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Plan Name | COLUMBIA COLLEGE TAX DEFERRED ANNUITY PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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
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 |
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 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 |
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 |