Logo

THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 401k Plan overview

Plan NameTHE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN
Plan identification number 001

THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN Benefits

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

THE CLAREMONT COLLEGES SERVICES has sponsored the creation of one or more 401k plans.

Company Name:THE CLAREMONT COLLEGES SERVICES
Employer identification number (EIN):954786748
NAIC Classification:611000

Additional information about THE CLAREMONT COLLEGES SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2207886

More information about THE CLAREMONT COLLEGES SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIA ALONZO MIA ALONZO2018-10-11
0012016-01-01MIA ALONZO MIA ALONZO2017-10-13
0012015-01-01MIA ALONZO MIA ALONZO2016-10-16
0012014-01-01MIA ALONZO MIA ALONZO2015-10-09
0012013-01-01MIA ALONZO MIA ALONZO2014-09-17
0012012-01-01MIA ALONZO MIA ALONZO2013-10-07
0012011-01-01MIA ALONZO MIA ALONZO2012-10-13
0012009-01-01MIA ALONZO MIA ALONZO2010-10-14
0012008-01-01

Plan Statistics for THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

401k plan membership statisitcs for THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

Measure Date Value
2022: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01744
Total number of active participants reported on line 7a of the Form 55002022-01-01419
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01355
Total of all active and inactive participants2022-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-01789
Number of participants with account balances2022-01-01764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01716
Total number of active participants reported on line 7a of the Form 55002021-01-01382
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01356
Total of all active and inactive participants2021-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01749
Number of participants with account balances2021-01-01733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01738
Total number of active participants reported on line 7a of the Form 55002020-01-01355
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01354
Total of all active and inactive participants2020-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01716
Number of participants with account balances2020-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01785
Total number of active participants reported on line 7a of the Form 55002019-01-01374
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01356
Total of all active and inactive participants2019-01-01730
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-01738
Number of participants with account balances2019-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01770
Total number of active participants reported on line 7a of the Form 55002018-01-01444
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01336
Total of all active and inactive participants2018-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-01785
Number of participants with account balances2018-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01654
Total number of active participants reported on line 7a of the Form 55002017-01-01449
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01316
Total of all active and inactive participants2017-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01770
Number of participants with account balances2017-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01625
Total number of active participants reported on line 7a of the Form 55002016-01-01365
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01296
Total of all active and inactive participants2016-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01666
Number of participants with account balances2016-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01599
Total number of active participants reported on line 7a of the Form 55002015-01-01412
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01273
Total of all active and inactive participants2015-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01691
Number of participants with account balances2015-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01585
Total number of active participants reported on line 7a of the Form 55002014-01-01391
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01241
Total of all active and inactive participants2014-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01638
Number of participants with account balances2014-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01531
Total number of active participants reported on line 7a of the Form 55002013-01-01376
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01212
Total of all active and inactive participants2013-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01592
Number of participants with account balances2013-01-01576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01485
Total number of active participants reported on line 7a of the Form 55002012-01-01363
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01167
Total of all active and inactive participants2012-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01531
Number of participants with account balances2012-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01137
Total of all active and inactive participants2011-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01486
Number of participants with account balances2011-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01409
Total number of active participants reported on line 7a of the Form 55002009-01-01409
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01437
Number of participants with account balances2009-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

Measure Date Value
2022 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,884,934
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,514,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,490,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,967,597
Value of total assets at end of year2022-12-31$52,656,205
Value of total assets at beginning of year2022-12-31$60,055,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,208
Total interest from all sources2022-12-31$393,763
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,104,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,104,268
Administrative expenses professional fees incurred2022-12-31$8,655
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,107,685
Participant contributions at end of year2022-12-31$190,712
Participant contributions at beginning of year2022-12-31$133,832
Assets. Other investments not covered elsewhere at end of year2022-12-31$140,260
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$143,060
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,410
Other income not declared elsewhere2022-12-31$4,313
Administrative expenses (other) incurred2022-12-31$15,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,399,217
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,656,205
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$60,055,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,533,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$48,795,213
Value of interest in pooled separate accounts at end of year2022-12-31$761,697
Value of interest in pooled separate accounts at beginning of year2022-12-31$840,575
Interest on participant loans2022-12-31$8,157
Interest earned on other investments2022-12-31$385,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,030,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,142,742
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$629,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,426,268
Net investment gain/loss from pooled separate accounts2022-12-31$71,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,799,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,860,891
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,631,492
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,318,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,298,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,603,568
Value of total assets at end of year2021-12-31$60,055,422
Value of total assets at beginning of year2021-12-31$53,742,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,598
Total interest from all sources2021-12-31$337,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$908,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$908,351
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,083,642
Participant contributions at end of year2021-12-31$133,832
Participant contributions at beginning of year2021-12-31$38,373
Assets. Other investments not covered elsewhere at end of year2021-12-31$143,060
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$127,114
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$496,233
Other income not declared elsewhere2021-12-31$39,582
Administrative expenses (other) incurred2021-12-31$19,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,312,928
Value of net assets at end of year (total assets less liabilities)2021-12-31$60,055,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$53,742,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,795,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$42,674,168
Value of interest in pooled separate accounts at end of year2021-12-31$840,575
Value of interest in pooled separate accounts at beginning of year2021-12-31$763,561
Interest on participant loans2021-12-31$4,194
Interest earned on other investments2021-12-31$333,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,142,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,139,278
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$147,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,610,739
Net investment gain/loss from pooled separate accounts2021-12-31$131,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,023,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,151,258
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,075,198
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,077,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,054,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,092,811
Value of total assets at end of year2020-12-31$53,742,494
Value of total assets at beginning of year2020-12-31$46,745,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,540
Total interest from all sources2020-12-31$360,397
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$647,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$647,959
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,106,479
Participant contributions at end of year2020-12-31$38,373
Participant contributions at beginning of year2020-12-31$13,006
Assets. Other investments not covered elsewhere at end of year2020-12-31$127,114
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$105,719
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$627,200
Other income not declared elsewhere2020-12-31$39,865
Administrative expenses (other) incurred2020-12-31$23,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,997,325
Value of net assets at end of year (total assets less liabilities)2020-12-31$53,742,494
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$46,745,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$42,674,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,281,382
Value of interest in pooled separate accounts at end of year2020-12-31$763,561
Value of interest in pooled separate accounts at beginning of year2020-12-31$926,316
Interest on participant loans2020-12-31$1,547
Interest earned on other investments2020-12-31$358,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,139,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,418,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,942,339
Net investment gain/loss from pooled separate accounts2020-12-31$-8,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,359,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,054,333
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,466,229
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,086,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,069,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,545,677
Value of total assets at end of year2019-12-31$46,745,169
Value of total assets at beginning of year2019-12-31$38,365,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,789
Total interest from all sources2019-12-31$337,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$589,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$589,225
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$936,825
Participant contributions at end of year2019-12-31$13,006
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$218
Assets. Other investments not covered elsewhere at end of year2019-12-31$105,719
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$72,872
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$852,387
Other income not declared elsewhere2019-12-31$25,037
Administrative expenses (other) incurred2019-12-31$16,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,379,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$46,745,169
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,365,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,281,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,191,811
Value of interest in pooled separate accounts at end of year2019-12-31$926,316
Value of interest in pooled separate accounts at beginning of year2019-12-31$835,059
Interest on participant loans2019-12-31$144
Interest earned on other investments2019-12-31$337,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,418,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,265,449
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$330,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,921,083
Net investment gain/loss from pooled separate accounts2019-12-31$47,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,756,465
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,738,837
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,645,213
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,419,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,405,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,216,618
Value of total assets at end of year2018-12-31$38,365,546
Value of total assets at beginning of year2018-12-31$39,139,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,397
Total interest from all sources2018-12-31$332,818
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$495,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$495,805
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$827,353
Participant contributions at end of year2018-12-31$218
Participant contributions at beginning of year2018-12-31$12,194
Assets. Other investments not covered elsewhere at end of year2018-12-31$72,872
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$65,429
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$731,967
Other income not declared elsewhere2018-12-31$13,048
Administrative expenses (other) incurred2018-12-31$13,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-774,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,365,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,139,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,191,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,688,787
Value of interest in pooled separate accounts at end of year2018-12-31$835,059
Value of interest in pooled separate accounts at beginning of year2018-12-31$880,643
Interest earned on other investments2018-12-31$332,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,265,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,464,701
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$139,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,453,838
Net investment gain/loss from pooled separate accounts2018-12-31$40,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,657,298
Employer contributions (assets) at end of year2018-12-31$137
Employer contributions (assets) at beginning of year2018-12-31$27,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,266,512
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,256,269
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,574,026
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,351,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,351,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,948,113
Value of total assets at end of year2017-12-31$39,139,559
Value of total assets at beginning of year2017-12-31$30,661,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$270,698
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$381,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$381,256
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$832,394
Participant contributions at end of year2017-12-31$12,194
Participant contributions at beginning of year2017-12-31$7,023
Assets. Other investments not covered elsewhere at end of year2017-12-31$65,429
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$51,265
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,435,447
Other income not declared elsewhere2017-12-31$65
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,222,063
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,139,559
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,661,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,688,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,879,047
Value of interest in pooled separate accounts at end of year2017-12-31$880,643
Value of interest in pooled separate accounts at beginning of year2017-12-31$845,907
Interest earned on other investments2017-12-31$270,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,464,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,856,191
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$81,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,936,188
Net investment gain/loss from pooled separate accounts2017-12-31$37,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,680,272
Employer contributions (assets) at end of year2017-12-31$27,805
Employer contributions (assets) at beginning of year2017-12-31$21,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,270,292
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,444,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,050,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,050,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,499,163
Value of total assets at end of year2016-12-31$30,661,227
Value of total assets at beginning of year2016-12-31$25,266,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$244,643
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$295,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$295,245
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$699,066
Participant contributions at end of year2016-12-31$7,023
Participant contributions at beginning of year2016-12-31$6,947
Assets. Other investments not covered elsewhere at end of year2016-12-31$51,265
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$51,261
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,267,196
Other income not declared elsewhere2016-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,394,297
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,661,227
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,266,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,879,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,679,609
Value of interest in pooled separate accounts at end of year2016-12-31$845,907
Value of interest in pooled separate accounts at beginning of year2016-12-31$728,957
Interest earned on other investments2016-12-31$244,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,856,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,778,373
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$127,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,366,075
Net investment gain/loss from pooled separate accounts2016-12-31$39,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,532,901
Employer contributions (assets) at end of year2016-12-31$21,794
Employer contributions (assets) at beginning of year2016-12-31$21,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$922,702
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,887,254
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,480,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,480,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,819,703
Value of total assets at end of year2015-12-31$25,266,930
Value of total assets at beginning of year2015-12-31$23,860,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$202,757
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$365,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$365,440
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$609,495
Participant contributions at end of year2015-12-31$6,947
Participant contributions at beginning of year2015-12-31$9,271
Assets. Other investments not covered elsewhere at end of year2015-12-31$51,261
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$51,604
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$795,554
Other income not declared elsewhere2015-12-31$-342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,406,385
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,266,930
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,860,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,679,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,832,915
Value of interest in pooled separate accounts at end of year2015-12-31$728,957
Value of interest in pooled separate accounts at beginning of year2015-12-31$616,732
Interest earned on other investments2015-12-31$202,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,778,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,309,703
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$130,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-552,471
Net investment gain/loss from pooled separate accounts2015-12-31$52,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,414,654
Employer contributions (assets) at end of year2015-12-31$21,783
Employer contributions (assets) at beginning of year2015-12-31$40,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,350,428
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,712,182
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,259,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,259,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,360,433
Value of total assets at end of year2014-12-31$23,860,545
Value of total assets at beginning of year2014-12-31$20,407,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$192,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$194,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$194,896
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$444,010
Participant contributions at end of year2014-12-31$9,271
Participant contributions at beginning of year2014-12-31$8,357
Assets. Other investments not covered elsewhere at end of year2014-12-31$51,604
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$258,683
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,455,887
Other income not declared elsewhere2014-12-31$18,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,452,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,860,545
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,407,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,832,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,838,257
Value of interest in pooled separate accounts at end of year2014-12-31$616,732
Value of interest in pooled separate accounts at beginning of year2014-12-31$504,026
Interest earned on other investments2014-12-31$192,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,309,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,755,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$883,194
Net investment gain/loss from pooled separate accounts2014-12-31$62,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,460,536
Employer contributions (assets) at end of year2014-12-31$40,320
Employer contributions (assets) at beginning of year2014-12-31$42,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,259,183
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS
Accountancy firm EIN2014-12-31910189318
2013 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$6,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,763,755
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,013,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,013,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,185,395
Value of total assets at end of year2013-12-31$20,407,546
Value of total assets at beginning of year2013-12-31$16,650,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$178,895
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$137,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$137,172
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$374,585
Participant contributions at end of year2013-12-31$8,357
Participant contributions at beginning of year2013-12-31$9,158
Assets. Other investments not covered elsewhere at end of year2013-12-31$258,683
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$228,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$293,716
Other income not declared elsewhere2013-12-31$20,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,750,552
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,407,546
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,650,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,838,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,724,922
Value of interest in pooled separate accounts at end of year2013-12-31$504,026
Value of interest in pooled separate accounts at beginning of year2013-12-31$349,701
Interest earned on other investments2013-12-31$178,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,755,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,295,312
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$120,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,202,619
Net investment gain/loss from pooled separate accounts2013-12-31$39,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,517,094
Employer contributions (assets) at end of year2013-12-31$42,302
Employer contributions (assets) at beginning of year2013-12-31$43,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$892,339
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS
Accountancy firm EIN2013-12-31910189318
2012 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,316,432
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$555,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$554,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,755,455
Value of total assets at end of year2012-12-31$16,650,303
Value of total assets at beginning of year2012-12-31$13,889,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$420
Total interest from all sources2012-12-31$159,770
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$102,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$102,866
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$320,385
Participant contributions at end of year2012-12-31$9,158
Participant contributions at beginning of year2012-12-31$3,800
Assets. Other investments not covered elsewhere at end of year2012-12-31$228,109
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$56,611
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,206
Other income not declared elsewhere2012-12-31$170,583
Administrative expenses (other) incurred2012-12-31$420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,761,299
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,650,303
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,889,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,724,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,533,785
Value of interest in pooled separate accounts at end of year2012-12-31$349,701
Value of interest in pooled separate accounts at beginning of year2012-12-31$262,430
Interest earned on other investments2012-12-31$159,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,295,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,013,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,099,477
Net investment gain/loss from pooled separate accounts2012-12-31$28,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,402,864
Employer contributions (assets) at end of year2012-12-31$43,101
Employer contributions (assets) at beginning of year2012-12-31$18,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$554,713
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$3,630,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,678,421
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$696,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$696,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,694,361
Value of total assets at end of year2011-12-31$13,889,004
Value of total assets at beginning of year2011-12-31$9,276,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$85
Total interest from all sources2011-12-31$140,955
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$118,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$118,511
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$208,475
Participant contributions at end of year2011-12-31$3,800
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$56,611
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$25,998
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,764
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$9,736
Other income not declared elsewhere2011-12-31$-6,268
Administrative expenses (other) incurred2011-12-31$85
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$982,134
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,889,004
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,276,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,533,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,381,927
Value of interest in pooled separate accounts at end of year2011-12-31$262,430
Value of interest in pooled separate accounts at beginning of year2011-12-31$167,832
Interest earned on other investments2011-12-31$140,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,013,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,582,365
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$98,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-295,611
Net investment gain/loss from pooled separate accounts2011-12-31$26,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,416,122
Employer contributions (assets) at end of year2011-12-31$18,935
Employer contributions (assets) at beginning of year2011-12-31$117,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$588,069
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,164,678
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$521,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$519,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,314,076
Value of total assets at end of year2010-12-31$9,276,092
Value of total assets at beginning of year2010-12-31$7,632,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,676
Total interest from all sources2010-12-31$100,377
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$43,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$43,666
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$25,998
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,718
Other income not declared elsewhere2010-12-31$1,166
Administrative expenses (other) incurred2010-12-31$1,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,643,345
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,276,092
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,632,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,381,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,996,579
Value of interest in pooled separate accounts at end of year2010-12-31$167,832
Value of interest in pooled separate accounts at beginning of year2010-12-31$120,046
Interest earned on other investments2010-12-31$100,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,582,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,415,174
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$184,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$686,800
Net investment gain/loss from pooled separate accounts2010-12-31$18,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,298,358
Employer contributions (assets) at end of year2010-12-31$117,970
Employer contributions (assets) at beginning of year2010-12-31$100,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$335,446
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318
2009 : THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN

2022: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: THE CLAREMONT COLLEGES, INC. ACADEMIC RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered356
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered353
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered354
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered363
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered363
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered372
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered375
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered372
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered512
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered476
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100236
Policy instance 1
Insurance contract or identification number100236
Number of Individuals Covered439
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1