401k Plan data: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN plan

COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number	002

COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: COLUMBIA COLLEGE

Employer identification number (EIN): 570324915

NAIC Classification: 611000

Additional information about COLUMBIA COLLEGE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2014-09-12

Company Identification Number: 0802062362

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

FORT WORTH
United States of America (USA)
76127

More information about COLUMBIA COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01
002 2013-01-01 JOHN SIRCY
002 2012-01-01 ELIZABETH WESTBURY
002 2011-01-01 JOHN JONES
002 2009-01-01 JOHN JONES

Plan Statistics for COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2014: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 393
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 158
Total of all active and inactive participants 2013-01-01 551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 551
Number of participants with account balances 2013-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 248
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 196
Total of all active and inactive participants 2012-01-01 444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 444
Number of participants with account balances 2012-01-01 285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 220
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 211
Total of all active and inactive participants 2011-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 431
Number of participants with account balances 2011-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 381
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 218
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 214
Total of all active and inactive participants 2009-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 433
Number of participants with account balances 2009-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	393
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	158
Total of all active and inactive participants	2013-01-01	551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	551
Number of participants with account balances	2013-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	248
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	196
Total of all active and inactive participants	2012-01-01	444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	444
Number of participants with account balances	2012-01-01	285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	220
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	211
Total of all active and inactive participants	2011-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	431
Number of participants with account balances	2011-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	381
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	218
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	214
Total of all active and inactive participants	2009-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	433
Number of participants with account balances	2009-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2014 : COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$13,442,878
Total income from all sources (including contributions)	2014-12-31	$1,238,725
Total of all expenses incurred	2014-12-31	$635,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$635,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$539,460
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$12,839,578
Total interest from all sources	2014-12-31	$191,212
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$111,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$111,114
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$508,078
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$31,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$603,300
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$12,839,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,324,870
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$349,262
Interest earned on other investments	2014-12-31	$191,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,165,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$355,016
Net investment gain/loss from pooled separate accounts	2014-12-31	$41,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$635,425
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	J. W. HUNT AND COMPANY, LLP
Accountancy firm EIN	2014-12-31	570138290
2013 : COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,040,565
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$387,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$387,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$480,422
Value of total assets at end of year	2013-12-31	$12,839,578
Value of total assets at beginning of year	2013-12-31	$11,186,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$179,343
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$420,507
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$55,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,652,667
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$12,839,578
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,186,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,324,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,817,695
Value of interest in pooled separate accounts at end of year	2013-12-31	$349,262
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$325,765
Interest earned on other investments	2013-12-31	$179,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,165,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,043,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,349,698
Net investment gain/loss from pooled separate accounts	2013-12-31	$31,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$387,898
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2013-12-31	560574444
2012 : COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,747,200
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,306,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,306,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$784,288
Value of total assets at end of year	2012-12-31	$11,186,911
Value of total assets at beginning of year	2012-12-31	$10,746,075
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$171,655
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$439,839
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$344,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$440,836
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,186,911
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,746,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,817,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$5,399,178
Value of interest in pooled separate accounts at end of year	2012-12-31	$325,765
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$330,719
Interest earned on other investments	2012-12-31	$171,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,043,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,016,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$759,433
Net investment gain/loss from pooled separate accounts	2012-12-31	$31,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,306,364
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2012-12-31	560574444
2011 : COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$842,963
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$666,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$666,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$729,788
Value of total assets at end of year	2011-12-31	$10,746,075
Value of total assets at beginning of year	2011-12-31	$10,569,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$159,313
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$441,052
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$288,736
Other income not declared elsewhere	2011-12-31	$29,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$176,124
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,746,075
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,569,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$5,399,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,508,567
Value of interest in pooled separate accounts at end of year	2011-12-31	$330,719
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$276,762
Interest earned on other investments	2011-12-31	$159,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,016,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,784,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-112,933
Net investment gain/loss from pooled separate accounts	2011-12-31	$37,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$666,839
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2011-12-31	560574444
2010 : COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,537,281
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$900,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$900,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$688,251
Value of total assets at end of year	2010-12-31	$10,569,951
Value of total assets at beginning of year	2010-12-31	$9,933,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$153,453
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$469,122
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$219,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$636,683
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,569,951
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,933,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$5,508,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,947,277
Value of interest in pooled separate accounts at end of year	2010-12-31	$276,762
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$234,546
Interest earned on other investments	2010-12-31	$153,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,784,622
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,751,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$664,725
Net investment gain/loss from pooled separate accounts	2010-12-31	$30,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$900,598
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2010-12-31	560574444

Form 5500 Responses for COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN

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

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Company Name:	COLUMBIA COLLEGE
Employer identification number (EIN):	570324915
NAIC Classification:	611000

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

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01
002	2013-01-01	JOHN SIRCY
002	2012-01-01	ELIZABETH WESTBURY
002	2011-01-01	JOHN JONES
002	2009-01-01	JOHN JONES