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WHEATON COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameWHEATON COLLEGE RETIREMENT PLAN
Plan identification number 001

WHEATON COLLEGE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:WHEATON COLLEGE
Employer identification number (EIN):362182171
NAIC Classification:611000

Additional information about WHEATON COLLEGE

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100936427

More information about WHEATON COLLEGE

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 SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KAREN TUCKER2023-07-19
0012021-01-01KAREN TUCKER2022-06-29
0012020-01-01KAREN TUCKER2021-07-13
0012019-01-01KAREN TUCKER2020-06-23
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01KAREN TUCKER DALE KEMP2015-07-30
0012013-01-01KAREN TUCKER DALE KEMP2014-10-07
0012012-01-01KAREN TUCKER DALE KEMP2013-10-15
0012011-01-01KAREN TUCKER DALE KEMP2012-10-15
0012009-01-01CHRISTOPHER WOODARD
0012009-01-01CHRISTOPHER WOODARD

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-year2022-01-011,469
Total number of active participants reported on line 7a of the Form 55002022-01-01661
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01801
Total of all active and inactive participants2022-01-011,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0125
Total participants2022-01-011,487
Number of participants with account balances2022-01-011,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WHEATON COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,491
Total number of active participants reported on line 7a of the Form 55002021-01-01673
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01790
Total of all active and inactive participants2021-01-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0123
Total participants2021-01-011,486
Number of participants with account balances2021-01-011,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHEATON COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,497
Total number of active participants reported on line 7a of the Form 55002020-01-01722
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01764
Total of all active and inactive participants2020-01-011,486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-011,491
Number of participants with account balances2020-01-011,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WHEATON COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,477
Total number of active participants reported on line 7a of the Form 55002019-01-01715
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01775
Total of all active and inactive participants2019-01-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-011,497
Number of participants with account balances2019-01-011,485
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WHEATON COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,463
Total number of active participants reported on line 7a of the Form 55002018-01-01730
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01743
Total of all active and inactive participants2018-01-011,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,477
Number of participants with account balances2018-01-011,467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WHEATON COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,689
Total number of active participants reported on line 7a of the Form 55002017-01-01738
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01724
Total of all active and inactive participants2017-01-011,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,463
Number of participants with account balances2017-01-011,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WHEATON COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,686
Total number of active participants reported on line 7a of the Form 55002016-01-01742
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01946
Total of all active and inactive participants2016-01-011,688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,689
Number of participants with account balances2016-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHEATON COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,831
Total number of active participants reported on line 7a of the Form 55002015-01-01742
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01942
Total of all active and inactive participants2015-01-011,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,686
Number of participants with account balances2015-01-011,671
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHEATON COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,662
Total number of active participants reported on line 7a of the Form 55002014-01-01971
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01857
Total of all active and inactive participants2014-01-011,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,831
Number of participants with account balances2014-01-011,657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHEATON COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,657
Total number of active participants reported on line 7a of the Form 55002013-01-011,002
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01887
Total of all active and inactive participants2013-01-011,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,893
Number of participants with account balances2013-01-011,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WHEATON COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,629
Total number of active participants reported on line 7a of the Form 55002012-01-01961
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01686
Total of all active and inactive participants2012-01-011,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,657
Number of participants with account balances2012-01-011,304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WHEATON COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,473
Total number of active participants reported on line 7a of the Form 55002011-01-01823
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-01645
Total of all active and inactive participants2011-01-011,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,481
Number of participants with account balances2011-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WHEATON COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,260
Total number of active participants reported on line 7a of the Form 55002009-01-011,088
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01228
Total of all active and inactive participants2009-01-011,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,318
Number of participants with account balances2009-01-011,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WHEATON COLLEGE RETIREMENT PLAN

Measure Date Value
2022 : WHEATON COLLEGE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-21,808,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,976,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,799,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,843,837
Value of total assets at end of year2022-12-31$205,447,363
Value of total assets at beginning of year2022-12-31$241,231,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$176,474
Total interest from all sources2022-12-31$2,253,280
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,527,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,527,561
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,617,768
Participant contributions at end of year2022-12-31$184,698
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$133,268
Participant contributions at beginning of year2022-12-31$133,457
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$568,797
Other income not declared elsewhere2022-12-31$54,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,784,445
Value of net assets at end of year (total assets less liabilities)2022-12-31$205,447,363
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$241,231,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$12,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$146,074,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$181,764,937
Value of interest in pooled separate accounts at end of year2022-12-31$7,861,916
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,540,916
Interest on participant loans2022-12-31$3,504
Interest earned on other investments2022-12-31$2,249,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$51,092,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$51,693,026
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,796,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-35,136,822
Net investment gain/loss from pooled separate accounts2022-12-31$649,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,657,272
Employer contributions (assets) at end of year2022-12-31$99,957
Employer contributions (assets) at beginning of year2022-12-31$99,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,003,442
Contract administrator fees2022-12-31$163,604
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : WHEATON COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$35,245,675
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,440,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,182,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,791,317
Value of total assets at end of year2021-12-31$241,231,808
Value of total assets at beginning of year2021-12-31$222,426,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$258,170
Total interest from all sources2021-12-31$1,966,603
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,237,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,237,664
Administrative expenses professional fees incurred2021-12-31$258,170
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,785,936
Participant contributions at end of year2021-12-31$133,457
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$290,679
Other income not declared elsewhere2021-12-31$65,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$18,804,883
Value of net assets at end of year (total assets less liabilities)2021-12-31$241,231,808
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$222,426,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$181,764,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$162,596,072
Value of interest in pooled separate accounts at end of year2021-12-31$7,540,916
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,904,794
Interest earned on other investments2021-12-31$1,966,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$51,693,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$52,926,059
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,069,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,995,291
Net investment gain/loss from pooled separate accounts2021-12-31$1,189,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,714,702
Employer contributions (assets) at end of year2021-12-31$99,472
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,112,839
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : WHEATON COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$31,846,650
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,477,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,300,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,446,673
Value of total assets at end of year2020-12-31$222,426,925
Value of total assets at beginning of year2020-12-31$203,057,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$177,464
Total interest from all sources2020-12-31$2,189,287
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,663,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,663,255
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,914,107
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$166,815
Administrative expenses (other) incurred2020-12-31$4,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,368,988
Value of net assets at end of year (total assets less liabilities)2020-12-31$222,426,925
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$203,057,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$62,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$162,596,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$143,108,245
Value of interest in pooled separate accounts at end of year2020-12-31$6,904,794
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,175,389
Interest earned on other investments2020-12-31$2,189,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$52,926,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$52,774,303
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,063,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,607,305
Net investment gain/loss from pooled separate accounts2020-12-31$-59,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,365,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,237,186
Contract administrator fees2020-12-31$110,718
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : WHEATON COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$37,920,104
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,711,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,538,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,633,140
Value of total assets at end of year2019-12-31$203,057,937
Value of total assets at beginning of year2019-12-31$177,849,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$173,048
Total interest from all sources2019-12-31$2,200,887
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,688,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,688,964
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,625,326
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$253,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,208,883
Value of net assets at end of year (total assets less liabilities)2019-12-31$203,057,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$177,849,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$62,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,108,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$118,280,930
Value of interest in pooled separate accounts at end of year2019-12-31$7,175,389
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,643,194
Interest earned on other investments2019-12-31$2,200,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$52,774,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,924,930
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,507,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,026,496
Net investment gain/loss from pooled separate accounts2019-12-31$370,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,754,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,030,666
Contract administrator fees2019-12-31$110,718
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : WHEATON COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,310,166
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,650,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,502,201
Expenses. Certain deemed distributions of participant loans2018-12-31$647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,252,099
Value of total assets at end of year2018-12-31$177,849,054
Value of total assets at beginning of year2018-12-31$186,189,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$147,616
Total interest from all sources2018-12-31$2,239,505
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,452,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,452,758
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,606,088
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,730
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$142,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,340,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$177,849,054
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$186,189,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$118,280,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$126,938,259
Value of interest in pooled separate accounts at end of year2018-12-31$6,643,194
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,378,475
Interest on participant loans2018-12-31$75
Interest earned on other investments2018-12-31$2,239,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,924,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$52,867,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,935,737
Net investment gain/loss from pooled separate accounts2018-12-31$301,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,503,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,502,201
Contract administrator fees2018-12-31$133,739
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SIKICH LLP
Accountancy firm EIN2018-12-31363168081
2017 : WHEATON COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$29,931,296
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,511,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,475,063
Expenses. Certain deemed distributions of participant loans2017-12-31$647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,114,913
Value of total assets at end of year2017-12-31$186,189,352
Value of total assets at beginning of year2017-12-31$164,769,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,018
Total interest from all sources2017-12-31$2,066,530
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,991,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,991,334
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,361,278
Participant contributions at end of year2017-12-31$4,730
Participant contributions at beginning of year2017-12-31$24,462
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$235,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,419,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$186,189,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$164,769,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$126,938,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$107,505,862
Value of interest in pooled separate accounts at end of year2017-12-31$6,378,475
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,315,114
Interest on participant loans2017-12-31$612
Interest earned on other investments2017-12-31$2,065,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$52,867,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$50,924,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,484,884
Net investment gain/loss from pooled separate accounts2017-12-31$273,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,518,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,475,063
Contract administrator fees2017-12-31$25,730
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SIKICH LLP
Accountancy firm EIN2017-12-31363168081
2016 : WHEATON COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$17,770,850
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,732,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,678,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,832,292
Value of total assets at end of year2016-12-31$164,769,784
Value of total assets at beginning of year2016-12-31$159,731,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,140
Total interest from all sources2016-12-31$2,227,988
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,496,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,496,823
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,069,168
Participant contributions at end of year2016-12-31$24,462
Participant contributions at beginning of year2016-12-31$73,772
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$382,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,038,627
Value of net assets at end of year (total assets less liabilities)2016-12-31$164,769,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$159,731,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$8,914
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$107,505,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$104,013,867
Value of interest in pooled separate accounts at end of year2016-12-31$6,315,114
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,868,113
Interest on participant loans2016-12-31$2,370
Interest earned on other investments2016-12-31$2,225,618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$50,924,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$49,775,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,904,481
Net investment gain/loss from pooled separate accounts2016-12-31$309,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,380,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,678,083
Contract administrator fees2016-12-31$45,226
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SIKICH LLP
Accountancy firm EIN2016-12-31363168081
2015 : WHEATON COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,430,857
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,820,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,748,114
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,312,577
Value of total assets at end of year2015-12-31$159,731,157
Value of total assets at beginning of year2015-12-31$160,120,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,474
Total interest from all sources2015-12-31$2,089,060
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,624,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,624,373
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,964,842
Participant contributions at end of year2015-12-31$73,772
Participant contributions at beginning of year2015-12-31$122,901
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$139,052
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-389,731
Value of net assets at end of year (total assets less liabilities)2015-12-31$159,731,157
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$160,120,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$8,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$104,013,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,048,871
Value of interest in pooled separate accounts at end of year2015-12-31$5,868,113
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,057,695
Interest on participant loans2015-12-31$4,277
Interest earned on other investments2015-12-31$2,084,783
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$49,775,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$48,891,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,017,875
Net investment gain/loss from pooled separate accounts2015-12-31$422,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,208,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,748,114
Contract administrator fees2015-12-31$63,900
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SIKICH LLP
Accountancy firm EIN2015-12-31363168081
2014 : WHEATON COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$16,737,526
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,855,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,789,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,158,502
Value of total assets at end of year2014-12-31$160,120,888
Value of total assets at beginning of year2014-12-31$152,239,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65,881
Total interest from all sources2014-12-31$522,799
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,583,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,583,786
Administrative expenses professional fees incurred2014-12-31$31,131
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$5,324
Contributions received from participants2014-12-31$2,835,319
Participant contributions at end of year2014-12-31$122,901
Participant contributions at beginning of year2014-12-31$176,897
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,249,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,881,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$160,120,888
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$152,239,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$34,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$106,048,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,573,073
Value of interest in pooled separate accounts at end of year2014-12-31$5,057,695
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,336,010
Interest earned on other investments2014-12-31$522,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$48,891,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$48,153,185
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$74,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,934,684
Net investment gain/loss from pooled separate accounts2014-12-31$537,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,073,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,715,226
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : WHEATON COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$26,795,466
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,858,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,817,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,113,827
Value of total assets at end of year2013-12-31$152,239,165
Value of total assets at beginning of year2013-12-31$137,302,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,689
Total interest from all sources2013-12-31$457,277
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,506,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,506,327
Administrative expenses professional fees incurred2013-12-31$8,985
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31Yes
Amount of non-exempt transactions with any party-in-interest2013-12-31$5,324
Contributions received from participants2013-12-31$2,740,573
Participant contributions at end of year2013-12-31$176,897
Participant contributions at beginning of year2013-12-31$200,099
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$291,386
Administrative expenses (other) incurred2013-12-31$22,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,936,683
Value of net assets at end of year (total assets less liabilities)2013-12-31$152,239,165
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$137,302,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,019
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,573,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$88,822,864
Value of interest in pooled separate accounts at end of year2013-12-31$4,336,010
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,101,284
Interest earned on other investments2013-12-31$457,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$48,153,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,178,235
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$203,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,415,331
Net investment gain/loss from pooled separate accounts2013-12-31$302,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,081,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,613,654
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : WHEATON COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$18,965,155
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,702,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,688,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,714,552
Value of total assets at end of year2012-12-31$137,302,482
Value of total assets at beginning of year2012-12-31$126,039,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,613
Total interest from all sources2012-12-31$404,369
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,165,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,165,446
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,774,962
Participant contributions at end of year2012-12-31$200,099
Participant contributions at beginning of year2012-12-31$68,625
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$96,641
Administrative expenses (other) incurred2012-12-31$13,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$11,262,594
Value of net assets at end of year (total assets less liabilities)2012-12-31$137,302,482
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$126,039,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$88,822,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$78,895,436
Value of interest in pooled separate accounts at end of year2012-12-31$3,101,284
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,006,497
Interest earned on other investments2012-12-31$404,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,178,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,069,330
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$72,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,383,554
Net investment gain/loss from pooled separate accounts2012-12-31$297,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,842,949
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,616,342
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : WHEATON COLLEGE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,330,584
Total unrealized appreciation/depreciation of assets2011-12-31$1,330,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,127,637
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,234,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,220,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,404,445
Value of total assets at end of year2011-12-31$126,039,888
Value of total assets at beginning of year2011-12-31$126,146,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,245
Total interest from all sources2011-12-31$396,016
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$619,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$619,044
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,771,849
Participant contributions at end of year2011-12-31$68,625
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,499
Administrative expenses (other) incurred2011-12-31$13,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-106,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$126,039,888
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$126,146,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$78,895,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$81,144,657
Value of interest in pooled separate accounts at end of year2011-12-31$3,006,497
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,529,443
Interest earned on other investments2011-12-31$396,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,069,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$42,459,664
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$65,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,957,011
Net investment gain/loss from pooled separate accounts2011-12-31$334,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,554,097
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$12,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,155,150
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : WHEATON COLLEGE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$22,684,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,496,527
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,364,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,361,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,921,310
Value of total assets at end of year2010-12-31$126,146,389
Value of total assets at beginning of year2010-12-31$94,330,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,317
Total interest from all sources2010-12-31$276,084
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,396,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,396,208
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,405,201
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,835,532
Administrative expenses (other) incurred2010-12-31$3,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$9,131,592
Value of net assets at end of year (total assets less liabilities)2010-12-31$126,146,389
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$94,330,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$81,144,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$54,240,309
Value of interest in pooled separate accounts at end of year2010-12-31$2,529,443
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,821,603
Interest earned on other investments2010-12-31$276,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$42,459,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$36,432,631
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$538,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,661,267
Net investment gain/loss from pooled separate accounts2010-12-31$241,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,511,958
Employer contributions (assets) at end of year2010-12-31$12,625
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,822,826
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : WHEATON COLLEGE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHEATON COLLEGE RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered866
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered881
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered913
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered939
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered941
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered937
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered941
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered819
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered827
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered823
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 1
Insurance contract or identification number150318
Number of Individuals Covered830
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150318
Policy instance 2
Insurance contract or identification number150318
Number of Individuals Covered808
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150321
Policy instance 1
Insurance contract or identification number150321
Number of Individuals Covered302
Insurance policy start date2010-12-30
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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