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RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 401k Plan overview

Plan NameRETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE
Plan identification number 003

RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

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

Company Name:BELOIT COLLEGE BOARD OF TRUSTEES
Employer identification number (EIN):390808497
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01LORI RHEAD2023-11-20
0032021-01-01LORI RHEAD2022-12-08 LORI RHEAD2022-12-08
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LORI RHEAD LORI RHEAD2018-10-12
0032016-01-01LORI RHEAD LORI RHEAD2017-10-12
0032015-01-01LORI RHEAD LORI RHEAD2016-10-17
0032014-01-01LORI RHEAD LORI RHEAD2015-10-15
0032013-01-01LORI RHEAD LORI RHEAD2014-09-25
0032012-01-01LORI RHEAD LORI RHEAD2013-10-11
0032011-01-01LORI RHEAD LORI RHEAD2012-10-08
0032009-01-01LORI RHEAD LORI RHEAD2010-10-07

Plan Statistics for RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

401k plan membership statisitcs for RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

Measure Date Value
2022: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0145
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01106
Number of participants with account balances2022-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2021 401k membership
Total participants, beginning-of-year2021-01-01123
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01116
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-0159
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01123
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2019 401k membership
Total participants, beginning-of-year2019-01-01150
Total number of active participants reported on line 7a of the Form 55002019-01-0165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01144
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2018 401k membership
Total participants, beginning-of-year2018-01-01157
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2017 401k membership
Total participants, beginning-of-year2017-01-01162
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01157
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2016 401k membership
Total participants, beginning-of-year2016-01-01218
Total number of active participants reported on line 7a of the Form 55002016-01-01101
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01162
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2015 401k membership
Total participants, beginning-of-year2015-01-01217
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01103
Total of all active and inactive participants2015-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01218
Number of participants with account balances2015-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01218
Number of participants with account balances2014-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01217
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2012 401k membership
Total participants, beginning-of-year2012-01-01235
Total number of active participants reported on line 7a of the Form 55002012-01-01125
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0198
Total of all active and inactive participants2012-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01223
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2011 401k membership
Total participants, beginning-of-year2011-01-01251
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01235
Number of participants with account balances2011-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2009 401k membership
Total participants, beginning-of-year2009-01-01245
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0188
Total of all active and inactive participants2009-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01249
Number of participants with account balances2009-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

Measure Date Value
2022 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$0
Total income from all sources (including contributions)2022-12-31$-859,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$608,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$605,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$5,538,094
Value of total assets at beginning of year2022-12-31$7,005,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,454
Total interest from all sources2022-12-31$55,751
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,672
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$55,672
Administrative expenses professional fees incurred2022-12-31$2,454
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$1,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,467,772
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,538,094
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,005,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,875,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,341,303
Value of interest in pooled separate accounts at end of year2022-12-31$298,155
Value of interest in pooled separate accounts at beginning of year2022-12-31$307,031
Interest earned on other investments2022-12-31$55,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,364,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,357,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-997,684
Net investment gain/loss from pooled separate accounts2022-12-31$25,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$605,878
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$875,344
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$487,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$484,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$7,005,866
Value of total assets at beginning of year2021-12-31$6,617,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,852
Total interest from all sources2021-12-31$45,917
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$94,257
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$94,257
Administrative expenses professional fees incurred2021-12-31$2,852
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$2,087
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$387,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,005,866
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,617,903
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$5,341,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,026,846
Value of interest in pooled separate accounts at end of year2021-12-31$307,031
Value of interest in pooled separate accounts at beginning of year2021-12-31$269,649
Interest earned on other investments2021-12-31$45,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,357,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,321,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$686,036
Net investment gain/loss from pooled separate accounts2021-12-31$47,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$484,529
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$842,671
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$358,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$356,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$6,617,903
Value of total assets at beginning of year2020-12-31$6,133,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,384
Total interest from all sources2020-12-31$50,562
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$61,658
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$61,658
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$598
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$484,202
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,617,903
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,133,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,026,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,574,250
Value of interest in pooled separate accounts at end of year2020-12-31$269,649
Value of interest in pooled separate accounts at beginning of year2020-12-31$280,627
Interest earned on other investments2020-12-31$50,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,321,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,278,824
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$13,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$732,229
Net investment gain/loss from pooled separate accounts2020-12-31$-2,376
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$342,245
Contract administrator fees2020-12-31$2,384
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,006,131
Total income from all sources (including contributions)2019-12-31$1,006,131
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$690,961
Total of all expenses incurred2019-12-31$690,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$687,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$6,133,701
Value of total assets at end of year2019-12-31$6,133,701
Value of total assets at beginning of year2019-12-31$5,818,531
Value of total assets at beginning of year2019-12-31$5,818,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,427
Total interest from all sources2019-12-31$49,379
Total interest from all sources2019-12-31$49,379
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$60,129
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$60,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$60,129
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$60,129
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$570
Other income not declared elsewhere2019-12-31$570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$315,170
Value of net income/loss2019-12-31$315,170
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,133,701
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,133,701
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,818,531
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,818,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,574,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,574,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,097,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,097,995
Value of interest in pooled separate accounts at end of year2019-12-31$280,627
Value of interest in pooled separate accounts at end of year2019-12-31$280,627
Value of interest in pooled separate accounts at beginning of year2019-12-31$448,697
Value of interest in pooled separate accounts at beginning of year2019-12-31$448,697
Interest earned on other investments2019-12-31$49,379
Interest earned on other investments2019-12-31$49,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,278,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,278,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,271,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,271,839
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$75,336
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$75,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$878,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$878,235
Net investment gain/loss from pooled separate accounts2019-12-31$17,818
Net investment gain/loss from pooled separate accounts2019-12-31$17,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$612,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$612,198
Contract administrator fees2019-12-31$3,427
Contract administrator fees2019-12-31$3,427
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$0
Total income from all sources (including contributions)2018-12-31$-162,793
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$807,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$804,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$5,818,531
Value of total assets at beginning of year2018-12-31$6,788,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,958
Total interest from all sources2018-12-31$52,968
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$60,700
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$60,700
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$1,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-970,168
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,818,531
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,788,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,097,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,060,540
Value of interest in pooled separate accounts at end of year2018-12-31$448,697
Value of interest in pooled separate accounts at beginning of year2018-12-31$449,676
Interest earned on other investments2018-12-31$52,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,271,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,278,483
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$361,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-298,778
Net investment gain/loss from pooled separate accounts2018-12-31$21,210
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$442,529
Contract administrator fees2018-12-31$2,958
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$914,418
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$141,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$140,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$6,788,699
Value of total assets at beginning of year2017-12-31$6,015,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$897
Total interest from all sources2017-12-31$49,694
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$38,205
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$38,205
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$463
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$772,869
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,788,699
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,015,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,060,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,278,732
Value of interest in pooled separate accounts at end of year2017-12-31$449,676
Value of interest in pooled separate accounts at beginning of year2017-12-31$474,896
Interest earned on other investments2017-12-31$49,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,278,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,262,202
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$18,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$806,436
Net investment gain/loss from pooled separate accounts2017-12-31$19,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$122,020
Contract administrator fees2017-12-31$897
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$348,664
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$333,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$333,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$6,015,830
Value of total assets at beginning of year2016-12-31$6,000,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$458
Total interest from all sources2016-12-31$54,058
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$34,690
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$34,690
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,003
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,015,830
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,000,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,278,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,299,177
Value of interest in pooled separate accounts at end of year2016-12-31$474,896
Value of interest in pooled separate accounts at beginning of year2016-12-31$472,519
Interest earned on other investments2016-12-31$54,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,262,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,229,131
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$30,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$235,869
Net investment gain/loss from pooled separate accounts2016-12-31$24,047
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$302,768
Contract administrator fees2016-12-31$458
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$374,313
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$385,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$385,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$265,468
Value of total assets at end of year2015-12-31$6,000,827
Value of total assets at beginning of year2015-12-31$6,012,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$51,945
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,816
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$49,816
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$265,468
Amount contributed by the employer to the plan for this plan year2015-12-31$265,468
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,260
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,000,827
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,012,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,299,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,283,392
Value of interest in pooled separate accounts at end of year2015-12-31$472,519
Value of interest in pooled separate accounts at beginning of year2015-12-31$421,844
Interest earned on other investments2015-12-31$51,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,229,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,306,851
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$212,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,516
Net investment gain/loss from pooled separate accounts2015-12-31$35,600
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$265,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$172,724
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$643,169
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$264,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$261,174
Value of total assets at end of year2014-12-31$6,012,087
Value of total assets at beginning of year2014-12-31$5,633,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,907
Total interest from all sources2014-12-31$56,499
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$43,550
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$43,550
Administrative expenses professional fees incurred2014-12-31$1,907
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$261,174
Amount contributed by the employer to the plan for this plan year2014-12-31$261,174
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$378,756
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,012,087
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,633,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,283,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,022,955
Value of interest in pooled separate accounts at end of year2014-12-31$421,844
Value of interest in pooled separate accounts at beginning of year2014-12-31$270,492
Interest earned on other investments2014-12-31$56,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,306,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,339,884
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$43,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$240,006
Net investment gain/loss from pooled separate accounts2014-12-31$41,940
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$261,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$219,178
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$1,092,097
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$514,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$512,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,582
Value of total assets at end of year2013-12-31$5,633,331
Value of total assets at beginning of year2013-12-31$5,055,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,652
Total interest from all sources2013-12-31$56,078
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$33,767
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$33,767
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$263,582
Amount contributed by the employer to the plan for this plan year2013-12-31$263,582
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$578,010
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,633,331
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,055,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,022,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,314,171
Value of interest in pooled separate accounts at end of year2013-12-31$270,492
Value of interest in pooled separate accounts at beginning of year2013-12-31$253,402
Interest earned on other investments2013-12-31$56,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,339,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,487,748
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$173,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$714,539
Net investment gain/loss from pooled separate accounts2013-12-31$24,131
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$263,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,502
Contract administrator fees2013-12-31$1,652
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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$793,409
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$786,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$782,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$287,967
Value of total assets at end of year2012-12-31$5,055,321
Value of total assets at beginning of year2012-12-31$5,048,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,994
Total interest from all sources2012-12-31$60,716
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$16,697
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$16,697
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$287,967
Amount contributed by the employer to the plan for this plan year2012-12-31$287,967
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,055,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,048,910
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$3,314,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,196,458
Value of interest in pooled separate accounts at end of year2012-12-31$253,402
Value of interest in pooled separate accounts at beginning of year2012-12-31$240,138
Interest earned on other investments2012-12-31$60,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,487,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,612,314
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$217,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$404,643
Net investment gain/loss from pooled separate accounts2012-12-31$23,386
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$287,967
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$564,969
Contract administrator fees2012-12-31$4,994
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 name2012-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2012-12-31390859910
2011 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$329,899
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$383,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$382,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$318,324
Value of total assets at end of year2011-12-31$5,048,910
Value of total assets at beginning of year2011-12-31$5,102,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,279
Total interest from all sources2011-12-31$60,670
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$12,073
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$12,073
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$318,324
Amount contributed by the employer to the plan for this plan year2011-12-31$318,324
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-53,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,048,910
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,102,605
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$3,196,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,395,256
Value of interest in pooled separate accounts at end of year2011-12-31$240,138
Value of interest in pooled separate accounts at beginning of year2011-12-31$206,859
Interest earned on other investments2011-12-31$60,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,612,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,461,849
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$18,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,747
Net investment gain/loss from pooled separate accounts2011-12-31$27,579
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$318,324
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$38,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$363,778
Contract administrator fees2011-12-31$1,279
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 name2011-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2011-12-31390859910
2010 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$784,913
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$85,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$85,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$323,630
Value of total assets at end of year2010-12-31$5,102,605
Value of total assets at beginning of year2010-12-31$4,403,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$55,097
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$4,116
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$4,116
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$319,793
Amount contributed by the employer to the plan for this plan year2010-12-31$319,793
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,837
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$699,084
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,102,605
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,403,521
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$3,395,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,918,404
Value of interest in pooled separate accounts at end of year2010-12-31$206,859
Value of interest in pooled separate accounts at beginning of year2010-12-31$107,018
Interest earned on other investments2010-12-31$55,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,461,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,341,101
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$18,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$378,133
Net investment gain/loss from pooled separate accounts2010-12-31$23,937
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$319,793
Employer contributions (assets) at end of year2010-12-31$38,641
Employer contributions (assets) at beginning of year2010-12-31$36,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$66,975
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 name2010-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2010-12-31390859910
2009 : RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$311,557
Amount contributed by the employer to the plan for this plan year2009-12-31$311,557

Form 5500 Responses for RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE

2022: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 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: RETIREMENT PLAN FOR CLASSIFIED EMPLOYEES OF BOARD OF TRUSTEES OF BELOIT COLLEGE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered73
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 number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered82
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered96
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered101
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered140
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered149
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered154
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered219
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered235
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103017
Policy instance 1
Insurance contract or identification number103017
Number of Individuals Covered249
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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