401k Plan data: COLUMBIA COLLEGE RETIREMENT PLAN plan

COLUMBIA COLLEGE RETIREMENT PLAN 401k Plan overview

Plan Name	COLUMBIA COLLEGE RETIREMENT PLAN
Plan identification number	001

COLUMBIA COLLEGE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: COLUMBIA COLLEGE

Employer identification number (EIN): 430655867

NAIC Classification: 611000

Additional information about COLUMBIA COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-09-12

Company Identification Number: 0802062362

Legal Registered Office Address: 1564 HEADQUARTERS AVE NAS FORT WORTH JRB

FORT WORTH
United States of America (USA)
76127

More information about COLUMBIA COLLEGE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 BRUCE BOYER
001 2015-07-01 BRUCE BOYER
001 2014-07-01 BRUCE BOYER
001 2013-07-01 BRUCE BOYER
001 2012-07-01 BRUCE BOYER
001 2011-07-01 BRUCE BOYER
001 2010-07-01 BRUCE BOYER
001 2009-07-01 BRUCE BOYER

Plan Statistics for COLUMBIA COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for COLUMBIA COLLEGE RETIREMENT PLAN

Measure Date Value
2021: COLUMBIA COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,765
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 1,467
Number of retired or separated participants receiving benefits 2021-07-01 6
Number of other retired or separated participants entitled to future benefits 2021-07-01 114
Total of all active and inactive participants 2021-07-01 1,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 1
Total participants 2021-07-01 1,588
Number of participants with account balances 2021-07-01 1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 31
2020: COLUMBIA COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,858
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 1,408
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 351
Total of all active and inactive participants 2020-07-01 1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 1,761
Number of participants with account balances 2020-07-01 1,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 29
2019: COLUMBIA COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 2,209
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 1,741
Number of retired or separated participants receiving benefits 2019-07-01 3
Number of other retired or separated participants entitled to future benefits 2019-07-01 114
Total of all active and inactive participants 2019-07-01 1,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 1,858
Number of participants with account balances 2019-07-01 1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 61
2018: COLUMBIA COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,129
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 2,069
Number of retired or separated participants receiving benefits 2018-07-01 3
Number of other retired or separated participants entitled to future benefits 2018-07-01 137
Total of all active and inactive participants 2018-07-01 2,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 2,209
Number of participants with account balances 2018-07-01 1,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 64
2017: COLUMBIA COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,039
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 750
Number of retired or separated participants receiving benefits 2017-07-01 31
Number of other retired or separated participants entitled to future benefits 2017-07-01 348
Total of all active and inactive participants 2017-07-01 1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 1,129
Number of participants with account balances 2017-07-01 1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 37
2016: COLUMBIA COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,000
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 638
Number of retired or separated participants receiving benefits 2016-07-01 31
Number of other retired or separated participants entitled to future benefits 2016-07-01 369
Total of all active and inactive participants 2016-07-01 1,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 1,039
Number of participants with account balances 2016-07-01 1,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 39
2015: COLUMBIA COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 973
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 647
Number of retired or separated participants receiving benefits 2015-07-01 25
Number of other retired or separated participants entitled to future benefits 2015-07-01 328
Total of all active and inactive participants 2015-07-01 1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 1,000
Number of participants with account balances 2015-07-01 1,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 40
2014: COLUMBIA COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 935
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 654
Number of retired or separated participants receiving benefits 2014-07-01 24
Number of other retired or separated participants entitled to future benefits 2014-07-01 295
Total of all active and inactive participants 2014-07-01 973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 973
Number of participants with account balances 2014-07-01 973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 35
2013: COLUMBIA COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 887
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 652
Number of retired or separated participants receiving benefits 2013-07-01 27
Number of other retired or separated participants entitled to future benefits 2013-07-01 256
Total of all active and inactive participants 2013-07-01 935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 935
Number of participants with account balances 2013-07-01 935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 45
2012: COLUMBIA COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 839
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 598
Number of retired or separated participants receiving benefits 2012-07-01 27
Number of other retired or separated participants entitled to future benefits 2012-07-01 262
Total of all active and inactive participants 2012-07-01 887
Total participants 2012-07-01 887
Number of participants with account balances 2012-07-01 887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 58
2011: COLUMBIA COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 761
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 607
Number of retired or separated participants receiving benefits 2011-07-01 17
Number of other retired or separated participants entitled to future benefits 2011-07-01 215
Total of all active and inactive participants 2011-07-01 839
Total participants 2011-07-01 839
Number of participants with account balances 2011-07-01 839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 24
2010: COLUMBIA COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 747
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 551
Number of retired or separated participants receiving benefits 2010-07-01 18
Number of other retired or separated participants entitled to future benefits 2010-07-01 192
Total of all active and inactive participants 2010-07-01 761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 761
Number of participants with account balances 2010-07-01 761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 26
2009: COLUMBIA COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 653
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 501
Number of retired or separated participants receiving benefits 2009-07-01 41
Number of other retired or separated participants entitled to future benefits 2009-07-01 204
Total of all active and inactive participants 2009-07-01 746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 747
Number of participants with account balances 2009-07-01 712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 41

Measure	Date	Value
2021: COLUMBIA COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,765
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	1,467
Number of retired or separated participants receiving benefits	2021-07-01	6
Number of other retired or separated participants entitled to future benefits	2021-07-01	114
Total of all active and inactive participants	2021-07-01	1,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	1
Total participants	2021-07-01	1,588
Number of participants with account balances	2021-07-01	1,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	31
2020: COLUMBIA COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,858
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	1,408
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	351
Total of all active and inactive participants	2020-07-01	1,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	1,761
Number of participants with account balances	2020-07-01	1,045
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	29
2019: COLUMBIA COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	2,209
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	1,741
Number of retired or separated participants receiving benefits	2019-07-01	3
Number of other retired or separated participants entitled to future benefits	2019-07-01	114
Total of all active and inactive participants	2019-07-01	1,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	1,858
Number of participants with account balances	2019-07-01	1,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	61
2018: COLUMBIA COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,129
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	2,069
Number of retired or separated participants receiving benefits	2018-07-01	3
Number of other retired or separated participants entitled to future benefits	2018-07-01	137
Total of all active and inactive participants	2018-07-01	2,209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	2,209
Number of participants with account balances	2018-07-01	1,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	64
2017: COLUMBIA COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,039
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	750
Number of retired or separated participants receiving benefits	2017-07-01	31
Number of other retired or separated participants entitled to future benefits	2017-07-01	348
Total of all active and inactive participants	2017-07-01	1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	1,129
Number of participants with account balances	2017-07-01	1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	37
2016: COLUMBIA COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,000
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	638
Number of retired or separated participants receiving benefits	2016-07-01	31
Number of other retired or separated participants entitled to future benefits	2016-07-01	369
Total of all active and inactive participants	2016-07-01	1,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	1,039
Number of participants with account balances	2016-07-01	1,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	39
2015: COLUMBIA COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	973
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	647
Number of retired or separated participants receiving benefits	2015-07-01	25
Number of other retired or separated participants entitled to future benefits	2015-07-01	328
Total of all active and inactive participants	2015-07-01	1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	1,000
Number of participants with account balances	2015-07-01	1,000
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	40
2014: COLUMBIA COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	935
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	654
Number of retired or separated participants receiving benefits	2014-07-01	24
Number of other retired or separated participants entitled to future benefits	2014-07-01	295
Total of all active and inactive participants	2014-07-01	973
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	973
Number of participants with account balances	2014-07-01	973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	35
2013: COLUMBIA COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	887
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	652
Number of retired or separated participants receiving benefits	2013-07-01	27
Number of other retired or separated participants entitled to future benefits	2013-07-01	256
Total of all active and inactive participants	2013-07-01	935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	935
Number of participants with account balances	2013-07-01	935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	45
2012: COLUMBIA COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	839
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	598
Number of retired or separated participants receiving benefits	2012-07-01	27
Number of other retired or separated participants entitled to future benefits	2012-07-01	262
Total of all active and inactive participants	2012-07-01	887
Total participants	2012-07-01	887
Number of participants with account balances	2012-07-01	887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	58
2011: COLUMBIA COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	761
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	607
Number of retired or separated participants receiving benefits	2011-07-01	17
Number of other retired or separated participants entitled to future benefits	2011-07-01	215
Total of all active and inactive participants	2011-07-01	839
Total participants	2011-07-01	839
Number of participants with account balances	2011-07-01	839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	24
2010: COLUMBIA COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	747
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	551
Number of retired or separated participants receiving benefits	2010-07-01	18
Number of other retired or separated participants entitled to future benefits	2010-07-01	192
Total of all active and inactive participants	2010-07-01	761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	761
Number of participants with account balances	2010-07-01	761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	26
2009: COLUMBIA COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	653
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	501
Number of retired or separated participants receiving benefits	2009-07-01	41
Number of other retired or separated participants entitled to future benefits	2009-07-01	204
Total of all active and inactive participants	2009-07-01	746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	747
Number of participants with account balances	2009-07-01	712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	41

Financial Data on COLUMBIA COLLEGE RETIREMENT PLAN

Measure	Date	Value
2022 : COLUMBIA COLLEGE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-3,927,163
Total of all expenses incurred	2022-06-30	$6,015,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$5,856,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,464,287
Value of total assets at end of year	2022-06-30	$57,929,008
Value of total assets at beginning of year	2022-06-30	$67,871,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$158,580
Total interest from all sources	2022-06-30	$360,539
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$950,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$950,477
Administrative expenses professional fees incurred	2022-06-30	$20,500
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$900,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,164,976
Participant contributions at end of year	2022-06-30	$281,029
Participant contributions at beginning of year	2022-06-30	$223,659
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$666,385
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$608,377
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$50,867
Administrative expenses (other) incurred	2022-06-30	$108,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-9,942,518
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$57,929,008
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$67,871,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$46,830,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$56,134,990
Value of interest in pooled separate accounts at end of year	2022-06-30	$96,350
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$94,249
Interest on participant loans	2022-06-30	$12,466
Interest earned on other investments	2022-06-30	$348,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$101,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$132,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$132,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$9,954,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$10,677,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-8,721,030
Net investment gain/loss from pooled separate accounts	2022-06-30	$18,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,248,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$5,856,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2022-06-30	431126847
2021 : COLUMBIA COLLEGE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$17,219,213
Total of all expenses incurred	2021-06-30	$5,181,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$4,993,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,502,677
Value of total assets at end of year	2021-06-30	$67,871,526
Value of total assets at beginning of year	2021-06-30	$55,833,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$188,450
Total interest from all sources	2021-06-30	$374,689
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$673,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$673,164
Administrative expenses professional fees incurred	2021-06-30	$39,350
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$900,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,142,260
Participant contributions at end of year	2021-06-30	$223,659
Participant contributions at beginning of year	2021-06-30	$218,233
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$608,377
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$1,281,431
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$41,888
Administrative expenses (other) incurred	2021-06-30	$111,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$12,037,743
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$67,871,526
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$55,833,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$56,134,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$43,496,405
Value of interest in pooled separate accounts at end of year	2021-06-30	$94,249
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$91,324
Interest on participant loans	2021-06-30	$12,192
Interest earned on other investments	2021-06-30	$362,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$132,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$104,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$104,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$10,677,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$10,642,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$12,662,749
Net investment gain/loss from pooled separate accounts	2021-06-30	$5,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,318,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$4,993,020
Contract administrator fees	2021-06-30	$360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2021-06-30	431126847
2020 : COLUMBIA COLLEGE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$6,055,062
Total of all expenses incurred	2020-06-30	$4,905,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$4,770,979
Expenses. Certain deemed distributions of participant loans	2020-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,921,994
Value of total assets at end of year	2020-06-30	$55,833,783
Value of total assets at beginning of year	2020-06-30	$54,684,306
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$134,606
Total interest from all sources	2020-06-30	$391,497
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$632,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$632,886
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$900,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,999,058
Participant contributions at end of year	2020-06-30	$218,233
Participant contributions at beginning of year	2020-06-30	$163,100
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$1,281,431
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$194,145
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$73,793
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$111,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,149,477
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$55,833,783
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$54,684,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$43,496,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$42,775,006
Value of interest in pooled separate accounts at end of year	2020-06-30	$91,324
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$156,615
Interest on participant loans	2020-06-30	$18,975
Interest earned on other investments	2020-06-30	$372,522
Value of interest in common/collective trusts at beginning of year	2020-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$104,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$73,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$73,523
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$10,642,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$11,321,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,106,721
Net investment gain/loss from pooled separate accounts	2020-06-30	$1,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,849,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$4,770,979
Contract administrator fees	2020-06-30	$378
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2020-06-30	431126847
2019 : COLUMBIA COLLEGE RETIREMENT PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$7,500
Total income from all sources (including contributions)	2019-06-30	$7,228,430
Total of all expenses incurred	2019-06-30	$5,726,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$5,575,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$4,271,832
Value of total assets at end of year	2019-06-30	$54,684,306
Value of total assets at beginning of year	2019-06-30	$53,189,894
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$151,455
Total interest from all sources	2019-06-30	$407,867
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$562,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$562,019
Administrative expenses professional fees incurred	2019-06-30	$19,486
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$900,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,824,002
Participant contributions at end of year	2019-06-30	$163,100
Participant contributions at beginning of year	2019-06-30	$62,684
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$194,145
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$187,160
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$151,353
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Administrative expenses (other) incurred	2019-06-30	$101,561
Total non interest bearing cash at beginning of year	2019-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,501,912
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$54,684,306
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$53,182,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$42,775,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$39,980,677
Value of interest in pooled separate accounts at end of year	2019-06-30	$156,615
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$152,796
Interest on participant loans	2019-06-30	$6,195
Interest earned on other investments	2019-06-30	$401,672
Value of interest in common/collective trusts at end of year	2019-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$73,523
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$133,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$133,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$11,321,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$12,673,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,978,796
Net investment gain/loss from pooled separate accounts	2019-06-30	$7,916
Net investment gain or loss from common/collective trusts	2019-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,296,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$5,575,063
Contract administrator fees	2019-06-30	$408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$7,500
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2019-06-30	431126847
2018 : COLUMBIA COLLEGE RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$7,960,296
Total of all expenses incurred	2018-06-30	$3,414,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$3,294,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,471,483
Value of total assets at end of year	2018-06-30	$53,189,894
Value of total assets at beginning of year	2018-06-30	$48,636,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$120,182
Total interest from all sources	2018-06-30	$428,862
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$423,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$423,878
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$900,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,658,724
Participant contributions at end of year	2018-06-30	$62,684
Participant contributions at beginning of year	2018-06-30	$20,346
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$187,160
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$174,640
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$322,819
Administrative expenses (other) incurred	2018-06-30	$120,182
Total non interest bearing cash at end of year	2018-06-30	$0
Total non interest bearing cash at beginning of year	2018-06-30	$61,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$4,545,870
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$53,182,394
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$48,636,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$39,980,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$34,392,345
Value of interest in pooled separate accounts at end of year	2018-06-30	$152,796
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$140,427
Interest on participant loans	2018-06-30	$2,048
Interest earned on other investments	2018-06-30	$426,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$133,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$33,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$33,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$12,673,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$13,813,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$2,636,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,489,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$3,294,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$7,500
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2018-06-30	431126847
2017 : COLUMBIA COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$9,219,514
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,914,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,823,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$5,155,388
Value of total assets at end of year	2017-06-30	$48,636,524
Value of total assets at beginning of year	2017-06-30	$42,331,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$90,841
Total interest from all sources	2017-06-30	$485,860
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$84,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$84,443
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$900,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,664,624
Participant contributions at end of year	2017-06-30	$20,346
Participant contributions at beginning of year	2017-06-30	$0
Participant contributions at end of year	2017-06-30	$0
Participant contributions at beginning of year	2017-06-30	$0
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$174,640
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$1,216,250
Total non interest bearing cash at end of year	2017-06-30	$61,428
Total non interest bearing cash at beginning of year	2017-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$6,305,417
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$48,636,524
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$42,331,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$34,392,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$29,163,107
Value of interest in pooled separate accounts at end of year	2017-06-30	$140,427
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$127,614
Interest on participant loans	2017-06-30	$22
Interest earned on other investments	2017-06-30	$485,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$33,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$13,813,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$13,040,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$3,488,628
Net investment gain/loss from pooled separate accounts	2017-06-30	$5,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,274,514
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,823,256
Contract administrator fees	2017-06-30	$90,841
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2017-06-30	431126847
2016 : COLUMBIA COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$3,926,059
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$3,312,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,300,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,814,045
Value of total assets at end of year	2016-06-30	$42,331,107
Value of total assets at beginning of year	2016-06-30	$41,717,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$11,335
Total interest from all sources	2016-06-30	$392,509
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$86,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$86,970
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$900,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,582,473
Participant contributions at end of year	2016-06-30	$0
Participant contributions at beginning of year	2016-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$169,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$614,014
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$42,331,107
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$41,717,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$10,825
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$29,163,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$30,772,921
Value of interest in pooled separate accounts at end of year	2016-06-30	$127,614
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$112,483
Interest earned on other investments	2016-06-30	$392,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$13,040,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$10,828,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-375,996
Net investment gain/loss from pooled separate accounts	2016-06-30	$8,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,061,832
Employer contributions (assets) at end of year	2016-06-30	$0
Employer contributions (assets) at beginning of year	2016-06-30	$3,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$3,300,710
Contract administrator fees	2016-06-30	$510
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2016-06-30	431126847
2015 : COLUMBIA COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$5,558,866
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$3,010,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,999,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$4,418,905
Value of total assets at end of year	2015-06-30	$41,717,093
Value of total assets at beginning of year	2015-06-30	$39,168,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$10,302
Total interest from all sources	2015-06-30	$286,749
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$132,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$132,337
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$900,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,479,373
Participant contributions at end of year	2015-06-30	$0
Participant contributions at beginning of year	2015-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$779,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$2,548,625
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$41,717,093
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$39,168,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$9,839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$30,772,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$31,222,218
Value of interest in pooled separate accounts at end of year	2015-06-30	$112,483
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$74,386
Interest earned on other investments	2015-06-30	$286,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$10,828,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$7,871,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$711,818
Net investment gain/loss from pooled separate accounts	2015-06-30	$9,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,159,557
Employer contributions (assets) at end of year	2015-06-30	$3,520
Employer contributions (assets) at beginning of year	2015-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,999,939
Contract administrator fees	2015-06-30	$463
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2015-06-30	431126847
2014 : COLUMBIA COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$8,856,632
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$2,064,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$2,053,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,261,626
Value of total assets at end of year	2014-06-30	$39,168,468
Value of total assets at beginning of year	2014-06-30	$32,376,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$10,851
Total interest from all sources	2014-06-30	$238,173
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$117,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$117,692
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$900,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,455,360
Participant contributions at end of year	2014-06-30	$0
Participant contributions at beginning of year	2014-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$598,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$6,792,401
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$39,168,468
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$32,376,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$10,371
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$31,222,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$25,609,037
Value of interest in pooled separate accounts at end of year	2014-06-30	$74,386
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$57,784
Interest earned on other investments	2014-06-30	$238,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$7,871,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$6,709,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$4,232,213
Net investment gain/loss from pooled separate accounts	2014-06-30	$6,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,208,081
Employer contributions (assets) at end of year	2014-06-30	$0
Employer contributions (assets) at beginning of year	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$2,053,380
Contract administrator fees	2014-06-30	$480
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2014-06-30	431126847
2013 : COLUMBIA COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$6,175,153
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,421,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,411,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,460,640
Value of total assets at end of year	2013-06-30	$32,376,067
Value of total assets at beginning of year	2013-06-30	$27,622,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$9,753
Total interest from all sources	2013-06-30	$224,851
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$52,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$52,078
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$900,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,379,252
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$191,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$4,753,440
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$32,376,067
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$27,622,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$9,205
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$25,609,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$21,184,080
Value of interest in pooled separate accounts at end of year	2013-06-30	$57,784
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$42,437
Interest earned on other investments	2013-06-30	$224,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$6,709,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$6,396,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$2,433,457
Net investment gain/loss from pooled separate accounts	2013-06-30	$4,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,889,728
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,411,960
Contract administrator fees	2013-06-30	$548
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2013-06-30	431126847
2012 : COLUMBIA COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$3,579,315
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$922,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$917,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$3,348,103
Value of total assets at end of year	2012-06-30	$27,622,627
Value of total assets at beginning of year	2012-06-30	$24,966,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$5,705
Total interest from all sources	2012-06-30	$201,960
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$30,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$30,059
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$900,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,338,714
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$331,754
Administrative expenses (other) incurred	2012-06-30	$5,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$2,656,392
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$27,622,627
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$24,966,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$21,184,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$19,601,580
Value of interest in pooled separate accounts at end of year	2012-06-30	$42,437
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$36,752
Interest earned on other investments	2012-06-30	$201,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$6,396,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$5,327,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-4,969
Net investment gain/loss from pooled separate accounts	2012-06-30	$4,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,677,635
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$917,218
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2012-06-30	431126847
2011 : COLUMBIA COLLEGE RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$159,714
Total unrealized appreciation/depreciation of assets	2011-06-30	$159,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$6,444,481
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$743,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$735,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,727,346
Value of total assets at end of year	2011-06-30	$24,966,235
Value of total assets at beginning of year	2011-06-30	$19,265,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$7,946
Total interest from all sources	2011-06-30	$19,887
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$26,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$26,496
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$900,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,088,649
Participant contributions at end of year	2011-06-30	$0
Participant contributions at beginning of year	2011-06-30	$31,141
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$132,266
Administrative expenses (other) incurred	2011-06-30	$7,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$5,700,743
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$24,966,235
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$19,265,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$19,601,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$14,440,360
Value of interest in pooled separate accounts at end of year	2011-06-30	$36,752
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$27,258
Interest earned on other investments	2011-06-30	$19,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$5,327,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$4,743,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$3,505,559
Net investment gain/loss from pooled separate accounts	2011-06-30	$5,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,506,431
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$23,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$735,792
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	WILLIAMS-KEEPERS LLC
Accountancy firm EIN	2011-06-30	431126847

Form 5500 Responses for COLUMBIA COLLEGE RETIREMENT PLAN

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

Insurance Providers Used on plan

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	2
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	480
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $19,959
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,959
Insurance broker organization code?	4

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	28
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	32
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	518
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	2
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	2
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	33
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	609
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $25,182
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	608
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $26,796
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,796
Amount paid for insurance broker fees	0
Insurance broker organization code?	4

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	39
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	2
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	40
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	3
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	682
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $28,954
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	3
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	958
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $261,557
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $261,557
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	52
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	931
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $231,207
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $231,207
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	4
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	46
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	46
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	896
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $210,153
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $210,153
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	4
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	44
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	4
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	853
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $184,857
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $177,994
Insurance broker organization code?	4
Insurance broker name	PRINCOR FINANCIAL SERVICES

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	4
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	42
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	783
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $175,503
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

USAA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69663 )

Policy contract number

008602561

Policy instance

Insurance contract or identification number	008602561
Number of Individuals Covered	4
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR18693

Policy instance

Insurance contract or identification number	CR18693
Number of Individuals Covered	710
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $156,369
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

385543

Policy instance

Insurance contract or identification number	385543
Number of Individuals Covered	41
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COLUMBIA COLLEGE
Employer identification number (EIN):	430655867
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2014-09-12
Company Identification Number:	0802062362
Legal Registered Office Address:	1564 HEADQUARTERS AVE NAS FORT WORTH JRB FORT WORTH United States of America (USA) 76127