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THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN
Plan identification number 001

THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

COLLEGE OF ST. SCHOLASTICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLLEGE OF ST. SCHOLASTICA, INC.
Employer identification number (EIN):410698301
NAIC Classification:611000

Additional information about COLLEGE OF ST. SCHOLASTICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-03-21
Company Identification Number: 0801959466
Legal Registered Office Address: 1200 KENWOOD AVE

DULUTH
United States of America (USA)
55811

More information about COLLEGE OF ST. SCHOLASTICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RACHELLE WAKEFIELD SUSAN KERRY2018-10-12
0012016-01-01RACHELLE WAKEFIELD SUSAN KERRY2017-10-13
0012015-01-01RACHELLE WAKEFIELD SUSAN KERRY2016-10-14
0012014-01-01RACHELLE WAKEFIELD SUSAN KERRY2015-06-26
0012013-01-01RACHELLE WAKEFIELD PATRICK FLATTERY2014-07-07
0012012-01-01RACHELLE WAKEFIELD PATRICK FLATTERY2013-10-04
0012011-01-01RACHELLE WAKEFIELD PATRICK FLATTERY2012-10-10
0012009-01-01RACHELLE WAKEFIELD PATRICK FLATTERY2010-10-18

Plan Statistics for THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN

Measure Date Value
2022: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,121
Total number of active participants reported on line 7a of the Form 55002022-01-01678
Number of other retired or separated participants entitled to future benefits2022-01-01444
Total of all active and inactive participants2022-01-011,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0119
Total participants2022-01-011,141
Number of participants with account balances2022-01-011,103
2021: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,114
Total number of active participants reported on line 7a of the Form 55002021-01-01666
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01447
Total of all active and inactive participants2021-01-011,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-011,130
Number of participants with account balances2021-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,121
Total number of active participants reported on line 7a of the Form 55002020-01-01649
Number of other retired or separated participants entitled to future benefits2020-01-01466
Total of all active and inactive participants2020-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,117
Number of participants with account balances2020-01-011,091
2019: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,099
Total number of active participants reported on line 7a of the Form 55002019-01-01635
Number of other retired or separated participants entitled to future benefits2019-01-01484
Total of all active and inactive participants2019-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-011,121
Number of participants with account balances2019-01-011,096
2018: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,087
Total number of active participants reported on line 7a of the Form 55002018-01-01615
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01482
Total of all active and inactive participants2018-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,099
Number of participants with account balances2018-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,066
Total number of active participants reported on line 7a of the Form 55002017-01-01604
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01481
Total of all active and inactive participants2017-01-011,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,087
Number of participants with account balances2017-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,027
Total number of active participants reported on line 7a of the Form 55002016-01-01603
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01461
Total of all active and inactive participants2016-01-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,066
Number of participants with account balances2016-01-011,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,012
Total number of active participants reported on line 7a of the Form 55002015-01-01598
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01427
Total of all active and inactive participants2015-01-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,027
Number of participants with account balances2015-01-011,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,005
Total number of active participants reported on line 7a of the Form 55002014-01-01611
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01399
Total of all active and inactive participants2014-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,012
Number of participants with account balances2014-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,045
Total number of active participants reported on line 7a of the Form 55002013-01-01646
Number of other retired or separated participants entitled to future benefits2013-01-01390
Total of all active and inactive participants2013-01-011,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,039
Number of participants with account balances2013-01-01983
2012: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,020
Total number of active participants reported on line 7a of the Form 55002012-01-01680
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01362
Total of all active and inactive participants2012-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,045
Number of participants with account balances2012-01-01980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01998
Total number of active participants reported on line 7a of the Form 55002011-01-01650
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01369
Total of all active and inactive participants2011-01-011,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,020
Number of participants with account balances2011-01-01954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,200
Total number of active participants reported on line 7a of the Form 55002009-01-011,110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01125
Total of all active and inactive participants2009-01-011,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,236
Number of participants with account balances2009-01-011,152

Financial Data on THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN

Measure Date Value
2022 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-12,828,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,044,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,012,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,516,017
Value of total assets at end of year2022-12-31$119,422,791
Value of total assets at beginning of year2022-12-31$140,295,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,694
Total interest from all sources2022-12-31$1,327,095
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,265,740
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$2,265,740
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,114,823
Participant contributions at end of year2022-12-31$37,282
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$39,474
Other income not declared elsewhere2022-12-31$102,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-20,873,201
Value of net assets at end of year (total assets less liabilities)2022-12-31$119,422,791
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$140,295,992
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$83,931,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$104,571,019
Value of interest in pooled separate accounts at end of year2022-12-31$1,082,823
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,230,688
Interest on participant loans2022-12-31$955
Interest earned on other investments2022-12-31$1,326,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$34,371,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$34,494,285
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,005,532
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,135,540
Net investment gain/loss from pooled separate accounts2022-12-31$95,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,361,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,007,396
Contract administrator fees2022-12-31$31,694
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,096,110
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,682,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,663,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,089,947
Value of total assets at end of year2021-12-31$140,295,992
Value of total assets at beginning of year2021-12-31$131,882,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,750
Total interest from all sources2021-12-31$1,152,611
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,728,465
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$3,728,465
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,322,153
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$485,195
Other income not declared elsewhere2021-12-31$56,665
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$8,413,784
Value of net assets at end of year (total assets less liabilities)2021-12-31$140,295,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$131,882,208
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$104,571,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$96,534,206
Value of interest in pooled separate accounts at end of year2021-12-31$1,230,688
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,088,896
Interest on participant loans2021-12-31$57
Interest earned on other investments2021-12-31$1,152,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$34,494,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$34,259,106
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$935,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,879,321
Net investment gain/loss from pooled separate accounts2021-12-31$189,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,282,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,727,811
Contract administrator fees2021-12-31$18,750
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,093,445
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,713,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,713,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,868,482
Value of total assets at end of year2020-12-31$131,882,208
Value of total assets at beginning of year2020-12-31$122,502,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$1,264,414
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,667,019
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$1,667,019
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,403,690
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$548,430
Other income not declared elsewhere2020-12-31$48,587
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$9,379,909
Value of net assets at end of year (total assets less liabilities)2020-12-31$131,882,208
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$122,502,299
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$96,534,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$87,861,129
Value of interest in pooled separate accounts at end of year2020-12-31$1,088,896
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,321,377
Interest on participant loans2020-12-31$6
Interest earned on other investments2020-12-31$1,264,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$34,259,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,319,793
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,616,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,256,346
Net investment gain/loss from pooled separate accounts2020-12-31$-11,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,916,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,097,306
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 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$23,177,857
Total income from all sources (including contributions)2019-12-31$23,177,857
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$6,401,294
Total of all expenses incurred2019-12-31$6,401,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,401,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,401,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,211,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,211,855
Value of total assets at end of year2019-12-31$122,502,299
Value of total assets at end of year2019-12-31$122,502,299
Value of total assets at beginning of year2019-12-31$105,725,736
Value of total assets at beginning of year2019-12-31$105,725,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$1,266,379
Total interest from all sources2019-12-31$1,266,379
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,746,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,746,040
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$1,746,040
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,746,040
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,415,097
Contributions received from participants2019-12-31$2,415,097
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$257,154
Other income not declared elsewhere2019-12-31$45,379
Other income not declared elsewhere2019-12-31$45,379
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$16,776,563
Value of net income/loss2019-12-31$16,776,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,502,299
Value of net assets at end of year (total assets less liabilities)2019-12-31$122,502,299
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,725,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$105,725,736
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$87,861,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$87,861,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,746,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$70,746,007
Value of interest in pooled separate accounts at end of year2019-12-31$1,321,377
Value of interest in pooled separate accounts at end of year2019-12-31$1,321,377
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,452,610
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,452,610
Interest on participant loans2019-12-31$1
Interest on participant loans2019-12-31$1
Interest earned on other investments2019-12-31$1,266,378
Interest earned on other investments2019-12-31$1,266,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,319,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,319,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,527,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$33,527,119
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,234,957
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,234,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,833,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,833,156
Net investment gain/loss from pooled separate accounts2019-12-31$75,048
Net investment gain/loss from pooled separate accounts2019-12-31$75,048
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
Contributions received in cash from employer2019-12-31$2,539,604
Contributions received in cash from employer2019-12-31$2,539,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,166,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,166,337
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,877,200
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,607,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,607,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,189,344
Value of total assets at end of year2018-12-31$105,725,736
Value of total assets at beginning of year2018-12-31$117,456,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$1,339,034
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,022,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,022,970
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,371,175
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,379,968
Other income not declared elsewhere2018-12-31$46,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,730,451
Value of net assets at end of year (total assets less liabilities)2018-12-31$105,725,736
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,456,187
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$70,746,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,961,058
Value of interest in pooled separate accounts at end of year2018-12-31$1,452,610
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,745,879
Interest on participant loans2018-12-31$3
Interest earned on other investments2018-12-31$1,339,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$33,527,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$32,749,250
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,922,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,797,452
Net investment gain/loss from pooled separate accounts2018-12-31$76,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,438,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,684,752
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$19,445,078
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,922,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,922,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,968,376
Value of total assets at end of year2017-12-31$117,456,187
Value of total assets at beginning of year2017-12-31$103,933,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$1,210,179
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,506,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,506,493
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,313,062
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$361,058
Other income not declared elsewhere2017-12-31$41,263
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$13,522,562
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,456,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$103,933,625
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$82,961,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$71,253,635
Value of interest in pooled separate accounts at end of year2017-12-31$1,745,879
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,860,442
Interest on participant loans2017-12-31$12
Interest earned on other investments2017-12-31$1,210,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$32,749,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$30,819,548
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$626,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,642,801
Net investment gain/loss from pooled separate accounts2017-12-31$75,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,294,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,295,958
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,528,624
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,819,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,819,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,146,619
Value of total assets at end of year2016-12-31$103,933,625
Value of total assets at beginning of year2016-12-31$97,224,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$1,229,012
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,152,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,152,562
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,244,352
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$738,186
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$6,708,809
Value of net assets at end of year (total assets less liabilities)2016-12-31$103,933,625
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$97,224,816
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$71,253,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$66,690,975
Value of interest in pooled separate accounts at end of year2016-12-31$1,860,442
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,979,217
Interest on participant loans2016-12-31$7
Interest earned on other investments2016-12-31$1,229,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$30,819,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$28,554,624
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,126,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,904,209
Net investment gain/loss from pooled separate accounts2016-12-31$96,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,164,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,693,414
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,534,977
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,836,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,836,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,294,053
Value of total assets at end of year2015-12-31$97,224,816
Value of total assets at beginning of year2015-12-31$94,526,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$1,115,770
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,360,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,360,481
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,380,885
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$647,703
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$2,698,148
Value of net assets at end of year (total assets less liabilities)2015-12-31$97,224,816
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$94,526,668
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$66,690,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$65,198,978
Value of interest in pooled separate accounts at end of year2015-12-31$1,979,217
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,948,737
Interest earned on other investments2015-12-31$1,115,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$28,554,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,378,953
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$662,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,389,993
Net investment gain/loss from pooled separate accounts2015-12-31$154,666
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$2,265,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,173,989
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$10,344,722
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,668,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,668,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,982,430
Value of total assets at end of year2014-12-31$94,526,668
Value of total assets at beginning of year2014-12-31$89,850,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$1,107,879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,099,314
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$1,099,314
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,380,548
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333,322
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$4,676,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$94,526,668
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$89,850,453
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$65,198,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$62,072,674
Value of interest in pooled separate accounts at end of year2014-12-31$1,948,737
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,933,306
Interest earned on other investments2014-12-31$1,107,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,378,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$25,844,473
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,207,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,934,980
Net investment gain/loss from pooled separate accounts2014-12-31$220,119
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$2,268,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,461,376
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,406,818
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,682,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,682,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,363,261
Value of total assets at end of year2013-12-31$89,850,453
Value of total assets at beginning of year2013-12-31$75,125,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,010,205
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,015,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,344,487
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$767,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$14,724,669
Value of net assets at end of year (total assets less liabilities)2013-12-31$89,850,453
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$75,125,784
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$62,072,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$48,885,687
Value of interest in pooled separate accounts at end of year2013-12-31$1,933,306
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,888,233
Interest on participant loans2013-12-31$1
Interest earned on other investments2013-12-31$1,010,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$25,844,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,351,864
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$117,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,842,041
Net investment gain/loss from pooled separate accounts2013-12-31$176,157
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$2,251,406
Income. Dividends from preferred stock2013-12-31$1,015,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,564,574
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,727,572
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,097,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,097,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,500,531
Value of total assets at end of year2012-12-31$75,125,784
Value of total assets at beginning of year2012-12-31$66,495,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$953,400
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$393,676
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$393,676
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,252,802
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,256
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$8,630,155
Value of net assets at end of year (total assets less liabilities)2012-12-31$75,125,784
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$66,495,629
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$48,885,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,710,155
Value of interest in pooled separate accounts at end of year2012-12-31$1,888,233
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,163,684
Interest earned on other investments2012-12-31$953,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,351,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,621,790
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$725,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,689,511
Net investment gain/loss from pooled separate accounts2012-12-31$190,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,172,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,372,073
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 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$4,848,198
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,735,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,733,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,576,223
Value of total assets at end of year2011-12-31$66,495,629
Value of total assets at beginning of year2011-12-31$64,382,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,617
Total interest from all sources2011-12-31$918,054
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$201,245
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$201,245
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,171,996
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$356,022
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$2,112,682
Value of net assets at end of year (total assets less liabilities)2011-12-31$66,495,629
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$64,382,947
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$40,710,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,753,559
Value of interest in pooled separate accounts at end of year2011-12-31$2,163,684
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,011,729
Interest earned on other investments2011-12-31$918,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,621,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$22,617,659
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$47,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,103,492
Net investment gain/loss from pooled separate accounts2011-12-31$256,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,048,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,686,123
Contract administrator fees2011-12-31$1,617
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$9,838,934
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,838,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,838,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,157,179
Value of total assets at end of year2010-12-31$64,382,947
Value of total assets at beginning of year2010-12-31$56,382,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$837,520
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$78,408
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$78,408
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,135,663
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,216
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$8,000,881
Value of net assets at end of year (total assets less liabilities)2010-12-31$64,382,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,382,066
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$39,753,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,297,572
Value of interest in pooled separate accounts at end of year2010-12-31$2,011,729
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,550,301
Interest earned on other investments2010-12-31$837,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$22,617,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$21,534,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,568,533
Net investment gain/loss from pooled separate accounts2010-12-31$197,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,966,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,838,053
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 name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN

2022: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered627
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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered639
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered659
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered663
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered680
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered691
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered702
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered718
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered736
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered983
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number150528
Policy instance 1
Insurance contract or identification number150528
Number of Individuals Covered954
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 number150529
Policy instance 1
Insurance contract or identification number150529
Number of Individuals Covered932
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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