
003 2015-07-01 CHRISTINE KECK CHRISTINE KECK 2017-04-17
003 2014-07-01 EDWARD POTTS EDWARD POTTS 2016-04-15
003 2013-07-01 EDWARD POTTS
003 2012-07-01 EDWARD POTTS
003 2011-07-01 EDWARD POTTS
003 2010-07-01 EDWARD POTTS
003 2009-07-01 EDWARD POTTS
003 2009-07-01 RITA C FORDE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2021-07-01
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01	CHRISTINE KECK	CHRISTINE KECK	2018-04-16
003	2015-07-01	CHRISTINE KECK	CHRISTINE KECK	2017-04-17
003	2014-07-01	EDWARD POTTS	EDWARD POTTS	2016-04-15
003	2013-07-01	EDWARD POTTS
003	2012-07-01	EDWARD POTTS
003	2011-07-01	EDWARD POTTS
003	2010-07-01	EDWARD POTTS
003	2009-07-01	EDWARD POTTS
003	2009-07-01	RITA C FORDE

Plan Statistics for PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN

401k plan membership statisitcs for PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN

Measure Date Value
2021: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,870
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,239
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 682
Total of all active and inactive participants 2021-07-01 1,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 14
Total participants 2021-07-01 1,935
Number of participants with account balances 2021-07-01 1,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,929
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,216
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 647
Total of all active and inactive participants 2020-07-01 1,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 7
Total participants 2020-07-01 1,870
Number of participants with account balances 2020-07-01 1,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,923
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,304
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 621
Total of all active and inactive participants 2019-07-01 1,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 1,929
Number of participants with account balances 2019-07-01 1,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,522
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 1,325
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 595
Total of all active and inactive participants 2018-07-01 1,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 3
Total participants 2018-07-01 1,923
Number of participants with account balances 2018-07-01 1,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 2,673
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 1,326
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 192
Total of all active and inactive participants 2017-07-01 1,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 4
Total participants 2017-07-01 1,522
Number of participants with account balances 2017-07-01 1,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2,383
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 2,555
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 115
Total of all active and inactive participants 2016-07-01 2,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 3
Total participants 2016-07-01 2,673
Number of participants with account balances 2016-07-01 1,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 2,358
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 2,424
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 106
Total of all active and inactive participants 2015-07-01 2,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 6
Total participants 2015-07-01 2,536
Number of participants with account balances 2015-07-01 1,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,733
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,772
Number of other retired or separated participants entitled to future benefits 2014-07-01 48
Total of all active and inactive participants 2014-07-01 1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 1,821
Number of participants with account balances 2014-07-01 1,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,733
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,772
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 48
Total of all active and inactive participants 2013-07-01 1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 1,821
Number of participants with account balances 2013-07-01 1,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,733
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,772
Number of other retired or separated participants entitled to future benefits 2012-07-01 48
Total of all active and inactive participants 2012-07-01 1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 1,821
Number of participants with account balances 2012-07-01 1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 933
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 899
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 41
Total of all active and inactive participants 2011-07-01 940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 941
Number of participants with account balances 2011-07-01 833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 960
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 998
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 35
Total of all active and inactive participants 2010-07-01 1,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 1,033
Number of participants with account balances 2010-07-01 435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 960
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 998
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 35
Total of all active and inactive participants 2009-07-01 1,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 1,033
Number of participants with account balances 2009-07-01 1,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 435

Measure	Date	Value
2021: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,870
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,239
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	682
Total of all active and inactive participants	2021-07-01	1,921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	14
Total participants	2021-07-01	1,935
Number of participants with account balances	2021-07-01	1,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,929
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,216
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	647
Total of all active and inactive participants	2020-07-01	1,863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	7
Total participants	2020-07-01	1,870
Number of participants with account balances	2020-07-01	1,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,923
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,304
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	621
Total of all active and inactive participants	2019-07-01	1,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	1,929
Number of participants with account balances	2019-07-01	1,289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,522
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	1,325
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	595
Total of all active and inactive participants	2018-07-01	1,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	3
Total participants	2018-07-01	1,923
Number of participants with account balances	2018-07-01	1,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	2,673
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	1,326
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	192
Total of all active and inactive participants	2017-07-01	1,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	4
Total participants	2017-07-01	1,522
Number of participants with account balances	2017-07-01	1,239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2,383
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	2,555
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	115
Total of all active and inactive participants	2016-07-01	2,670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	3
Total participants	2016-07-01	2,673
Number of participants with account balances	2016-07-01	1,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	2,358
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	2,424
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	106
Total of all active and inactive participants	2015-07-01	2,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	6
Total participants	2015-07-01	2,536
Number of participants with account balances	2015-07-01	1,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,733
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,772
Number of other retired or separated participants entitled to future benefits	2014-07-01	48
Total of all active and inactive participants	2014-07-01	1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	1,821
Number of participants with account balances	2014-07-01	1,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,733
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,772
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	48
Total of all active and inactive participants	2013-07-01	1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	1,821
Number of participants with account balances	2013-07-01	1,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,733
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,772
Number of other retired or separated participants entitled to future benefits	2012-07-01	48
Total of all active and inactive participants	2012-07-01	1,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	1,821
Number of participants with account balances	2012-07-01	1,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	933
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	899
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	41
Total of all active and inactive participants	2011-07-01	940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	941
Number of participants with account balances	2011-07-01	833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	960
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	998
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	35
Total of all active and inactive participants	2010-07-01	1,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	1,033
Number of participants with account balances	2010-07-01	435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	960
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	998
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	35
Total of all active and inactive participants	2009-07-01	1,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	1,033
Number of participants with account balances	2009-07-01	1,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	435

Financial Data on PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN

Measure	Date	Value
2022 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-6,652,393
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$9,965,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$9,881,246
Expenses. Certain deemed distributions of participant loans	2022-06-30	$24,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$13,279,115
Value of total assets at end of year	2022-06-30	$170,281,323
Value of total assets at beginning of year	2022-06-30	$186,899,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$59,874
Total interest from all sources	2022-06-30	$1,148,237
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,579,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,579,614
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$3,911,826
Participant contributions at end of year	2022-06-30	$490,115
Participant contributions at beginning of year	2022-06-30	$489,642
Participant contributions at end of year	2022-06-30	$0
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$1,696,535
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$26,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$0
Other income not declared elsewhere	2022-06-30	$56,018
Administrative expenses (other) incurred	2022-06-30	$-1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Income. Non cash contributions	2022-06-30	$0
Value of net income/loss	2022-06-30	$-16,618,191
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$170,281,323
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$186,899,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$60,997
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$123,182,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$142,414,554
Value of interest in pooled separate accounts at end of year	2022-06-30	$8,857,666
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$7,614,952
Interest on participant loans	2022-06-30	$22,340
Interest earned on other investments	2022-06-30	$1,125,233
Value of interest in common/collective trusts at end of year	2022-06-30	$4,119,078
Value of interest in common/collective trusts at beginning of year	2022-06-30	$3,602,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$357,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$395,243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$395,243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$33,248,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$32,382,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-24,479,037
Net investment gain/loss from pooled separate accounts	2022-06-30	$1,702,694
Net investment gain or loss from common/collective trusts	2022-06-30	$60,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$7,670,754
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$9,881,246
Contract administrator fees	2022-06-30	$377
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	KREISCHER MILLER
Accountancy firm EIN	2022-06-30	231980475
2021 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$48,064,985
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$6,322,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$6,267,282
Expenses. Certain deemed distributions of participant loans	2021-06-30	$9,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$11,903,101
Value of total assets at end of year	2021-06-30	$186,899,514
Value of total assets at beginning of year	2021-06-30	$145,157,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$45,983
Total interest from all sources	2021-06-30	$1,117,586
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$773,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$773,894
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$3,554,191
Participant contributions at end of year	2021-06-30	$489,642
Participant contributions at beginning of year	2021-06-30	$319,885
Participant contributions at end of year	2021-06-30	$0
Participant contributions at beginning of year	2021-06-30	$50,293
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,132,296
Other income not declared elsewhere	2021-06-30	$47,395
Administrative expenses (other) incurred	2021-06-30	$-1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$41,742,446
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$186,899,514
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$145,157,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$47,541
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$142,414,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$104,125,555
Value of interest in pooled separate accounts at end of year	2021-06-30	$7,614,952
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$6,885,271
Interest on participant loans	2021-06-30	$19,863
Interest earned on other investments	2021-06-30	$1,097,632
Value of interest in common/collective trusts at end of year	2021-06-30	$3,602,412
Value of interest in common/collective trusts at beginning of year	2021-06-30	$3,909,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$395,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$365,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$365,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$91
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$32,382,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$29,410,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$33,673,532
Net investment gain/loss from pooled separate accounts	2021-06-30	$490,470
Net investment gain or loss from common/collective trusts	2021-06-30	$59,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Assets. Invements in employer securities at end of year	2021-06-30	$0
Assets. Invements in employer securities at beginning of year	2021-06-30	$0
Contributions received in cash from employer	2021-06-30	$7,216,614
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$90,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$6,267,282
Contract administrator fees	2021-06-30	$317
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	KREISCHER MILLER
Accountancy firm EIN	2021-06-30	231980475
2020 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$17,479,836
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$6,530,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$6,461,267
Expenses. Certain deemed distributions of participant loans	2020-06-30	$1,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$10,804,802
Value of total assets at end of year	2020-06-30	$145,157,068
Value of total assets at beginning of year	2020-06-30	$134,207,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$68,404
Total interest from all sources	2020-06-30	$1,061,295
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$616,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$616,007
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$3,409,150
Participant contributions at end of year	2020-06-30	$319,885
Participant contributions at beginning of year	2020-06-30	$0
Participant contributions at end of year	2020-06-30	$50,293
Participant contributions at beginning of year	2020-06-30	$121,305
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$635,677
Other income not declared elsewhere	2020-06-30	$18,608
Administrative expenses (other) incurred	2020-06-30	$-1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$10,949,086
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$145,157,068
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$134,207,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$69,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$104,125,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$96,216,590
Value of interest in pooled separate accounts at end of year	2020-06-30	$6,885,271
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$6,969,250
Interest on participant loans	2020-06-30	$3,130
Interest earned on other investments	2020-06-30	$1,052,757
Value of interest in common/collective trusts at end of year	2020-06-30	$3,909,248
Value of interest in common/collective trusts at beginning of year	2020-06-30	$2,993,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$365,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$377,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$377,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$5,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$29,410,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$27,290,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$4,858,612
Net investment gain/loss from pooled separate accounts	2020-06-30	$70,577
Net investment gain or loss from common/collective trusts	2020-06-30	$49,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$6,759,975
Employer contributions (assets) at end of year	2020-06-30	$90,932
Employer contributions (assets) at beginning of year	2020-06-30	$240,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$6,461,267
Contract administrator fees	2020-06-30	$186
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	KREISCHER MILLER
Accountancy firm EIN	2020-06-30	231980475
2019 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$17,000,507
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$8,737,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$8,682,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$10,028,601
Value of total assets at end of year	2019-06-30	$134,207,982
Value of total assets at beginning of year	2019-06-30	$125,945,348
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$55,113
Total interest from all sources	2019-06-30	$973,831
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$594,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$594,253
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$3,019,188
Participant contributions at end of year	2019-06-30	$121,305
Participant contributions at beginning of year	2019-06-30	$112,222
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$890,015
Other income not declared elsewhere	2019-06-30	$31,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$8,262,634
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$134,207,982
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$125,945,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$54,928
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$96,216,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$90,782,768
Value of interest in pooled separate accounts at end of year	2019-06-30	$6,969,250
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$6,581,182
Interest earned on other investments	2019-06-30	$965,548
Value of interest in common/collective trusts at end of year	2019-06-30	$2,993,053
Value of interest in common/collective trusts at beginning of year	2019-06-30	$3,006,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$377,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$350,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$350,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$8,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$27,290,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$24,886,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$4,967,885
Net investment gain/loss from pooled separate accounts	2019-06-30	$369,570
Net investment gain or loss from common/collective trusts	2019-06-30	$35,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$6,119,398
Employer contributions (assets) at end of year	2019-06-30	$240,153
Employer contributions (assets) at beginning of year	2019-06-30	$224,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$8,682,760
Contract administrator fees	2019-06-30	$185
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	KREISCHER MILLER
Accountancy firm EIN	2019-06-30	231980475
2018 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total transfer of assets to this plan	2018-06-30	$0
Total transfer of assets from this plan	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$19,594,142
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$4,085,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$4,023,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$9,378,347
Value of total assets at end of year	2018-06-30	$125,945,348
Value of total assets at beginning of year	2018-06-30	$110,437,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$62,623
Total interest from all sources	2018-06-30	$913,156
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$482,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$482,396
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$15,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,829,192
Participant contributions at end of year	2018-06-30	$112,222
Participant contributions at beginning of year	2018-06-30	$100,176
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$730,884
Other income not declared elsewhere	2018-06-30	$16,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$15,508,232
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$125,945,348
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$110,437,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$62,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$90,782,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$77,578,604
Value of interest in pooled separate accounts at end of year	2018-06-30	$6,581,182
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$6,115,649
Interest earned on other investments	2018-06-30	$909,593
Value of interest in common/collective trusts at end of year	2018-06-30	$3,006,447
Value of interest in common/collective trusts at beginning of year	2018-06-30	$3,097,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$350,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$349,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$349,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$3,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$24,886,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$22,769,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$8,440,725
Net investment gain/loss from pooled separate accounts	2018-06-30	$328,114
Net investment gain or loss from common/collective trusts	2018-06-30	$34,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$5,818,271
Employer contributions (assets) at end of year	2018-06-30	$224,842
Employer contributions (assets) at beginning of year	2018-06-30	$426,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$4,023,287
Contract administrator fees	2018-06-30	$156
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	KREISCHER MILLER
Accountancy firm EIN	2018-06-30	231980475
2017 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$20,265,951
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$4,663,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$4,613,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$9,125,296
Value of total assets at end of year	2017-06-30	$110,437,116
Value of total assets at beginning of year	2017-06-30	$94,834,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$49,610
Total interest from all sources	2017-06-30	$871,007
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$264,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$264,311
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$15,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,477,345
Participant contributions at end of year	2017-06-30	$100,176
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$1,144,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$15,602,600
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$110,437,116
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$94,834,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$49,610
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$77,578,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$63,737,743
Value of interest in pooled separate accounts at end of year	2017-06-30	$6,115,649
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$5,834,009
Interest earned on other investments	2017-06-30	$868,537
Value of interest in common/collective trusts at end of year	2017-06-30	$3,097,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$349,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$1,856,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$1,856,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$2,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$22,769,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$23,406,334
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$117,781
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$9,726,023
Net investment gain/loss from pooled separate accounts	2017-06-30	$248,120
Net investment gain or loss from common/collective trusts	2017-06-30	$31,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$5,503,633
Employer contributions (assets) at end of year	2017-06-30	$426,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$4,495,960
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	KREISCHER MILLER
Accountancy firm EIN	2017-06-30	231980475
2016 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$8,072,573
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$5,653,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$5,611,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$7,621,458
Value of total assets at end of year	2016-06-30	$94,834,516
Value of total assets at beginning of year	2016-06-30	$92,415,558
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$41,843
Total interest from all sources	2016-06-30	$926,349
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$241,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$241,676
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$15,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,156,208
Participant contributions at beginning of year	2016-06-30	$43,216
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$564,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$2,418,958
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$94,834,516
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$92,415,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$41,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$63,737,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$63,943,439
Value of interest in pooled separate accounts at end of year	2016-06-30	$5,834,009
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$5,117,404
Interest earned on other investments	2016-06-30	$926,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$1,856,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$2,138,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$2,138,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$23,406,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$20,989,881
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$353,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,079,272
Net investment gain/loss from pooled separate accounts	2016-06-30	$362,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$4,901,047
Employer contributions (assets) at beginning of year	2016-06-30	$182,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$5,258,453
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	KREISCHER MILLER
Accountancy firm EIN	2016-06-30	231980475
2015 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$11,001,310
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,379,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,343,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$7,097,709
Value of total assets at end of year	2015-06-30	$92,415,558
Value of total assets at beginning of year	2015-06-30	$83,793,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$36,213
Total interest from all sources	2015-06-30	$213,877
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$218,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$218,092
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$15,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,091,617
Participant contributions at end of year	2015-06-30	$43,216
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$300,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$8,621,676
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$92,415,558
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$83,793,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$63,943,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$57,895,683
Value of interest in pooled separate accounts at end of year	2015-06-30	$5,117,404
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,201,881
Interest earned on other investments	2015-06-30	$213,870
Value of interest in master investment trust accounts at beginning of year	2015-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$2,138,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$2,092,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$2,092,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$20,989,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$19,603,756
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$647,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$2,985,358
Net investment gain/loss from pooled separate accounts	2015-06-30	$486,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$4,705,659
Employer contributions (assets) at end of year	2015-06-30	$182,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,695,678
Contract administrator fees	2015-06-30	$36,213
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	KREISCHER MILLER
Accountancy firm EIN	2015-06-30	231980475
2014 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$17,989,339
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$2,857,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,824,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$7,070,217
Value of total assets at end of year	2014-06-30	$83,793,882
Value of total assets at beginning of year	2014-06-30	$68,662,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$33,515
Total interest from all sources	2014-06-30	$140,776
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$164,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$164,594
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,900,915
Participant contributions at beginning of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$16,219
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$735,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$15,131,799
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$83,793,882
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$68,662,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$33,515
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$57,895,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,202,619
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,201,881
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$40,929,577
Interest on participant loans	2014-06-30	$0
Interest earned on other investments	2014-06-30	$140,776
Value of interest in master investment trust accounts at end of year	2014-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$2,092,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$1,787,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$1,787,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$19,603,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$17,695,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$10,208,921
Net investment gain/loss from pooled separate accounts	2014-06-30	$404,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$4,433,966
Employer contributions (assets) at beginning of year	2014-06-30	$30,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,824,025
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	KREISCHER MILLER
Accountancy firm EIN	2014-06-30	231980475
2013 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$513,517
Total unrealized appreciation/depreciation of assets	2013-06-30	$513,517
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$12,737,008
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,311,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,283,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$6,028,727
Value of total assets at end of year	2013-06-30	$68,662,083
Value of total assets at beginning of year	2013-06-30	$58,236,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$27,693
Total interest from all sources	2013-06-30	$578,222
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$164,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$164,731
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,709,510
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$7,452
Participant contributions at end of year	2013-06-30	$16,219
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$93,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$10,425,659
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$68,662,083
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$58,236,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$27,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$8,202,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$36,794,040
Value of interest in pooled separate accounts at end of year	2013-06-30	$40,929,577
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$3,206,086
Interest on participant loans	2013-06-30	$159
Interest earned on other investments	2013-06-30	$578,063
Value of interest in master investment trust accounts at end of year	2013-06-30	$0
Value of interest in master investment trust accounts at beginning of year	2013-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$1,787,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$1,838,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$1,838,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$17,695,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$16,390,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$441,027
Net investment gain/loss from pooled separate accounts	2013-06-30	$5,010,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$4,226,123
Employer contributions (assets) at end of year	2013-06-30	$30,860
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,283,656
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	KREISCHER MILLER
Accountancy firm EIN	2013-06-30	231980475
2012 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$6,620,934
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$2,093,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,075,760
Expenses. Certain deemed distributions of participant loans	2012-06-30	$3,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$5,517,311
Value of total assets at end of year	2012-06-30	$58,236,424
Value of total assets at beginning of year	2012-06-30	$53,708,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$13,394
Total interest from all sources	2012-06-30	$576,651
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$135,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$135,611
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,547,565
Participant contributions at end of year	2012-06-30	$7,452
Participant contributions at beginning of year	2012-06-30	$26,130
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$73,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$4,527,928
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$58,236,424
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$53,708,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$36,794,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$34,941,033
Value of interest in pooled separate accounts at end of year	2012-06-30	$3,206,086
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$2,717,251
Interest on participant loans	2012-06-30	$673
Interest earned on other investments	2012-06-30	$575,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$1,838,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$1,690,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$1,690,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$16,390,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$14,333,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-133,354
Net investment gain/loss from pooled separate accounts	2012-06-30	$216,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$3,895,768
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,075,760
Contract administrator fees	2012-06-30	$12,919
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	KREISCHER MILLER
Accountancy firm EIN	2012-06-30	231980475
2011 : PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$13,448,220
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$2,087,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$2,079,146
Value of total corrective distributions	2011-06-30	$933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$5,435,895
Value of total assets at end of year	2011-06-30	$53,708,496
Value of total assets at beginning of year	2011-06-30	$42,347,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$7,331
Total interest from all sources	2011-06-30	$444,089
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$5,915,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-06-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$5,915,151
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,574,432
Participant contributions at end of year	2011-06-30	$26,130
Participant contributions at beginning of year	2011-06-30	$35,362
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$12,976
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$215,691
Other income not declared elsewhere	2011-06-30	$5,945
Administrative expenses (other) incurred	2011-06-30	$7,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$11,360,810
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$53,708,496
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$42,347,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$37,673,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$29,288,356
Value of interest in pooled separate accounts at end of year	2011-06-30	$2,717,251
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,025,895
Interest on participant loans	2011-06-30	$1,053
Interest earned on other investments	2011-06-30	$443,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$1,676,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$303,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$303,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$14,333,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$12,575,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$1,647,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$3,645,772
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$132,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$2,079,146
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	KREISCHER MILLER
Accountancy firm EIN	2011-06-30	231980475

Form 5500 Responses for PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN

2021: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE RETIR EMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	817
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893169-007

Policy instance

Insurance contract or identification number	893169-007
Number of Individuals Covered	863
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	6
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	13
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	8
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	13
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	843
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893169-007

Policy instance

Insurance contract or identification number	893169-007
Number of Individuals Covered	503
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	19
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893169-007

Policy instance

Insurance contract or identification number	893169-007
Number of Individuals Covered	452
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	872
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	8
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	880
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	20
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	8
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893169-007

Policy instance

Insurance contract or identification number	893169-007
Number of Individuals Covered	367
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	20
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	9
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893169-007

Policy instance

Insurance contract or identification number	893169-007
Number of Individuals Covered	334
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	873
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	848
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1905

Policy instance

Insurance contract or identification number	1905
Number of Individuals Covered	42
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	21
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	10
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	10
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	21
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	845
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1905

Policy instance

Insurance contract or identification number	1905
Number of Individuals Covered	215
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GIC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	24
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	10
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	854
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	25
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	0
Insurance broker name

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	845
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	0
Insurance broker name

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	11
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	0
Insurance broker name

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

Policy contract number

334826

Policy instance

Insurance contract or identification number	334826
Number of Individuals Covered	835
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

191664-030

Policy instance

Insurance contract or identification number	191664-030
Number of Individuals Covered	26
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726-0001

Policy instance

Insurance contract or identification number	736726-0001
Number of Individuals Covered	12
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

736726

Policy instance

Insurance contract or identification number	736726
Number of Individuals Covered	1033
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $4
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE
Employer identification number (EIN):	222691757
NAIC Classification:	611000

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	278191