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COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCOKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 001

COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:COKER UNIVERSITY
Employer identification number (EIN):570324916
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01DAN BURYJ2024-04-09
0012021-07-01DAN BURYJ2023-04-14
0012020-07-01DAN BURYJ2022-04-15
0012019-07-01
0012018-07-01
0012018-07-01
0012017-07-01
0012016-07-01TONY FLOYD
0012015-07-01TONY FLOYD
0012014-07-01TONY FLOYD TONY FLOYD2016-04-14
0012013-07-01TONY FLOYD TONY FLOYD2015-04-15
0012012-07-01TONY FLOYD
0012011-07-01TONY FLOYD TAMMY HUSKEY2013-04-10
0012009-07-01 ROBIN PERDUE2011-04-11

Plan Statistics for COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01341
Total number of active participants reported on line 7a of the Form 55002022-07-01147
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01196
Total of all active and inactive participants2022-07-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-014
Total participants2022-07-01347
Number of participants with account balances2022-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01400
Total number of active participants reported on line 7a of the Form 55002021-07-01149
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01188
Total of all active and inactive participants2021-07-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01341
Number of participants with account balances2021-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01337
Total number of active participants reported on line 7a of the Form 55002020-07-01142
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01254
Total of all active and inactive participants2020-07-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01400
Number of participants with account balances2020-07-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01362
Total number of active participants reported on line 7a of the Form 55002019-07-01137
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01196
Total of all active and inactive participants2019-07-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-01337
Number of participants with account balances2019-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01365
Total number of active participants reported on line 7a of the Form 55002018-07-01146
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01213
Total of all active and inactive participants2018-07-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01362
Number of participants with account balances2018-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01365
Total number of active participants reported on line 7a of the Form 55002017-07-01165
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01197
Total of all active and inactive participants2017-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01365
Number of participants with account balances2017-07-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01341
Total number of active participants reported on line 7a of the Form 55002016-07-01161
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01201
Total of all active and inactive participants2016-07-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01365
Number of participants with account balances2016-07-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01346
Total number of active participants reported on line 7a of the Form 55002015-07-01136
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01202
Total of all active and inactive participants2015-07-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01341
Number of participants with account balances2015-07-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01331
Total number of active participants reported on line 7a of the Form 55002014-07-01146
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01198
Total of all active and inactive participants2014-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01346
Number of participants with account balances2014-07-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01331
Total number of active participants reported on line 7a of the Form 55002013-07-01134
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01196
Total of all active and inactive participants2013-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01331
Number of participants with account balances2013-07-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01319
Total number of active participants reported on line 7a of the Form 55002012-07-01151
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01179
Total of all active and inactive participants2012-07-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01331
Number of participants with account balances2012-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01308
Total number of active participants reported on line 7a of the Form 55002011-07-01247
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0171
Total of all active and inactive participants2011-07-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01319
Number of participants with account balances2011-07-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01283
Total number of active participants reported on line 7a of the Form 55002009-07-01227
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0143
Total of all active and inactive participants2009-07-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01271
Number of participants with account balances2009-07-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$3,338,529
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,543,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,502,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$569,001
Value of total assets at end of year2023-06-30$28,528,319
Value of total assets at beginning of year2023-06-30$26,732,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$40,382
Total interest from all sources2023-06-30$408,665
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$351,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$351,825
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$525,169
Participant contributions at end of year2023-06-30$18,996
Participant contributions at beginning of year2023-06-30$23,176
Other income not declared elsewhere2023-06-30$15,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,795,350
Value of net assets at end of year (total assets less liabilities)2023-06-30$28,528,319
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$26,732,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$18,239,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$16,237,294
Value of interest in pooled separate accounts at end of year2023-06-30$864,845
Value of interest in pooled separate accounts at beginning of year2023-06-30$964,336
Interest on participant loans2023-06-30$3,279
Interest earned on other investments2023-06-30$405,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$9,404,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$9,508,163
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$100,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$2,080,542
Net investment gain/loss from pooled separate accounts2023-06-30$-86,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30Yes
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$43,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,402,644
Contract administrator fees2023-06-30$40,382
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2023-06-30580692043
2022 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,175,959
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,668,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,654,420
Expenses. Certain deemed distributions of participant loans2022-06-30$5,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$579,183
Value of total assets at end of year2022-06-30$26,732,969
Value of total assets at beginning of year2022-06-30$31,577,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$8,630
Total interest from all sources2022-06-30$344,647
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$660,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$660,668
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$540,975
Participant contributions at end of year2022-06-30$23,176
Participant contributions at beginning of year2022-06-30$5,895
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$2,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,844,339
Value of net assets at end of year (total assets less liabilities)2022-06-30$26,732,969
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$31,577,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$16,237,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$20,670,829
Value of interest in pooled separate accounts at end of year2022-06-30$964,336
Value of interest in pooled separate accounts at beginning of year2022-06-30$957,057
Interest on participant loans2022-06-30$602
Interest earned on other investments2022-06-30$344,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$9,508,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$9,943,527
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$438,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,970,022
Net investment gain/loss from pooled separate accounts2022-06-30$209,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$35,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,216,033
Contract administrator fees2022-06-30$8,630
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-06-30580692043
2021 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$6,866,932
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,453,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,439,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$976,964
Value of total assets at end of year2021-06-30$31,577,308
Value of total assets at beginning of year2021-06-30$27,163,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$13,574
Total interest from all sources2021-06-30$364,283
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$207,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$207,457
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$670,617
Participant contributions at end of year2021-06-30$5,895
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,413,564
Value of net assets at end of year (total assets less liabilities)2021-06-30$31,577,308
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$27,163,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$20,670,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$16,492,924
Value of interest in pooled separate accounts at end of year2021-06-30$957,057
Value of interest in pooled separate accounts at beginning of year2021-06-30$939,609
Interest earned on other investments2021-06-30$364,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$9,943,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$9,731,211
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$24,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,258,938
Net investment gain/loss from pooled separate accounts2021-06-30$59,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$295,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,415,658
Contract administrator fees2021-06-30$13,574
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-06-30580692043
2020 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,169,648
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$3,197,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$3,165,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$986,274
Value of total assets at end of year2020-06-30$27,163,744
Value of total assets at beginning of year2020-06-30$28,192,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$32,267
Total interest from all sources2020-06-30$393,679
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$380,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$380,580
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$690,977
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$17,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,028,307
Value of net assets at end of year (total assets less liabilities)2020-06-30$27,163,744
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$28,192,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$16,492,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,012,474
Value of interest in pooled separate accounts at end of year2020-06-30$939,609
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,088,083
Interest earned on other investments2020-06-30$393,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$9,731,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$10,091,494
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$705,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$397,221
Net investment gain/loss from pooled separate accounts2020-06-30$11,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$278,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,460,425
Contract administrator fees2020-06-30$32,267
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-06-30590692043
2019 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,330,233
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,378,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,354,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$948,342
Value of total assets at end of year2019-06-30$28,192,051
Value of total assets at beginning of year2019-06-30$28,240,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$24,616
Total interest from all sources2019-06-30$402,879
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$196,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$196,509
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$274,543
Amount contributed by the employer to the plan for this plan year2019-06-30$274,543
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$663,502
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$10,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-48,411
Value of net assets at end of year (total assets less liabilities)2019-06-30$28,192,051
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$28,240,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,012,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$16,935,091
Value of interest in pooled separate accounts at end of year2019-06-30$1,088,083
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,136,997
Interest earned on other investments2019-06-30$402,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$10,091,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$10,168,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$725,978
Net investment gain/loss from pooled separate accounts2019-06-30$56,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$274,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,354,028
Contract administrator fees2019-06-30$24,616
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-06-30590692043
2018 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,136,137
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,700,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,686,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$948,641
Value of total assets at end of year2018-06-30$28,240,462
Value of total assets at beginning of year2018-06-30$26,805,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$14,080
Total interest from all sources2018-06-30$399,793
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$117,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$117,469
Was this plan covered by a fidelity bond2018-06-30No
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$297,960
Amount contributed by the employer to the plan for this plan year2018-06-30$297,960
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$650,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,435,443
Value of net assets at end of year (total assets less liabilities)2018-06-30$28,240,462
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$26,805,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$16,935,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,647,641
Value of interest in pooled separate accounts at end of year2018-06-30$1,136,997
Value of interest in pooled separate accounts at beginning of year2018-06-30$997,993
Interest earned on other investments2018-06-30$399,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$10,168,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,159,385
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$351,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,618,075
Net investment gain/loss from pooled separate accounts2018-06-30$52,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$297,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,335,011
Contract administrator fees2018-06-30$14,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-06-30590692043
2017 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$3,859
Total transfer of assets from this plan2017-06-30$2,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,524,415
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,348,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,335,639
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$973,109
Value of total assets at end of year2017-06-30$26,805,019
Value of total assets at beginning of year2017-06-30$24,627,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$12,400
Total interest from all sources2017-06-30$417,287
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$59,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$59,027
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$200,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$528,533
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$90,194
Other income not declared elsewhere2017-06-30$6,663
Administrative expenses (other) incurred2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,176,376
Value of net assets at end of year (total assets less liabilities)2017-06-30$26,805,019
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$24,627,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,647,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$13,807,543
Value of interest in pooled separate accounts at end of year2017-06-30$997,993
Value of interest in pooled separate accounts at beginning of year2017-06-30$922,568
Interest on participant loans2017-06-30$0
Interest earned on other investments2017-06-30$417,287
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$0
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,159,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$9,897,421
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$381,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,032,726
Net investment gain/loss from pooled separate accounts2017-06-30$35,603
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$354,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$954,046
Contract administrator fees2017-06-30$12,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-06-30590692043
2016 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,246,224
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,606,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,595,583
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$983,265
Value of total assets at end of year2016-06-30$24,627,532
Value of total assets at beginning of year2016-06-30$24,988,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$11,400
Total interest from all sources2016-06-30$410,228
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$33,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$33,918
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$200,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$546,985
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Assets. Other investments not covered elsewhere at end of year2016-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$55,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-360,759
Value of net assets at end of year (total assets less liabilities)2016-06-30$24,627,532
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$24,988,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$13,807,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$14,323,535
Value of interest in pooled separate accounts at end of year2016-06-30$922,568
Value of interest in pooled separate accounts at beginning of year2016-06-30$811,801
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$410,228
Value of interest in master investment trust accounts at end of year2016-06-30$0
Value of interest in master investment trust accounts at beginning of year2016-06-30$0
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$9,897,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$9,852,955
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$223,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-239,362
Net investment gain/loss from pooled separate accounts2016-06-30$58,175
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$380,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,372,031
Contract administrator fees2016-06-30$11,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DERRICK STUBBS & STITH LLP
Accountancy firm EIN2016-06-30570306533
2015 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,904,778
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,908,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,897,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$900,743
Value of total assets at end of year2015-06-30$24,988,291
Value of total assets at beginning of year2015-06-30$24,991,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,520
Total interest from all sources2015-06-30$407,422
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$6,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$6,552
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$200,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$514,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,555
Value of net assets at end of year (total assets less liabilities)2015-06-30$24,988,291
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$24,991,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$14,323,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$14,465,055
Value of interest in pooled separate accounts at end of year2015-06-30$811,801
Value of interest in pooled separate accounts at beginning of year2015-06-30$760,746
Interest earned on other investments2015-06-30$407,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$9,852,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$9,766,045
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$360,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$507,762
Net investment gain/loss from pooled separate accounts2015-06-30$82,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$385,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,537,068
Contract administrator fees2015-06-30$10,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DERRICK STUBBS & STITH LLP
Accountancy firm EIN2015-06-30570306533
2014 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$3,832,387
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,198,850
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,452,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,452,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$694,940
Value of total assets at end of year2014-06-30$24,991,846
Value of total assets at beginning of year2014-06-30$19,412,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$354,372
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$200,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$347,470
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Income. Non cash contributions2014-06-30$0
Value of net income/loss2014-06-30$1,746,831
Value of net assets at end of year (total assets less liabilities)2014-06-30$24,991,846
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$19,412,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$14,465,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$10,565,877
Value of interest in pooled separate accounts at end of year2014-06-30$760,746
Value of interest in pooled separate accounts at beginning of year2014-06-30$485,687
Interest earned on other investments2014-06-30$354,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$9,766,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,361,064
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$41,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,093,997
Net investment gain/loss from pooled separate accounts2014-06-30$55,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$347,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,410,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DERRICK STUBBS & STITH LLP
Accountancy firm EIN2014-06-30570306533
2013 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$22,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,403,936
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$2,414,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,414,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$661,692
Value of total assets at end of year2013-06-30$19,412,628
Value of total assets at beginning of year2013-06-30$19,400,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$343,503
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$200,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$1,410,636
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$330,846
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Other income not declared elsewhere2013-06-30$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$-10,906
Value of net assets at end of year (total assets less liabilities)2013-06-30$19,412,628
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$19,400,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$10,565,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,436,248
Value of interest in pooled separate accounts at end of year2013-06-30$485,687
Value of interest in pooled separate accounts at beginning of year2013-06-30$402,550
Interest earned on other investments2013-06-30$343,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,361,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$9,561,973
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$1,004,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,361,784
Net investment gain/loss from pooled separate accounts2013-06-30$36,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$330,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,410,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DERRICK STUBBS & STITH, LLP
Accountancy firm EIN2013-06-30570306533
2012 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total transfer of assets to this plan2012-06-30$263
Total income from all sources (including contributions)2012-06-30$911,395
Total of all expenses incurred2012-06-30$2,433,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,433,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$610,702
Value of total assets at end of year2012-06-30$19,400,771
Value of total assets at beginning of year2012-06-30$20,922,938
Total interest from all sources2012-06-30$379,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$1,953,328
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$305,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,522,432
Value of net assets at end of year (total assets less liabilities)2012-06-30$19,400,771
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$20,922,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$9,436,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$11,158,488
Value of interest in pooled separate accounts at end of year2012-06-30$402,550
Value of interest in pooled separate accounts at beginning of year2012-06-30$435,185
Interest earned on other investments2012-06-30$379,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$9,561,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$9,329,265
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$480,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-120,872
Net investment gain/loss from pooled separate accounts2012-06-30$41,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$305,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,953,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DERRICK STUBBS & STITH, LLP
Accountancy firm EIN2012-06-30570306533
2011 : COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$3,441,445
Total of all expenses incurred2011-06-30$1,518,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,518,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$612,972
Value of total assets at end of year2011-06-30$20,922,938
Value of total assets at beginning of year2011-06-30$18,999,863
Total interest from all sources2011-06-30$364,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$1,316,023
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$308,331
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Income. Non cash contributions2011-06-30$0
Value of net income/loss2011-06-30$1,923,076
Value of net assets at end of year (total assets less liabilities)2011-06-30$20,922,938
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$18,999,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$11,158,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,508,619
Value of interest in pooled separate accounts at end of year2011-06-30$435,185
Value of interest in pooled separate accounts at beginning of year2011-06-30$258,879
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$364,959
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$9,329,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$9,232,365
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$202,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,408,728
Net investment gain/loss from pooled separate accounts2011-06-30$54,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$304,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,316,023
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DERRICK STUBBS & STITH, LLP
Accountancy firm EIN2011-06-30570306533

Form 5500 Responses for COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN

2022: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: COKER COLLEGE 403(B) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered245
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered253
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered260
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered272
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered287
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered288
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered307
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500588
Policy instance 1
Insurance contract or identification number500588
Number of Individuals Covered321
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365117/365118
Policy instance 1
Insurance contract or identification number365117/365118
Number of Individuals Covered316
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365117
Policy instance 1
Insurance contract or identification number365117
Number of Individuals Covered309
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365117
Policy instance 1
Insurance contract or identification number365117
Number of Individuals Covered295
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365117
Policy instance 1
Insurance contract or identification number365117
Number of Individuals Covered286
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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