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GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameGROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN
Plan identification number 002

GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:GROVE CITY COLLEGE
Employer identification number (EIN):251065148
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01MICHAEL BUCKMAN
0022016-09-01MICHAEL BUCKMAN
0022015-09-01EMILY HROMOKO
0022014-09-01EMILY HROMOKO
0022013-09-01MARY SKIDMORE
0022012-09-01MARY SKIDMORE
0022011-09-01MARY A. SKIDMORE MARY A. SKIDMORE2013-03-14
0022010-09-01MARY A. SKIDMORE MARY A. SKIDMORE2012-03-15
0022009-09-01MARY SKIDMORE

Plan Statistics for GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01741
Total number of active participants reported on line 7a of the Form 55002022-01-01598
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01158
Total of all active and inactive participants2022-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01757
Number of participants with account balances2022-01-01677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01772
Total number of active participants reported on line 7a of the Form 55002021-01-01553
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01184
Total of all active and inactive participants2021-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01739
Number of participants with account balances2021-01-01700
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01771
Total number of active participants reported on line 7a of the Form 55002020-09-01611
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01159
Total of all active and inactive participants2020-09-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-011
Total participants2020-09-01771
Number of participants with account balances2020-09-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-010
2019: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01799
Total number of active participants reported on line 7a of the Form 55002019-09-01596
Number of retired or separated participants receiving benefits2019-09-011
Number of other retired or separated participants entitled to future benefits2019-09-01161
Total of all active and inactive participants2019-09-01758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01758
Number of participants with account balances2019-09-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01709
Total number of active participants reported on line 7a of the Form 55002018-09-01643
Number of retired or separated participants receiving benefits2018-09-016
Number of other retired or separated participants entitled to future benefits2018-09-01136
Total of all active and inactive participants2018-09-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01785
Number of participants with account balances2018-09-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-010
2017: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01760
Total number of active participants reported on line 7a of the Form 55002017-09-01567
Number of retired or separated participants receiving benefits2017-09-014
Number of other retired or separated participants entitled to future benefits2017-09-01128
Total of all active and inactive participants2017-09-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01699
Number of participants with account balances2017-09-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01748
Total number of active participants reported on line 7a of the Form 55002016-09-01587
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01164
Total of all active and inactive participants2016-09-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01751
Number of participants with account balances2016-09-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01776
Total number of active participants reported on line 7a of the Form 55002015-09-01587
Number of retired or separated participants receiving benefits2015-09-015
Number of other retired or separated participants entitled to future benefits2015-09-01155
Total of all active and inactive participants2015-09-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01747
Number of participants with account balances2015-09-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01823
Total number of active participants reported on line 7a of the Form 55002014-09-01621
Number of retired or separated participants receiving benefits2014-09-013
Number of other retired or separated participants entitled to future benefits2014-09-01152
Total of all active and inactive participants2014-09-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01776
Number of participants with account balances2014-09-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01831
Total number of active participants reported on line 7a of the Form 55002013-09-01666
Number of retired or separated participants receiving benefits2013-09-012
Number of other retired or separated participants entitled to future benefits2013-09-01154
Total of all active and inactive participants2013-09-01822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01822
Number of participants with account balances2013-09-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01585
Total number of active participants reported on line 7a of the Form 55002012-09-01683
Number of retired or separated participants receiving benefits2012-09-012
Number of other retired or separated participants entitled to future benefits2012-09-01142
Total of all active and inactive participants2012-09-01827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-011
Total participants2012-09-01828
Number of participants with account balances2012-09-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01482
Total number of active participants reported on line 7a of the Form 55002011-09-01479
Number of other retired or separated participants entitled to future benefits2011-09-01106
Total of all active and inactive participants2011-09-01585
Total participants2011-09-01585
Number of participants with account balances2011-09-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2010: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01442
Total number of active participants reported on line 7a of the Form 55002010-09-01457
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0125
Total of all active and inactive participants2010-09-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01482
Number of participants with account balances2010-09-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-010
2009: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01423
Total number of active participants reported on line 7a of the Form 55002009-09-01423
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0119
Total of all active and inactive participants2009-09-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01442
Number of participants with account balances2009-09-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2022 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-6,705,334
Total of all expenses incurred2022-12-31$3,743,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,509,683
Expenses. Certain deemed distributions of participant loans2022-12-31$17,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,177,353
Value of total assets at end of year2022-12-31$66,755,634
Value of total assets at beginning of year2022-12-31$77,204,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$216,639
Total interest from all sources2022-12-31$274,125
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$980,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$980,672
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,023,037
Participant contributions at end of year2022-12-31$278,047
Participant contributions at beginning of year2022-12-31$245,340
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,485
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$159,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$960
Administrative expenses (other) incurred2022-12-31$68,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,449,234
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,755,634
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$77,204,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$147,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,145,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,599,490
Value of interest in pooled separate accounts at end of year2022-12-31$921,419
Value of interest in pooled separate accounts at beginning of year2022-12-31$774,974
Interest on participant loans2022-12-31$8,307
Interest earned on other investments2022-12-31$265,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,408,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,564,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,203,106
Net investment gain/loss from pooled separate accounts2022-12-31$65,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,994,490
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$10,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,509,683
Contract administrator fees2022-12-31$225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GROSSMAN, TANAK, AND FORD
Accountancy firm EIN2022-12-31251638525
2021 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$15,584,304
Total of all expenses incurred2021-12-31$8,127,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,857,111
Expenses. Certain deemed distributions of participant loans2021-12-31$15,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,630,264
Value of total assets at end of year2021-12-31$77,204,868
Value of total assets at beginning of year2021-12-31$69,748,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$255,534
Total interest from all sources2021-12-31$277,235
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,675,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,675,613
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,107,101
Participant contributions at end of year2021-12-31$245,340
Participant contributions at beginning of year2021-12-31$312,517
Participant contributions at end of year2021-12-31$8,485
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$562,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,665
Administrative expenses (other) incurred2021-12-31$51,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,456,578
Value of net assets at end of year (total assets less liabilities)2021-12-31$77,204,868
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$69,748,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$169,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$66,599,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,158,059
Value of interest in pooled separate accounts at end of year2021-12-31$774,974
Value of interest in pooled separate accounts at beginning of year2021-12-31$684,519
Interest on participant loans2021-12-31$13,085
Interest earned on other investments2021-12-31$264,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,564,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,591,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,881,925
Net investment gain/loss from pooled separate accounts2021-12-31$119,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,960,522
Employer contributions (assets) at end of year2021-12-31$10,985
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,857,111
Contract administrator fees2021-12-31$34,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GROSSMAN, TANAK, AND FORD
Accountancy firm EIN2021-12-31251638525
2020 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$6,510,995
Total of all expenses incurred2020-12-31$2,136,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,082,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,358,011
Value of total assets at end of year2020-12-31$69,748,290
Value of total assets at beginning of year2020-12-31$65,373,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$54,489
Total interest from all sources2020-12-31$61,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$643,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$643,098
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$697,155
Participant contributions at end of year2020-12-31$312,517
Participant contributions at beginning of year2020-12-31$313,256
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,654
Administrative expenses (other) incurred2020-12-31$18,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,374,394
Value of net assets at end of year (total assets less liabilities)2020-12-31$69,748,290
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,373,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,158,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,021,450
Value of interest in pooled separate accounts at end of year2020-12-31$684,519
Value of interest in pooled separate accounts at beginning of year2020-12-31$697,404
Interest on participant loans2020-12-31$3,734
Interest earned on other investments2020-12-31$58,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,591,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,340,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,442,734
Net investment gain/loss from pooled separate accounts2020-12-31$5,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$660,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,082,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GROSSMAN, TANAK, AND FORD
Accountancy firm EIN2020-12-31251638525
Total transfer of assets to this plan2020-08-31$65,613
Total income from all sources (including contributions)2020-08-31$11,810,029
Total of all expenses incurred2020-08-31$8,126,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$7,873,939
Expenses. Certain deemed distributions of participant loans2020-08-31$24,683
Value of total corrective distributions2020-08-31$6,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$4,614,214
Value of total assets at end of year2020-08-31$65,373,896
Value of total assets at beginning of year2020-08-31$61,624,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$221,341
Total interest from all sources2020-08-31$180,411
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$794,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$794,062
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$2,151,642
Participant contributions at end of year2020-08-31$313,256
Participant contributions at beginning of year2020-08-31$301,632
Participant contributions at end of year2020-08-31$0
Participant contributions at beginning of year2020-08-31$1,219
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$438,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$1,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$1,438
Administrative expenses (other) incurred2020-08-31$53,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$3,683,870
Value of net assets at end of year (total assets less liabilities)2020-08-31$65,373,896
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$61,624,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$167,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$59,021,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$55,888,281
Value of interest in pooled separate accounts at end of year2020-08-31$697,404
Value of interest in pooled separate accounts at beginning of year2020-08-31$578,994
Interest on participant loans2020-08-31$14,660
Interest earned on other investments2020-08-31$165,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$5,340,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$4,851,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$6,221,936
Net investment gain/loss from pooled separate accounts2020-08-31$-594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$2,024,156
Employer contributions (assets) at end of year2020-08-31$0
Employer contributions (assets) at beginning of year2020-08-31$1,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$7,873,939
Contract administrator fees2020-08-31$300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31GROSSMAN, YANAK, & FORD, LLP
Accountancy firm EIN2020-08-31251638525
2019 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan2019-08-31$232,019
Total income from all sources (including contributions)2019-08-31$5,105,369
Total of all expenses incurred2019-08-31$5,417,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$5,169,604
Expenses. Certain deemed distributions of participant loans2019-08-31$5,341
Value of total corrective distributions2019-08-31$1,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$4,229,705
Value of total assets at end of year2019-08-31$61,624,413
Value of total assets at beginning of year2019-08-31$61,704,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$241,057
Total interest from all sources2019-08-31$171,387
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$994,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$994,342
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$2,090,715
Participant contributions at end of year2019-08-31$301,632
Participant contributions at beginning of year2019-08-31$229,019
Participant contributions at end of year2019-08-31$1,219
Participant contributions at beginning of year2019-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$144,279
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$1,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$1,084
Administrative expenses (other) incurred2019-08-31$55,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-312,071
Value of net assets at end of year (total assets less liabilities)2019-08-31$61,624,413
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$61,704,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$185,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$55,888,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$56,054,889
Value of interest in pooled separate accounts at end of year2019-08-31$578,994
Value of interest in pooled separate accounts at beginning of year2019-08-31$605,408
Interest on participant loans2019-08-31$12,494
Interest earned on other investments2019-08-31$158,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$4,851,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$4,814,065
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-318,704
Net investment gain/loss from pooled separate accounts2019-08-31$28,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$1,994,711
Employer contributions (assets) at end of year2019-08-31$1,215
Employer contributions (assets) at beginning of year2019-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$5,169,604
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2019-08-31251638525
2018 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total transfer of assets to this plan2018-08-31$3,571
Total income from all sources (including contributions)2018-08-31$10,992,833
Total of all expenses incurred2018-08-31$3,989,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$3,545,803
Expenses. Certain deemed distributions of participant loans2018-08-31$78,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$4,410,365
Value of total assets at end of year2018-08-31$61,704,465
Value of total assets at beginning of year2018-08-31$54,697,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$365,055
Total interest from all sources2018-08-31$171,071
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$913,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$913,830
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$2,094,685
Participant contributions at end of year2018-08-31$229,019
Participant contributions at beginning of year2018-08-31$355,387
Participant contributions at beginning of year2018-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$295,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$1,084
Administrative expenses (other) incurred2018-08-31$221,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$7,003,600
Value of net assets at end of year (total assets less liabilities)2018-08-31$61,704,465
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$54,697,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$143,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$56,054,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$44,560,538
Value of interest in pooled separate accounts at end of year2018-08-31$605,408
Value of interest in pooled separate accounts at beginning of year2018-08-31$585,107
Interest on participant loans2018-08-31$11,705
Interest earned on other investments2018-08-31$159,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$4,814,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$9,196,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$5,465,129
Net investment gain/loss from pooled separate accounts2018-08-31$32,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$2,019,957
Employer contributions (assets) at beginning of year2018-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$3,545,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-31Yes
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2018-08-31251638525
2017 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$9,845,977
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$3,470,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$3,195,339
Expenses. Certain deemed distributions of participant loans2017-08-31$1,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$5,044,268
Value of total assets at end of year2017-08-31$54,697,294
Value of total assets at beginning of year2017-08-31$48,321,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$274,259
Total interest from all sources2017-08-31$245,438
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$1,055,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$1,055,925
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$1,934,328
Participant contributions at end of year2017-08-31$355,387
Participant contributions at beginning of year2017-08-31$355,980
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$11,547
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$1,126,120
Other income not declared elsewhere2017-08-31$544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$6,375,347
Value of net assets at end of year (total assets less liabilities)2017-08-31$54,697,294
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$48,321,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$44,560,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$38,662,161
Value of interest in pooled separate accounts at end of year2017-08-31$585,107
Value of interest in pooled separate accounts at beginning of year2017-08-31$578,069
Interest on participant loans2017-08-31$12,605
Interest earned on other investments2017-08-31$232,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$9,196,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$8,700,741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$3,476,177
Net investment gain/loss from pooled separate accounts2017-08-31$23,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,983,820
Employer contributions (assets) at end of year2017-08-31$0
Employer contributions (assets) at beginning of year2017-08-31$13,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$3,195,339
Contract administrator fees2017-08-31$274,259
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2017-08-31251638525
2016 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$7,664,940
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$3,554,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$3,337,601
Expenses. Certain deemed distributions of participant loans2016-08-31$4,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$4,257,785
Value of total assets at end of year2016-08-31$48,321,947
Value of total assets at beginning of year2016-08-31$44,211,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$212,765
Total interest from all sources2016-08-31$236,091
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$1,486,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$1,486,121
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$1,861,337
Participant contributions at end of year2016-08-31$355,980
Participant contributions at beginning of year2016-08-31$385,972
Participant contributions at end of year2016-08-31$11,547
Participant contributions at beginning of year2016-08-31$11,540
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$430,665
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Other income not declared elsewhere2016-08-31$799
Total non interest bearing cash at end of year2016-08-31$0
Total non interest bearing cash at beginning of year2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$4,110,146
Value of net assets at end of year (total assets less liabilities)2016-08-31$48,321,947
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$44,211,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$38,662,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$34,921,292
Value of interest in pooled separate accounts at end of year2016-08-31$578,069
Value of interest in pooled separate accounts at beginning of year2016-08-31$520,768
Interest on participant loans2016-08-31$14,036
Interest earned on other investments2016-08-31$222,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$8,700,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$8,358,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$1,652,849
Net investment gain/loss from pooled separate accounts2016-08-31$31,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,965,783
Employer contributions (assets) at end of year2016-08-31$13,449
Employer contributions (assets) at beginning of year2016-08-31$13,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$3,337,601
Contract administrator fees2016-08-31$212,765
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2016-08-31251638525
2015 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$5,287,520
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,737,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$3,531,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$5,491,945
Value of total assets at end of year2015-08-31$44,211,801
Value of total assets at beginning of year2015-08-31$42,661,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$205,376
Total interest from all sources2015-08-31$87,910
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$1,527,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$1,872,847
Participant contributions at end of year2015-08-31$385,972
Participant contributions at beginning of year2015-08-31$484,737
Participant contributions at end of year2015-08-31$11,540
Participant contributions at beginning of year2015-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$1,647,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$280,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$0
Total non interest bearing cash at end of year2015-08-31$0
Total non interest bearing cash at beginning of year2015-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$1,550,434
Value of net assets at end of year (total assets less liabilities)2015-08-31$44,211,801
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$42,661,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$34,921,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$32,766,566
Value of interest in pooled separate accounts at end of year2015-08-31$520,768
Value of interest in pooled separate accounts at beginning of year2015-08-31$436,198
Interest on participant loans2015-08-31$14,392
Interest earned on other investments2015-08-31$73,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$8,358,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$8,692,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-1,867,190
Net investment gain/loss from pooled separate accounts2015-08-31$46,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,971,145
Employer contributions (assets) at end of year2015-08-31$13,613
Employer contributions (assets) at beginning of year2015-08-31$0
Income. Dividends from common stock2015-08-31$1,527,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$3,531,710
Contract administrator fees2015-08-31$205,376
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2015-08-31251638525
2014 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$9,301,475
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$2,743,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$2,588,597
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$4,158,401
Value of total assets at end of year2014-08-31$42,661,367
Value of total assets at beginning of year2014-08-31$36,103,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$154,806
Total interest from all sources2014-08-31$43,689
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$642,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$642,197
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$1,976,735
Participant contributions at end of year2014-08-31$484,737
Participant contributions at beginning of year2014-08-31$410,645
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$209,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$280,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$32,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$0
Total non interest bearing cash at end of year2014-08-31$0
Total non interest bearing cash at beginning of year2014-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$6,558,072
Value of net assets at end of year (total assets less liabilities)2014-08-31$42,661,367
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$36,103,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$32,766,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$26,677,042
Value of interest in pooled separate accounts at end of year2014-08-31$436,198
Value of interest in pooled separate accounts at beginning of year2014-08-31$475,224
Interest on participant loans2014-08-31$15,204
Interest earned on other investments2014-08-31$28,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$8,692,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$8,508,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$4,412,638
Net investment gain/loss from pooled separate accounts2014-08-31$44,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,971,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$2,588,597
Contract administrator fees2014-08-31$154,806
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2014-08-31251638525
2013 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$160,217
Total income from all sources (including contributions)2013-08-31$7,492,779
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,512,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,467,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$4,722,484
Value of total assets at end of year2013-08-31$36,103,295
Value of total assets at beginning of year2013-08-31$30,283,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$44,549
Total interest from all sources2013-08-31$249,797
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$579,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$579,476
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$1,917,977
Participant contributions at end of year2013-08-31$410,645
Participant contributions at beginning of year2013-08-31$397,989
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$1,082,756
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$32,254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$160,217
Total non interest bearing cash at end of year2013-08-31$0
Total non interest bearing cash at beginning of year2013-08-31$160,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$5,980,258
Value of net assets at end of year (total assets less liabilities)2013-08-31$36,103,295
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$30,123,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$26,677,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$19,675,065
Value of interest in pooled separate accounts at end of year2013-08-31$475,224
Value of interest in pooled separate accounts at beginning of year2013-08-31$409,523
Interest on participant loans2013-08-31$9,372
Interest earned on other investments2013-08-31$240,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$8,508,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$9,639,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$1,902,276
Net investment gain/loss from pooled separate accounts2013-08-31$38,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$1,721,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,467,972
Contract administrator fees2013-08-31$44,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31Yes
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2013-08-31251638525
2012 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$160,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$6,286,830
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$2,300,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$2,147,340
Expenses. Certain deemed distributions of participant loans2012-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$3,971,924
Value of total assets at end of year2012-08-31$30,283,254
Value of total assets at beginning of year2012-08-31$26,136,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$152,934
Total interest from all sources2012-08-31$263,596
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$315,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$315,026
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$1,841,942
Participant contributions at end of year2012-08-31$397,989
Participant contributions at beginning of year2012-08-31$317,900
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$890,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$4,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$160,217
Total non interest bearing cash at end of year2012-08-31$160,761
Total non interest bearing cash at beginning of year2012-08-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$3,986,556
Value of net assets at end of year (total assets less liabilities)2012-08-31$30,123,037
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$26,136,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$19,675,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$17,050,952
Value of interest in pooled separate accounts at end of year2012-08-31$409,523
Value of interest in pooled separate accounts at beginning of year2012-08-31$350,038
Interest on participant loans2012-08-31$5,398
Interest earned on other investments2012-08-31$258,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$28
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$9,639,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$8,412,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$1,701,107
Net investment gain/loss from pooled separate accounts2012-08-31$35,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$1,239,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$2,147,340
Contract administrator fees2012-08-31$152,934
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2012-08-31251638525
2011 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$111,805
Total income from all sources (including contributions)2011-08-31$5,325,702
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$1,049,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$942,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$2,760,233
Value of total assets at end of year2011-08-31$26,136,481
Value of total assets at beginning of year2011-08-31$21,972,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$107,204
Total interest from all sources2011-08-31$254,811
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$140,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$140,915
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$1,682,222
Participant contributions at end of year2011-08-31$317,900
Participant contributions at beginning of year2011-08-31$412,491
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$552,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$4,203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$484,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$111,805
Total non interest bearing cash at end of year2011-08-31$504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$4,276,267
Value of net assets at end of year (total assets less liabilities)2011-08-31$26,136,481
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$21,860,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$17,050,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$14,196,292
Value of interest in pooled separate accounts at end of year2011-08-31$350,038
Value of interest in pooled separate accounts at beginning of year2011-08-31$272,253
Interest on participant loans2011-08-31$3,477
Interest earned on other investments2011-08-31$251,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$112,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$112,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$8,412,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$6,494,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$2,118,140
Net investment gain/loss from pooled separate accounts2011-08-31$51,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$525,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$942,231
Contract administrator fees2011-08-31$107,204
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2011-08-31251638525
2010 : GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN

2022: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: GROVE CITY COLLEGE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069856
Policy instance 3
Insurance contract or identification numberTA069856
Number of Individuals Covered492
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 2
Insurance contract or identification number500318
Number of Individuals Covered79
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005/EX17005
Policy instance 1
Insurance contract or identification numberCR17005/EX17005
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,088
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,044
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005/EX17005
Policy instance 1
Insurance contract or identification numberCR17005/EX17005
Number of Individuals Covered82
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,555
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,555
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 2
Insurance contract or identification number500318
Number of Individuals Covered75
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTA069856
Policy instance 3
Insurance contract or identification numberTA069856
Number of Individuals Covered511
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 2
Insurance contract or identification number500318
Number of Individuals Covered83
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005/EX17005
Policy instance 1
Insurance contract or identification numberCR17005/EX17005
Number of Individuals Covered85
Insurance policy start date2020-09-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,496
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,496
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 2
Insurance contract or identification number500318
Number of Individuals Covered85
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005/EX17005
Policy instance 1
Insurance contract or identification numberCR17005/EX17005
Number of Individuals Covered88
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $15,941
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,941
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005/EX17005
Policy instance 1
Insurance contract or identification numberCR17005/EX17005
Number of Individuals Covered91
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $13,256
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,256
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 2
Insurance contract or identification number500318
Number of Individuals Covered86
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered95
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $16,224
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 3
Insurance contract or identification number500318
Number of Individuals Covered86
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered0
Insurance policy start date2017-09-01
Insurance policy end date2017-09-01
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered64
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 3
Insurance contract or identification number500318
Number of Individuals Covered79
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered252
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $23,755
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,755
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered124
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 3
Insurance contract or identification number500318
Number of Individuals Covered77
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered287
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $21,769
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,769
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered304
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $25,247
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,247
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered132
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 3
Insurance contract or identification number500318
Number of Individuals Covered78
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered321
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $26,556
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,556
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500318
Policy instance 3
Insurance contract or identification number500318
Number of Individuals Covered113
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered148
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102456
Policy instance 3
Insurance contract or identification number102456
Number of Individuals Covered103
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered345
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $30,716
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005
Policy instance 2
Insurance contract or identification numberCR17005
Number of Individuals Covered163
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102456
Policy instance 3
Insurance contract or identification number102456
Number of Individuals Covered99
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR17005,CR18187
Policy instance 2
Insurance contract or identification numberCR17005,CR18187
Number of Individuals Covered104
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $51,863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893007-007
Policy instance 1
Insurance contract or identification number893007-007
Number of Individuals Covered277
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $8,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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