?>
Logo

401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 401k Plan overview

Plan Name401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
Plan identification number 005

401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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.
  • 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

TRUSTEES OF DARTMOUTH COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF DARTMOUTH COLLEGE
Employer identification number (EIN):020222111
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01MICHELLE SCICHILONE GAIL GOODNESS2018-10-12
0052016-01-01MICHELLE SCICHILONE GAIL GOODNESS2017-09-26
0052015-01-01MICHELLE SCICHILONE GAIL GOODNESS2016-10-03
0052014-01-01CHERYL JOSLER CHERYL JOSLER2015-09-24
0052013-01-01ALICE TANGUAY ALICE TANGUAY2014-10-02
0052012-01-01ALICE TANGUAY ALICE TANGUAY2013-10-11
0052011-01-01ALICE TANGUAY ALICE TANGUAY2012-10-09
0052010-01-01LYNN BAKER LYNN BAKER2011-10-17
0052009-01-01LYNN BAKER LYNN BAKER2010-10-15

Plan Statistics for 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

401k plan membership statisitcs for 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

Measure Date Value
2022: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2022 401k membership
Total participants, beginning-of-year2022-01-017,291
Total number of active participants reported on line 7a of the Form 55002022-01-013,918
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,581
Total of all active and inactive participants2022-01-017,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0171
Total participants2022-01-017,570
Number of participants with account balances2022-01-017,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01253
2021: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2021 401k membership
Total participants, beginning-of-year2021-01-016,973
Total number of active participants reported on line 7a of the Form 55002021-01-013,756
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,498
Total of all active and inactive participants2021-01-017,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0137
Total participants2021-01-017,291
Number of participants with account balances2021-01-017,291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01219
2020: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2020 401k membership
Total participants, beginning-of-year2020-01-017,098
Total number of active participants reported on line 7a of the Form 55002020-01-013,612
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,338
Total of all active and inactive participants2020-01-016,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0123
Total participants2020-01-016,973
Number of participants with account balances2020-01-016,973
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01173
2019: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2019 401k membership
Total participants, beginning-of-year2019-01-016,987
Total number of active participants reported on line 7a of the Form 55002019-01-013,745
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,232
Total of all active and inactive participants2019-01-016,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0120
Total participants2019-01-016,997
Number of participants with account balances2019-01-016,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01245
2018: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2018 401k membership
Total participants, beginning-of-year2018-01-016,804
Total number of active participants reported on line 7a of the Form 55002018-01-013,839
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,022
Total of all active and inactive participants2018-01-016,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-016,877
Number of participants with account balances2018-01-016,839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01239
2017: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2017 401k membership
Total participants, beginning-of-year2017-01-016,757
Total number of active participants reported on line 7a of the Form 55002017-01-013,761
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012,890
Total of all active and inactive participants2017-01-016,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-016,664
Number of participants with account balances2017-01-016,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01236
2016: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2016 401k membership
Total participants, beginning-of-year2016-01-016,694
Total number of active participants reported on line 7a of the Form 55002016-01-013,789
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,811
Total of all active and inactive participants2016-01-016,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-016,610
Number of participants with account balances2016-01-016,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01270
2015: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2015 401k membership
Total participants, beginning-of-year2015-01-016,559
Total number of active participants reported on line 7a of the Form 55002015-01-013,985
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,534
Total of all active and inactive participants2015-01-016,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-016,530
Number of participants with account balances2015-01-016,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01239
2014: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2014 401k membership
Total participants, beginning-of-year2014-01-016,362
Total number of active participants reported on line 7a of the Form 55002014-01-013,950
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,382
Total of all active and inactive participants2014-01-016,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-019
Total participants2014-01-016,341
Number of participants with account balances2014-01-016,341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01233
2013: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2013 401k membership
Total participants, beginning-of-year2013-01-016,083
Total number of active participants reported on line 7a of the Form 55002013-01-013,845
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,310
Total of all active and inactive participants2013-01-016,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016,155
Number of participants with account balances2013-01-016,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01184
2012: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2012 401k membership
Total participants, beginning-of-year2012-01-015,763
Total number of active participants reported on line 7a of the Form 55002012-01-013,651
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,190
Total of all active and inactive participants2012-01-015,841
Total participants2012-01-015,841
Number of participants with account balances2012-01-015,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01164
2011: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2011 401k membership
Total participants, beginning-of-year2011-01-015,435
Total number of active participants reported on line 7a of the Form 55002011-01-013,464
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,075
Total of all active and inactive participants2011-01-015,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,539
Number of participants with account balances2011-01-015,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01137
2010: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2010 401k membership
Total participants, beginning-of-year2010-01-015,228
Total number of active participants reported on line 7a of the Form 55002010-01-013,356
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,902
Total of all active and inactive participants2010-01-015,258
Total participants2010-01-015,258
Number of participants with account balances2010-01-015,258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01127
2009: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2009 401k membership
Total participants, beginning-of-year2009-01-015,142
Total number of active participants reported on line 7a of the Form 55002009-01-013,417
Number of retired or separated participants receiving benefits2009-01-0182
Number of other retired or separated participants entitled to future benefits2009-01-011,601
Total of all active and inactive participants2009-01-015,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-015,101
Number of participants with account balances2009-01-015,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01167

Financial Data on 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

Measure Date Value
2022 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-105,726,571
Total of all expenses incurred2022-12-31$23,534,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$23,154,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$29,097,633
Value of total assets at end of year2022-12-31$688,171,831
Value of total assets at beginning of year2022-12-31$817,432,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$379,596
Total interest from all sources2022-12-31$2,902,761
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,213,931
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$15,213,931
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
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
Other income not declared elsewhere2022-12-31$286,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-129,260,782
Value of net assets at end of year (total assets less liabilities)2022-12-31$688,171,831
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$817,432,613
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$598,160,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$731,538,890
Value of interest in pooled separate accounts at end of year2022-12-31$17,101,012
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,593,886
Interest earned on other investments2022-12-31$2,902,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$72,909,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$70,299,837
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,923,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-154,544,408
Net investment gain/loss from pooled separate accounts2022-12-31$1,316,779
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$29,097,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,230,765
Contract administrator fees2022-12-31$379,596
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$131,356,772
Total of all expenses incurred2021-12-31$31,744,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,397,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,257,155
Value of total assets at end of year2021-12-31$817,432,613
Value of total assets at beginning of year2021-12-31$717,820,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$347,201
Total interest from all sources2021-12-31$2,367,448
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$14,071,773
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$14,071,773
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$26,257,155
Amount contributed by the employer to the plan for this plan year2021-12-31$26,257,155
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$176,269
Other income not declared elsewhere2021-12-31$270,262
Administrative expenses (other) incurred2021-12-31$259,971
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$99,612,277
Value of net assets at end of year (total assets less liabilities)2021-12-31$817,432,613
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$717,820,336
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$731,538,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$637,039,367
Value of interest in pooled separate accounts at end of year2021-12-31$15,593,886
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,873,501
Interest earned on other investments2021-12-31$2,367,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$70,299,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$67,731,199
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,310,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$86,046,598
Net investment gain/loss from pooled separate accounts2021-12-31$2,343,536
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$26,257,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,086,380
Contract administrator fees2021-12-31$87,230
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31043499945
2020 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$126,915,454
Total of all expenses incurred2020-12-31$25,380,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,014,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,791,578
Value of total assets at end of year2020-12-31$717,820,336
Value of total assets at beginning of year2020-12-31$616,284,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$365,890
Total interest from all sources2020-12-31$565,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,640,450
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$8,640,450
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$26,791,578
Amount contributed by the employer to the plan for this plan year2020-12-31$26,791,578
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$176,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$342,264
Other income not declared elsewhere2020-12-31$200,491
Administrative expenses (other) incurred2020-12-31$365,890
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$101,535,339
Value of net assets at end of year (total assets less liabilities)2020-12-31$717,820,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$616,284,997
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$637,039,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$540,602,444
Value of interest in pooled separate accounts at end of year2020-12-31$12,873,501
Value of interest in pooled separate accounts at beginning of year2020-12-31$13,665,719
Interest earned on other investments2020-12-31$565,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$67,731,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$61,674,570
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$874,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$90,824,887
Net investment gain/loss from pooled separate accounts2020-12-31$-107,670
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$26,791,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$24,140,166
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2019 401k financial data
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$134,872,207
Total of all expenses incurred2019-12-31$25,499,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,155,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,994,084
Value of total assets at end of year2019-12-31$616,284,997
Value of total assets at beginning of year2019-12-31$506,912,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$343,685
Total interest from all sources2019-12-31$568,802
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,075,927
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$9,075,927
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$25,994,084
Amount contributed by the employer to the plan for this plan year2019-12-31$25,994,084
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$342,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,548
Other income not declared elsewhere2019-12-31$143,853
Administrative expenses (other) incurred2019-12-31$343,685
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$109,372,568
Value of net assets at end of year (total assets less liabilities)2019-12-31$616,284,997
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$506,912,429
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$540,602,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$435,599,662
Value of interest in pooled separate accounts at end of year2019-12-31$13,665,719
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,204,401
Interest earned on other investments2019-12-31$568,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$61,674,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$58,677,818
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,408,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$98,400,833
Net investment gain/loss from pooled separate accounts2019-12-31$688,708
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$25,994,084
Employer contributions (assets) at beginning of year2019-12-31$418,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,747,541
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 name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2018 401k financial data
Total liabilities at end 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$1,543,128
Total of all expenses incurred2018-12-31$18,189,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,866,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$25,727,611
Value of total assets at end of year2018-12-31$506,912,429
Value of total assets at beginning of year2018-12-31$523,558,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$322,123
Total interest from all sources2018-12-31$588,103
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,379,952
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$7,379,952
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$25,727,611
Amount contributed by the employer to the plan for this plan year2018-12-31$25,727,611
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$138,196
Other income not declared elsewhere2018-12-31$177,533
Administrative expenses (other) incurred2018-12-31$62,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,645,961
Value of net assets at end of year (total assets less liabilities)2018-12-31$506,912,429
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$523,558,390
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
Investment advisory and management fees2018-12-31$218,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$435,599,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$456,469,661
Value of interest in pooled separate accounts at end of year2018-12-31$12,204,401
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,267,989
Interest earned on other investments2018-12-31$588,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$58,677,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$55,682,544
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$653,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,880,309
Net investment gain/loss from pooled separate accounts2018-12-31$550,238
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$25,727,611
Employer contributions (assets) at end of year2018-12-31$418,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,213,824
Contract administrator fees2018-12-31$40,558
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 name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$101,350,990
Total of all expenses incurred2017-12-31$23,621,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,457,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,441,033
Value of total assets at end of year2017-12-31$523,558,390
Value of total assets at beginning of year2017-12-31$445,829,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$164,081
Total interest from all sources2017-12-31$501,518
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,118,622
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$7,118,622
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$22,441,033
Amount contributed by the employer to the plan for this plan year2017-12-31$22,441,033
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$138,196
Other income not declared elsewhere2017-12-31$357,782
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$77,729,275
Value of net assets at end of year (total assets less liabilities)2017-12-31$523,558,390
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$445,829,115
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
Investment advisory and management fees2017-12-31$142,234
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$456,469,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$381,008,710
Value of interest in pooled separate accounts at end of year2017-12-31$11,267,989
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,921,027
Interest earned on other investments2017-12-31$501,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$55,682,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$52,105,480
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$653,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$70,459,459
Net investment gain/loss from pooled separate accounts2017-12-31$472,576
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$22,441,033
Employer contributions (assets) at beginning of year2017-12-31$1,793,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,804,492
Contract administrator fees2017-12-31$21,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$51,919,641
Total of all expenses incurred2016-12-31$16,315,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,284,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,947,784
Value of total assets at end of year2016-12-31$445,829,115
Value of total assets at beginning of year2016-12-31$410,225,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,499
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,707,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,707,727
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$23,947,784
Amount contributed by the employer to the plan for this plan year2016-12-31$23,947,784
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$201,713
Other income not declared elsewhere2016-12-31$2,188,173
Administrative expenses (other) incurred2016-12-31$31,499
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$35,603,838
Value of net assets at end of year (total assets less liabilities)2016-12-31$445,829,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$410,225,277
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$381,008,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$349,309,758
Value of interest in pooled separate accounts at end of year2016-12-31$10,921,027
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,886,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$52,105,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$48,973,414
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$310,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$16,549,079
Net investment gain/loss from pooled separate accounts2016-12-31$526,878
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$23,947,784
Employer contributions (assets) at end of year2016-12-31$1,793,898
Employer contributions (assets) at beginning of year2016-12-31$1,853,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,973,582
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2015 401k financial data
Total transfer of assets to this plan2015-12-31$15,094
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$28,876,503
Total of all expenses incurred2015-12-31$15,288,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,260,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,205,979
Value of total assets at end of year2015-12-31$410,225,277
Value of total assets at beginning of year2015-12-31$396,621,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,334
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$11,423,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$11,423,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$24,205,979
Amount contributed by the employer to the plan for this plan year2015-12-31$24,205,979
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$201,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$21,750
Other income not declared elsewhere2015-12-31$2,072,088
Administrative expenses (other) incurred2015-12-31$27,334
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$13,588,231
Value of net assets at end of year (total assets less liabilities)2015-12-31$410,225,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$396,621,952
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$349,309,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$339,500,838
Value of interest in pooled separate accounts at end of year2015-12-31$9,886,397
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,617,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$48,973,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$46,682,107
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,820,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-9,552,071
Net investment gain/loss from pooled separate accounts2015-12-31$727,107
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$24,205,979
Employer contributions (assets) at end of year2015-12-31$1,853,995
Employer contributions (assets) at beginning of year2015-12-31$1,799,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,440,502
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2014 401k financial data
Total transfer of assets to this plan2014-12-31$21,750
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$399
Total income from all sources (including contributions)2014-12-31$48,799,697
Total of all expenses incurred2014-12-31$11,194,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,168,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$22,739,346
Value of total assets at end of year2014-12-31$396,621,952
Value of total assets at beginning of year2014-12-31$358,995,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,228
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,471,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,471,791
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$22,739,346
Amount contributed by the employer to the plan for this plan year2014-12-31$22,739,346
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$21,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$67,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$399
Other income not declared elsewhere2014-12-31$2,142,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$37,605,399
Value of net assets at end of year (total assets less liabilities)2014-12-31$396,621,952
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$358,994,803
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
Investment advisory and management fees2014-12-31$26,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$339,500,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$306,396,255
Value of interest in pooled separate accounts at end of year2014-12-31$8,617,991
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,446,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$46,682,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$43,369,756
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$248,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,521,956
Net investment gain/loss from pooled separate accounts2014-12-31$924,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$22,739,346
Employer contributions (assets) at end of year2014-12-31$1,799,266
Employer contributions (assets) at beginning of year2014-12-31$1,714,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,919,548
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$399
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$79,687,281
Total of all expenses incurred2013-12-31$10,359,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,354,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,623,254
Value of total assets at end of year2013-12-31$358,995,202
Value of total assets at beginning of year2013-12-31$289,667,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,468
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,588,664
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$7,588,664
Administrative expenses professional fees incurred2013-12-31$5,468
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$20,623,254
Amount contributed by the employer to the plan for this plan year2013-12-31$20,623,254
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$67,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$98,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$399
Other income not declared elsewhere2013-12-31$1,725,244
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$69,327,312
Value of net assets at end of year (total assets less liabilities)2013-12-31$358,994,803
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$289,667,491
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$306,396,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$241,124,360
Value of interest in pooled separate accounts at end of year2013-12-31$7,446,381
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,787,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$43,369,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$40,330,586
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$371,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$49,078,533
Net investment gain/loss from pooled separate accounts2013-12-31$671,586
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$20,623,254
Employer contributions (assets) at end of year2013-12-31$1,714,962
Employer contributions (assets) at beginning of year2013-12-31$1,327,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,982,709
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,570
Total income from all sources (including contributions)2012-12-31$52,291,356
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,085,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,084,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,148,586
Value of total assets at end of year2012-12-31$289,667,491
Value of total assets at beginning of year2012-12-31$245,528,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$645
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,737,905
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$2,737,905
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$21,148,586
Amount contributed by the employer to the plan for this plan year2012-12-31$21,148,586
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$98,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$134,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$67,570
Other income not declared elsewhere2012-12-31$1,574,343
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$44,206,130
Value of net assets at end of year (total assets less liabilities)2012-12-31$289,667,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$245,461,361
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$241,124,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$201,437,701
Value of interest in pooled separate accounts at end of year2012-12-31$6,787,048
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,893,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$40,330,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$37,414,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,221,340
Net investment gain/loss from pooled separate accounts2012-12-31$609,182
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$21,148,586
Employer contributions (assets) at end of year2012-12-31$1,327,457
Employer contributions (assets) at beginning of year2012-12-31$648,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,084,581
Contract administrator fees2012-12-31$645
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG
Accountancy firm EIN2012-12-31135565207
2011 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,570
Total income from all sources (including contributions)2011-12-31$16,122,620
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,440,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,438,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,715,572
Value of total assets at end of year2011-12-31$245,528,931
Value of total assets at beginning of year2011-12-31$235,846,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,928
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,322,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,322,245
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
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$18,715,572
Amount contributed by the employer to the plan for this plan year2011-12-31$18,715,572
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$134,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$169,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$67,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$67,570
Other income not declared elsewhere2011-12-31$1,462,116
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$9,682,264
Value of net assets at end of year (total assets less liabilities)2011-12-31$245,461,361
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$235,779,097
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
Investment advisory and management fees2011-12-31$1,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$201,437,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$196,489,085
Value of interest in pooled separate accounts at end of year2011-12-31$5,893,914
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,866,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$37,414,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$34,318,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,033,409
Net investment gain/loss from pooled separate accounts2011-12-31$656,096
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$18,715,572
Employer contributions (assets) at end of year2011-12-31$648,201
Employer contributions (assets) at beginning of year2011-12-31$4,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,438,428
Contract administrator fees2011-12-31$155
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG
Accountancy firm EIN2011-12-31135565207
2010 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,570
Total income from all sources (including contributions)2010-12-31$45,458,364
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$6,809,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,784,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,417,057
Value of total assets at end of year2010-12-31$235,846,667
Value of total assets at beginning of year2010-12-31$197,198,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,827
Total interest from all sources2010-12-31$1,290,386
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,333,361
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$1,333,361
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$20,417,057
Amount contributed by the employer to the plan for this plan year2010-12-31$20,417,057
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$169,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$316,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$67,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$67,570
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$38,648,645
Value of net assets at end of year (total assets less liabilities)2010-12-31$235,779,097
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$197,130,452
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$196,489,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$161,299,068
Value of interest in pooled separate accounts at end of year2010-12-31$4,866,440
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,925,411
Interest earned on other investments2010-12-31$1,290,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$34,318,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$31,655,178
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$303,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$21,861,426
Net investment gain/loss from pooled separate accounts2010-12-31$556,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,417,057
Employer contributions (assets) at end of year2010-12-31$4,018
Employer contributions (assets) at beginning of year2010-12-31$1,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,481,196
Contract administrator fees2010-12-31$24,827
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG
Accountancy firm EIN2010-12-31135565207
2009 : 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$19,564,290
Amount contributed by the employer to the plan for this plan year2009-12-31$19,564,290

Form 5500 Responses for 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

2022: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
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: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100290
Policy instance 1
Insurance contract or identification number100290
Number of Individuals Covered2175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number100290
Policy instance 1
Insurance contract or identification number100290
Number of Individuals Covered2202
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 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 number100290
Policy instance 1
Insurance contract or identification number100290
Number of Individuals Covered2249
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 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 number100290
Policy instance 1
Insurance contract or identification number100290
Number of Individuals Covered2283
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
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 number100290
Policy instance 1
Insurance contract or identification number100290
Number of Individuals Covered2379
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 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3