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AGNES SCOTT COLLEGE DC RETIREMENT PLAN 401k Plan overview

Plan NameAGNES SCOTT COLLEGE DC RETIREMENT PLAN
Plan identification number 002

AGNES SCOTT COLLEGE DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:AGNES SCOTT COLLEGE
Employer identification number (EIN):580566116
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAREN K. GILBERT KAREN K. GILBERT2018-08-21
0022016-01-01KAREN K. GILBERT KAREN K. GILBERT2017-09-01
0022015-01-01KAREN K. GILBERT KAREN K. GILBERT2016-08-05
0022014-01-01KAREN K. GILBERT KAREN K. GILBERT2015-08-10
0022013-01-01KAREN K. GILBERT KAREN K. GILBERT2014-10-09
0022012-01-01KAREN K. GILBERT KAREN K. GILBERT2013-09-20
0022011-01-01KAREN K. GILBERT KAREN K. GILBERT2012-09-07
0022009-01-01KAREN K. GILBERT KAREN K. GILBERT2010-09-21

Plan Statistics for AGNES SCOTT COLLEGE DC RETIREMENT PLAN

401k plan membership statisitcs for AGNES SCOTT COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01819
Total number of active participants reported on line 7a of the Form 55002022-01-01275
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01558
Total of all active and inactive participants2022-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-018
Total participants2022-01-01841
Number of participants with account balances2022-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01839
Total number of active participants reported on line 7a of the Form 55002021-01-01260
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01555
Total of all active and inactive participants2021-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01823
Number of participants with account balances2021-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01834
Total number of active participants reported on line 7a of the Form 55002020-01-01300
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01539
Total of all active and inactive participants2020-01-01839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01842
Number of participants with account balances2020-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01819
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01544
Total of all active and inactive participants2019-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01835
Number of participants with account balances2019-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01817
Total number of active participants reported on line 7a of the Form 55002018-01-01278
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01538
Total of all active and inactive participants2018-01-01816
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01819
Number of participants with account balances2018-01-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01798
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01525
Total of all active and inactive participants2017-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01818
Number of participants with account balances2017-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01776
Total number of active participants reported on line 7a of the Form 55002016-01-01288
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01506
Total of all active and inactive participants2016-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01798
Number of participants with account balances2016-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01769
Total number of active participants reported on line 7a of the Form 55002015-01-01269
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01502
Total of all active and inactive participants2015-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01776
Number of participants with account balances2015-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01762
Total number of active participants reported on line 7a of the Form 55002014-01-01258
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01509
Total of all active and inactive participants2014-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01769
Number of participants with account balances2014-01-01768
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01776
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01505
Total of all active and inactive participants2013-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01765
Number of participants with account balances2013-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01781
Total number of active participants reported on line 7a of the Form 55002012-01-01266
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01507
Total of all active and inactive participants2012-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01776
Number of participants with account balances2012-01-01773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01776
Total number of active participants reported on line 7a of the Form 55002011-01-01307
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01471
Total of all active and inactive participants2011-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01781
Number of participants with account balances2011-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01762
Total number of active participants reported on line 7a of the Form 55002009-01-01652
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01121
Total of all active and inactive participants2009-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01775
Number of participants with account balances2009-01-01775
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AGNES SCOTT COLLEGE DC RETIREMENT PLAN

Measure Date Value
2022 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,970,519
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,246,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,207,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,983,108
Value of total assets at end of year2022-12-31$70,477,013
Value of total assets at beginning of year2022-12-31$80,693,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,165
Total interest from all sources2022-12-31$866,332
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$875,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$875,476
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$605,558
Other income not declared elsewhere2022-12-31$11,813
Administrative expenses (other) incurred2022-12-31$38,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,216,652
Value of net assets at end of year (total assets less liabilities)2022-12-31$70,477,013
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$80,693,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$45,936,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$56,162,220
Value of interest in pooled separate accounts at end of year2022-12-31$3,729,231
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,778,263
Interest earned on other investments2022-12-31$864,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$143,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$175,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$175,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,667,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,577,420
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$340,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,008,769
Net investment gain/loss from pooled separate accounts2022-12-31$301,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,377,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,867,798
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2022-12-31581763439
2021 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,514,893
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,022,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,977,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,363,143
Value of total assets at end of year2021-12-31$80,693,665
Value of total assets at beginning of year2021-12-31$74,201,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,929
Total interest from all sources2021-12-31$732,877
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$860,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$860,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$652,976
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,636
Other income not declared elsewhere2021-12-31$6,351
Administrative expenses (other) incurred2021-12-31$44,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,492,651
Value of net assets at end of year (total assets less liabilities)2021-12-31$80,693,665
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,201,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$56,162,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,425,332
Value of interest in pooled separate accounts at end of year2021-12-31$3,778,263
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,169,912
Interest earned on other investments2021-12-31$732,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$175,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$99,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$99,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,577,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,506,646
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$437,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,980,478
Net investment gain/loss from pooled separate accounts2021-12-31$572,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$704,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,539,824
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2021-12-31581763439
2020 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,281,947
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,921,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,885,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,041,336
Value of total assets at end of year2020-12-31$74,201,014
Value of total assets at beginning of year2020-12-31$68,840,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,379
Total interest from all sources2020-12-31$821,556
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$586,542
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$586,542
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$658,586
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,629
Other income not declared elsewhere2020-12-31$9,052
Administrative expenses (other) incurred2020-12-31$35,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,360,582
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,201,014
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,840,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,425,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,112,652
Value of interest in pooled separate accounts at end of year2020-12-31$3,169,912
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,352,349
Interest earned on other investments2020-12-31$819,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$99,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$256,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$256,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,506,646
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,118,500
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$22,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,851,560
Net investment gain/loss from pooled separate accounts2020-12-31$-28,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$377,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,863,660
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2020-12-31581763439
2019 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$12,015,003
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,879,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,859,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,126,988
Value of total assets at end of year2019-12-31$68,840,432
Value of total assets at beginning of year2019-12-31$60,704,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,250
Total interest from all sources2019-12-31$845,133
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$632,447
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$632,447
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$639,528
Other income not declared elsewhere2019-12-31$1,565
Administrative expenses (other) incurred2019-12-31$19,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,135,896
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,840,432
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,704,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,112,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$37,524,164
Value of interest in pooled separate accounts at end of year2019-12-31$3,352,349
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,058,324
Interest earned on other investments2019-12-31$818,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$256,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,118,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,122,048
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$585,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,238,090
Net investment gain/loss from pooled separate accounts2019-12-31$170,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,487,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,274,053
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WINDHAM BRANNON, LLC
Accountancy firm EIN2019-12-31581763439
2018 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-192,919
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,332,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,332,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,966,609
Value of total assets at end of year2018-12-31$60,704,536
Value of total assets at beginning of year2018-12-31$64,229,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$835,421
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$652,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$652,975
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$624,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,524,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,704,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$64,229,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$37,524,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,697,928
Value of interest in pooled separate accounts at end of year2018-12-31$3,058,324
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,797,588
Interest earned on other investments2018-12-31$835,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,122,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,733,971
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$347,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,779,567
Net investment gain/loss from pooled separate accounts2018-12-31$131,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,342,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,984,151
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2018-12-31581763439
2017 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,443,837
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,231,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,231,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,824,141
Value of total assets at end of year2017-12-31$64,229,487
Value of total assets at beginning of year2017-12-31$58,017,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$803,656
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,479,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,479,543
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$613,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,212,075
Value of net assets at end of year (total assets less liabilities)2017-12-31$64,229,487
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,017,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,697,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,949,449
Value of interest in pooled separate accounts at end of year2017-12-31$2,797,588
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,785,432
Interest earned on other investments2017-12-31$803,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,733,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,282,531
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$209,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,216,543
Net investment gain/loss from pooled separate accounts2017-12-31$119,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,210,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,021,999
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2017-12-31581763439
2016 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,405,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,521,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,521,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,775,976
Value of total assets at end of year2016-12-31$58,017,412
Value of total assets at beginning of year2016-12-31$56,133,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$891,695
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$438,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$438,317
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$796,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,884,183
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,017,412
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,133,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$35,949,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$33,595,584
Value of interest in pooled separate accounts at end of year2016-12-31$2,785,432
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,460,916
Interest earned on other investments2016-12-31$891,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,282,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$20,076,729
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$844,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,165,555
Net investment gain/loss from pooled separate accounts2016-12-31$134,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$979,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,676,717
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2016-12-31581763439
2015 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,462,137
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,989,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,989,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,663,189
Value of total assets at end of year2015-12-31$56,133,229
Value of total assets at beginning of year2015-12-31$57,660,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$832,301
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$549,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$549,888
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$743,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,526,891
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,133,229
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,660,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$33,595,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,897,271
Value of interest in pooled separate accounts at end of year2015-12-31$2,460,916
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,215,583
Interest earned on other investments2015-12-31$832,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$20,076,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,547,266
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$835,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-767,991
Net investment gain/loss from pooled separate accounts2015-12-31$184,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$919,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,153,335
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2015-12-31581763439
2014 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,894,553
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,305,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,305,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,604,638
Value of total assets at end of year2014-12-31$57,660,120
Value of total assets at beginning of year2014-12-31$55,070,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$836,480
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$364,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$364,030
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$715,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,589,532
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,660,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,070,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,897,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$34,194,398
Value of interest in pooled separate accounts at end of year2014-12-31$2,215,583
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,898,077
Interest earned on other investments2014-12-31$836,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,547,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$18,978,113
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$282,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,852,586
Net investment gain/loss from pooled separate accounts2014-12-31$236,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$889,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,022,965
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2014-12-31581763439
2013 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$8,718,578
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,534,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,534,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,549,426
Value of total assets at end of year2013-12-31$55,070,588
Value of total assets at beginning of year2013-12-31$50,886,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$804,699
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$295,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$295,661
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$694,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,183,665
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,070,588
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,886,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$34,194,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$29,485,025
Value of interest in pooled separate accounts at end of year2013-12-31$1,898,077
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,048,734
Interest earned on other investments2013-12-31$804,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$18,978,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$19,353,164
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,232,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,880,866
Net investment gain/loss from pooled separate accounts2013-12-31$187,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$854,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,302,743
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2013-12-31581763439
2012 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,321,493
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,812,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,812,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,626,197
Value of total assets at end of year2012-12-31$50,886,923
Value of total assets at beginning of year2012-12-31$47,377,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$787,386
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$154,537
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$659,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,509,225
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,886,923
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$47,377,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$29,485,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,590,424
Value of interest in pooled separate accounts at end of year2012-12-31$2,048,734
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,799,246
Interest earned on other investments2012-12-31$787,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$19,353,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$18,988,028
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$275,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,569,183
Net investment gain/loss from pooled separate accounts2012-12-31$184,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$966,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,536,784
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2012-12-31581763439
2011 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,952,569
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,418,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,418,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,638,342
Value of total assets at end of year2011-12-31$47,377,698
Value of total assets at beginning of year2011-12-31$47,843,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$758,587
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$94,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$94,334
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$700,413
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$56,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-466,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$47,377,698
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$47,843,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,590,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,964,774
Value of interest in pooled separate accounts at end of year2011-12-31$1,799,246
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,404,587
Interest earned on other investments2011-12-31$758,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$18,988,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$18,361,150
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$78,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-730,936
Net investment gain/loss from pooled separate accounts2011-12-31$192,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$937,929
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$56,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,340,341
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2011-12-31581763439
2010 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,587,999
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,359,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,359,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,503,794
Value of total assets at end of year2010-12-31$47,843,715
Value of total assets at beginning of year2010-12-31$44,615,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$694,533
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,741
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$754,415
Participant contributions at end of year2010-12-31$56,602
Participant contributions at beginning of year2010-12-31$62,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,228,590
Value of net assets at end of year (total assets less liabilities)2010-12-31$47,843,715
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,615,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,964,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,601,856
Value of interest in pooled separate accounts at end of year2010-12-31$1,404,587
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,086,512
Interest earned on other investments2010-12-31$694,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$18,361,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$17,801,249
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$109,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,186,365
Net investment gain/loss from pooled separate accounts2010-12-31$158,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$749,379
Employer contributions (assets) at end of year2010-12-31$56,602
Employer contributions (assets) at beginning of year2010-12-31$62,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,249,956
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WINDHAM BRANNON, P.C.
Accountancy firm EIN2010-12-31581763439
2009 : AGNES SCOTT COLLEGE DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AGNES SCOTT COLLEGE DC RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered502
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered500
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered516
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered531
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered544
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number105000
Policy instance 1
Insurance contract or identification number105000
Number of Individuals Covered557
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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