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AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameAMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN
Plan identification number 002

AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

AMERICAN COUNCIL ON EDUCATION has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN COUNCIL ON EDUCATION
Employer identification number (EIN):530196573
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about AMERICAN COUNCIL ON EDUCATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0963015

More information about AMERICAN COUNCIL ON EDUCATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01CATHY JONES CATHY JONES2019-07-24
0022017-01-01MOSES YOMI MOSES YOMI2018-06-29
0022016-01-01JEFFREY DAVIES JEFFREY DAVIES2017-07-05
0022015-01-01JEFFREY DAVIES JEFFREY DAVIES2016-07-13
0022014-01-01JEFFREY DAVIES JEFFREY DAVIES2015-07-29
0022013-01-01JEFFREY DAVIES JEFFREY DAVIES2014-07-15
0022012-01-01JEFFREY R. DAVIES
0022011-01-01JEFFREY R. DAVIES
0022010-01-01JEFF TOMITZ

Plan Statistics for AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN

Measure Date Value
2022: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01829
Total number of active participants reported on line 7a of the Form 55002022-01-01152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01680
Total of all active and inactive participants2022-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0120
Total participants2022-01-01852
Number of participants with account balances2022-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01818
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01675
Total of all active and inactive participants2021-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01829
Number of participants with account balances2021-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01812
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01682
Total of all active and inactive participants2020-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01818
Number of participants with account balances2020-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01816
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01662
Total of all active and inactive participants2019-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01812
Number of participants with account balances2019-01-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01814
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of other retired or separated participants entitled to future benefits2018-01-01652
Total of all active and inactive participants2018-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01816
Number of participants with account balances2018-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01735
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01668
Total of all active and inactive participants2017-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01820
Number of participants with account balances2017-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01757
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of other retired or separated participants entitled to future benefits2016-01-01452
Total of all active and inactive participants2016-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01637
Number of participants with account balances2016-01-01735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01728
Total number of active participants reported on line 7a of the Form 55002015-01-01208
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01500
Total of all active and inactive participants2015-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01712
Number of participants with account balances2015-01-01757
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01675
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01537
Total of all active and inactive participants2014-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01732
Number of participants with account balances2014-01-01728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01729
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01475
Total of all active and inactive participants2013-01-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01695
Number of participants with account balances2013-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01717
Total number of active participants reported on line 7a of the Form 55002012-01-01362
Number of other retired or separated participants entitled to future benefits2012-01-01365
Total of all active and inactive participants2012-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01729
Number of participants with account balances2012-01-01669
2011: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01772
Total number of active participants reported on line 7a of the Form 55002011-01-01349
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01367
Total of all active and inactive participants2011-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01717
Number of participants with account balances2011-01-01661
2010: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01460
Total number of active participants reported on line 7a of the Form 55002010-01-01291
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01168
Total of all active and inactive participants2010-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01460
Number of participants with account balances2010-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN

Measure Date Value
2022 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,122,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,582,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,530,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,903,852
Value of total assets at end of year2022-12-31$67,981,777
Value of total assets at beginning of year2022-12-31$81,686,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,961
Total interest from all sources2022-12-31$191,934
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,198,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,198,729
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$939,770
Participant contributions at end of year2022-12-31$161,234
Participant contributions at beginning of year2022-12-31$62,606
Participant contributions at end of year2022-12-31$36,315
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,029
Other income not declared elsewhere2022-12-31$10,846
Administrative expenses (other) incurred2022-12-31$23,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,705,202
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,981,777
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,686,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,520,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,763,054
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$5,644
Interest earned on other investments2022-12-31$183,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$18,217,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,861,319
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$46,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,427,858
Net investment gain/loss from pooled separate accounts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$913,053
Employer contributions (assets) at end of year2022-12-31$45,338
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,484,719
Contract administrator fees2022-12-31$28,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,902,482
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,921,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,863,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,611,981
Value of total assets at end of year2021-12-31$81,686,979
Value of total assets at beginning of year2021-12-31$74,705,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,144
Total interest from all sources2021-12-31$695,839
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,037,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,037,121
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$758,117
Participant contributions at end of year2021-12-31$62,606
Participant contributions at beginning of year2021-12-31$107,278
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,057
Other income not declared elsewhere2021-12-31$3,107
Administrative expenses (other) incurred2021-12-31$23,622
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,981,160
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,686,979
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,705,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,854,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,904,753
Value of interest in pooled separate accounts at end of year2021-12-31$2,908,633
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,590,553
Interest on participant loans2021-12-31$6,585
Interest earned on other investments2021-12-31$689,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,861,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,103,235
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$96,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,105,518
Net investment gain/loss from pooled separate accounts2021-12-31$448,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$851,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,767,141
Contract administrator fees2021-12-31$34,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,017,778
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,419,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,372,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,025,127
Value of total assets at end of year2020-12-31$74,705,819
Value of total assets at beginning of year2020-12-31$72,107,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$47,119
Total interest from all sources2020-12-31$767,089
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,034,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,034,030
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$736,565
Participant contributions at end of year2020-12-31$107,278
Participant contributions at beginning of year2020-12-31$206,633
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,425
Other income not declared elsewhere2020-12-31$3,486
Administrative expenses (other) incurred2020-12-31$18,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,598,547
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,705,819
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$72,107,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,904,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,520,963
Value of interest in pooled separate accounts at end of year2020-12-31$2,590,553
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,136,657
Interest on participant loans2020-12-31$8,969
Interest earned on other investments2020-12-31$758,120
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,103,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,243,019
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$811,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,217,027
Net investment gain/loss from pooled separate accounts2020-12-31$-28,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,278,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,560,939
Contract administrator fees2020-12-31$28,237
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,531,291
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,403,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,341,725
Expenses. Certain deemed distributions of participant loans2019-12-31$32,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,146,398
Value of total assets at end of year2019-12-31$72,107,272
Value of total assets at beginning of year2019-12-31$62,979,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,508
Total interest from all sources2019-12-31$799,337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$841,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$841,375
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$731,475
Participant contributions at end of year2019-12-31$206,633
Participant contributions at beginning of year2019-12-31$239,247
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$611,914
Other income not declared elsewhere2019-12-31$1,120
Administrative expenses (other) incurred2019-12-31$9,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,127,979
Value of net assets at end of year (total assets less liabilities)2019-12-31$72,107,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$62,979,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,520,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,260,968
Value of interest in pooled separate accounts at end of year2019-12-31$3,136,657
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,188,342
Interest on participant loans2019-12-31$12,116
Interest earned on other investments2019-12-31$787,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,243,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,290,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,567,143
Net investment gain/loss from pooled separate accounts2019-12-31$175,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,803,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,341,725
Contract administrator fees2019-12-31$19,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$891,136
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,793,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,786,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,567,860
Value of total assets at end of year2018-12-31$62,979,293
Value of total assets at beginning of year2018-12-31$67,881,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,684
Total interest from all sources2018-12-31$7,535
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,283,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,283,990
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$725,627
Participant contributions at end of year2018-12-31$239,247
Participant contributions at beginning of year2018-12-31$143,208
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$166,421
Administrative expenses (other) incurred2018-12-31$6,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,902,360
Value of net assets at end of year (total assets less liabilities)2018-12-31$62,979,293
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,881,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,260,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,332,957
Value of interest in pooled separate accounts at end of year2018-12-31$3,188,342
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,119,835
Interest on participant loans2018-12-31$7,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,290,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,285,653
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,986,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,968,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,675,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,800,745
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,485,164
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,906,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,904,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,363,551
Value of total assets at end of year2017-12-31$67,881,653
Value of total assets at beginning of year2017-12-31$64,302,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,024
Total interest from all sources2017-12-31$5,943
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$822,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$822,033
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$618,954
Participant contributions at end of year2017-12-31$143,208
Participant contributions at beginning of year2017-12-31$110,523
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$87,977
Administrative expenses (other) incurred2017-12-31$2,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,578,737
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,881,653
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$64,302,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,332,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$39,096,733
Value of interest in pooled separate accounts at end of year2017-12-31$3,119,835
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,288,972
Interest on participant loans2017-12-31$5,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,285,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,806,688
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$63,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,159,137
Net investment gain/loss from pooled separate accounts2017-12-31$134,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,656,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,840,699
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,658,339
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,981,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,979,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,429,122
Value of total assets at end of year2016-12-31$64,302,916
Value of total assets at beginning of year2016-12-31$65,626,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,074
Total interest from all sources2016-12-31$5,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$765,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$638,210
Participant contributions at end of year2016-12-31$110,523
Participant contributions at beginning of year2016-12-31$135,952
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$28,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$85,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$6,673
Administrative expenses (other) incurred2016-12-31$2,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,323,417
Value of net assets at end of year (total assets less liabilities)2016-12-31$64,302,916
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,626,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$39,096,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,760,802
Value of interest in pooled separate accounts at end of year2016-12-31$3,288,972
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,244,113
Income. Interest from loans (other than to participants)2016-12-31$5,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,806,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,378,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,292,535
Net investment gain/loss from pooled separate accounts2016-12-31$166,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,705,380
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$78,242
Income. Dividends from common stock2016-12-31$765,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,973,009
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSENALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,328,448
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,334,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,332,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,224,533
Value of total assets at end of year2015-12-31$65,626,333
Value of total assets at beginning of year2015-12-31$68,632,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,148
Total interest from all sources2015-12-31$3,629
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$913,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$704,436
Participant contributions at end of year2015-12-31$28,297
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$585,701
Assets. Loans (other than to participants) at end of year2015-12-31$135,952
Assets. Loans (other than to participants) at beginning of year2015-12-31$90,897
Administrative expenses (other) incurred2015-12-31$2,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,005,772
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,626,333
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$68,632,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,760,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,162,611
Value of interest in pooled separate accounts at end of year2015-12-31$3,244,113
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,980,886
Income. Interest from loans (other than to participants)2015-12-31$3,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,378,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,397,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-56,845
Net investment gain/loss from pooled separate accounts2015-12-31$243,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,934,396
Employer contributions (assets) at end of year2015-12-31$78,242
Income. Dividends from common stock2015-12-31$913,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,332,072
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2015-12-31410746749
2014 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,406,038
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,718,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,715,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,445,727
Value of total assets at end of year2014-12-31$68,632,105
Value of total assets at beginning of year2014-12-31$66,944,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,156
Total interest from all sources2014-12-31$3,694
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,034,710
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,034,710
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$662,414
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$968,297
Assets. Loans (other than to participants) at end of year2014-12-31$90,897
Assets. Loans (other than to participants) at beginning of year2014-12-31$71,816
Administrative expenses (other) incurred2014-12-31$2,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$1,687,885
Value of net assets at end of year (total assets less liabilities)2014-12-31$68,632,105
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$66,944,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,162,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,374,564
Value of interest in pooled separate accounts at end of year2014-12-31$2,980,886
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,623,670
Income. Interest from loans (other than to participants)2014-12-31$3,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$44,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$44,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,397,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$21,829,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,599,900
Net investment gain/loss from pooled separate accounts2014-12-31$322,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,815,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,715,997
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$693,363
Total unrealized appreciation/depreciation of assets2013-12-31$693,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,480,449
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,998,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,996,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,655,173
Value of total assets at end of year2013-12-31$66,944,220
Value of total assets at beginning of year2013-12-31$63,462,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,131
Total interest from all sources2013-12-31$3,010
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,093,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,093,030
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$681,384
Participant contributions at end of year2013-12-31$71,816
Participant contributions at beginning of year2013-12-31$77,877
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,091
Administrative expenses (other) incurred2013-12-31$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,481,683
Value of net assets at end of year (total assets less liabilities)2013-12-31$66,944,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,462,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,374,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,100,096
Value of interest in pooled separate accounts at end of year2013-12-31$2,623,670
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,481,918
Interest on participant loans2013-12-31$3,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$44,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$21,829,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,755,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,800,292
Net investment gain/loss from pooled separate accounts2013-12-31$235,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,873,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,996,635
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$693,764
Total unrealized appreciation/depreciation of assets2012-12-31$693,764
Total income from all sources (including contributions)2012-12-31$8,622,029
Total of all expenses incurred2012-12-31$4,057,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,055,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,790,459
Value of total assets at end of year2012-12-31$63,462,537
Value of total assets at beginning of year2012-12-31$58,898,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,103
Total interest from all sources2012-12-31$3,068
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$638,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$638,404
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$982,349
Participant contributions at end of year2012-12-31$77,877
Participant contributions at beginning of year2012-12-31$40,037
Administrative expenses (other) incurred2012-12-31$2,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,564,265
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,462,537
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,898,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,100,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$34,440,607
Value of interest in pooled separate accounts at end of year2012-12-31$2,481,918
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,879,190
Interest on participant loans2012-12-31$3,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$45,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$45,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,755,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,492,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,289,369
Net investment gain/loss from pooled separate accounts2012-12-31$206,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,808,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,055,661
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-238,345
Total unrealized appreciation/depreciation of assets2011-12-31$-238,345
Total income from all sources (including contributions)2011-12-31$3,584,708
Total of all expenses incurred2011-12-31$5,851,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,849,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,265,786
Value of total assets at end of year2011-12-31$58,898,272
Value of total assets at beginning of year2011-12-31$61,165,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,227
Total interest from all sources2011-12-31$1,620
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$555,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$555,647
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,335,922
Participant contributions at end of year2011-12-31$40,037
Participant contributions at beginning of year2011-12-31$15,462
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$37,065
Administrative expenses (other) incurred2011-12-31$2,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,266,923
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,898,272
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$61,165,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$34,440,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,907,858
Value of interest in pooled separate accounts at end of year2011-12-31$1,879,190
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,649,362
Interest on participant loans2011-12-31$1,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$45,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$123,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$123,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,492,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$21,350,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,929,864
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$81,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,849,404
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,308,291
Total unrealized appreciation/depreciation of assets2010-12-31$1,308,291
Total transfer of assets to this plan2010-12-31$45,428,827
Total income from all sources (including contributions)2010-12-31$4,386,734
Total of all expenses incurred2010-12-31$2,130,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,130,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,980,253
Value of total assets at end of year2010-12-31$61,165,195
Value of total assets at beginning of year2010-12-31$13,480,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$301
Total interest from all sources2010-12-31$297
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$97,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$97,893
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,980,253
Participant contributions at end of year2010-12-31$15,462
Participant contributions at beginning of year2010-12-31$3,423
Participant contributions at end of year2010-12-31$37,065
Participant contributions at beginning of year2010-12-31$39,485
Administrative expenses (other) incurred2010-12-31$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,256,324
Value of net assets at end of year (total assets less liabilities)2010-12-31$61,165,195
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,480,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,907,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,110,853
Value of interest in pooled separate accounts at end of year2010-12-31$1,649,362
Value of interest in pooled separate accounts at beginning of year2010-12-31$426,030
Interest on participant loans2010-12-31$297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$123,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$21,350,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,877,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$81,202
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,130,109
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN

2022: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered385
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered397
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered413
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered422
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered447
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered451
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered492
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered498
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered514
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered583
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 number151034
Policy instance 1
Insurance contract or identification number151034
Number of Individuals Covered576
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number151034
Policy instance 2
Insurance contract or identification number151034
Number of Individuals Covered562
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151035
Policy instance 1
Insurance contract or identification number151035
Number of Individuals Covered254
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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