401k Plan data: WHITMAN COLLEGE RETIREMENT PLAN plan

WHITMAN COLLEGE RETIREMENT PLAN 401k Plan overview

Plan Name	WHITMAN COLLEGE RETIREMENT PLAN
Plan identification number	001

WHITMAN COLLEGE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

BOARD OF TRUSTEES OF WHITMAN COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF WHITMAN COLLEGE

Employer identification number (EIN): 910567740

NAIC Classification: 611000

Additional information about BOARD OF TRUSTEES OF WHITMAN COLLEGE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 0000-00-00

Company Identification Number: 600550118

Legal Registered Office Address: CONVERSION C/O NANCY TRIMBLE

WALLA WALLA
United States of America (USA)
99362

More information about BOARD OF TRUSTEES OF WHITMAN COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 WALTER R. FROESE PETER W. HARVEY 2018-04-16
001 2015-07-01 WALTER R. FROESE PETER W. HARVEY 2017-04-10
001 2014-07-01 WALTER R. FROESE PETER HARVEY 2016-03-10
001 2013-07-01 WALTER R FROESE PETER W. HARVEY 2015-03-17
001 2012-07-01 WALTER R. FROESE PETER HARVEY 2014-03-07
001 2011-07-01 WALTER R. FROESE PETER W. HARVEY 2013-03-11
001 2010-07-01 WALTER R. FROESE PETER W. HARVEY 2012-04-02
001 2009-07-01 CINDY L. MATERN PETER W. HARVEY 2011-04-13
001 2009-07-01 CINDY L. MATERN PETER W. HARVEY 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	WALTER R. FROESE	PETER W. HARVEY	2018-04-16
001	2015-07-01	WALTER R. FROESE	PETER W. HARVEY	2017-04-10
001	2014-07-01	WALTER R. FROESE	PETER HARVEY	2016-03-10
001	2013-07-01	WALTER R FROESE	PETER W. HARVEY	2015-03-17
001	2012-07-01	WALTER R. FROESE	PETER HARVEY	2014-03-07
001	2011-07-01	WALTER R. FROESE	PETER W. HARVEY	2013-03-11
001	2010-07-01	WALTER R. FROESE	PETER W. HARVEY	2012-04-02
001	2009-07-01	CINDY L. MATERN	PETER W. HARVEY	2011-04-13
001	2009-07-01	CINDY L. MATERN	PETER W. HARVEY	2011-04-13

Plan Statistics for WHITMAN COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for WHITMAN COLLEGE RETIREMENT PLAN

Measure Date Value
2022: WHITMAN COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 1,238
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 547
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 718
Total of all active and inactive participants 2022-07-01 1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 6
Total participants 2022-07-01 1,271
Number of participants with account balances 2022-07-01 1,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: WHITMAN COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,175
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 536
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 695
Total of all active and inactive participants 2021-07-01 1,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 3
Total participants 2021-07-01 1,234
Number of participants with account balances 2021-07-01 1,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
2020: WHITMAN COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,205
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 491
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 690
Total of all active and inactive participants 2020-07-01 1,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 3
Total participants 2020-07-01 1,184
Number of participants with account balances 2020-07-01 1,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
2019: WHITMAN COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,189
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 531
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 672
Total of all active and inactive participants 2019-07-01 1,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 1,205
Number of participants with account balances 2019-07-01 1,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: WHITMAN COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,163
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 531
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 656
Total of all active and inactive participants 2018-07-01 1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 1
Total participants 2018-07-01 1,188
Number of participants with account balances 2018-07-01 1,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
2017: WHITMAN COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,160
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 527
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 639
Total of all active and inactive participants 2017-07-01 1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,166
Number of participants with account balances 2017-07-01 1,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: WHITMAN COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,138
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 534
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 625
Total of all active and inactive participants 2016-07-01 1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 1,160
Number of participants with account balances 2016-07-01 1,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: WHITMAN COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,106
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 537
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 599
Total of all active and inactive participants 2015-07-01 1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 2
Total participants 2015-07-01 1,138
Number of participants with account balances 2015-07-01 1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: WHITMAN COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,063
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 515
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 591
Total of all active and inactive participants 2014-07-01 1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 1,106
Number of participants with account balances 2014-07-01 1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WHITMAN COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 494
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 574
Total of all active and inactive participants 2013-07-01 1,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 1,069
Number of participants with account balances 2013-07-01 1,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WHITMAN COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,015
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 523
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 568
Total of all active and inactive participants 2012-07-01 1,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 1,091
Number of participants with account balances 2012-07-01 1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WHITMAN COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,104
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 538
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 546
Total of all active and inactive participants 2011-07-01 1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 1,085
Number of participants with account balances 2011-07-01 1,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: WHITMAN COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,046
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 496
Number of retired or separated participants receiving benefits 2010-07-01 89
Number of other retired or separated participants entitled to future benefits 2010-07-01 512
Total of all active and inactive participants 2010-07-01 1,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 7
Total participants 2010-07-01 1,104
Number of participants with account balances 2010-07-01 987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WHITMAN COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,037
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 499
Number of retired or separated participants receiving benefits 2009-07-01 100
Number of other retired or separated participants entitled to future benefits 2009-07-01 442
Total of all active and inactive participants 2009-07-01 1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 5
Total participants 2009-07-01 1,046
Number of participants with account balances 2009-07-01 965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: WHITMAN COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	1,238
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	547
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	718
Total of all active and inactive participants	2022-07-01	1,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	6
Total participants	2022-07-01	1,271
Number of participants with account balances	2022-07-01	1,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: WHITMAN COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,175
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	536
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	695
Total of all active and inactive participants	2021-07-01	1,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	3
Total participants	2021-07-01	1,234
Number of participants with account balances	2021-07-01	1,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
2020: WHITMAN COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,205
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	491
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	690
Total of all active and inactive participants	2020-07-01	1,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	3
Total participants	2020-07-01	1,184
Number of participants with account balances	2020-07-01	1,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
2019: WHITMAN COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,189
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	531
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	672
Total of all active and inactive participants	2019-07-01	1,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	1,205
Number of participants with account balances	2019-07-01	1,198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: WHITMAN COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,163
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	531
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	656
Total of all active and inactive participants	2018-07-01	1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	1
Total participants	2018-07-01	1,188
Number of participants with account balances	2018-07-01	1,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
2017: WHITMAN COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,160
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	527
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	639
Total of all active and inactive participants	2017-07-01	1,166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,166
Number of participants with account balances	2017-07-01	1,153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: WHITMAN COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,138
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	534
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	625
Total of all active and inactive participants	2016-07-01	1,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	1,160
Number of participants with account balances	2016-07-01	1,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: WHITMAN COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,106
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	537
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	599
Total of all active and inactive participants	2015-07-01	1,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	2
Total participants	2015-07-01	1,138
Number of participants with account balances	2015-07-01	1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: WHITMAN COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,063
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	515
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	591
Total of all active and inactive participants	2014-07-01	1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	1,106
Number of participants with account balances	2014-07-01	1,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WHITMAN COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	494
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	574
Total of all active and inactive participants	2013-07-01	1,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	1,069
Number of participants with account balances	2013-07-01	1,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WHITMAN COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,015
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	523
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	568
Total of all active and inactive participants	2012-07-01	1,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	1,091
Number of participants with account balances	2012-07-01	1,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WHITMAN COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,104
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	538
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	546
Total of all active and inactive participants	2011-07-01	1,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	1,085
Number of participants with account balances	2011-07-01	1,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: WHITMAN COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,046
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	496
Number of retired or separated participants receiving benefits	2010-07-01	89
Number of other retired or separated participants entitled to future benefits	2010-07-01	512
Total of all active and inactive participants	2010-07-01	1,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	7
Total participants	2010-07-01	1,104
Number of participants with account balances	2010-07-01	987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WHITMAN COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,037
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	499
Number of retired or separated participants receiving benefits	2009-07-01	100
Number of other retired or separated participants entitled to future benefits	2009-07-01	442
Total of all active and inactive participants	2009-07-01	1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	5
Total participants	2009-07-01	1,046
Number of participants with account balances	2009-07-01	965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WHITMAN COLLEGE RETIREMENT PLAN

Measure	Date	Value
2023 : WHITMAN COLLEGE RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$24,117,921
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$11,208,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$11,138,833
Value of total corrective distributions	2023-06-30	$6,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$6,531,795
Value of total assets at end of year	2023-06-30	$193,276,049
Value of total assets at beginning of year	2023-06-30	$180,366,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$62,956
Total interest from all sources	2023-06-30	$2,021,102
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$2,629,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$2,629,571
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$2,897,593
Participant contributions at end of year	2023-06-30	$7,673
Participant contributions at beginning of year	2023-06-30	$10,057
Participant contributions at end of year	2023-06-30	$240,444
Participant contributions at beginning of year	2023-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$227,778
Other income not declared elsewhere	2023-06-30	$31,815
Administrative expenses (other) incurred	2023-06-30	$54,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$12,909,649
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$193,276,049
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$180,366,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$8,400
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$135,850,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$121,689,731
Value of interest in pooled separate accounts at end of year	2023-06-30	$9,100,862
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$10,082,529
Interest on participant loans	2023-06-30	$449
Interest earned on other investments	2023-06-30	$2,020,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$47,793,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$48,584,083
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$2,072,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$13,830,192
Net investment gain/loss from pooled separate accounts	2023-06-30	$-926,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$3,406,424
Employer contributions (assets) at end of year	2023-06-30	$282,478
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$9,065,841
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2023-06-30	910189318
2022 : WHITMAN COLLEGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-11,969,440
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$12,275,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$12,212,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$6,742,789
Value of total assets at end of year	2022-06-30	$180,366,400
Value of total assets at beginning of year	2022-06-30	$204,610,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$62,074
Total interest from all sources	2022-06-30	$1,677,113
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$4,625,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$4,625,341
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,918,111
Participant contributions at end of year	2022-06-30	$10,057
Participant contributions at beginning of year	2022-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$672,787
Other income not declared elsewhere	2022-06-30	$36,539
Administrative expenses (other) incurred	2022-06-30	$54,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-24,244,453
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$180,366,400
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$204,610,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$121,689,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$146,629,391
Value of interest in pooled separate accounts at end of year	2022-06-30	$10,082,529
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$7,947,746
Interest on participant loans	2022-06-30	$43
Interest earned on other investments	2022-06-30	$1,677,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$48,584,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$47,184,870
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$1,162,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-26,934,026
Net investment gain/loss from pooled separate accounts	2022-06-30	$1,882,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$3,151,891
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$2,848,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$11,050,172
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : WHITMAN COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$47,247,777
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$9,888,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$9,826,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$7,403,227
Value of total assets at end of year	2021-06-30	$204,610,853
Value of total assets at beginning of year	2021-06-30	$167,251,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$61,987
Total interest from all sources	2021-06-30	$1,677,184
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,829,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,829,656
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,779,307
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,424,091
Other income not declared elsewhere	2021-06-30	$21,933
Administrative expenses (other) incurred	2021-06-30	$47,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$37,358,919
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$204,610,853
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$167,251,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$14,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$146,629,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$113,532,765
Value of interest in pooled separate accounts at end of year	2021-06-30	$7,947,746
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$7,695,885
Interest earned on other investments	2021-06-30	$1,677,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$47,184,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$46,023,284
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$1,675,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$35,818,605
Net investment gain/loss from pooled separate accounts	2021-06-30	$497,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$3,199,829
Employer contributions (assets) at end of year	2021-06-30	$2,848,846
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$8,151,349
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : WHITMAN COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$12,008,471
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$5,480,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$5,442,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$6,332,116
Value of total assets at end of year	2020-06-30	$167,251,934
Value of total assets at beginning of year	2020-06-30	$160,723,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$37,572
Total interest from all sources	2020-06-30	$1,678,563
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$2,403,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$2,403,332
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,660,682
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$193,971
Other income not declared elsewhere	2020-06-30	$17,936
Administrative expenses (other) incurred	2020-06-30	$37,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$6,528,015
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$167,251,934
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$160,723,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$113,532,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$109,307,497
Value of interest in pooled separate accounts at end of year	2020-06-30	$7,695,885
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$7,978,121
Interest earned on other investments	2020-06-30	$1,678,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$46,023,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$43,438,301
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$207,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,491,915
Net investment gain/loss from pooled separate accounts	2020-06-30	$84,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,477,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,235,022
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : WHITMAN COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$14,221,654
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$9,707,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$9,674,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,981,773
Value of total assets at end of year	2019-06-30	$160,723,919
Value of total assets at beginning of year	2019-06-30	$156,209,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$33,039
Total interest from all sources	2019-06-30	$1,727,614
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$2,552,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$2,552,567
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,515,474
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$257,381
Administrative expenses (other) incurred	2019-06-30	$33,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$4,514,136
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$160,723,919
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$156,209,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$109,307,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$104,482,360
Value of interest in pooled separate accounts at end of year	2019-06-30	$7,978,121
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$7,825,929
Interest earned on other investments	2019-06-30	$1,727,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$43,438,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$43,901,494
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$2,740,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$3,556,002
Net investment gain/loss from pooled separate accounts	2019-06-30	$403,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$3,208,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$6,933,863
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : WHITMAN COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$18,033,174
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$5,570,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$5,541,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$5,964,179
Value of total assets at end of year	2018-06-30	$156,209,783
Value of total assets at beginning of year	2018-06-30	$143,747,133
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$29,484
Total interest from all sources	2018-06-30	$1,646,480
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,761,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,761,314
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,412,520
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$303,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$12,462,650
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$156,209,783
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$143,747,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$104,482,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$95,679,380
Value of interest in pooled separate accounts at end of year	2018-06-30	$7,825,929
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$6,977,902
Interest earned on other investments	2018-06-30	$1,646,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$43,901,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$41,089,851
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$801,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$8,297,190
Net investment gain/loss from pooled separate accounts	2018-06-30	$364,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$3,248,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$4,739,833
Contract administrator fees	2018-06-30	$29,484
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2018-06-30	910189318
2017 : WHITMAN COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$21,309,711
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$7,689,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$7,661,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$6,251,430
Value of total assets at end of year	2017-06-30	$143,747,133
Value of total assets at beginning of year	2017-06-30	$130,127,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$28,271
Total interest from all sources	2017-06-30	$1,660,448
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$1,042,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$1,042,853
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,318,400
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$701,879
Other income not declared elsewhere	2017-06-30	$11,810
Administrative expenses (other) incurred	2017-06-30	$6,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$13,619,810
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$143,747,133
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$130,127,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$95,679,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$83,887,969
Value of interest in pooled separate accounts at end of year	2017-06-30	$6,977,902
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$6,927,306
Interest earned on other investments	2017-06-30	$1,660,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$41,089,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$39,312,048
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$1,480,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$12,080,567
Net investment gain/loss from pooled separate accounts	2017-06-30	$262,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$3,231,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$6,181,622
Contract administrator fees	2017-06-30	$21,616
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2017-06-30	910189318
2016 : WHITMAN COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$6,856,959
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$6,418,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$6,414,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$6,172,222
Value of total assets at end of year	2016-06-30	$130,127,323
Value of total assets at beginning of year	2016-06-30	$129,689,176
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$4,062
Total interest from all sources	2016-06-30	$1,581,216
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,796,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,796,559
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,359,324
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$651,787
Other income not declared elsewhere	2016-06-30	$43,116
Administrative expenses (other) incurred	2016-06-30	$422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$438,147
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$130,127,323
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$129,689,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$83,887,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$85,364,900
Value of interest in pooled separate accounts at end of year	2016-06-30	$6,927,306
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$6,545,174
Interest earned on other investments	2016-06-30	$1,581,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$39,312,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$37,779,102
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$1,609,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-3,183,924
Net investment gain/loss from pooled separate accounts	2016-06-30	$447,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$3,161,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$4,805,503
Contract administrator fees	2016-06-30	$3,640
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2016-06-30	910189318
2015 : WHITMAN COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$11,047,579
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$6,315,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$6,314,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$5,730,700
Value of total assets at end of year	2015-06-30	$129,689,176
Value of total assets at beginning of year	2015-06-30	$124,956,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,223
Total interest from all sources	2015-06-30	$1,534,165
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,528,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,528,442
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,253,639
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$552,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$4,732,348
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$129,689,176
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$124,956,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$85,364,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$82,291,410
Value of interest in pooled separate accounts at end of year	2015-06-30	$6,545,174
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$5,600,365
Interest earned on other investments	2015-06-30	$1,534,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$37,779,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$37,065,053
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$916,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,648,224
Net investment gain/loss from pooled separate accounts	2015-06-30	$606,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,924,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$5,397,664
Contract administrator fees	2015-06-30	$1,223
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2015-06-30	910189318
2014 : WHITMAN COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$21,896,601
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$4,926,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$4,925,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$5,746,394
Value of total assets at end of year	2014-06-30	$124,956,828
Value of total assets at beginning of year	2014-06-30	$107,986,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$764
Total interest from all sources	2014-06-30	$1,479,148
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,184,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,184,046
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,225,164
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$741,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$16,970,117
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$124,956,828
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$107,986,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$82,291,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$68,068,746
Value of interest in pooled separate accounts at end of year	2014-06-30	$5,600,365
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$4,469,976
Interest earned on other investments	2014-06-30	$1,479,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$37,065,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$35,447,989
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$1,167,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$12,959,510
Net investment gain/loss from pooled separate accounts	2014-06-30	$527,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,779,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,758,595
Contract administrator fees	2014-06-30	$764
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2014-06-30	910189318
2013 : WHITMAN COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$15,999,781
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$4,988,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$4,985,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$5,136,757
Value of total assets at end of year	2013-06-30	$107,986,711
Value of total assets at beginning of year	2013-06-30	$96,975,159
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,455
Total interest from all sources	2013-06-30	$1,370,720
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$505,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$505,568
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,092,055
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$395,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$11,011,552
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$107,986,711
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$96,975,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$68,068,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$59,253,139
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,469,976
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$3,768,759
Interest earned on other investments	2013-06-30	$1,370,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$35,447,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$33,953,261
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$558,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$8,648,945
Net investment gain/loss from pooled separate accounts	2013-06-30	$337,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,649,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,427,763
Contract administrator fees	2013-06-30	$2,455
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2013-06-30	910189318
2012 : WHITMAN COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$6,175,301
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$3,829,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$3,827,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$4,595,615
Value of total assets at end of year	2012-06-30	$96,975,159
Value of total assets at beginning of year	2012-06-30	$94,629,733
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$1,959
Total interest from all sources	2012-06-30	$1,346,438
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$207,083
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$207,083
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,944,364
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$167,485
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$94,251
Other income not declared elsewhere	2012-06-30	$49,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$2,345,426
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$96,975,159
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$94,629,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$59,253,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$58,083,475
Value of interest in pooled separate accounts at end of year	2012-06-30	$3,768,759
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$3,118,033
Interest earned on other investments	2012-06-30	$1,346,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$33,953,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$33,045,943
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$582,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-390,230
Net investment gain/loss from pooled separate accounts	2012-06-30	$366,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$2,557,000
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$214,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$3,245,646
Contract administrator fees	2012-06-30	$1,959
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2012-06-30	910189318
2011 : WHITMAN COLLEGE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$18,535,955
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$3,082,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$3,072,477
Value of total corrective distributions	2011-06-30	$8,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$4,828,004
Value of total assets at end of year	2011-06-30	$94,629,733
Value of total assets at beginning of year	2011-06-30	$79,176,521
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$2,248
Total interest from all sources	2011-06-30	$1,245,715
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$91,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$91,946
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$2,036,382
Participant contributions at end of year	2011-06-30	$167,485
Participant contributions at beginning of year	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$258,351
Administrative expenses (other) incurred	2011-06-30	$2,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$15,453,212
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$94,629,733
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$79,176,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$58,083,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$44,941,143
Value of interest in pooled separate accounts at end of year	2011-06-30	$3,118,033
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,438,959
Interest earned on other investments	2011-06-30	$1,245,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$33,045,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$31,796,419
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$564,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$11,892,611
Net investment gain/loss from pooled separate accounts	2011-06-30	$477,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,533,271
Employer contributions (assets) at end of year	2011-06-30	$214,797
Employer contributions (assets) at beginning of year	2011-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$2,507,833
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2011-06-30	910189318
2010 : WHITMAN COLLEGE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for WHITMAN COLLEGE RETIREMENT PLAN

2022: WHITMAN COLLEGE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: WHITMAN COLLEGE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: WHITMAN COLLEGE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: WHITMAN COLLEGE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: WHITMAN COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: WHITMAN COLLEGE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: WHITMAN COLLEGE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: WHITMAN COLLEGE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: WHITMAN COLLEGE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: WHITMAN COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WHITMAN COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WHITMAN COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WHITMAN COLLEGE RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WHITMAN COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	670
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	686
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	706
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	731
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	747
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	755
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

407075

Policy instance

Insurance contract or identification number	407075
Number of Individuals Covered	783
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150973

Policy instance

Insurance contract or identification number	150973
Number of Individuals Covered	792
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150973

Policy instance

Insurance contract or identification number	150973
Number of Individuals Covered	802
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150973

Policy instance

Insurance contract or identification number	150973
Number of Individuals Covered	1030
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150973

Policy instance

Insurance contract or identification number	150973
Number of Individuals Covered	1015
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150973

Policy instance

Insurance contract or identification number	150973
Number of Individuals Covered	987
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	BOARD OF TRUSTEES OF WHITMAN COLLEGE
Employer identification number (EIN):	910567740
NAIC Classification:	611000

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	0000-00-00
Company Identification Number:	600550118
Legal Registered Office Address:	CONVERSION C/O NANCY TRIMBLE WALLA WALLA United States of America (USA) 99362