401k Plan data: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN plan

SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

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

Company Name: SAINT ANSELM COLLEGE

Employer identification number (EIN): 020222182

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARIE MCKEAN MARIE MCKEAN 2018-10-15

Plan Statistics for SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,063
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 527
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 476
Total of all active and inactive participants 2022-01-01 1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 13
Total participants 2022-01-01 1,019
Number of participants with account balances 2022-01-01 946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,098
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 528
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 521
Total of all active and inactive participants 2021-01-01 1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 14
Total participants 2021-01-01 1,063
Number of participants with account balances 2021-01-01 990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,095
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 724
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 377
Total of all active and inactive participants 2020-01-01 1,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,104
Number of participants with account balances 2020-01-01 1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,056
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 738
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 355
Total of all active and inactive participants 2019-01-01 1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,096
Number of participants with account balances 2019-01-01 1,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,040
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 737
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 315
Total of all active and inactive participants 2018-01-01 1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 1,056
Number of participants with account balances 2018-01-01 989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 770
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 267
Total of all active and inactive participants 2017-01-01 1,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,040
Number of participants with account balances 2017-01-01 982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,063
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	527
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	476
Total of all active and inactive participants	2022-01-01	1,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	13
Total participants	2022-01-01	1,019
Number of participants with account balances	2022-01-01	946
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,098
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	528
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	521
Total of all active and inactive participants	2021-01-01	1,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	14
Total participants	2021-01-01	1,063
Number of participants with account balances	2021-01-01	990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,095
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	724
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	377
Total of all active and inactive participants	2020-01-01	1,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,104
Number of participants with account balances	2020-01-01	1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,056
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	738
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	355
Total of all active and inactive participants	2019-01-01	1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,096
Number of participants with account balances	2019-01-01	1,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,040
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	737
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	315
Total of all active and inactive participants	2018-01-01	1,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	1,056
Number of participants with account balances	2018-01-01	989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	770
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	267
Total of all active and inactive participants	2017-01-01	1,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,040
Number of participants with account balances	2017-01-01	982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-10,388,958
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,666,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,570,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,710,834
Value of total assets at end of year	2022-12-31	$112,595,335
Value of total assets at beginning of year	2022-12-31	$127,650,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$96,244
Total interest from all sources	2022-12-31	$870,471
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,994,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,994,012
Administrative expenses professional fees incurred	2022-12-31	$650
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,140,700
Participant contributions at end of year	2022-12-31	$128,532
Participant contributions at beginning of year	2022-12-31	$106,519
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,302,620
Other income not declared elsewhere	2022-12-31	$81,159
Administrative expenses (other) incurred	2022-12-31	$66,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-15,055,652
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$112,595,335
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$127,650,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,417
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$84,521,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$100,157,466
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,648,087
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,168,891
Interest on participant loans	2022-12-31	$5,386
Interest earned on other investments	2022-12-31	$865,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$22,296,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$21,218,111
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$261,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-19,012,632
Net investment gain/loss from pooled separate accounts	2022-12-31	$-32,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,267,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,309,105
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2022-12-31	010523282
2021 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$19,977,017
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$7,537,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,433,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,887,218
Value of total assets at end of year	2021-12-31	$127,650,987
Value of total assets at beginning of year	2021-12-31	$115,211,828
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,701
Total interest from all sources	2021-12-31	$731,496
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,368,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,368,465
Administrative expenses professional fees incurred	2021-12-31	$8,300
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,078,264
Participant contributions at end of year	2021-12-31	$106,519
Participant contributions at beginning of year	2021-12-31	$139,465
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$500,988
Other income not declared elsewhere	2021-12-31	$75,859
Administrative expenses (other) incurred	2021-12-31	$67,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$12,439,159
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$127,650,987
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$115,211,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$28,560
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$100,157,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$88,428,039
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,168,891
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,768,193
Interest on participant loans	2021-12-31	$5,611
Interest earned on other investments	2021-12-31	$725,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$21,218,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$21,876,131
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$166,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$11,007,784
Net investment gain/loss from pooled separate accounts	2021-12-31	$906,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,307,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,266,197
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2021-12-31	010523282
2020 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$18,360,456
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,209,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,130,974
Value of total corrective distributions	2020-12-31	$2,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,850,220
Value of total assets at end of year	2020-12-31	$115,211,828
Value of total assets at beginning of year	2020-12-31	$102,061,168
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$76,066
Total interest from all sources	2020-12-31	$824,789
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,314,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,314,572
Administrative expenses professional fees incurred	2020-12-31	$8,300
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,236,883
Participant contributions at end of year	2020-12-31	$139,465
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$123,204
Other income not declared elsewhere	2020-12-31	$62,323
Administrative expenses (other) incurred	2020-12-31	$40,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$13,150,660
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$115,211,828
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$102,061,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$27,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$88,428,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$75,444,593
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,768,193
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,136,255
Interest on participant loans	2020-12-31	$1,863
Interest earned on other investments	2020-12-31	$822,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$21,876,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$21,480,320
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$137,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,091,335
Net investment gain/loss from pooled separate accounts	2020-12-31	$217,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,490,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,993,667
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2020-12-31	010523282
2019 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total 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	$20,198,305
Total income from all sources (including contributions)	2019-12-31	$20,198,305
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,798,917
Total of all expenses incurred	2019-12-31	$4,798,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,716,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,716,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,013,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$5,013,322
Value of total assets at end of year	2019-12-31	$102,061,168
Value of total assets at end of year	2019-12-31	$102,061,168
Value of total assets at beginning of year	2019-12-31	$86,661,780
Value of total assets at beginning of year	2019-12-31	$86,661,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$81,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$81,979
Total interest from all sources	2019-12-31	$811,426
Total interest from all sources	2019-12-31	$811,426
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,212,121
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,212,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,212,121
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,212,121
Administrative expenses professional fees incurred	2019-12-31	$8,000
Administrative expenses professional fees incurred	2019-12-31	$8,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,192,733
Contributions received from participants	2019-12-31	$2,192,733
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$438,346
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$438,346
Other income not declared elsewhere	2019-12-31	$40,722
Other income not declared elsewhere	2019-12-31	$40,722
Administrative expenses (other) incurred	2019-12-31	$34,581
Administrative expenses (other) incurred	2019-12-31	$34,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$15,399,388
Value of net income/loss	2019-12-31	$15,399,388
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$102,061,168
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$102,061,168
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$86,661,780
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$86,661,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$39,398
Investment advisory and management fees	2019-12-31	$39,398
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$75,444,593
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$75,444,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$60,635,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$60,635,034
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,136,255
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,136,255
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,741,534
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,741,534
Interest earned on other investments	2019-12-31	$811,426
Interest earned on other investments	2019-12-31	$811,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,480,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$21,480,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,285,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$21,285,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,648,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$12,648,328
Net investment gain/loss from pooled separate accounts	2019-12-31	$472,386
Net investment gain/loss from pooled separate accounts	2019-12-31	$472,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,382,243
Contributions received in cash from employer	2019-12-31	$2,382,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,716,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,716,938
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm name	2019-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2019-12-31	010523282
Accountancy firm EIN	2019-12-31	010523282
2018 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,328,997
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,935,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,883,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$4,584,787
Value of total assets at end of year	2018-12-31	$86,661,780
Value of total assets at beginning of year	2018-12-31	$92,267,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$51,531
Total interest from all sources	2018-12-31	$848,027
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,008,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,008,859
Administrative expenses professional fees incurred	2018-12-31	$10,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,166,536
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$120,406
Other income not declared elsewhere	2018-12-31	$33,571
Administrative expenses (other) incurred	2018-12-31	$28,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,606,005
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$86,661,780
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$92,267,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$12,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$60,635,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$65,610,276
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,741,534
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,138,840
Interest earned on other investments	2018-12-31	$848,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$21,285,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$21,518,669
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$2,219,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,165,122
Net investment gain/loss from pooled separate accounts	2018-12-31	$18,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,297,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,663,874
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2018-12-31	010523282
2017 : SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$81,816,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$16,465,465
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$6,013,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,996,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,053,000
Value of total assets at end of year	2017-12-31	$92,267,785
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,542
Total interest from all sources	2017-12-31	$821,888
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$565,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$565,127
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,171,945
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$531,674
Other income not declared elsewhere	2017-12-31	$15,409
Administrative expenses (other) incurred	2017-12-31	$17,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$10,451,739
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$92,267,785
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$65,610,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,138,840
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest earned on other investments	2017-12-31	$821,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$21,518,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$173,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$9,049,421
Net investment gain/loss from pooled separate accounts	2017-12-31	$960,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,349,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,822,216
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERRY DUNN MCNEIL & PARKER LLC
Accountancy firm EIN	2017-12-31	010523282

Form 5500 Responses for SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAINT ANSELM COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	550
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

904134K

Policy instance

Insurance contract or identification number	904134K
Number of Individuals Covered	79
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	565
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014074-K

Policy instance

Insurance contract or identification number	014074-K
Number of Individuals Covered	78
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	585
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014074-K

Policy instance

Insurance contract or identification number	014074-K
Number of Individuals Covered	86
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	592
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014074-K

Policy instance

Insurance contract or identification number	014074-K
Number of Individuals Covered	91
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014074-K

Policy instance

Insurance contract or identification number	014074-K
Number of Individuals Covered	96
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,571
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1571
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	598
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

334346

Policy instance

Insurance contract or identification number	334346
Number of Individuals Covered	615
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

014074-K

Policy instance

Insurance contract or identification number	014074-K
Number of Individuals Covered	110
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,382
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	3382
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	BOSTON REGIONAL OFFICE

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Company Name:	SAINT ANSELM COLLEGE
Employer identification number (EIN):	020222182
NAIC Classification:	611000