401k Plan data: WHEATON COLLEGE RETIREMENT PLAN plan

WHEATON COLLEGE RETIREMENT PLAN 401k Plan overview

Plan Name	WHEATON COLLEGE RETIREMENT PLAN
Plan identification number	001

WHEATON COLLEGE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: WHEATON COLLEGE

Employer identification number (EIN): 042103638

NAIC Classification: 611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KELLY MERCIERI 2023-09-01
001 2021-01-01 MICHELLE BERTOLDI 2022-09-28
001 2020-01-01 KATE LUCAS 2021-10-01
001 2019-01-01 KATE LUCAS 2020-10-13
001 2018-01-01 KATE LUCAS 2019-10-02
001 2017-01-01
001 2016-01-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 REMLE A. GORDON
001 2012-07-01 REMLE GORDON
001 2011-07-01 REMLE GORDON
001 2010-07-01 REMLE GORDON
001 2009-07-01
001 2009-07-01 REMLE A. GORDON REMLE A. GORDON 2011-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KELLY MERCIERI	2023-09-01
001	2021-01-01	MICHELLE BERTOLDI	2022-09-28
001	2020-01-01	KATE LUCAS	2021-10-01
001	2019-01-01	KATE LUCAS	2020-10-13
001	2018-01-01	KATE LUCAS	2019-10-02
001	2017-01-01
001	2016-01-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	REMLE A. GORDON
001	2012-07-01	REMLE GORDON
001	2011-07-01	REMLE GORDON
001	2010-07-01	REMLE GORDON
001	2009-07-01
001	2009-07-01	REMLE A. GORDON		REMLE A. GORDON	2011-03-28

Plan Statistics for WHEATON COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for WHEATON COLLEGE RETIREMENT PLAN

Measure Date Value
2022: WHEATON COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,495
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 565
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,002
Total of all active and inactive participants 2022-01-01 1,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,567
Number of participants with account balances 2022-01-01 1,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WHEATON COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,409
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 533
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 964
Total of all active and inactive participants 2021-01-01 1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,497
Number of participants with account balances 2021-01-01 1,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WHEATON COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,434
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 535
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 874
Total of all active and inactive participants 2020-01-01 1,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,409
Number of participants with account balances 2020-01-01 1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WHEATON COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,469
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 583
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 839
Total of all active and inactive participants 2019-01-01 1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 12
Total participants 2019-01-01 1,434
Number of participants with account balances 2019-01-01 1,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHEATON COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,330
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 591
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 877
Total of all active and inactive participants 2018-01-01 1,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,468
Number of participants with account balances 2018-01-01 1,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHEATON COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,288
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 583
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 739
Total of all active and inactive participants 2017-01-01 1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 8
Total participants 2017-01-01 1,330
Number of participants with account balances 2017-01-01 1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHEATON COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 564
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 722
Total of all active and inactive participants 2016-01-01 1,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 7
Total participants 2016-01-01 1,293
Number of participants with account balances 2016-01-01 1,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHEATON COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,249
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 551
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 722
Total of all active and inactive participants 2015-07-01 1,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 10
Total participants 2015-07-01 1,283
Number of participants with account balances 2015-07-01 1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: WHEATON COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,248
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 509
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 731
Total of all active and inactive participants 2014-07-01 1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 9
Total participants 2014-07-01 1,249
Number of participants with account balances 2014-07-01 1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: WHEATON COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,232
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 517
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 725
Total of all active and inactive participants 2013-07-01 1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 6
Total participants 2013-07-01 1,248
Number of participants with account balances 2013-07-01 1,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: WHEATON COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 1,222
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 511
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 716
Total of all active and inactive participants 2012-07-01 1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 5
Total participants 2012-07-01 1,232
Number of participants with account balances 2012-07-01 1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WHEATON COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 519
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 699
Total of all active and inactive participants 2011-07-01 1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 4
Total participants 2011-07-01 1,222
Number of participants with account balances 2011-07-01 1,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: WHEATON COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 514
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 679
Total of all active and inactive participants 2010-07-01 1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 2
Total participants 2010-07-01 1,195
Number of participants with account balances 2010-07-01 1,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: WHEATON COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 1,181
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 1,041
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 96
Total of all active and inactive participants 2009-07-01 1,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 7
Total participants 2009-07-01 1,144
Number of participants with account balances 2009-07-01 1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2022: WHEATON COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,495
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	565
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,002
Total of all active and inactive participants	2022-01-01	1,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,567
Number of participants with account balances	2022-01-01	1,509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WHEATON COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,409
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	533
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	964
Total of all active and inactive participants	2021-01-01	1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,497
Number of participants with account balances	2021-01-01	1,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WHEATON COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,434
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	535
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	874
Total of all active and inactive participants	2020-01-01	1,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,409
Number of participants with account balances	2020-01-01	1,403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WHEATON COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,469
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	583
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	839
Total of all active and inactive participants	2019-01-01	1,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	12
Total participants	2019-01-01	1,434
Number of participants with account balances	2019-01-01	1,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHEATON COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,330
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	591
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	877
Total of all active and inactive participants	2018-01-01	1,468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,468
Number of participants with account balances	2018-01-01	1,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHEATON COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,288
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	583
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	739
Total of all active and inactive participants	2017-01-01	1,322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	8
Total participants	2017-01-01	1,330
Number of participants with account balances	2017-01-01	1,323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHEATON COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	564
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	722
Total of all active and inactive participants	2016-01-01	1,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	7
Total participants	2016-01-01	1,293
Number of participants with account balances	2016-01-01	1,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHEATON COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,249
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	551
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	722
Total of all active and inactive participants	2015-07-01	1,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	10
Total participants	2015-07-01	1,283
Number of participants with account balances	2015-07-01	1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: WHEATON COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,248
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	509
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	731
Total of all active and inactive participants	2014-07-01	1,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	9
Total participants	2014-07-01	1,249
Number of participants with account balances	2014-07-01	1,243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: WHEATON COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,232
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	517
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	725
Total of all active and inactive participants	2013-07-01	1,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	6
Total participants	2013-07-01	1,248
Number of participants with account balances	2013-07-01	1,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: WHEATON COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	1,222
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	511
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	716
Total of all active and inactive participants	2012-07-01	1,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	5
Total participants	2012-07-01	1,232
Number of participants with account balances	2012-07-01	1,221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WHEATON COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	519
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	699
Total of all active and inactive participants	2011-07-01	1,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	4
Total participants	2011-07-01	1,222
Number of participants with account balances	2011-07-01	1,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: WHEATON COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	514
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	679
Total of all active and inactive participants	2010-07-01	1,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	2
Total participants	2010-07-01	1,195
Number of participants with account balances	2010-07-01	1,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: WHEATON COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	1,181
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	1,041
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	96
Total of all active and inactive participants	2009-07-01	1,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	7
Total participants	2009-07-01	1,144
Number of participants with account balances	2009-07-01	1,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on WHEATON COLLEGE RETIREMENT PLAN

Measure	Date	Value
2022 : WHEATON COLLEGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-18,813,494
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$13,047,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$12,943,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,533,957
Value of total assets at end of year	2022-12-31	$180,900,159
Value of total assets at beginning of year	2022-12-31	$212,761,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$104,088
Total interest from all sources	2022-12-31	$2,027,841
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,027,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,027,979
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,536,967
Participant contributions at end of year	2022-12-31	$361,775
Participant contributions at beginning of year	2022-12-31	$296,874
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$465,376
Other income not declared elsewhere	2022-12-31	$98,716
Administrative expenses (other) incurred	2022-12-31	$-19,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-31,861,040
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$180,900,159
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$212,761,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$124,557,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$156,339,580
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,786,505
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,796,850
Interest on participant loans	2022-12-31	$16,943
Interest earned on other investments	2022-12-31	$2,010,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$50,194,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$50,327,895
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$344,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-28,983,640
Net investment gain/loss from pooled separate accounts	2022-12-31	$481,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,531,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$12,598,581
Contract administrator fees	2022-12-31	$123,828
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	RSM US LLP
Accountancy firm EIN	2022-12-31	420714325
2021 : WHEATON COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$27,814,745
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$16,158,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$16,024,716
Value of total corrective distributions	2021-12-31	$7,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,961,953
Value of total assets at end of year	2021-12-31	$212,761,199
Value of total assets at beginning of year	2021-12-31	$201,105,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$126,926
Total interest from all sources	2021-12-31	$1,743,995
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,993,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,993,578
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,493,510
Participant contributions at end of year	2021-12-31	$296,874
Participant contributions at beginning of year	2021-12-31	$299,330
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$327,028
Other income not declared elsewhere	2021-12-31	$157,215
Administrative expenses (other) incurred	2021-12-31	$2,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,655,943
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$212,761,199
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$201,105,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$156,339,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$144,695,347
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,796,850
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$5,305,652
Interest on participant loans	2021-12-31	$14,264
Interest earned on other investments	2021-12-31	$1,729,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$50,327,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$50,804,927
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$660,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$18,054,644
Net investment gain/loss from pooled separate accounts	2021-12-31	$903,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,141,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$15,364,143
Contract administrator fees	2021-12-31	$124,434
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	RSM US LLP
Accountancy firm EIN	2021-12-31	420714325
2020 : WHEATON COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$27,205,203
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,800,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,667,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,934,627
Value of total assets at end of year	2020-12-31	$201,105,256
Value of total assets at beginning of year	2020-12-31	$182,700,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$132,461
Total interest from all sources	2020-12-31	$1,956,613
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$3,500,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$3,500,576
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,530,800
Participant contributions at end of year	2020-12-31	$299,330
Participant contributions at beginning of year	2020-12-31	$137,820
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$245,627
Other income not declared elsewhere	2020-12-31	$84,646
Administrative expenses (other) incurred	2020-12-31	$2,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$18,404,762
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$201,105,256
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$182,700,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$144,695,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$126,537,497
Value of interest in pooled separate accounts at end of year	2020-12-31	$5,305,652
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,660,144
Interest on participant loans	2020-12-31	$11,312
Interest earned on other investments	2020-12-31	$1,945,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$50,804,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$50,365,033
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,272,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$16,777,043
Net investment gain/loss from pooled separate accounts	2020-12-31	$-48,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,158,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$7,395,216
Contract administrator fees	2020-12-31	$130,008
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : WHEATON COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$32,059,380
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$10,652,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$10,469,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,681,762
Value of total assets at end of year	2019-12-31	$182,700,494
Value of total assets at beginning of year	2019-12-31	$161,293,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$182,862
Total interest from all sources	2019-12-31	$1,951,025
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,540,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,540,562
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,504,083
Participant contributions at end of year	2019-12-31	$137,820
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$362,499
Other income not declared elsewhere	2019-12-31	$138,261
Administrative expenses (other) incurred	2019-12-31	$14,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$21,406,545
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$182,700,494
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$161,293,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$126,537,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$106,329,450
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,660,144
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,580,624
Interest on participant loans	2019-12-31	$2,552
Interest earned on other investments	2019-12-31	$1,948,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$50,365,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$49,383,875
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$703,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$21,447,541
Net investment gain/loss from pooled separate accounts	2019-12-31	$300,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,815,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$9,766,126
Contract administrator fees	2019-12-31	$168,202
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : WHEATON COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,014,485
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$10,064,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$10,004,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,568,674
Value of total assets at end of year	2018-12-31	$161,293,949
Value of total assets at beginning of year	2018-12-31	$170,344,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,209
Total interest from all sources	2018-12-31	$1,958,769
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,296,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,296,299
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,471,506
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,317,824
Other income not declared elsewhere	2018-12-31	$106,574
Administrative expenses (other) incurred	2018-12-31	$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-9,050,448
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$161,293,949
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$170,344,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$106,329,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$117,328,019
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,580,624
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,400,976
Interest earned on other investments	2018-12-31	$1,958,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$49,383,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$47,615,402
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$592,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-11,175,711
Net investment gain/loss from pooled separate accounts	2018-12-31	$259,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,779,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$9,412,497
Contract administrator fees	2018-12-31	$60,073
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2018-12-31	431947695
2017 : WHEATON COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$26,737,397
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$9,583,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$9,530,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,369,187
Value of total assets at end of year	2017-12-31	$170,344,397
Value of total assets at beginning of year	2017-12-31	$153,190,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$53,684
Total interest from all sources	2017-12-31	$1,856,453
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$2,151,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$2,151,853
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,414,244
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$272,033
Other income not declared elsewhere	2017-12-31	$88,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$17,153,597
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$170,344,397
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$153,190,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$117,328,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$100,502,205
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,400,976
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,292,167
Interest earned on other investments	2017-12-31	$1,856,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$47,615,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$47,396,428
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$618,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$17,043,165
Net investment gain/loss from pooled separate accounts	2017-12-31	$227,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,682,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$8,911,606
Contract administrator fees	2017-12-31	$53,684
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2017-12-31	431947695
2016 : WHEATON COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$15,163,113
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$9,880,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$9,838,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,757,745
Value of total assets at end of year	2016-12-31	$153,190,800
Value of total assets at beginning of year	2016-12-31	$147,907,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$41,066
Total interest from all sources	2016-12-31	$2,036,978
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,579,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,579,999
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,515,522
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$566,178
Other income not declared elsewhere	2016-12-31	$19,908
Administrative expenses (other) incurred	2016-12-31	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,283,109
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$153,190,800
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$147,907,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$100,502,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$95,971,879
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,292,167
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,922,408
Interest earned on other investments	2016-12-31	$2,036,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$47,396,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$47,013,404
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$607,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,511,843
Net investment gain/loss from pooled separate accounts	2016-12-31	$256,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,676,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$9,231,558
Contract administrator fees	2016-12-31	$41,054
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-12-31	431947695
2015 : WHEATON COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$775,307
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,700,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,683,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,712,608
Value of total assets at end of year	2015-12-31	$147,907,691
Value of total assets at beginning of year	2015-12-31	$150,832,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$16,819
Total interest from all sources	2015-12-31	$952,418
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,838,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,838,880
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,256,347
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$13,634
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$132,284
Other income not declared elsewhere	2015-12-31	$29,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,925,166
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$147,907,691
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$150,832,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$95,971,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$99,334,915
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,922,408
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,772,721
Interest earned on other investments	2015-12-31	$952,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$47,013,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$46,694,011
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$328,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,930,170
Net investment gain/loss from pooled separate accounts	2015-12-31	$172,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,323,977
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$17,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,354,660
Contract administrator fees	2015-12-31	$16,819
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-12-31	431947695
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$11,687,774
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$8,777,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$8,730,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$5,546,301
Value of total assets at end of year	2015-06-30	$150,832,857
Value of total assets at beginning of year	2015-06-30	$147,923,029
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$47,194
Total interest from all sources	2015-06-30	$1,937,959
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,478,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,478,978
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,458,378
Participant contributions at end of year	2015-06-30	$13,634
Participant contributions at beginning of year	2015-06-30	$13,926
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$430,137
Other income not declared elsewhere	2015-06-30	$65,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$2,909,828
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$150,832,857
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$147,923,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$99,334,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$97,072,861
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,772,721
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$4,424,819
Interest earned on other investments	2015-06-30	$1,937,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$46,694,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$46,393,555
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$708,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$2,182,382
Net investment gain/loss from pooled separate accounts	2015-06-30	$477,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,657,786
Employer contributions (assets) at end of year	2015-06-30	$17,576
Employer contributions (assets) at beginning of year	2015-06-30	$17,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$8,022,180
Contract administrator fees	2015-06-30	$47,194
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-06-30	431947695
2014 : WHEATON COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$23,655,806
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$6,429,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$6,390,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$5,041,570
Value of total assets at end of year	2014-06-30	$147,923,029
Value of total assets at beginning of year	2014-06-30	$130,697,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$39,021
Total interest from all sources	2014-06-30	$1,906,319
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,103,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,103,781
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,320,916
Participant contributions at end of year	2014-06-30	$13,926
Participant contributions at beginning of year	2014-06-30	$13,122
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$124,082
Other income not declared elsewhere	2014-06-30	$58,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$17,226,025
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$147,923,029
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$130,697,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$97,072,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$80,823,796
Value of interest in pooled separate accounts at end of year	2014-06-30	$4,424,819
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$4,219,149
Interest on participant loans	2014-06-30	$16
Interest earned on other investments	2014-06-30	$1,906,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$46,393,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$45,623,093
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$418,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$15,098,567
Net investment gain/loss from pooled separate accounts	2014-06-30	$447,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,596,572
Employer contributions (assets) at end of year	2014-06-30	$17,868
Employer contributions (assets) at beginning of year	2014-06-30	$17,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$5,971,813
Contract administrator fees	2014-06-30	$39,021
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-06-30	431947695
2013 : WHEATON COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$18,456,970
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$5,147,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$5,108,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$5,802,673
Value of total assets at end of year	2013-06-30	$130,697,004
Value of total assets at beginning of year	2013-06-30	$117,387,460
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$38,918
Total interest from all sources	2013-06-30	$1,865,935
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$345,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$345,438
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,339,002
Participant contributions at end of year	2013-06-30	$13,122
Participant contributions at beginning of year	2013-06-30	$12,487
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$853,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$13,309,544
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$130,697,004
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$117,387,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$80,823,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$69,574,464
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,219,149
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$3,614,929
Interest earned on other investments	2013-06-30	$1,865,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$45,623,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$44,167,903
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$104,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$10,112,187
Net investment gain/loss from pooled separate accounts	2013-06-30	$330,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,610,143
Employer contributions (assets) at end of year	2013-06-30	$17,844
Employer contributions (assets) at beginning of year	2013-06-30	$17,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$5,004,454
Contract administrator fees	2013-06-30	$38,918
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2013-06-30	431947695
2012 : WHEATON COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$6,950,152
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$4,651,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$4,651,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$5,083,456
Value of total assets at end of year	2012-06-30	$117,387,460
Value of total assets at beginning of year	2012-06-30	$115,089,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$1,728,505
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$196,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$196,109
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$2,345,371
Participant contributions at end of year	2012-06-30	$12,487
Participant contributions at beginning of year	2012-06-30	$12,112
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$109,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$2,298,280
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$117,387,460
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$115,089,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$69,574,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$68,509,553
Value of interest in pooled separate accounts at end of year	2012-06-30	$3,614,929
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$3,317,040
Interest earned on other investments	2012-06-30	$1,728,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$44,167,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$43,233,377
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$233,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-328,087
Net investment gain/loss from pooled separate accounts	2012-06-30	$270,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$2,628,508
Employer contributions (assets) at end of year	2012-06-30	$17,677
Employer contributions (assets) at beginning of year	2012-06-30	$17,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$4,418,355
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2012-06-30	431947695
2011 : WHEATON COLLEGE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$21,214,718
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$4,766,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$4,766,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$5,125,923
Value of total assets at end of year	2011-06-30	$115,089,180
Value of total assets at beginning of year	2011-06-30	$98,641,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$1,629,288
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$81,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$81,064
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$2,231,068
Participant contributions at end of year	2011-06-30	$12,112
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$240,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$16,447,834
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$115,089,180
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$98,641,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$68,509,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$54,728,011
Value of interest in pooled separate accounts at end of year	2011-06-30	$3,317,040
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,600,257
Interest earned on other investments	2011-06-30	$1,629,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$43,233,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$41,313,078
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$674,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$13,870,687
Net investment gain/loss from pooled separate accounts	2011-06-30	$507,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,654,581
Employer contributions (assets) at end of year	2011-06-30	$17,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$4,092,243
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-06-30	431947695
2010 : WHEATON COLLEGE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for WHEATON COLLEGE RETIREMENT PLAN

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

Insurance Providers Used on plan

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	1509
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	1435
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	892
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	915
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	925
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	937
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	971
Insurance policy start date	2015-07-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	978
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	1002
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

406032

Policy instance

Insurance contract or identification number	406032
Number of Individuals Covered	1222
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

151070

Policy instance

Insurance contract or identification number	151070
Number of Individuals Covered	1210
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

151070

Policy instance

Insurance contract or identification number	151070
Number of Individuals Covered	1184
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	WHEATON COLLEGE
Employer identification number (EIN):	042103638
NAIC Classification:	611000