401k Plan data: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN plan

MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN
Plan identification number	001

MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: MARY BALDWIN UNIVERSITY

Employer identification number (EIN): 540506319

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-07-01 JENNIFER SAUER JENNIFER SAUER 2019-04-23
001 2017-07-01
001 2016-07-01 DAVID MOWEN DAVID MOWEN 2018-04-16
001 2015-07-01 DAVID MOWEN DAVID MOWEN 2017-04-13
001 2014-07-01 DAVID MOWEN DAVID MOWEN 2016-04-15
001 2013-07-01 DAVID MOWEN DAVID MOWEN 2015-04-14
001 2012-07-01 DAVID MOWEN DAVID MOWEN 2014-04-14
001 2011-07-01 DAVID MOWEN DAVID MOWEN 2013-04-12
001 2010-07-01 DAVID MOWEN DAVID MOWEN 2012-04-13
001 2009-07-01 DAVID MOWEN DAVID MOWEN 2011-04-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-07-01	JENNIFER SAUER	JENNIFER SAUER	2019-04-23
001	2017-07-01
001	2016-07-01	DAVID MOWEN	DAVID MOWEN	2018-04-16
001	2015-07-01	DAVID MOWEN	DAVID MOWEN	2017-04-13
001	2014-07-01	DAVID MOWEN	DAVID MOWEN	2016-04-15
001	2013-07-01	DAVID MOWEN	DAVID MOWEN	2015-04-14
001	2012-07-01	DAVID MOWEN	DAVID MOWEN	2014-04-14
001	2011-07-01	DAVID MOWEN	DAVID MOWEN	2013-04-12
001	2010-07-01	DAVID MOWEN	DAVID MOWEN	2012-04-13
001	2009-07-01	DAVID MOWEN	DAVID MOWEN	2011-04-14

Plan Statistics for MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN

Measure Date Value
2018: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 797
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 0
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 0
Number of participants with account balances 2018-07-01 0
2017: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 756
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 363
Number of other retired or separated participants entitled to future benefits 2017-07-01 431
Total of all active and inactive participants 2017-07-01 794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 3
Total participants 2017-07-01 797
Number of participants with account balances 2017-07-01 794
2016: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 732
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 356
Number of other retired or separated participants entitled to future benefits 2016-07-01 396
Total of all active and inactive participants 2016-07-01 752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 4
Total participants 2016-07-01 756
Number of participants with account balances 2016-07-01 752
2015: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 708
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 335
Number of other retired or separated participants entitled to future benefits 2015-07-01 396
Total of all active and inactive participants 2015-07-01 731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 732
Number of participants with account balances 2015-07-01 728
2014: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 682
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 318
Number of other retired or separated participants entitled to future benefits 2014-07-01 388
Total of all active and inactive participants 2014-07-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 707
Number of participants with account balances 2014-07-01 699
2013: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 693
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 309
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 375
Total of all active and inactive participants 2013-07-01 684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 686
Number of participants with account balances 2013-07-01 677
2012: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 754
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 655
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 115
Total of all active and inactive participants 2012-07-01 770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 770
Number of participants with account balances 2012-07-01 664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 730
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 640
Number of other retired or separated participants entitled to future benefits 2011-07-01 114
Total of all active and inactive participants 2011-07-01 754
Total participants 2011-07-01 754
Number of participants with account balances 2011-07-01 651
2010: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 713
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 617
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 88
Total of all active and inactive participants 2010-07-01 705
Total participants 2010-07-01 705
Number of participants with account balances 2010-07-01 606
2009: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 725
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 604
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 86
Total of all active and inactive participants 2009-07-01 690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 5
Total participants 2009-07-01 695
Number of participants with account balances 2009-07-01 625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2018: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	797
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	0
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	0
Number of participants with account balances	2018-07-01	0
2017: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	756
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	363
Number of other retired or separated participants entitled to future benefits	2017-07-01	431
Total of all active and inactive participants	2017-07-01	794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	3
Total participants	2017-07-01	797
Number of participants with account balances	2017-07-01	794
2016: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	732
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	356
Number of other retired or separated participants entitled to future benefits	2016-07-01	396
Total of all active and inactive participants	2016-07-01	752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	4
Total participants	2016-07-01	756
Number of participants with account balances	2016-07-01	752
2015: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	708
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	335
Number of other retired or separated participants entitled to future benefits	2015-07-01	396
Total of all active and inactive participants	2015-07-01	731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	732
Number of participants with account balances	2015-07-01	728
2014: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	682
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	318
Number of other retired or separated participants entitled to future benefits	2014-07-01	388
Total of all active and inactive participants	2014-07-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	707
Number of participants with account balances	2014-07-01	699
2013: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	693
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	309
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	375
Total of all active and inactive participants	2013-07-01	684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	686
Number of participants with account balances	2013-07-01	677
2012: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	754
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	655
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	115
Total of all active and inactive participants	2012-07-01	770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	770
Number of participants with account balances	2012-07-01	664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	730
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	640
Number of other retired or separated participants entitled to future benefits	2011-07-01	114
Total of all active and inactive participants	2011-07-01	754
Total participants	2011-07-01	754
Number of participants with account balances	2011-07-01	651
2010: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	713
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	617
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	88
Total of all active and inactive participants	2010-07-01	705
Total participants	2010-07-01	705
Number of participants with account balances	2010-07-01	606
2009: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	725
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	604
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	86
Total of all active and inactive participants	2009-07-01	690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	5
Total participants	2009-07-01	695
Number of participants with account balances	2009-07-01	625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2018 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total transfer of assets from this plan	2018-07-31	$50,560,532
Total income from all sources (including contributions)	2018-07-31	$880,713
Total of all expenses incurred	2018-07-31	$261,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-07-31	$258,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-07-31	$99,493
Value of total assets at end of year	2018-07-31	$0
Value of total assets at beginning of year	2018-07-31	$49,941,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-07-31	$2,565
Total interest from all sources	2018-07-31	$66,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-07-31	No
Was this plan covered by a fidelity bond	2018-07-31	Yes
Value of fidelity bond cover	2018-07-31	$500,000
If this is an individual account plan, was there a blackout period	2018-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-07-31	No
Contributions received from participants	2018-07-31	$59,800
Income. Received or receivable in cash from other sources (including rollovers)	2018-07-31	$1,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-31	No
Value of net income/loss	2018-07-31	$619,195
Value of net assets at end of year (total assets less liabilities)	2018-07-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-07-31	$49,941,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-07-31	No
Were any leases to which the plan was party in default or uncollectible	2018-07-31	No
Investment advisory and management fees	2018-07-31	$2,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-07-31	$28,685,443
Value of interest in pooled separate accounts at end of year	2018-07-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-07-31	$2,045,290
Interest earned on other investments	2018-07-31	$66,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-07-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-07-31	$19,210,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-07-31	$706,928
Net investment gain/loss from pooled separate accounts	2018-07-31	$7,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-07-31	No
Was there a failure to transmit to the plan any participant contributions	2018-07-31	No
Has the plan failed to provide any benefit when due under the plan	2018-07-31	No
Contributions received in cash from employer	2018-07-31	$38,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-07-31	$258,953
Did the plan have assets held for investment	2018-07-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-07-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-07-31	Disclaimer
Accountancy firm name	2018-07-31	BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2018-07-31	540504608
Total income from all sources (including contributions)	2018-06-30	$5,099,256
Total of all expenses incurred	2018-06-30	$3,488,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$3,487,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,166,232
Value of total assets at end of year	2018-06-30	$49,941,337
Value of total assets at beginning of year	2018-06-30	$48,330,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,755
Total interest from all sources	2018-06-30	$769,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$657,567
Participant contributions at end of year	2018-06-30	$0
Participant contributions at beginning of year	2018-06-30	$47,377
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$64,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$1,610,457
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$49,941,337
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$48,330,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$1,755
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$28,685,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$26,619,416
Value of interest in pooled separate accounts at end of year	2018-06-30	$2,045,290
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$2,003,593
Interest earned on other investments	2018-06-30	$769,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$19,210,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$19,630,028
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,102,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$3,062,913
Net investment gain/loss from pooled separate accounts	2018-06-30	$100,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$444,448
Employer contributions (assets) at end of year	2018-06-30	$0
Employer contributions (assets) at beginning of year	2018-06-30	$30,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,384,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2018-06-30	540504608
2017 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$6,021,634
Total of all expenses incurred	2017-06-30	$3,100,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$3,100,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,402,297
Value of total assets at end of year	2017-06-30	$48,330,880
Value of total assets at beginning of year	2017-06-30	$45,409,981
Total interest from all sources	2017-06-30	$826,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$638,811
Participant contributions at end of year	2017-06-30	$47,377
Participant contributions at beginning of year	2017-06-30	$61,337
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$348,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$2,920,899
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$48,330,880
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$45,409,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$26,619,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$24,000,472
Value of interest in pooled separate accounts at end of year	2017-06-30	$2,003,593
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,034,659
Interest earned on other investments	2017-06-30	$826,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$19,630,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$19,279,148
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$471,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$3,714,531
Net investment gain/loss from pooled separate accounts	2017-06-30	$78,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$414,686
Employer contributions (assets) at end of year	2017-06-30	$30,466
Employer contributions (assets) at beginning of year	2017-06-30	$34,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,629,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BROWN,EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2017-06-30	540504608
2016 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$1,820,713
Total of all expenses incurred	2016-06-30	$1,037,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,037,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,272,148
Value of total assets at end of year	2016-06-30	$45,409,981
Value of total assets at beginning of year	2016-06-30	$44,626,927
Total interest from all sources	2016-06-30	$783,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$695,468
Participant contributions at end of year	2016-06-30	$61,337
Participant contributions at beginning of year	2016-06-30	$58,057
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$164,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$783,054
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$45,409,981
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$44,626,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$24,000,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$24,789,201
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,034,659
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,517,133
Interest earned on other investments	2016-06-30	$783,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$19,279,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$18,227,944
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$665
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-350,015
Net investment gain/loss from pooled separate accounts	2016-06-30	$114,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$412,265
Employer contributions (assets) at end of year	2016-06-30	$34,365
Employer contributions (assets) at beginning of year	2016-06-30	$34,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,036,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2016-06-30	540504608
2015 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$3,244,081
Total of all expenses incurred	2015-06-30	$2,929,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,929,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,243,280
Value of total assets at end of year	2015-06-30	$44,626,927
Value of total assets at beginning of year	2015-06-30	$44,312,536
Total interest from all sources	2015-06-30	$757,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$659,810
Participant contributions at end of year	2015-06-30	$58,057
Participant contributions at beginning of year	2015-06-30	$52,053
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$184,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$314,391
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$44,626,927
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$44,312,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$24,789,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$24,962,274
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,517,133
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,445,840
Interest earned on other investments	2015-06-30	$757,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$18,227,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$17,821,594
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$42,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,095,117
Net investment gain/loss from pooled separate accounts	2015-06-30	$148,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$399,348
Employer contributions (assets) at end of year	2015-06-30	$34,592
Employer contributions (assets) at beginning of year	2015-06-30	$30,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,887,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2015-06-30	540504608
2014 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$6,895,565
Total of all expenses incurred	2014-06-30	$2,209,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,209,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,619,241
Value of total assets at end of year	2014-06-30	$44,312,536
Value of total assets at beginning of year	2014-06-30	$39,626,078
Total interest from all sources	2014-06-30	$732,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$652,933
Participant contributions at end of year	2014-06-30	$52,053
Participant contributions at beginning of year	2014-06-30	$49,180
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$595,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$4,686,458
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$44,312,536
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$39,626,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$24,962,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$20,941,120
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,445,840
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,300,646
Interest earned on other investments	2014-06-30	$732,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$17,821,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$17,306,692
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$25,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$4,401,753
Net investment gain/loss from pooled separate accounts	2014-06-30	$142,502
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$371,056
Employer contributions (assets) at end of year	2014-06-30	$30,775
Employer contributions (assets) at beginning of year	2014-06-30	$28,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,183,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2014-06-30	540504608
2013 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$4,599,847
Total of all expenses incurred	2013-06-30	$1,694,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,694,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$970,206
Value of total assets at end of year	2013-06-30	$39,626,078
Value of total assets at beginning of year	2013-06-30	$36,721,139
Total interest from all sources	2013-06-30	$680,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$596,620
Participant contributions at end of year	2013-06-30	$49,180
Participant contributions at beginning of year	2013-06-30	$50,466
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$17,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$2,904,939
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$39,626,078
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$36,721,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$20,941,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$18,806,686
Value of interest in pooled separate accounts at end of year	2013-06-30	$1,300,646
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$1,130,953
Interest earned on other investments	2013-06-30	$680,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$17,306,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$16,702,275
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$396,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$2,847,083
Net investment gain/loss from pooled separate accounts	2013-06-30	$102,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$355,896
Employer contributions (assets) at end of year	2013-06-30	$28,440
Employer contributions (assets) at beginning of year	2013-06-30	$30,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,298,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2013-06-30	540504608
2012 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-06-30	$12,024,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$129,674
Total income from all sources (including contributions)	2012-06-30	$1,661,551
Total of all expenses incurred	2012-06-30	$1,952,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,952,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,054,294
Value of total assets at end of year	2012-06-30	$36,721,139
Value of total assets at beginning of year	2012-06-30	$25,117,605
Total interest from all sources	2012-06-30	$663,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$590,742
Participant contributions at end of year	2012-06-30	$50,466
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$118,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$129,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-291,403
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$36,721,139
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$24,987,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$18,806,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$13,262,630
Value of interest in pooled separate accounts at end of year	2012-06-30	$1,130,953
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$533,165
Interest earned on other investments	2012-06-30	$663,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$16,702,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$11,321,810
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$113,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-162,900
Net investment gain/loss from pooled separate accounts	2012-06-30	$107,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$344,698
Employer contributions (assets) at end of year	2012-06-30	$30,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,839,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN	2012-06-30	540504608
2011 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$129,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$80,300
Total income from all sources (including contributions)	2011-06-30	$3,419,975
Total of all expenses incurred	2011-06-30	$1,816,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,816,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$403
Value of total assets at end of year	2011-06-30	$25,117,605
Value of total assets at beginning of year	2011-06-30	$23,464,787
Total interest from all sources	2011-06-30	$454,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$129,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$80,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$1,603,444
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$24,987,931
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$23,384,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$13,262,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$11,080,651
Value of interest in pooled separate accounts at end of year	2011-06-30	$533,165
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$454,847
Interest earned on other investments	2011-06-30	$454,949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$11,321,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$11,861,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$2,876,626
Net investment gain/loss from pooled separate accounts	2011-06-30	$87,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$403
Employer contributions (assets) at beginning of year	2011-06-30	$67,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,816,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BROWN, EDWARDS & COMPANY, LLP
Accountancy firm EIN	2011-06-30	540504608
2010 : MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN

2018: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	This submission is the final filing	Yes
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MARY BALDWIN COLLEGE DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

150139

Policy instance

Insurance contract or identification number	150139
Number of Individuals Covered	0
Insurance policy start date	2018-07-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

150139

Policy instance

Insurance contract or identification number	150139
Number of Individuals Covered	799
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	MARY BALDWIN UNIVERSITY
Employer identification number (EIN):	540506319
NAIC Classification:	611000