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DEFIANCE COLLEGE DC RETIREMENT PLAN 401k Plan overview

Plan NameDEFIANCE COLLEGE DC RETIREMENT PLAN
Plan identification number 101

DEFIANCE COLLEGE DC 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

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

Company Name:DEFIANCE COLLEGE
Employer identification number (EIN):344430762
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFIANCE COLLEGE DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1012022-01-01
1012021-01-01
1012020-01-01
1012019-01-01
1012018-01-01TIMOTHY PRUETT2019-07-25 TIMOTHY PRUETT2019-07-25
1012017-01-01LOIS MCCULLOUGH LOIS MCCULLOUGH2018-07-16
1012016-01-01LOIS MCCULLOUGH LOIS MCCULLOUGH2017-07-26
1012015-01-01LOIS MCCULLOUGH
1012014-01-01LOIS MCCULLOUGH
1012013-01-01LOIS MCCULLOUGH
1012012-01-01LOIS MCCULLOUGH LOIS MCCULLOUGH2013-07-30
1012011-01-01LOIS MCCULLOUGH
1012010-01-01LOIS MCCULLOUGH
1012009-01-01LOIS MCCULLOUGH
1012009-01-01LOIS MCCULLOUGH

Plan Statistics for DEFIANCE COLLEGE DC RETIREMENT PLAN

401k plan membership statisitcs for DEFIANCE COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022: DEFIANCE COLLEGE DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01332
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: DEFIANCE COLLEGE DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01333
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01232
Total of all active and inactive participants2021-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01333
Number of participants with account balances2021-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: DEFIANCE COLLEGE DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01332
Total number of active participants reported on line 7a of the Form 55002020-01-01103
Number of other retired or separated participants entitled to future benefits2020-01-01230
Total of all active and inactive participants2020-01-01333
Total participants2020-01-01333
Number of participants with account balances2020-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: DEFIANCE COLLEGE DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01324
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01332
Number of participants with account balances2019-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: DEFIANCE COLLEGE DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01319
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01225
Total of all active and inactive participants2018-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01324
Number of participants with account balances2018-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: DEFIANCE COLLEGE DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01327
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01220
Total of all active and inactive participants2017-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01319
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DEFIANCE COLLEGE DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01339
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01226
Total of all active and inactive participants2016-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01328
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFIANCE COLLEGE DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01209
Total of all active and inactive participants2015-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01339
Number of participants with account balances2015-01-01334
2014: DEFIANCE COLLEGE DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01349
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01166
Total of all active and inactive participants2014-01-01354
Total participants2014-01-01354
Number of participants with account balances2014-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFIANCE COLLEGE DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01154
Total of all active and inactive participants2013-01-01353
Total participants2013-01-01353
Number of participants with account balances2013-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEFIANCE COLLEGE DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01349
Number of participants with account balances2012-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFIANCE COLLEGE DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01324
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01102
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01329
Number of participants with account balances2011-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DEFIANCE COLLEGE DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01312
Total number of active participants reported on line 7a of the Form 55002010-01-01237
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0186
Total of all active and inactive participants2010-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01324
Number of participants with account balances2010-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DEFIANCE COLLEGE DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01315
Total number of active participants reported on line 7a of the Form 55002009-01-01212
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01296
Number of participants with account balances2009-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DEFIANCE COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-11-30$0
Total transfer of assets from this plan2022-11-30$19,965,645
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$0
Total income from all sources (including contributions)2022-11-30$-1,440,675
Total loss/gain on sale of assets2022-11-30$0
Total of all expenses incurred2022-11-30$1,265,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$1,232,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$460,491
Value of total assets at end of year2022-11-30$0
Value of total assets at beginning of year2022-11-30$22,672,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$32,914
Total interest from all sources2022-11-30$256,950
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$24,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$24,737
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$500,000
If this is an individual account plan, was there a blackout period2022-11-30No
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Contributions received from participants2022-11-30$348,632
Participant contributions at end of year2022-11-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-11-30$2,816
Other income not declared elsewhere2022-11-30$11,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-2,706,429
Value of net assets at end of year (total assets less liabilities)2022-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$22,672,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$15,097,584
Value of interest in pooled separate accounts at end of year2022-11-30$0
Value of interest in pooled separate accounts at beginning of year2022-11-30$548,968
Interest on participant loans2022-11-30$87
Interest earned on other investments2022-11-30$256,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-11-30$6,910,045
Expenses. Payments to insurance carriers foe the provision of benefits2022-11-30$173,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-11-30$-2,254,482
Net investment gain/loss from pooled separate accounts2022-11-30$59,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30Yes
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$109,043
Employer contributions (assets) at beginning of year2022-11-30$115,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$1,059,022
Contract administrator fees2022-11-30$32,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-11-30No
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30Yes
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30STEYER & COMPANY
Accountancy firm EIN2022-11-30341534508
2021 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,995,705
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$911,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$884,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$608,141
Value of total assets at end of year2021-12-31$22,672,074
Value of total assets at beginning of year2021-12-31$20,587,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,130
Total interest from all sources2021-12-31$244,269
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$723,534
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$723,534
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$367,547
Other income not declared elsewhere2021-12-31$14,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,084,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,672,074
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,587,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,097,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,112,845
Value of interest in pooled separate accounts at end of year2021-12-31$548,968
Value of interest in pooled separate accounts at beginning of year2021-12-31$443,527
Interest earned on other investments2021-12-31$244,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,910,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,916,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,321,464
Net investment gain/loss from pooled separate accounts2021-12-31$84,292
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$240,594
Employer contributions (assets) at end of year2021-12-31$115,477
Employer contributions (assets) at beginning of year2021-12-31$115,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$884,431
Contract administrator fees2021-12-31$27,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31STEYER & COMPANY
Accountancy firm EIN2021-12-31341534508
2020 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,741,005
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,593,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,568,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$617,392
Value of total assets at end of year2020-12-31$20,587,930
Value of total assets at beginning of year2020-12-31$19,440,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,592
Total interest from all sources2020-12-31$275,289
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$207,869
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$207,869
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$372,580
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,057
Other income not declared elsewhere2020-12-31$9,685
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$1,147,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,587,930
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,440,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,112,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,928,902
Value of interest in pooled separate accounts at end of year2020-12-31$443,527
Value of interest in pooled separate accounts at beginning of year2020-12-31$474,771
Interest earned on other investments2020-12-31$275,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,916,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,921,894
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$272,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,634,335
Net investment gain/loss from pooled separate accounts2020-12-31$-3,565
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$233,755
Employer contributions (assets) at end of year2020-12-31$115,228
Employer contributions (assets) at beginning of year2020-12-31$114,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,296,258
Contract administrator fees2020-12-31$24,592
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 name2020-12-31STEYER & COMPANY
Accountancy firm EIN2020-12-31341534508
2019 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,302,416
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,031,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,011,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$589,556
Value of total assets at end of year2019-12-31$19,440,030
Value of total assets at beginning of year2019-12-31$18,169,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,327
Total interest from all sources2019-12-31$283,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$424,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$424,048
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$361,228
Other income not declared elsewhere2019-12-31$6,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,270,679
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,440,030
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,169,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,928,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,359,944
Value of interest in pooled separate accounts at end of year2019-12-31$474,771
Value of interest in pooled separate accounts at beginning of year2019-12-31$517,860
Interest earned on other investments2019-12-31$283,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,921,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,179,197
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$267,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,971,886
Net investment gain/loss from pooled separate accounts2019-12-31$26,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$228,328
Employer contributions (assets) at end of year2019-12-31$114,463
Employer contributions (assets) at beginning of year2019-12-31$112,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,743,735
Contract administrator fees2019-12-31$20,327
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31STEYER & COMPANY
Accountancy firm EIN2019-12-31341534508
2018 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-27,089
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,897,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,880,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$537,942
Value of total assets at end of year2018-12-31$18,169,351
Value of total assets at beginning of year2018-12-31$20,093,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,812
Total interest from all sources2018-12-31$292,204
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$203,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$203,814
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$316,545
Other income not declared elsewhere2018-12-31$3,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,924,294
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,169,351
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,093,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,359,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,517,057
Value of interest in pooled separate accounts at end of year2018-12-31$517,860
Value of interest in pooled separate accounts at beginning of year2018-12-31$494,479
Interest earned on other investments2018-12-31$292,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,179,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,974,258
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$282,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,087,737
Net investment gain/loss from pooled separate accounts2018-12-31$22,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$221,397
Employer contributions (assets) at end of year2018-12-31$112,350
Employer contributions (assets) at beginning of year2018-12-31$107,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,597,840
Contract administrator fees2018-12-31$16,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STEYER & COMPANY
Accountancy firm EIN2018-12-31341534508
2017 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,941,120
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,581,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,568,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$518,757
Value of total assets at end of year2017-12-31$20,093,645
Value of total assets at beginning of year2017-12-31$18,734,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,500
Total interest from all sources2017-12-31$283,882
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$147,607
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$292,463
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,622
Other income not declared elsewhere2017-12-31$1,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,359,416
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,093,645
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,734,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$12,517,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,109,916
Value of interest in pooled separate accounts at end of year2017-12-31$494,479
Value of interest in pooled separate accounts at beginning of year2017-12-31$498,067
Interest earned on other investments2017-12-31$283,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,974,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,013,231
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$219,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,968,391
Net investment gain/loss from pooled separate accounts2017-12-31$20,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$219,672
Employer contributions (assets) at end of year2017-12-31$107,851
Employer contributions (assets) at beginning of year2017-12-31$113,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,348,363
Contract administrator fees2017-12-31$13,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STEYER & COMPANY
Accountancy firm EIN2017-12-31341534508
2016 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,657,591
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,109,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,096,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$543,441
Value of total assets at end of year2016-12-31$18,734,229
Value of total assets at beginning of year2016-12-31$18,186,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,575
Total interest from all sources2016-12-31$306,781
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$88,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$88,475
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$291,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$547,723
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,734,229
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,186,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,109,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,744,989
Value of interest in pooled separate accounts at end of year2016-12-31$498,067
Value of interest in pooled separate accounts at beginning of year2016-12-31$515,318
Interest earned on other investments2016-12-31$306,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,013,231
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,926,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$692,872
Net investment gain/loss from pooled separate accounts2016-12-31$26,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$252,065
Employer contributions (assets) at end of year2016-12-31$113,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,096,293
Contract administrator fees2016-12-31$13,575
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STEYER & COMPANY
Accountancy firm EIN2016-12-31341534508
2015 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,292,647
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,878,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,865,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,017,965
Value of total assets at end of year2015-12-31$18,186,506
Value of total assets at beginning of year2015-12-31$18,771,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,906
Total interest from all sources2015-12-31$286,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$82,720
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$308,062
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$434,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-585,406
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,186,506
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,771,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,744,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,167,346
Value of interest in pooled separate accounts at end of year2015-12-31$515,318
Value of interest in pooled separate accounts at beginning of year2015-12-31$577,103
Interest earned on other investments2015-12-31$286,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,926,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,027,463
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$515,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-134,908
Net investment gain/loss from pooled separate accounts2015-12-31$40,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$275,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,349,689
Contract administrator fees2015-12-31$12,906
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STEYER & COMPANY
Accountancy firm EIN2015-12-31341534508
2014 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$9,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,791,280
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,689,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,686,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$703,994
Value of total assets at end of year2014-12-31$18,771,912
Value of total assets at beginning of year2014-12-31$18,660,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,025
Total interest from all sources2014-12-31$309,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,562
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$341,526
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$82,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$101,815
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,771,912
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,660,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,167,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,666,969
Value of interest in pooled separate accounts at end of year2014-12-31$577,103
Value of interest in pooled separate accounts at beginning of year2014-12-31$492,701
Interest earned on other investments2014-12-31$309,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,027,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,500,731
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$973,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$708,488
Net investment gain/loss from pooled separate accounts2014-12-31$62,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$280,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$712,933
Contract administrator fees2014-12-31$3,025
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STEYER & COMPANY
Accountancy firm EIN2014-12-31341534508
2013 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,174,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,588,919
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$573,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$573,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$526,565
Value of total assets at end of year2013-12-31$18,660,401
Value of total assets at beginning of year2013-12-31$14,470,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$289,535
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$238,643
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$13,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,015,215
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,660,401
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,470,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,666,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,288,946
Value of interest in pooled separate accounts at end of year2013-12-31$492,701
Value of interest in pooled separate accounts at beginning of year2013-12-31$337,486
Interest earned on other investments2013-12-31$289,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,500,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,843,891
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$125,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,738,246
Net investment gain/loss from pooled separate accounts2013-12-31$34,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$274,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$447,746
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STEYER &COMPANY
Accountancy firm EIN2013-12-31341534508
2012 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$262,523
Total of all expenses incurred2012-12-31$53,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$74,012
Value of total assets at end of year2012-12-31$1,821,415
Value of total assets at beginning of year2012-12-31$1,612,445
Total interest from all sources2012-12-31$17,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$74,012
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$758
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$208,970
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,821,415
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,612,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,273,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,056,381
Value of interest in pooled separate accounts at end of year2012-12-31$70,603
Value of interest in pooled separate accounts at beginning of year2012-12-31$62,650
Interest earned on other investments2012-12-31$17,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$477,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$493,414
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$80,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$164,332
Net investment gain/loss from pooled separate accounts2012-12-31$6,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$270,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,553
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STEYER & COMPANY
Accountancy firm EIN2012-12-31341534508
2011 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-32,110
Total unrealized appreciation/depreciation of assets2011-12-31$-32,110
Total income from all sources (including contributions)2011-12-31$81,572
Total of all expenses incurred2011-12-31$44,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$44,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$84,789
Value of total assets at end of year2011-12-31$1,612,445
Value of total assets at beginning of year2011-12-31$1,575,166
Total interest from all sources2011-12-31$3,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$76,202
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,587
Other income not declared elsewhere2011-12-31$4,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$37,279
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,612,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,575,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,056,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,069,133
Value of interest in pooled separate accounts at end of year2011-12-31$62,650
Value of interest in pooled separate accounts at beginning of year2011-12-31$46,598
Interest earned on other investments2011-12-31$3,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$493,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$459,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$18,779
Net investment gain/loss from pooled separate accounts2011-12-31$1,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$269,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$44,293
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STEYER & COMPANY
Accountancy firm EIN2011-12-31341534508
2010 : DEFIANCE COLLEGE DC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$929,072
Total unrealized appreciation/depreciation of assets2010-12-31$929,072
Total income from all sources (including contributions)2010-12-31$1,542,004
Total of all expenses incurred2010-12-31$1,347,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,347,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$484,960
Value of total assets at end of year2010-12-31$13,130,033
Value of total assets at beginning of year2010-12-31$12,935,327
Total interest from all sources2010-12-31$48,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$221,784
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$139,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$194,706
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,130,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,935,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,375,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,990,733
Value of interest in pooled separate accounts at end of year2010-12-31$266,494
Value of interest in pooled separate accounts at beginning of year2010-12-31$246,988
Interest earned on other investments2010-12-31$48,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,487,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,697,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-41,534
Net investment gain/loss from pooled separate accounts2010-12-31$-17,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$263,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,347,298
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STEYER AND COMPANY
Accountancy firm EIN2010-12-31341534508

Form 5500 Responses for DEFIANCE COLLEGE DC RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered242
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered249
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered253
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered260
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered264
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered306
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500675
Policy instance 1
Insurance contract or identification number500675
Number of Individuals Covered347
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314559
Policy instance 1
Insurance contract or identification number314559
Number of Individuals Covered337
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314600
Policy instance 1
Insurance contract or identification number314600
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number314599
Policy instance 1
Insurance contract or identification number314599
Number of Individuals Covered322
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number314599
Policy instance 1
Insurance contract or identification number314599
Number of Individuals Covered302
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number314599
Policy instance 1
Insurance contract or identification number314599
Number of Individuals Covered296
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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