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CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameCHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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).
  • Profit-sharing
  • 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

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

Company Name:CHAMPLAIN COLLEGE INCORPORATED
Employer identification number (EIN):030220266
NAIC Classification:611000

Additional information about CHAMPLAIN COLLEGE INCORPORATED

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1966-05-11
Company Identification Number: 41656
Legal Registered Office Address: ONE CHURCH STREET

BURLINGTON
United States of America (USA)
05401

More information about CHAMPLAIN COLLEGE INCORPORATED

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01APRIL O'DELL2022-07-08
0022021-01-01APRIL O'DELL2023-04-27
0022020-01-01SHELLEY NAVARI2021-10-06
0022019-01-01SHELLEY NAVARI2020-10-14
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SHELLEY NAVARI
0022013-01-01SHELLEY NAVARI
0022012-01-01SHELLEY NAVARI
0022011-01-01SHELLEY NAVARI
0022010-01-01ERIN HELMKEN
0022009-07-01DANIEL E. MAHONEY DANIEL E. MAHONEY2010-10-15

Plan Statistics for CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01794
Total number of active participants reported on line 7a of the Form 55002022-01-01450
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01370
Total of all active and inactive participants2022-01-01820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01821
Number of participants with account balances2022-01-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01783
Total number of active participants reported on line 7a of the Form 55002021-01-01450
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01343
Total of all active and inactive participants2021-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01794
Number of participants with account balances2021-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,159
Total number of active participants reported on line 7a of the Form 55002020-01-01798
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01798
Number of participants with account balances2020-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,182
Total number of active participants reported on line 7a of the Form 55002019-01-01804
Total of all active and inactive participants2019-01-01804
Total participants2019-01-01804
Number of participants with account balances2019-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0169
2018: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01787
Total number of active participants reported on line 7a of the Form 55002018-01-01475
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01343
Total of all active and inactive participants2018-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01818
Number of participants with account balances2018-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01775
Total number of active participants reported on line 7a of the Form 55002017-01-01466
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01317
Total of all active and inactive participants2017-01-01783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01783
Number of participants with account balances2017-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01743
Total number of active participants reported on line 7a of the Form 55002016-01-01504
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01271
Total of all active and inactive participants2016-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01775
Number of participants with account balances2016-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01863
Total number of active participants reported on line 7a of the Form 55002015-01-01474
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01268
Total of all active and inactive participants2015-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01743
Number of participants with account balances2015-01-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01786
Total number of active participants reported on line 7a of the Form 55002014-01-01581
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01282
Total of all active and inactive participants2014-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01863
Number of participants with account balances2014-01-01691
2013: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01814
Total number of active participants reported on line 7a of the Form 55002013-01-01539
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01246
Total of all active and inactive participants2013-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01786
Number of participants with account balances2013-01-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01748
Total number of active participants reported on line 7a of the Form 55002012-01-01698
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01114
Total of all active and inactive participants2012-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01814
Number of participants with account balances2012-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01699
Total number of active participants reported on line 7a of the Form 55002011-01-01651
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-01748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01748
Number of participants with account balances2011-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01607
Total number of active participants reported on line 7a of the Form 55002010-01-01643
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01699
Number of participants with account balances2010-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01578
Total number of active participants reported on line 7a of the Form 55002009-07-01585
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0122
Total of all active and inactive participants2009-07-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01607
Number of participants with account balances2009-07-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,362
Total income from all sources (including contributions)2022-12-31$-10,579,513
Total of all expenses incurred2022-12-31$5,863,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,778,227
Expenses. Certain deemed distributions of participant loans2022-12-31$896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,604,451
Value of total assets at end of year2022-12-31$93,870,257
Value of total assets at beginning of year2022-12-31$110,318,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,717
Total interest from all sources2022-12-31$543,502
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$691,889
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$691,889
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,358,876
Participant contributions at end of year2022-12-31$379,194
Participant contributions at beginning of year2022-12-31$328,614
Participant contributions at end of year2022-12-31$110
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$508,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,443,353
Value of net assets at end of year (total assets less liabilities)2022-12-31$93,870,257
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$110,313,610
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$71,290,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$93,755,523
Value of interest in pooled separate accounts at end of year2022-12-31$10,509,070
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,521,014
Interest on participant loans2022-12-31$18,081
Interest earned on other investments2022-12-31$525,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$11,691,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,713,821
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$470,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,488,117
Net investment gain/loss from pooled separate accounts2022-12-31$68,762
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$2,737,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,307,751
Contract administrator fees2022-12-31$84,717
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 name2022-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2022-12-31030327374
2021 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,851
Total income from all sources (including contributions)2021-12-31$17,422,271
Total of all expenses incurred2021-12-31$4,472,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,384,889
Expenses. Certain deemed distributions of participant loans2021-12-31$2,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,706,133
Value of total assets at end of year2021-12-31$110,318,972
Value of total assets at beginning of year2021-12-31$97,366,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,368
Total interest from all sources2021-12-31$13,716,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$84,368
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,178,664
Participant contributions at end of year2021-12-31$328,614
Participant contributions at beginning of year2021-12-31$359,288
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$301,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,851
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$12,950,071
Value of net assets at end of year (total assets less liabilities)2021-12-31$110,313,610
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$97,363,539
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$93,755,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$55,201,907
Value of interest in pooled separate accounts at end of year2021-12-31$4,521,014
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,044,677
Interest on participant loans2021-12-31$19,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13,697,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,713,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,760,518
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$1,225,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,384,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2021-12-31030327374
2020 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,233
Total income from all sources (including contributions)2020-12-31$16,656,204
Total of all expenses incurred2020-12-31$6,104,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,044,296
Expenses. Certain deemed distributions of participant loans2020-12-31$7,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,385,347
Value of total assets at end of year2020-12-31$97,366,390
Value of total assets at beginning of year2020-12-31$86,815,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,610
Total interest from all sources2020-12-31$12,270,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,143,891
Participant contributions at end of year2020-12-31$359,288
Participant contributions at beginning of year2020-12-31$332,191
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$498,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,233
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$10,551,960
Value of net assets at end of year (total assets less liabilities)2020-12-31$97,363,539
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,811,579
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$55,201,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$45,570,590
Value of interest in pooled separate accounts at end of year2020-12-31$27,044,677
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,984,182
Interest on participant loans2020-12-31$17,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,253,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,760,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,928,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,743,285
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,044,296
Contract administrator fees2020-12-31$52,610
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2020-12-31030327374
2019 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,939
Total income from all sources (including contributions)2019-12-31$19,534,251
Total income from all sources (including contributions)2019-12-31$19,534,251
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,956,829
Total of all expenses incurred2019-12-31$7,956,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,889,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,889,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,259,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,259,964
Value of total assets at end of year2019-12-31$86,815,812
Value of total assets at end of year2019-12-31$86,815,812
Value of total assets at beginning of year2019-12-31$75,237,096
Value of total assets at beginning of year2019-12-31$75,237,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$67,141
Total interest from all sources2019-12-31$14,274,287
Total interest from all sources2019-12-31$14,274,287
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,216,437
Contributions received from participants2019-12-31$2,216,437
Participant contributions at end of year2019-12-31$332,191
Participant contributions at end of year2019-12-31$332,191
Participant contributions at beginning of year2019-12-31$287,047
Participant contributions at beginning of year2019-12-31$287,047
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$188,452
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$188,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,939
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
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$11,577,422
Value of net income/loss2019-12-31$11,577,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,811,579
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,811,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,234,157
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$75,234,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$45,570,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$45,570,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,819,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$35,819,994
Value of interest in pooled separate accounts at end of year2019-12-31$26,984,182
Value of interest in pooled separate accounts at end of year2019-12-31$26,984,182
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,934,812
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,934,812
Interest on participant loans2019-12-31$17,898
Interest on participant loans2019-12-31$17,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,256,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,256,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,928,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,928,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,195,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,195,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,855,075
Contributions received in cash from employer2019-12-31$2,855,075
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,889,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,889,688
Contract administrator fees2019-12-31$67,141
Contract administrator fees2019-12-31$67,141
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY AND CO
Accountancy firm name2019-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2019-12-31030327374
Accountancy firm EIN2019-12-31030327374
2018 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,939
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$2,306,882
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,892,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,851,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,383,856
Value of total assets at end of year2018-12-31$75,237,096
Value of total assets at beginning of year2018-12-31$77,819,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$40,520
Total interest from all sources2018-12-31$1,171,368
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,252,321
Participant contributions at end of year2018-12-31$287,047
Participant contributions at beginning of year2018-12-31$301,599
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$195,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,585,269
Value of net assets at end of year (total assets less liabilities)2018-12-31$75,234,157
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$77,819,426
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$40,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$35,819,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$34,924,800
Value of interest in pooled separate accounts at end of year2018-12-31$24,934,812
Value of interest in pooled separate accounts at beginning of year2018-12-31$28,993,905
Income. Interest from loans (other than to participants)2018-12-31$14,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,156,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,195,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,598,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,248,342
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$2,936,347
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,851,631
Contract administrator fees2018-12-31$48
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 name2018-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2018-12-31030327374
2017 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,688,047
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,640,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,594,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,686,291
Value of total assets at end of year2017-12-31$77,819,426
Value of total assets at beginning of year2017-12-31$66,772,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,045
Total interest from all sources2017-12-31$969,079
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,271,179
Participant contributions at end of year2017-12-31$301,599
Participant contributions at beginning of year2017-12-31$187,246
Participant contributions at end of year2017-12-31$73
Participant contributions at beginning of year2017-12-31$237
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$382,686
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$11,047,142
Value of net assets at end of year (total assets less liabilities)2017-12-31$77,819,426
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$66,772,284
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$45,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$34,924,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,982,272
Value of interest in pooled separate accounts at end of year2017-12-31$28,993,905
Value of interest in pooled separate accounts at beginning of year2017-12-31$26,271,403
Interest on participant loans2017-12-31$11,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$957,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,598,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,330,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,032,677
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$3,032,426
Employer contributions (assets) at end of year2017-12-31$365
Employer contributions (assets) at beginning of year2017-12-31$474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,594,860
Contract administrator fees2017-12-31$48
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 name2017-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2017-12-31030327374
2016 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,392,632
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,296,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,259,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,199,068
Value of total assets at end of year2016-12-31$66,772,284
Value of total assets at beginning of year2016-12-31$59,676,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,572
Total interest from all sources2016-12-31$782,441
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,121,071
Participant contributions at end of year2016-12-31$187,246
Participant contributions at beginning of year2016-12-31$201,894
Participant contributions at end of year2016-12-31$237
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$204,570
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$7,095,886
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,772,284
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$59,676,398
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$23,982,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,675,081
Value of interest in pooled separate accounts at end of year2016-12-31$26,271,403
Value of interest in pooled separate accounts at beginning of year2016-12-31$25,572,115
Income. Interest from loans (other than to participants)2016-12-31$9,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$772,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$16,330,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$12,227,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,411,123
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$2,873,427
Employer contributions (assets) at end of year2016-12-31$474
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,259,174
Contract administrator fees2016-12-31$37,572
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 name2016-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2016-12-31030327374
2015 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$530
Total income from all sources (including contributions)2015-12-31$5,445,866
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,116,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,082,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,889,558
Value of total assets at end of year2015-12-31$59,676,398
Value of total assets at beginning of year2015-12-31$59,347,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,582
Total interest from all sources2015-12-31$832,472
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,002,802
Participant contributions at end of year2015-12-31$201,894
Participant contributions at beginning of year2015-12-31$140,545
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$89,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$530
Other income not declared elsewhere2015-12-31$8,705
Administrative expenses (other) incurred2015-12-31$88
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$329,120
Value of net assets at end of year (total assets less liabilities)2015-12-31$59,676,398
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$59,347,278
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$21,675,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,767,024
Value of interest in pooled separate accounts at end of year2015-12-31$25,572,115
Value of interest in pooled separate accounts at beginning of year2015-12-31$28,375,094
Interest on participant loans2015-12-31$8,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,537,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,537,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$824,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$12,227,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,454,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-284,869
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$2,797,415
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$72,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,082,164
Contract administrator fees2015-12-31$34,494
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2015-12-31030327374
2014 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,269
Total income from all sources (including contributions)2014-12-31$8,199,092
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,406,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,358,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,715,354
Value of total assets at end of year2014-12-31$59,347,808
Value of total assets at beginning of year2014-12-31$55,561,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,853
Total interest from all sources2014-12-31$876,164
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,838,463
Participant contributions at end of year2014-12-31$140,545
Participant contributions at beginning of year2014-12-31$187,214
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$210,308
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,269
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$3,792,255
Value of net assets at end of year (total assets less liabilities)2014-12-31$59,347,278
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,555,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,767,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,230,559
Value of interest in pooled separate accounts at end of year2014-12-31$28,375,094
Value of interest in pooled separate accounts at beginning of year2014-12-31$27,777,265
Interest on participant loans2014-12-31$7,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,537,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,210,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,210,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$868,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,454,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,155,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,607,574
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$2,666,583
Employer contributions (assets) at end of year2014-12-31$72,983
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,358,984
Contract administrator fees2014-12-31$47,853
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 name2014-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2014-12-31030327374
2013 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,903
Total income from all sources (including contributions)2013-12-31$11,892,083
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,396,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,357,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,569,206
Value of total assets at end of year2013-12-31$55,561,292
Value of total assets at beginning of year2013-12-31$45,069,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,795
Total interest from all sources2013-12-31$711,704
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,702,818
Participant contributions at end of year2013-12-31$187,214
Participant contributions at beginning of year2013-12-31$130,002
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$328,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,903
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$10,495,900
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,555,023
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,059,123
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$14,230,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,892,327
Value of interest in pooled separate accounts at end of year2013-12-31$27,777,265
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,932,684
Income. Interest from loans (other than to participants)2013-12-31$8,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,210,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$626,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$626,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$703,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,155,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,487,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,611,173
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$2,538,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,357,388
Contract administrator fees2013-12-31$38,795
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 name2013-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2013-12-31030327374
2012 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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$9,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,397
Total income from all sources (including contributions)2012-12-31$8,251,368
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,342,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,309,296
Value of total corrective distributions2012-12-31$2,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,110,684
Value of total assets at end of year2012-12-31$45,069,026
Value of total assets at beginning of year2012-12-31$38,152,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,975
Total interest from all sources2012-12-31$442,265
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,603,819
Participant contributions at end of year2012-12-31$130,002
Participant contributions at beginning of year2012-12-31$144,600
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$47,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,397
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$6,908,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,059,123
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$38,150,423
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
Investment advisory and management fees2012-12-31$30,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$33,825,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,792,034
Income. Interest from loans (other than to participants)2012-12-31$5,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$626,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,402,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,402,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$436,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,487,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,808,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,698,419
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$2,459,208
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$5,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,309,296
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 LLP
Accountancy firm EIN2012-12-31135565207
2011 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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$2,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,607,452
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,635,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,605,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,318,882
Value of total assets at end of year2011-12-31$38,152,820
Value of total assets at beginning of year2011-12-31$36,178,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,142
Total interest from all sources2011-12-31$342,566
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,514,768
Participant contributions at end of year2011-12-31$144,600
Participant contributions at beginning of year2011-12-31$86,267
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$321,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,397
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$1,972,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$38,150,423
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$36,178,280
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$29,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,792,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,618,799
Interest on participant loans2011-12-31$9,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,402,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$385,431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$385,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$332,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,808,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,084,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-53,996
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$2,482,968
Employer contributions (assets) at end of year2011-12-31$5,172
Employer contributions (assets) at beginning of year2011-12-31$3,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,605,167
Contract administrator fees2011-12-31$1,030
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 LLP
Accountancy firm EIN2011-12-31135565207
2010 : CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,194,207
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,481,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,457,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,968,006
Value of total assets at end of year2010-12-31$36,178,280
Value of total assets at beginning of year2010-12-31$30,465,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,234
Total interest from all sources2010-12-31$304,273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,457,812
Participant contributions at end of year2010-12-31$86,267
Participant contributions at beginning of year2010-12-31$20,310
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$3,707
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$104,352
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$5,712,440
Value of net assets at end of year (total assets less liabilities)2010-12-31$36,178,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,465,840
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
Investment advisory and management fees2010-12-31$22,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,618,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,997,089
Interest on participant loans2010-12-31$2,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$385,431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$439,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$439,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$301,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,084,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,921,928
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$2,405,842
Employer contributions (assets) at end of year2010-12-31$3,760
Employer contributions (assets) at beginning of year2010-12-31$4,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,457,533
Contract administrator fees2010-12-31$1,735
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 LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN

2022: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 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: CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered6
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contract403B
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered796
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contract403(B)
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered374
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered368
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contract403(B)
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered2
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contract403(B)
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered382
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered416
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered438
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered466
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered14
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered5
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406586
Policy instance 1
Insurance contract or identification number406586
Number of Individuals Covered488
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334352
Policy instance 1
Insurance contract or identification number334352
Number of Individuals Covered492
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered19
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334352
Policy instance 1
Insurance contract or identification number334352
Number of Individuals Covered465
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334352
Policy instance 1
Insurance contract or identification number334352
Number of Individuals Covered438
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 2
Insurance contract or identification number1237A
Number of Individuals Covered22
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number000CHAM03VT00RT
Policy instance 3
Insurance contract or identification number000CHAM03VT00RT
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN AMERICA/CAL FARM (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number1237A
Policy instance 1
Insurance contract or identification number1237A
Number of Individuals Covered23
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number334352
Policy instance 2
Insurance contract or identification number334352
Number of Individuals Covered429
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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