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HOPE COLLEGE INVEST PLAN 401k Plan overview

Plan NameHOPE COLLEGE INVEST PLAN
Plan identification number 001

HOPE COLLEGE INVEST 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:HOPE COLLEGE
Employer identification number (EIN):381381271
NAIC Classification:611000

Additional information about HOPE COLLEGE

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 763087

More information about HOPE COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPE COLLEGE INVEST PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CONNIE VANDERZWAAG
0012016-01-01CONNIE VANDERZWAAG
0012015-01-01CONNIE VANDERZWAAG
0012014-01-01CONNIE VANDERZWAAG
0012013-01-01CONNIE VANDERZWAAG
0012012-01-01LORI MULDER
0012011-01-01LORI MULDER
0012010-01-01LORI MULDER
0012009-01-01LORI MULDER LORI MULDER2010-10-13

Plan Statistics for HOPE COLLEGE INVEST PLAN

401k plan membership statisitcs for HOPE COLLEGE INVEST PLAN

Measure Date Value
2022: HOPE COLLEGE INVEST PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,549
Total number of active participants reported on line 7a of the Form 55002022-01-011,035
Number of retired or separated participants receiving benefits2022-01-0116
Number of other retired or separated participants entitled to future benefits2022-01-01565
Total of all active and inactive participants2022-01-011,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,618
Number of participants with account balances2022-01-011,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HOPE COLLEGE INVEST PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,574
Total number of active participants reported on line 7a of the Form 55002021-01-01989
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01509
Total of all active and inactive participants2021-01-011,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0127
Total participants2021-01-011,539
Number of participants with account balances2021-01-011,212
2020: HOPE COLLEGE INVEST PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,525
Total number of active participants reported on line 7a of the Form 55002020-01-011,027
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-01527
Total of all active and inactive participants2020-01-011,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,574
Number of participants with account balances2020-01-011,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOPE COLLEGE INVEST PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,494
Total number of active participants reported on line 7a of the Form 55002019-01-011,013
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-01477
Total of all active and inactive participants2019-01-011,500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,507
Number of participants with account balances2019-01-011,227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOPE COLLEGE INVEST PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,181
Total number of active participants reported on line 7a of the Form 55002018-01-011,009
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01466
Total of all active and inactive participants2018-01-011,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-011,490
Number of participants with account balances2018-01-011,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOPE COLLEGE INVEST PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01770
Total number of active participants reported on line 7a of the Form 55002017-01-011,068
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-01102
Total of all active and inactive participants2017-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,181
Number of participants with account balances2017-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOPE COLLEGE INVEST PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,444
Total number of active participants reported on line 7a of the Form 55002016-01-01662
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01770
Number of participants with account balances2016-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOPE COLLEGE INVEST PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,156
Total number of active participants reported on line 7a of the Form 55002015-01-01953
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01478
Total of all active and inactive participants2015-01-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,444
Number of participants with account balances2015-01-011,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOPE COLLEGE INVEST PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,050
Total number of active participants reported on line 7a of the Form 55002014-01-01698
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01447
Total of all active and inactive participants2014-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,156
Number of participants with account balances2014-01-011,156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOPE COLLEGE INVEST PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,088
Total number of active participants reported on line 7a of the Form 55002013-01-01581
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01461
Total of all active and inactive participants2013-01-011,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-011,050
Number of participants with account balances2013-01-011,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOPE COLLEGE INVEST PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,015
Total number of active participants reported on line 7a of the Form 55002012-01-01605
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01477
Total of all active and inactive participants2012-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,088
Number of participants with account balances2012-01-011,088
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOPE COLLEGE INVEST PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,083
Total number of active participants reported on line 7a of the Form 55002011-01-01570
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01441
Total of all active and inactive participants2011-01-011,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,015
Number of participants with account balances2011-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOPE COLLEGE INVEST PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,141
Total number of active participants reported on line 7a of the Form 55002010-01-01602
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01478
Total of all active and inactive participants2010-01-011,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,083
Number of participants with account balances2010-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOPE COLLEGE INVEST PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,186
Total number of active participants reported on line 7a of the Form 55002009-01-01611
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01527
Total of all active and inactive participants2009-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,141
Number of participants with account balances2009-01-011,141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOPE COLLEGE INVEST PLAN

Measure Date Value
2022 : HOPE COLLEGE INVEST PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-24,124,438
Total of all expenses incurred2022-12-31$17,337,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,751,229
Expenses. Certain deemed distributions of participant loans2022-12-31$5,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,630,396
Value of total assets at end of year2022-12-31$181,502,980
Value of total assets at beginning of year2022-12-31$222,965,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$580,537
Total interest from all sources2022-12-31$1,190,825
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,943,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,943,429
Administrative expenses professional fees incurred2022-12-31$10,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,906,059
Participant contributions at end of year2022-12-31$96,676
Participant contributions at beginning of year2022-12-31$101,500
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$134,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$775
Administrative expenses (other) incurred2022-12-31$520,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,462,187
Value of net assets at end of year (total assets less liabilities)2022-12-31$181,502,980
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$222,965,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$148,796,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$188,546,771
Value of interest in pooled separate accounts at end of year2022-12-31$2,004,281
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,938,511
Interest on participant loans2022-12-31$4,285
Interest earned on other investments2022-12-31$1,186,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$30,596,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,377,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,052,220
Net investment gain/loss from pooled separate accounts2022-12-31$163,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,589,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,751,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : HOPE COLLEGE INVEST PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$35,898,629
Total of all expenses incurred2021-12-31$28,394,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,218,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,433,029
Value of total assets at end of year2021-12-31$222,965,167
Value of total assets at beginning of year2021-12-31$215,460,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$175,460
Total interest from all sources2021-12-31$1,115,900
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,680,214
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$3,680,214
Administrative expenses professional fees incurred2021-12-31$7,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,786,945
Participant contributions at end of year2021-12-31$101,500
Participant contributions at beginning of year2021-12-31$75,446
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$83,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$756
Administrative expenses (other) incurred2021-12-31$118,460
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,504,285
Value of net assets at end of year (total assets less liabilities)2021-12-31$222,965,167
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$215,460,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$188,546,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$179,076,508
Value of interest in pooled separate accounts at end of year2021-12-31$1,938,511
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,863,131
Interest on participant loans2021-12-31$4,369
Interest earned on other investments2021-12-31$1,111,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,377,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,445,041
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$14,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,355,578
Net investment gain/loss from pooled separate accounts2021-12-31$313,908
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$4,562,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,202,012
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 name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : HOPE COLLEGE INVEST PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$34,258,163
Total of all expenses incurred2020-12-31$11,942,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,775,058
Expenses. Certain deemed distributions of participant loans2020-12-31$4,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,518,334
Value of total assets at end of year2020-12-31$215,460,882
Value of total assets at beginning of year2020-12-31$193,145,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,578
Total interest from all sources2020-12-31$1,289,224
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,615,501
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$2,615,501
Administrative expenses professional fees incurred2020-12-31$9,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,599,189
Participant contributions at end of year2020-12-31$75,446
Participant contributions at beginning of year2020-12-31$123,450
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$385,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$609
Administrative expenses (other) incurred2020-12-31$104,578
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$30,720
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$22,315,347
Value of net assets at end of year (total assets less liabilities)2020-12-31$215,460,882
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$193,145,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$179,076,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$157,486,380
Value of interest in pooled separate accounts at end of year2020-12-31$1,863,131
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,214,034
Interest on participant loans2020-12-31$5,440
Interest earned on other investments2020-12-31$1,283,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,445,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,290,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,853,967
Net investment gain/loss from pooled separate accounts2020-12-31$-18,863
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$4,533,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,775,058
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 name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : HOPE COLLEGE INVEST PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$40,037,487
Total of all expenses incurred2019-12-31$16,673,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,507,452
Expenses. Certain deemed distributions of participant loans2019-12-31$1,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,049,758
Value of total assets at end of year2019-12-31$193,145,535
Value of total assets at beginning of year2019-12-31$169,781,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$164,290
Total interest from all sources2019-12-31$1,256,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,940,607
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$2,940,607
Administrative expenses professional fees incurred2019-12-31$6,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,361,088
Participant contributions at end of year2019-12-31$123,450
Participant contributions at beginning of year2019-12-31$65,636
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$296,303
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$254
Administrative expenses (other) incurred2019-12-31$120,290
Total non interest bearing cash at end of year2019-12-31$30,720
Total non interest bearing cash at beginning of year2019-12-31$22,852
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$23,364,086
Value of net assets at end of year (total assets less liabilities)2019-12-31$193,145,535
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$169,781,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$157,486,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$135,445,796
Value of interest in pooled separate accounts at end of year2019-12-31$2,214,034
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,269,622
Interest on participant loans2019-12-31$4,573
Interest earned on other investments2019-12-31$1,252,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,290,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$31,977,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$27,667,962
Net investment gain/loss from pooled separate accounts2019-12-31$122,467
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$4,392,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,507,452
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : HOPE COLLEGE INVEST PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$626,369
Total of all expenses incurred2018-12-31$10,425,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,166,302
Expenses. Certain deemed distributions of participant loans2018-12-31$67,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,578,199
Value of total assets at end of year2018-12-31$169,781,449
Value of total assets at beginning of year2018-12-31$179,580,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,914
Total interest from all sources2018-12-31$1,301,576
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,009,141
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$3,009,141
Administrative expenses professional fees incurred2018-12-31$8,500
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,142,981
Participant contributions at end of year2018-12-31$65,636
Participant contributions at beginning of year2018-12-31$79,671
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$348,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$254
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$250
Administrative expenses (other) incurred2018-12-31$133,414
Total non interest bearing cash at end of year2018-12-31$22,852
Total non interest bearing cash at beginning of year2018-12-31$32,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,798,957
Value of net assets at end of year (total assets less liabilities)2018-12-31$169,781,449
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$179,580,406
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
Investment advisory and management fees2018-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$135,445,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$111,121,925
Value of interest in pooled separate accounts at end of year2018-12-31$2,269,622
Value of interest in pooled separate accounts at beginning of year2018-12-31$34,541,720
Interest on participant loans2018-12-31$5,313
Interest earned on other investments2018-12-31$1,296,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$31,977,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,800,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,366,748
Net investment gain/loss from pooled separate accounts2018-12-31$104,201
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$4,086,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,166,302
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : HOPE COLLEGE INVEST PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$31,019,305
Total of all expenses incurred2017-12-31$15,682,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,549,777
Expenses. Certain deemed distributions of participant loans2017-12-31$20,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,129,866
Value of total assets at end of year2017-12-31$179,580,406
Value of total assets at beginning of year2017-12-31$164,244,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,112,752
Total interest from all sources2017-12-31$1,337,723
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,477,670
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$2,477,670
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,893,877
Participant contributions at end of year2017-12-31$79,671
Participant contributions at beginning of year2017-12-31$75,670
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$195,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$451
Administrative expenses (other) incurred2017-12-31$1,075,252
Total non interest bearing cash at end of year2017-12-31$32,443
Total non interest bearing cash at beginning of year2017-12-31$19,756
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$15,336,335
Value of net assets at end of year (total assets less liabilities)2017-12-31$179,580,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$164,244,071
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
Investment advisory and management fees2017-12-31$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$111,121,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$96,204,940
Value of interest in pooled separate accounts at end of year2017-12-31$34,541,720
Value of interest in pooled separate accounts at beginning of year2017-12-31$31,816,771
Interest on participant loans2017-12-31$3,118
Interest earned on other investments2017-12-31$1,334,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,800,759
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$36,126,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,976,264
Net investment gain/loss from pooled separate accounts2017-12-31$97,782
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$4,040,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$14,549,777
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : HOPE COLLEGE INVEST PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$18,311,639
Total of all expenses incurred2016-12-31$7,833,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,609,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,925,792
Value of total assets at end of year2016-12-31$164,244,071
Value of total assets at beginning of year2016-12-31$153,766,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$224,055
Total interest from all sources2016-12-31$1,397,086
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,008,368
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$2,008,368
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,679,847
Participant contributions at end of year2016-12-31$75,670
Participant contributions at beginning of year2016-12-31$42,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$234,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$205
Administrative expenses (other) incurred2016-12-31$174,055
Total non interest bearing cash at end of year2016-12-31$19,756
Total non interest bearing cash at beginning of year2016-12-31$1,544
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$10,478,005
Value of net assets at end of year (total assets less liabilities)2016-12-31$164,244,071
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$153,766,066
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
Investment advisory and management fees2016-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$96,204,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$85,353,707
Value of interest in pooled separate accounts at end of year2016-12-31$31,816,771
Value of interest in pooled separate accounts at beginning of year2016-12-31$31,796,288
Interest on participant loans2016-12-31$1,943
Interest earned on other investments2016-12-31$1,395,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$36,126,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,571,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,861,811
Net investment gain/loss from pooled separate accounts2016-12-31$118,582
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$4,011,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,609,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : HOPE COLLEGE INVEST PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$61,538
Total income from all sources (including contributions)2015-12-31$8,147,566
Total of all expenses incurred2015-12-31$9,946,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,746,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,751,532
Value of total assets at end of year2015-12-31$153,766,066
Value of total assets at beginning of year2015-12-31$155,503,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$200,639
Total interest from all sources2015-12-31$1,359,734
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,154,097
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$2,154,097
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,484,971
Participant contributions at end of year2015-12-31$42,701
Participant contributions at beginning of year2015-12-31$46,930
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$388,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$175
Administrative expenses (other) incurred2015-12-31$151,581
Total non interest bearing cash at end of year2015-12-31$1,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,799,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$153,766,066
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$155,503,810
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
Investment advisory and management fees2015-12-31$49,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$85,353,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$116,413,182
Value of interest in pooled separate accounts at end of year2015-12-31$31,796,288
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,272,078
Interest on participant loans2015-12-31$1,606
Interest earned on other investments2015-12-31$1,358,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,571,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,771,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,304,025
Net investment gain/loss from pooled separate accounts2015-12-31$186,228
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$3,878,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,746,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : HOPE COLLEGE INVEST PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$316,008
Total income from all sources (including contributions)2014-12-31$18,373,990
Total of all expenses incurred2014-12-31$12,513,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,322,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,356,500
Value of total assets at end of year2014-12-31$155,503,810
Value of total assets at beginning of year2014-12-31$149,327,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$191,367
Total interest from all sources2014-12-31$1,512,453
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,123,218
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$2,123,218
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,288,608
Participant contributions at end of year2014-12-31$46,930
Participant contributions at beginning of year2014-12-31$29,936
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,435,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$109
Other income not declared elsewhere2014-12-31$1
Administrative expenses (other) incurred2014-12-31$143,411
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$5,860,406
Value of net assets at end of year (total assets less liabilities)2014-12-31$155,503,810
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$149,327,396
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
Investment advisory and management fees2014-12-31$47,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$116,413,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$109,820,682
Value of interest in pooled separate accounts at end of year2014-12-31$2,272,078
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,089,387
Interest on participant loans2014-12-31$2,355
Interest earned on other investments2014-12-31$1,510,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,771,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$37,387,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,137,265
Net investment gain/loss from pooled separate accounts2014-12-31$244,553
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$3,632,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,322,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : HOPE COLLEGE INVEST PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$137,638
Total income from all sources (including contributions)2013-12-31$29,198,074
Total of all expenses incurred2013-12-31$13,164,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,119,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,426,632
Value of total assets at end of year2013-12-31$149,327,396
Value of total assets at beginning of year2013-12-31$133,156,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$44,847
Total interest from all sources2013-12-31$1,442,733
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,520,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,520,056
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,038,145
Participant contributions at end of year2013-12-31$29,936
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$913,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,399
Administrative expenses (other) incurred2013-12-31$44,847
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$16,033,716
Value of net assets at end of year (total assets less liabilities)2013-12-31$149,327,396
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$133,156,042
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$109,820,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$95,519,603
Value of interest in pooled separate accounts at end of year2013-12-31$2,089,387
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,138,628
Interest on participant loans2013-12-31$156
Interest earned on other investments2013-12-31$1,442,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$37,387,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$34,496,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$19,518,030
Net investment gain/loss from pooled separate accounts2013-12-31$290,623
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$3,474,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,119,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : HOPE COLLEGE INVEST PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$19,509,415
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,300,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,278,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,956,419
Value of total assets at end of year2012-12-31$133,156,042
Value of total assets at beginning of year2012-12-31$119,947,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,021
Total interest from all sources2012-12-31$289,184
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,300,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,300,543
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,796,195
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$806,222
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,018
Other income not declared elsewhere2012-12-31$1,073,272
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$13,208,585
Value of net assets at end of year (total assets less liabilities)2012-12-31$133,156,042
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$119,947,457
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$95,519,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$83,592,351
Value of interest in pooled separate accounts at end of year2012-12-31$3,138,628
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,615,388
Interest earned on other investments2012-12-31$289,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$34,496,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$33,737,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,618,833
Net investment gain/loss from pooled separate accounts2012-12-31$271,164
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$3,354,002
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,278,809
Contract administrator fees2012-12-31$22,021
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : HOPE COLLEGE INVEST PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,530,886
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,267,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,236,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,394,850
Value of total assets at end of year2011-12-31$119,947,457
Value of total assets at beginning of year2011-12-31$123,684,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,386
Total interest from all sources2011-12-31$290,233
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,083,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,083,857
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,683,435
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$135,733
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$204,427
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$244,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,269
Other income not declared elsewhere2011-12-31$762,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,736,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$119,947,457
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$123,684,180
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$83,592,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$87,369,260
Value of interest in pooled separate accounts at end of year2011-12-31$2,615,388
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,098,674
Interest earned on other investments2011-12-31$290,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$33,737,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,778,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,293,823
Net investment gain/loss from pooled separate accounts2011-12-31$292,909
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$3,506,988
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$298,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,991,513
Contract administrator fees2011-12-31$31,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : HOPE COLLEGE INVEST PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$17,602,233
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,902,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,867,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,137,588
Value of total assets at end of year2010-12-31$123,684,180
Value of total assets at beginning of year2010-12-31$112,984,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,691
Total interest from all sources2010-12-31$224,300
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$624,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$624,342
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,606,914
Participant contributions at end of year2010-12-31$135,733
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$100,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,269
Other income not declared elsewhere2010-12-31$1,033,786
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$10,699,662
Value of net assets at end of year (total assets less liabilities)2010-12-31$123,684,180
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$112,984,518
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$87,369,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$78,113,978
Value of interest in pooled separate accounts at end of year2010-12-31$2,098,674
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,480,631
Interest earned on other investments2010-12-31$224,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,778,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$33,389,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,359,935
Net investment gain/loss from pooled separate accounts2010-12-31$222,282
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$3,429,853
Employer contributions (assets) at end of year2010-12-31$298,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,867,880
Contract administrator fees2010-12-31$34,691
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2010-12-31381357951
2009 : HOPE COLLEGE INVEST PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOPE COLLEGE INVEST PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered844
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered465
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered822
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered390
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered825
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered567
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069515
Policy instance 3
Insurance contract or identification numberTA069515
Number of Individuals Covered791
Insurance policy start date2019-09-05
Insurance policy end date2019-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-05
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered582
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered785
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered607
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered627
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered776
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered725
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered719
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069515
Policy instance 2
Insurance contract or identification numberTA069515
Number of Individuals Covered692
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered707
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberTA069515
Policy instance 1
Insurance contract or identification numberTA069515
Number of Individuals Covered689
Insurance policy start date2013-07-29
Insurance policy end date2013-12-31
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 number150636
Policy instance 2
Insurance contract or identification number150636
Number of Individuals Covered728
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number150636
Policy instance 1
Insurance contract or identification number150636
Number of Individuals Covered888
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number*SEE BELOW
Policy instance 1
Insurance contract or identification number*SEE BELOW
Number of Individuals Covered904
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number*SEE BELOW
Policy instance 1
Insurance contract or identification number*SEE BELOW
Number of Individuals Covered918
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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

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