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WESLEYAN COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameWESLEYAN COLLEGE RETIREMENT PLAN
Plan identification number 001

WESLEYAN COLLEGE 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.
  • 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

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

Company Name:WESLEYAN COLLEGE
Employer identification number (EIN):580593438
NAIC Classification:611000

Additional information about WESLEYAN COLLEGE

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 695549

More information about WESLEYAN COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESLEYAN COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01MEAGON L. DAVIS MEAGON L. DAVIS2018-10-14
0012016-01-01MEAGON L. DAVIS MEAGON L. DAVIS2017-10-11
0012015-01-01MEAGON L. DAVIS MEAGON L. DAVIS2016-09-28
0012014-01-01MEAGON L. DAVIS MEAGON L. DAVIS2015-10-11
0012013-01-01MEAGON L. DAVIS MEAGON L. DAVIS2014-10-09
0012012-01-01MEAGON L. DAVIS MEAGON L. DAVIS2013-10-09
0012011-01-01MEAGON L. DAVIS MEAGON L. DAVIS2012-10-11
0012009-01-01MEAGON L. DAVIS

Plan Statistics for WESLEYAN COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for WESLEYAN COLLEGE RETIREMENT PLAN

Measure Date Value
2023: WESLEYAN COLLEGE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01369
Total number of active participants reported on line 7a of the Form 55002023-01-01169
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01206
Total of all active and inactive participants2023-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01375
Number of participants with account balances2023-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: WESLEYAN COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01175
Total of all active and inactive participants2022-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01379
Number of participants with account balances2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WESLEYAN COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01371
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01174
Total of all active and inactive participants2021-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01376
Number of participants with account balances2021-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WESLEYAN COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01369
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01371
Number of participants with account balances2020-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WESLEYAN COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01369
Number of participants with account balances2019-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WESLEYAN COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01369
Total number of active participants reported on line 7a of the Form 55002018-01-01188
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01187
Total of all active and inactive participants2018-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01376
Number of participants with account balances2018-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WESLEYAN COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01376
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01177
Total of all active and inactive participants2017-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01369
Number of participants with account balances2017-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WESLEYAN COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01378
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01166
Total of all active and inactive participants2016-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01376
Number of participants with account balances2016-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WESLEYAN COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01363
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01159
Total of all active and inactive participants2015-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01378
Number of participants with account balances2015-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WESLEYAN COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01364
Total number of active participants reported on line 7a of the Form 55002014-01-01207
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01155
Total of all active and inactive participants2014-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01363
Number of participants with account balances2014-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WESLEYAN COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01391
Total number of active participants reported on line 7a of the Form 55002013-01-01236
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01393
Number of participants with account balances2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WESLEYAN COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01229
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01392
Number of participants with account balances2012-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESLEYAN COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01393
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01398
Number of participants with account balances2011-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WESLEYAN COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01398
Total number of active participants reported on line 7a of the Form 55002009-01-01306
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01395
Number of participants with account balances2009-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WESLEYAN COLLEGE RETIREMENT PLAN

Measure Date Value
2023 : WESLEYAN COLLEGE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,527,650
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,214,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,214,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$260,503
Value of total assets at end of year2023-12-31$18,694,402
Value of total assets at beginning of year2023-12-31$17,381,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$0
Total interest from all sources2023-12-31$286,653
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,312,867
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,694,402
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,381,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,960,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$10,530,564
Value of interest in pooled separate accounts at end of year2023-12-31$703,224
Value of interest in pooled separate accounts at beginning of year2023-12-31$925,546
Interest earned on other investments2023-12-31$286,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,030,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,897,213
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$33,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,096,582
Net investment gain/loss from pooled separate accounts2023-12-31$-116,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$260,503
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$28,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,181,613
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2023-12-31581094351
2022 : WESLEYAN COLLEGE 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$0
Total income from all sources (including contributions)2022-12-31$-1,824,189
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$990,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$990,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$269,518
Value of total assets at end of year2022-12-31$17,381,535
Value of total assets at beginning of year2022-12-31$20,196,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$246,487
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,814,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,381,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,196,105
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$10,530,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,261,903
Value of interest in pooled separate accounts at end of year2022-12-31$925,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$899,158
Interest earned on other investments2022-12-31$246,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,897,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,028,577
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$390,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,414,757
Net investment gain/loss from pooled separate accounts2022-12-31$74,563
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$269,518
Employer contributions (assets) at end of year2022-12-31$28,212
Employer contributions (assets) at beginning of year2022-12-31$6,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$599,428
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 name2022-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2022-12-31581094351
2021 : WESLEYAN COLLEGE 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$2,571,844
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,219,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,219,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$274,032
Value of total assets at end of year2021-12-31$20,196,105
Value of total assets at beginning of year2021-12-31$18,843,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$211,369
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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
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$1,352,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,196,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,843,512
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$13,261,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,091,048
Value of interest in pooled separate accounts at end of year2021-12-31$899,158
Value of interest in pooled separate accounts at beginning of year2021-12-31$801,459
Interest earned on other investments2021-12-31$211,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,028,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,933,203
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$609,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,945,744
Net investment gain/loss from pooled separate accounts2021-12-31$140,699
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$274,032
Employer contributions (assets) at end of year2021-12-31$6,467
Employer contributions (assets) at beginning of year2021-12-31$17,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$609,387
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 name2021-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2021-12-31581094351
2020 : WESLEYAN COLLEGE 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$2,289,322
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,542,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,542,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$342,686
Value of total assets at end of year2020-12-31$18,843,512
Value of total assets at beginning of year2020-12-31$18,096,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$244,601
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$2,948
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$747,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,843,512
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,096,455
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$12,091,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,207,345
Value of interest in pooled separate accounts at end of year2020-12-31$801,459
Value of interest in pooled separate accounts at beginning of year2020-12-31$806,657
Interest earned on other investments2020-12-31$244,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,933,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,068,186
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$385,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,708,843
Net investment gain/loss from pooled separate accounts2020-12-31$-6,808
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$339,738
Employer contributions (assets) at end of year2020-12-31$17,802
Employer contributions (assets) at beginning of year2020-12-31$14,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,156,868
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 name2020-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2020-12-31581094351
2019 : WESLEYAN COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,910,014
Total income from all sources (including contributions)2019-12-31$2,910,014
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$855,180
Total of all expenses incurred2019-12-31$855,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$855,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$855,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$396,576
Value of total assets at end of year2019-12-31$18,096,455
Value of total assets at end of year2019-12-31$18,096,455
Value of total assets at beginning of year2019-12-31$16,041,621
Value of total assets at beginning of year2019-12-31$16,041,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$240,963
Total interest from all sources2019-12-31$240,963
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,054,834
Value of net income/loss2019-12-31$2,054,834
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,096,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,096,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,041,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,041,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,207,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,207,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,193,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,193,191
Value of interest in pooled separate accounts at end of year2019-12-31$806,657
Value of interest in pooled separate accounts at end of year2019-12-31$806,657
Value of interest in pooled separate accounts at beginning of year2019-12-31$768,825
Value of interest in pooled separate accounts at beginning of year2019-12-31$768,825
Interest earned on other investments2019-12-31$240,963
Interest earned on other investments2019-12-31$240,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,068,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,068,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,030,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,030,730
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$140,793
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$140,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,230,346
Net investment gain/loss from pooled separate accounts2019-12-31$42,129
Net investment gain/loss from pooled separate accounts2019-12-31$42,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$396,576
Contributions received in cash from employer2019-12-31$396,576
Employer contributions (assets) at end of year2019-12-31$14,267
Employer contributions (assets) at end of year2019-12-31$14,267
Employer contributions (assets) at beginning of year2019-12-31$48,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$714,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$714,387
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm name2019-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2019-12-31581094351
Accountancy firm EIN2019-12-31581094351
2018 : WESLEYAN COLLEGE 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$0
Total income from all sources (including contributions)2018-12-31$-131,456
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,576,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,576,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$410,015
Value of total assets at end of year2018-12-31$16,041,621
Value of total assets at beginning of year2018-12-31$17,749,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$258,999
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,708,253
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,041,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,749,874
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$9,193,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,658,495
Value of interest in pooled separate accounts at end of year2018-12-31$768,825
Value of interest in pooled separate accounts at beginning of year2018-12-31$760,209
Interest earned on other investments2018-12-31$258,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,030,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,295,009
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$153,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-835,810
Net investment gain/loss from pooled separate accounts2018-12-31$35,340
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$410,015
Employer contributions (assets) at end of year2018-12-31$48,875
Employer contributions (assets) at beginning of year2018-12-31$36,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,422,966
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 name2018-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2018-12-31581094351
2017 : WESLEYAN COLLEGE 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$2,502,521
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,384,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,384,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$411,926
Value of total assets at end of year2017-12-31$17,749,874
Value of total assets at beginning of year2017-12-31$16,631,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$256,958
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,118,214
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,749,874
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,631,660
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$10,658,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,621,021
Value of interest in pooled separate accounts at end of year2017-12-31$760,209
Value of interest in pooled separate accounts at beginning of year2017-12-31$759,651
Interest earned on other investments2017-12-31$256,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,295,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,211,304
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$115,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,800,038
Net investment gain/loss from pooled separate accounts2017-12-31$33,599
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$411,926
Employer contributions (assets) at end of year2017-12-31$36,161
Employer contributions (assets) at beginning of year2017-12-31$39,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,268,503
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 name2017-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2017-12-31581094351
2016 : WESLEYAN COLLEGE 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$1,362,660
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$918,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$918,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$417,055
Value of total assets at end of year2016-12-31$16,631,660
Value of total assets at beginning of year2016-12-31$16,187,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$276,072
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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
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$444,122
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,631,660
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,187,538
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$9,621,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,292,596
Value of interest in pooled separate accounts at end of year2016-12-31$759,651
Value of interest in pooled separate accounts at beginning of year2016-12-31$687,070
Interest earned on other investments2016-12-31$276,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,211,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,165,326
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$158,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$633,087
Net investment gain/loss from pooled separate accounts2016-12-31$36,446
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$417,055
Employer contributions (assets) at end of year2016-12-31$39,684
Employer contributions (assets) at beginning of year2016-12-31$42,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$759,629
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 name2016-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2016-12-31581094351
2015 : WESLEYAN COLLEGE 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$653,030
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$865,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$865,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$365,569
Value of total assets at end of year2015-12-31$16,187,538
Value of total assets at beginning of year2015-12-31$16,399,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$256,399
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-212,394
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,187,538
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,399,932
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$9,292,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,636,007
Value of interest in pooled separate accounts at end of year2015-12-31$687,070
Value of interest in pooled separate accounts at beginning of year2015-12-31$638,201
Interest earned on other investments2015-12-31$256,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,165,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,084,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-21,212
Net investment gain/loss from pooled separate accounts2015-12-31$52,274
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$365,569
Employer contributions (assets) at end of year2015-12-31$42,546
Employer contributions (assets) at beginning of year2015-12-31$41,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$865,424
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 name2015-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2015-12-31581094351
2014 : WESLEYAN COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$1,242,574
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$512,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$512,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$340,583
Value of total assets at end of year2014-12-31$16,399,932
Value of total assets at beginning of year2014-12-31$15,670,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$258,554
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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
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$729,851
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,399,932
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,670,081
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$9,636,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,129,842
Value of interest in pooled separate accounts at end of year2014-12-31$638,201
Value of interest in pooled separate accounts at beginning of year2014-12-31$536,175
Interest earned on other investments2014-12-31$258,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,084,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,951,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$575,127
Net investment gain/loss from pooled separate accounts2014-12-31$68,310
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$340,583
Employer contributions (assets) at end of year2014-12-31$41,354
Employer contributions (assets) at beginning of year2014-12-31$52,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$512,723
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 name2014-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2014-12-31581094351
2013 : WESLEYAN COLLEGE 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$2,332,410
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$669,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$669,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$331,794
Value of total assets at end of year2013-12-31$15,670,081
Value of total assets at beginning of year2013-12-31$14,006,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$242,587
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,663,219
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,670,081
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,006,862
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$9,129,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,617,869
Value of interest in pooled separate accounts at end of year2013-12-31$536,175
Value of interest in pooled separate accounts at beginning of year2013-12-31$442,605
Interest earned on other investments2013-12-31$242,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,951,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,889,209
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$203,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,712,854
Net investment gain/loss from pooled separate accounts2013-12-31$45,175
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$331,794
Employer contributions (assets) at end of year2013-12-31$52,250
Employer contributions (assets) at beginning of year2013-12-31$57,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$465,518
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 name2013-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2013-12-31581094351
2012 : WESLEYAN COLLEGE 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$1,608,163
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$670,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$670,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$317,285
Value of total assets at end of year2012-12-31$14,006,862
Value of total assets at beginning of year2012-12-31$13,068,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$227,307
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$352
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$938,160
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,006,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,068,702
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$7,617,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,200,221
Value of interest in pooled separate accounts at end of year2012-12-31$442,605
Value of interest in pooled separate accounts at beginning of year2012-12-31$371,384
Interest earned on other investments2012-12-31$227,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,889,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,454,049
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$192,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,025,163
Net investment gain/loss from pooled separate accounts2012-12-31$38,408
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$316,933
Employer contributions (assets) at end of year2012-12-31$57,179
Employer contributions (assets) at beginning of year2012-12-31$43,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$477,757
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 name2012-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2012-12-31581094351
2011 : WESLEYAN COLLEGE 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$10,579
Total income from all sources (including contributions)2011-12-31$337,572
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$710,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$710,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$298,745
Value of total assets at end of year2011-12-31$13,068,702
Value of total assets at beginning of year2011-12-31$13,452,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$219,680
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
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
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$10,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-372,898
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,068,702
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,441,600
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$7,200,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,598,565
Value of interest in pooled separate accounts at end of year2011-12-31$371,384
Value of interest in pooled separate accounts at beginning of year2011-12-31$304,515
Interest earned on other investments2011-12-31$219,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,454,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,512,131
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$230,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-221,530
Net investment gain/loss from pooled separate accounts2011-12-31$40,677
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$298,745
Employer contributions (assets) at end of year2011-12-31$43,048
Employer contributions (assets) at beginning of year2011-12-31$36,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$480,040
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 name2011-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2011-12-31581094351
2010 : WESLEYAN COLLEGE 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$10,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,649
Total income from all sources (including contributions)2010-12-31$1,372,361
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$264,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$233,150
Value of total assets at end of year2010-12-31$13,452,179
Value of total assets at beginning of year2010-12-31$12,335,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$264,015
Total interest from all sources2010-12-31$207,459
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$264,015
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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
Liabilities. Value of operating payables at end of year2010-12-31$10,579
Liabilities. Value of operating payables at beginning of year2010-12-31$2,649
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$1,108,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,441,600
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,333,254
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$7,598,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,682,978
Value of interest in pooled separate accounts at end of year2010-12-31$304,515
Value of interest in pooled separate accounts at beginning of year2010-12-31$251,798
Interest earned on other investments2010-12-31$207,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,512,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,383,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$896,683
Net investment gain/loss from pooled separate accounts2010-12-31$35,069
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$233,150
Employer contributions (assets) at end of year2010-12-31$36,968
Employer contributions (assets) at beginning of year2010-12-31$17,751
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 name2010-12-31MCNAIR, MCLEMORE, MIDDLEBROOKS & CO
Accountancy firm EIN2010-12-31581094351
2009 : WESLEYAN COLLEGE 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 WESLEYAN COLLEGE RETIREMENT PLAN

2023: WESLEYAN COLLEGE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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 benefit arrangement – InsuranceYes
2018: WESLEYAN COLLEGE 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 benefit arrangement – InsuranceYes
2017: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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: WESLEYAN COLLEGE 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 number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered369
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered366
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered369
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered369
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered369
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 number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered371
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 number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered367
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered373
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered360
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered359
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered356
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered360
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314228
Policy instance 1
Insurance contract or identification number314228
Number of Individuals Covered355
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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