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WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameWARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN
Plan identification number 003

WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

WARREN WILSON COLLEGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WARREN WILSON COLLEGE, INC.
Employer identification number (EIN):560767736
NAIC Classification:611000

Additional information about WARREN WILSON COLLEGE, INC.

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0162977

More information about WARREN WILSON COLLEGE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAMIAN FERNANDEZ2024-11-20
0032022-01-01DAMIAN FERNANDEZ2023-10-16
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01MANDY KUTSCHIED MANDY KUTSCHIED2018-10-13
0032016-01-01SCOTT MCKINNEY, CPA, CGMA SCOTT MCKINNEY, CPA, CGMA2017-10-13
0032016-01-01MANDY KUTSCHIED MANDY KUTSCHIED2018-07-20
0032015-01-01SCOTT MCKINNEY, CPA, CGMA SCOTT MCKINNEY, CPA, CGMA2016-09-27
0032014-01-01STEPHANIE OWENS, CPA STEPHANIE OWENS, CPA2015-10-08
0032013-01-01STEPHANIE OWENS, CPA STEPHANIE OWENS, CPA2014-10-10
0032012-01-01ALAN S. RUSSELL, CPA ALAN S. RUSSELL, CPA2013-10-10
0032011-01-01JONATHAN EHRLICH
0032009-01-01JONATHAN EHRLICH

Plan Statistics for WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01635
Total number of active participants reported on line 7a of the Form 55002023-01-01233
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01407
Total of all active and inactive participants2023-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01642
Number of participants with account balances2023-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0115
2022: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01619
Total number of active participants reported on line 7a of the Form 55002022-01-01222
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01416
Total of all active and inactive participants2022-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01648
Number of participants with account balances2022-01-01640
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01608
Total number of active participants reported on line 7a of the Form 55002021-01-01243
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01374
Total of all active and inactive participants2021-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01624
Number of participants with account balances2021-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01605
Total number of active participants reported on line 7a of the Form 55002020-01-01241
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01366
Total of all active and inactive participants2020-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01608
Number of participants with account balances2020-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01534
Total number of active participants reported on line 7a of the Form 55002019-01-01258
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01346
Total of all active and inactive participants2019-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01605
Number of participants with account balances2019-01-01600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01522
Total number of active participants reported on line 7a of the Form 55002018-01-01189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01344
Total of all active and inactive participants2018-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01534
Number of participants with account balances2018-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01537
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01332
Total of all active and inactive participants2017-01-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01522
Number of participants with account balances2017-01-01522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0196
Total of all active and inactive participants2016-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01206
Number of participants with account balances2016-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01107
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01100
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01212
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01215
Number of participants with account balances2013-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01111
Number of other retired or separated participants entitled to future benefits2012-01-01101
Total of all active and inactive participants2012-01-01212
Total participants2012-01-01212
Number of participants with account balances2012-01-01207
2011: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01221
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01219
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01218
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,031,460
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,127,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,074,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$795,818
Value of total assets at end of year2023-12-31$41,251,884
Value of total assets at beginning of year2023-12-31$38,347,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$53,136
Total interest from all sources2023-12-31$143,039
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$472,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$472,791
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$610,063
Participant contributions at end of year2023-12-31$26,967
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$57,856
Assets. Loans (other than to participants) at end of year2023-12-31$67,579
Assets. Loans (other than to participants) at beginning of year2023-12-31$78,924
Other income not declared elsewhere2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,904,202
Value of net assets at end of year (total assets less liabilities)2023-12-31$41,251,884
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$38,347,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,313,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$25,372,750
Value of interest in pooled separate accounts at end of year2023-12-31$931,975
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,132,981
Interest on participant loans2023-12-31$6,915
Interest earned on other investments2023-12-31$136,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$10,906,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$11,763,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,405,189
Net investment gain/loss from pooled separate accounts2023-12-31$-151,215
Net gain/loss from 103.12 investment entities2023-12-31$365,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$127,899
Employer contributions (assets) at end of year2023-12-31$5,758
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,074,122
Contract administrator fees2023-12-31$53,136
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2023-12-31560574444
2022 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,500,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,015,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,964,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$656,508
Value of total assets at end of year2022-12-31$38,347,682
Value of total assets at beginning of year2022-12-31$44,863,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,866
Total interest from all sources2022-12-31$453,548
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$586,286
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$586,286
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$512,664
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,055
Assets. Loans (other than to participants) at end of year2022-12-31$78,924
Assets. Loans (other than to participants) at beginning of year2022-12-31$39,762
Other income not declared elsewhere2022-12-31$817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,515,658
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,347,682
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,863,340
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,372,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,010,144
Value of interest in pooled separate accounts at end of year2022-12-31$1,132,981
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,159,699
Interest on participant loans2022-12-31$3,067
Interest earned on other investments2022-12-31$450,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,763,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,653,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,288,196
Net investment gain/loss from pooled separate accounts2022-12-31$90,891
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$122,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,964,646
Contract administrator fees2022-12-31$50,866
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2022-12-31560574444
2021 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,966,488
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,898,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,842,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$712,391
Value of total assets at end of year2021-12-31$44,863,340
Value of total assets at beginning of year2021-12-31$42,795,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,309
Total interest from all sources2021-12-31$394,951
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$831,049
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$831,049
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$529,120
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$67,033
Assets. Loans (other than to participants) at end of year2021-12-31$39,762
Assets. Loans (other than to participants) at beginning of year2021-12-31$34,034
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
Income. Non cash contributions2021-12-31$831
Value of net income/loss2021-12-31$2,068,126
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,863,340
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,795,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,010,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,545,874
Value of interest in pooled separate accounts at end of year2021-12-31$1,159,699
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,127,057
Interest on participant loans2021-12-31$3,306
Interest earned on other investments2021-12-31$391,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,653,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,088,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,842,035
Net investment gain/loss from pooled separate accounts2021-12-31$186,062
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$115,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,842,053
Contract administrator fees2021-12-31$56,309
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2021-12-31560574444
2020 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,625,651
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,782,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,735,741
Expenses. Certain deemed distributions of participant loans2020-12-31$1,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,006,226
Value of total assets at end of year2020-12-31$42,795,214
Value of total assets at beginning of year2020-12-31$41,952,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,401
Total interest from all sources2020-12-31$441,335
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$306,243
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$306,243
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$571,830
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$314,936
Assets. Loans (other than to participants) at end of year2020-12-31$34,034
Assets. Loans (other than to participants) at beginning of year2020-12-31$13,712
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$843,130
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,795,214
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$41,952,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,545,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,481,362
Value of interest in pooled separate accounts at end of year2020-12-31$1,127,057
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,247,449
Interest on participant loans2020-12-31$976
Interest earned on other investments2020-12-31$440,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,088,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,209,561
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$315,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,881,798
Net investment gain/loss from pooled separate accounts2020-12-31$-9,951
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$119,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,420,247
Contract administrator fees2020-12-31$45,401
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 name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,081,596
Total income from all sources (including contributions)2019-12-31$7,081,596
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,442,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,412,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,412,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$894,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$894,455
Value of total assets at end of year2019-12-31$41,952,084
Value of total assets at end of year2019-12-31$41,952,084
Value of total assets at beginning of year2019-12-31$38,312,880
Value of total assets at beginning of year2019-12-31$38,312,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,680
Total interest from all sources2019-12-31$457,642
Total interest from all sources2019-12-31$457,642
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$336,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$336,381
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$592,749
Contributions received from participants2019-12-31$592,749
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$184,594
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$184,594
Assets. Loans (other than to participants) at end of year2019-12-31$13,712
Assets. Loans (other than to participants) at end of year2019-12-31$13,712
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$3,639,204
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,952,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$41,952,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,312,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,312,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,481,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,481,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,459,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$24,459,568
Value of interest in pooled separate accounts at end of year2019-12-31$1,247,449
Value of interest in pooled separate accounts at end of year2019-12-31$1,247,449
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,787,012
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,787,012
Interest on participant loans2019-12-31$225
Interest on participant loans2019-12-31$225
Interest earned on other investments2019-12-31$457,417
Interest earned on other investments2019-12-31$457,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,209,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,209,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,066,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,066,300
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$850,607
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$850,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,314,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,314,122
Net investment gain/loss from pooled separate accounts2019-12-31$78,996
Net investment gain/loss from pooled separate accounts2019-12-31$78,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$117,112
Contributions received in cash from employer2019-12-31$117,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,562,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,562,105
Contract administrator fees2019-12-31$29,680
Contract administrator fees2019-12-31$29,680
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
2018 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-437,116
Total of all expenses incurred2018-12-31$3,014,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,002,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$747,632
Value of total assets at end of year2018-12-31$38,312,880
Value of total assets at beginning of year2018-12-31$41,764,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,923
Total interest from all sources2018-12-31$479,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$605,107
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$128,215
Other income not declared elsewhere2018-12-31$12,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,451,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,312,880
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,764,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$24,459,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,596,403
Value of interest in pooled separate accounts at end of year2018-12-31$1,787,012
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,834,919
Interest earned on other investments2018-12-31$479,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,066,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,332,897
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$232,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,760,945
Net investment gain/loss from pooled separate accounts2018-12-31$84,374
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$14,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,769,921
Contract administrator fees2018-12-31$11,923
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2018-12-31561146197
2017 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$6,099,029
Total of all expenses incurred2017-12-31$4,326,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,038,771
Expenses. Certain deemed distributions of participant loans2017-12-31$7,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$705,443
Value of total assets at end of year2017-12-31$41,764,219
Value of total assets at beginning of year2017-12-31$39,991,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$279,433
Total interest from all sources2017-12-31$477,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$663,100
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,773,027
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,764,219
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,991,192
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$279,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,596,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$25,619,086
Value of interest in pooled separate accounts at end of year2017-12-31$1,834,919
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,857,658
Interest on participant loans2017-12-31$231
Interest earned on other investments2017-12-31$476,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,332,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,514,448
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$971,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,836,571
Net investment gain/loss from pooled separate accounts2017-12-31$79,909
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,067,539
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2017-12-31561146197
2016 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$6,416
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$487,657
Total unrealized appreciation/depreciation of assets2016-12-31$494,073
Total transfer of assets to this plan2016-12-31$30,717,188
Total income from all sources (including contributions)2016-12-31$1,010,012
Total of all expenses incurred2016-12-31$402,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$374,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$489,551
Value of total assets at end of year2016-12-31$9,274,004
Value of total assets at beginning of year2016-12-31$8,666,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,817
Total interest from all sources2016-12-31$26,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$377,905
Participant contributions at end of year2016-12-31$41,543
Participant contributions at beginning of year2016-12-31$12,404
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,646
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$607,258
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,274,004
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,666,746
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$27,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,475,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,254,024
Value of interest in pooled separate accounts at end of year2016-12-31$488,246
Value of interest in pooled separate accounts at beginning of year2016-12-31$453,983
Interest earned on other investments2016-12-31$26,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,269,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,946,335
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$374,937
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2016-12-31561146197
2015 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$27,359
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$137,050
Total unrealized appreciation/depreciation of assets2015-12-31$164,409
Total income from all sources (including contributions)2015-12-31$693,116
Total of all expenses incurred2015-12-31$467,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$440,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$509,384
Value of total assets at end of year2015-12-31$8,666,746
Value of total assets at beginning of year2015-12-31$8,441,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,245
Total interest from all sources2015-12-31$19,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$386,078
Participant contributions at end of year2015-12-31$12,404
Participant contributions at beginning of year2015-12-31$14,694
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$123,306
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$225,739
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,666,746
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,441,007
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$27,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,254,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,657,617
Value of interest in pooled separate accounts at end of year2015-12-31$453,983
Value of interest in pooled separate accounts at beginning of year2015-12-31$434,836
Interest earned on other investments2015-12-31$19,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,946,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,333,860
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$440,132
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2015-12-31561146197
2014 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$40,344
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$453,069
Total unrealized appreciation/depreciation of assets2014-12-31$493,413
Total income from all sources (including contributions)2014-12-31$957,928
Total of all expenses incurred2014-12-31$786,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$765,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$442,008
Value of total assets at end of year2014-12-31$8,441,007
Value of total assets at beginning of year2014-12-31$8,269,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,620
Total interest from all sources2014-12-31$22,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$396,705
Participant contributions at end of year2014-12-31$14,694
Participant contributions at beginning of year2014-12-31$14,773
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$45,303
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$171,074
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,441,007
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,269,933
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$21,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,657,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,386,063
Value of interest in pooled separate accounts at end of year2014-12-31$434,836
Interest earned on other investments2014-12-31$22,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,333,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,869,097
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$765,234
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2014-12-31561146197
2013 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$31,494
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$939,671
Total unrealized appreciation/depreciation of assets2013-12-31$971,165
Total income from all sources (including contributions)2013-12-31$1,430,636
Total of all expenses incurred2013-12-31$413,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$393,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$437,830
Value of total assets at end of year2013-12-31$8,269,933
Value of total assets at beginning of year2013-12-31$7,252,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,663
Total interest from all sources2013-12-31$21,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$413,787
Participant contributions at end of year2013-12-31$14,773
Participant contributions at beginning of year2013-12-31$25,378
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,043
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$1,017,201
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,269,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,252,732
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
Investment advisory and management fees2013-12-31$19,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,386,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,252,365
Value of interest in pooled separate accounts at beginning of year2013-12-31$335,153
Interest earned on other investments2013-12-31$21,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,869,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,639,836
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$393,772
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2013-12-31561146197
2012 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$601,337
Total unrealized appreciation/depreciation of assets2012-12-31$601,337
Total income from all sources (including contributions)2012-12-31$1,853,428
Total of all expenses incurred2012-12-31$432,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$391,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,232,716
Value of total assets at end of year2012-12-31$7,252,732
Value of total assets at beginning of year2012-12-31$5,831,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,724
Total interest from all sources2012-12-31$19,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$442,051
Participant contributions at end of year2012-12-31$25,378
Participant contributions at beginning of year2012-12-31$47,381
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$790,665
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$1,421,263
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,252,732
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,831,469
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
Investment advisory and management fees2012-12-31$40,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,252,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,249,489
Value of interest in pooled separate accounts at end of year2012-12-31$335,153
Value of interest in pooled separate accounts at beginning of year2012-12-31$259,856
Interest earned on other investments2012-12-31$19,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,639,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,274,743
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$391,441
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHARRARD, MCGEE & CO.,PA
Accountancy firm EIN2012-12-31561146197
2011 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$35,934
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$98,502
Total unrealized appreciation/depreciation of assets2011-12-31$134,436
Total income from all sources (including contributions)2011-12-31$655,860
Total of all expenses incurred2011-12-31$145,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$114,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$506,872
Value of total assets at end of year2011-12-31$5,831,469
Value of total assets at beginning of year2011-12-31$5,320,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,312
Total interest from all sources2011-12-31$14,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$423,431
Participant contributions at end of year2011-12-31$47,381
Participant contributions at beginning of year2011-12-31$13,735
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$83,441
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$510,700
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,831,469
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,320,769
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
Investment advisory and management fees2011-12-31$30,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,249,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,984,254
Value of interest in pooled separate accounts at end of year2011-12-31$259,856
Value of interest in pooled separate accounts at beginning of year2011-12-31$190,279
Interest earned on other investments2011-12-31$14,552
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,274,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,132,501
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$114,848
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 name2011-12-31SHARRARD, MCGEE & CO., P.A.
Accountancy firm EIN2011-12-31561146197
2010 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$31,402
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$405,098
Total unrealized appreciation/depreciation of assets2010-12-31$436,500
Total income from all sources (including contributions)2010-12-31$900,567
Total of all expenses incurred2010-12-31$88,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$62,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$456,319
Value of total assets at end of year2010-12-31$5,320,769
Value of total assets at beginning of year2010-12-31$4,508,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,232
Total interest from all sources2010-12-31$7,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$390,737
Participant contributions at end of year2010-12-31$13,735
Participant contributions at beginning of year2010-12-31$16,922
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$31,964
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$65,582
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$811,806
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,320,769
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,508,963
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
Investment advisory and management fees2010-12-31$26,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,984,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,439,527
Value of interest in pooled separate accounts at end of year2010-12-31$190,279
Value of interest in pooled separate accounts at beginning of year2010-12-31$155,469
Interest earned on other investments2010-12-31$7,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,132,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,865,081
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$62,529
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHARRARD, MCGEE & CO., P.A.
Accountancy firm EIN2010-12-31561146197
2009 : WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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 WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN

2023: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WARREN WILSON COLLEGE TIAA-CREF TAX DEFERRED ANNUITY 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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered395
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered413
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered425
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered453
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered470
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered530
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $207,373
Are there contracts with allocated funds for group deferred annuity?Yes
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
Amount paid for insurance broker fees207373
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 2
Insurance contract or identification number334042
Number of Individuals Covered192
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $62,959
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
Amount paid for insurance broker fees62959
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334041
Policy instance 1
Insurance contract or identification number334041
Number of Individuals Covered523
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $216,473
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
Amount paid for insurance broker fees216473
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered203
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $58,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees58174
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered211
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $47,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees47466
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered211
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $45,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45458
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered207
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $40,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees40724
Additional information about fees paid to insurance brokerINVESTMENT AND RECORDKEEPING FEES
Insurance broker nameTIAA
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered194
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,312
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334042
Policy instance 1
Insurance contract or identification number334042
Number of Individuals Covered187
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 $26,232
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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