BABSON COLLEGE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BABSON COLLEGE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : BABSON COLLEGE RETIREMENT PLAN 2024 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2024-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-01-01 | $0 |
| Total income from all sources (including contributions) | 2024-01-01 | $82,823,139 |
| Total loss/gain on sale of assets | 2024-01-01 | $0 |
| Total of all expenses incurred | 2024-01-01 | $51,449,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-01-01 | $51,175,410 |
| Expenses. Certain deemed distributions of participant loans | 2024-01-01 | $80,157 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-01-01 | $22,611,661 |
| Value of total assets at end of year | 2024-01-01 | $477,516,711 |
| Value of total assets at beginning of year | 2024-01-01 | $446,142,991 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-01-01 | $193,852 |
| Total interest from all sources | 2024-01-01 | $2,950,859 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-01-01 | $12,576,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-01-01 | $12,576,792 |
| Was this plan covered by a fidelity bond | 2024-01-01 | Yes |
| Value of fidelity bond cover | 2024-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-01-01 | No |
| Contributions received from participants | 2024-01-01 | $9,045,670 |
| Participant contributions at end of year | 2024-01-01 | $1,340,176 |
| Participant contributions at beginning of year | 2024-01-01 | $1,286,196 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-01-01 | $3,934,526 |
| Other income not declared elsewhere | 2024-01-01 | $139,284 |
| Administrative expenses (other) incurred | 2024-01-01 | $23,144 |
| Liabilities. Value of operating payables at end of year | 2024-01-01 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2024-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Value of net income/loss | 2024-01-01 | $31,373,720 |
| Value of net assets at end of year (total assets less liabilities) | 2024-01-01 | $477,516,711 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-01-01 | $446,142,991 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-01-01 | No |
| Investment advisory and management fees | 2024-01-01 | $27,536 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-01-01 | $409,004,190 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-01-01 | $376,306,799 |
| Value of interest in pooled separate accounts at end of year | 2024-01-01 | $1,359,317 |
| Value of interest in pooled separate accounts at beginning of year | 2024-01-01 | $2,166,323 |
| Interest on participant loans | 2024-01-01 | $84,249 |
| Interest earned on other investments | 2024-01-01 | $2,866,610 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2024-01-01 | $65,813,028 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2024-01-01 | $66,236,354 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2024-01-01 | $680,107 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-01-01 | $44,627,523 |
| Net investment gain/loss from pooled separate accounts | 2024-01-01 | $-82,980 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-01-01 | No |
| Contributions received in cash from employer | 2024-01-01 | $9,631,465 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-01-01 | $50,495,303 |
| Contract administrator fees | 2024-01-01 | $40,664 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2024-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2024-01-01 | $147,319 |
| Did the plan have assets held for investment | 2024-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-01-01 | 1 |
| Accountancy firm name | 2024-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2024-01-01 | 043499945 |
| 2023 : BABSON COLLEGE RETIREMENT PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $50,824 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $50,824 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $84,105,834 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $22,083,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $21,940,107 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $19,464 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $19,589,621 |
| Value of total assets at end of year | 2023-12-31 | $446,142,991 |
| Value of total assets at beginning of year | 2023-12-31 | $384,121,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $124,309 |
| Total interest from all sources | 2023-12-31 | $3,080,158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $8,968,848 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $8,968,848 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $8,273,908 |
| Participant contributions at end of year | 2023-12-31 | $1,286,196 |
| Participant contributions at beginning of year | 2023-12-31 | $1,072,647 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $946,913 |
| Other income not declared elsewhere | 2023-12-31 | $140,234 |
| Administrative expenses (other) incurred | 2023-12-31 | $2,907 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $62,021,954 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $446,142,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $384,121,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $23,586 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $376,306,799 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $312,680,357 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $2,166,323 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $2,621,190 |
| Interest on participant loans | 2023-12-31 | $58,613 |
| Interest earned on other investments | 2023-12-31 | $3,021,545 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $66,236,354 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $67,746,843 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $1,695,565 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $52,625,008 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-348,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $10,368,800 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $20,244,542 |
| Contract administrator fees | 2023-12-31 | $10,812 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $147,319 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-12-31 | 043499945 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $50,824 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $50,824 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $84,105,834 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $22,083,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $21,940,107 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $19,464 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $19,589,621 |
| Value of total assets at end of year | 2023-01-01 | $446,142,991 |
| Value of total assets at beginning of year | 2023-01-01 | $384,121,037 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $124,309 |
| Total interest from all sources | 2023-01-01 | $3,080,158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $8,968,848 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $8,968,848 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $8,273,908 |
| Participant contributions at end of year | 2023-01-01 | $1,286,196 |
| Participant contributions at beginning of year | 2023-01-01 | $1,072,647 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $946,913 |
| Other income not declared elsewhere | 2023-01-01 | $140,234 |
| Administrative expenses (other) incurred | 2023-01-01 | $2,907 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $62,021,954 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $446,142,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $384,121,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $23,586 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $376,306,799 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $312,680,357 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $2,166,323 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $2,621,190 |
| Interest on participant loans | 2023-01-01 | $58,613 |
| Interest earned on other investments | 2023-01-01 | $3,021,545 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $66,236,354 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $67,746,843 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $1,695,565 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $52,625,008 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-348,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $10,368,800 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $20,244,542 |
| Contract administrator fees | 2023-01-01 | $10,812 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $147,319 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2023-01-01 | 043499945 |
| 2022 : BABSON COLLEGE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-47,836,789 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $18,610,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $18,453,525 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,629 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,453,340 |
| Value of total assets at end of year | 2022-12-31 | $384,121,037 |
| Value of total assets at beginning of year | 2022-12-31 | $450,568,098 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $148,118 |
| Total interest from all sources | 2022-12-31 | $2,711,067 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,060,248 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,060,248 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $7,701,478 |
| Participant contributions at end of year | 2022-12-31 | $1,072,647 |
| Participant contributions at beginning of year | 2022-12-31 | $893,056 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,030,955 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other income not declared elsewhere | 2022-12-31 | $181,932 |
| Administrative expenses (other) incurred | 2022-12-31 | $121,048 |
| Total non interest bearing cash at end of year | 2022-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-66,447,061 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $384,121,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $450,568,098 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $10,218 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $312,680,357 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $379,607,163 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $2,621,190 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,506,781 |
| Interest on participant loans | 2022-12-31 | $40,191 |
| Interest earned on other investments | 2022-12-31 | $2,670,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $67,746,843 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $67,561,098 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,021,658 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-79,449,068 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $205,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $7,720,907 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $17,431,867 |
| Contract administrator fees | 2022-12-31 | $16,852 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-12-31 | 043499945 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-47,836,789 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $18,610,272 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $18,453,525 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $8,629 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $16,453,340 |
| Value of total assets at end of year | 2022-01-01 | $384,121,037 |
| Value of total assets at beginning of year | 2022-01-01 | $450,568,098 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $148,118 |
| Total interest from all sources | 2022-01-01 | $2,711,067 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $12,060,248 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $12,060,248 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $7,701,478 |
| Participant contributions at end of year | 2022-01-01 | $1,072,647 |
| Participant contributions at beginning of year | 2022-01-01 | $893,056 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,030,955 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $181,932 |
| Administrative expenses (other) incurred | 2022-01-01 | $121,048 |
| Total non interest bearing cash at end of year | 2022-01-01 | $0 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-66,447,061 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $384,121,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $450,568,098 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $10,218 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $312,680,357 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $379,607,163 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $2,621,190 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,506,781 |
| Interest on participant loans | 2022-01-01 | $40,191 |
| Interest earned on other investments | 2022-01-01 | $2,670,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $67,746,843 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $67,561,098 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $1,021,658 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-79,449,068 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $205,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $7,720,907 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $17,431,867 |
| Contract administrator fees | 2022-01-01 | $16,852 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2022-01-01 | 043499945 |
| 2021 : BABSON COLLEGE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $69,794,290 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $27,701,421 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $27,596,629 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $-1,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $17,505,914 |
| Value of total assets at end of year | 2021-12-31 | $450,568,098 |
| Value of total assets at beginning of year | 2021-12-31 | $408,475,229 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $106,409 |
| Total interest from all sources | 2021-12-31 | $2,345,734 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $14,224,003 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $14,224,003 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $7,870,020 |
| Participant contributions at end of year | 2021-12-31 | $893,056 |
| Participant contributions at beginning of year | 2021-12-31 | $892,888 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,587,407 |
| Other income not declared elsewhere | 2021-12-31 | $182,776 |
| Administrative expenses (other) incurred | 2021-12-31 | $80,007 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $42,092,869 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $450,568,098 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $408,475,229 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $10,831 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $379,607,163 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $337,787,114 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $2,506,781 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,359,457 |
| Interest on participant loans | 2021-12-31 | $41,965 |
| Interest earned on other investments | 2021-12-31 | $2,303,769 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $67,561,098 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $67,435,770 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $443,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $35,142,810 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $393,053 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $8,048,487 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $27,152,744 |
| Contract administrator fees | 2021-12-31 | $15,571 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2021-12-31 | 043499945 |
| 2020 : BABSON COLLEGE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $65,488,345 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $25,389,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $25,232,277 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $30,340 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,588,083 |
| Value of total assets at end of year | 2020-12-31 | $408,475,229 |
| Value of total assets at beginning of year | 2020-12-31 | $368,376,754 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $127,253 |
| Total interest from all sources | 2020-12-31 | $2,597,483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $10,108,790 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $10,108,790 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $7,638,064 |
| Participant contributions at end of year | 2020-12-31 | $892,888 |
| Participant contributions at beginning of year | 2020-12-31 | $1,014,514 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $732,099 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $15,757 |
| Other income not declared elsewhere | 2020-12-31 | $119,668 |
| Administrative expenses (other) incurred | 2020-12-31 | $103,722 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $40,098,475 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $408,475,229 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $368,376,754 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $8,784 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $337,787,114 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $298,737,229 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,359,457 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,653,895 |
| Interest on participant loans | 2020-12-31 | $44,291 |
| Interest earned on other investments | 2020-12-31 | $2,553,192 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $67,435,770 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $65,955,359 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $557,460 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $38,096,917 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $-22,596 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $6,217,920 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $24,674,817 |
| Contract administrator fees | 2020-12-31 | $14,747 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2020-12-31 | 043499945 |
| 2019 : BABSON COLLEGE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $76,511,916 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $24,427,310 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $24,301,680 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $1,112 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $17,864,328 |
| Value of total assets at end of year | 2019-12-31 | $368,376,754 |
| Value of total assets at beginning of year | 2019-12-31 | $316,292,148 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $124,518 |
| Total interest from all sources | 2019-12-31 | $2,588,998 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,278,593 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,278,593 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $7,208,175 |
| Participant contributions at end of year | 2019-12-31 | $1,014,514 |
| Participant contributions at beginning of year | 2019-12-31 | $810,142 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,621,792 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $15,757 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $7 |
| Other income not declared elsewhere | 2019-12-31 | $119,269 |
| Administrative expenses (other) incurred | 2019-12-31 | $98,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $52,084,606 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $368,376,754 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $316,292,148 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $7,660 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $298,737,229 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $246,627,497 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,653,895 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,725,871 |
| Interest on participant loans | 2019-12-31 | $39,591 |
| Interest earned on other investments | 2019-12-31 | $2,549,407 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $65,955,359 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $66,128,631 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $402,668 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $48,517,011 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $143,717 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $8,034,361 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $23,899,012 |
| Contract administrator fees | 2019-12-31 | $17,972 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2019-12-31 | 043499945 |
| 2018 : BABSON COLLEGE RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $3,061,409 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $22,536,980 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $22,418,026 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $16,903,059 |
| Value of total assets at end of year | 2018-12-31 | $316,292,148 |
| Value of total assets at beginning of year | 2018-12-31 | $335,767,719 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $112,271 |
| Total interest from all sources | 2018-12-31 | $2,636,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $8,769,103 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $8,769,103 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $6,976,450 |
| Participant contributions at end of year | 2018-12-31 | $810,142 |
| Participant contributions at beginning of year | 2018-12-31 | $837,052 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,065,261 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $7 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
| Other income not declared elsewhere | 2018-12-31 | $133,148 |
| Administrative expenses (other) incurred | 2018-12-31 | $96,988 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-19,475,571 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $316,292,148 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $335,767,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $4,185 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $246,627,497 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $268,736,856 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,725,871 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,788,321 |
| Interest on participant loans | 2018-12-31 | $30,367 |
| Interest earned on other investments | 2018-12-31 | $2,606,286 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $66,128,631 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $63,405,490 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,346,813 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-25,507,627 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $127,073 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $7,861,348 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $21,071,213 |
| Contract administrator fees | 2018-12-31 | $11,098 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2018-12-31 | 043499945 |
| 2017 : BABSON COLLEGE RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $61,505,703 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $13,802,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,704,853 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $17,785 |
| Value of total corrective distributions | 2017-12-31 | $1,391 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $16,269,766 |
| Value of total assets at end of year | 2017-12-31 | $335,767,719 |
| Value of total assets at beginning of year | 2017-12-31 | $288,064,549 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $78,504 |
| Total interest from all sources | 2017-12-31 | $2,446,233 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,563,958 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $6,563,958 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $6,445,323 |
| Participant contributions at end of year | 2017-12-31 | $837,052 |
| Participant contributions at beginning of year | 2017-12-31 | $574,781 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,260,280 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,327,077 |
| Other income not declared elsewhere | 2017-12-31 | $72,443 |
| Administrative expenses (other) incurred | 2017-12-31 | $73,919 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $47,703,170 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $335,767,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $288,064,549 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $2,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $268,736,856 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $221,983,874 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,788,321 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,943,225 |
| Interest on participant loans | 2017-12-31 | $21,619 |
| Interest earned on other investments | 2017-12-31 | $2,424,614 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $63,405,490 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $61,235,592 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $691,220 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $36,029,611 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $123,692 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $7,564,163 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,013,633 |
| Contract administrator fees | 2017-12-31 | $1,603 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2017-12-31 | 043499945 |
| 2016 : BABSON COLLEGE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $32,692,627 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $18,053,452 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $17,939,172 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $32,023 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $14,538,589 |
| Value of total assets at end of year | 2016-12-31 | $288,064,549 |
| Value of total assets at beginning of year | 2016-12-31 | $273,425,374 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $82,257 |
| Total interest from all sources | 2016-12-31 | $2,569,347 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,603,932 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,603,932 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $6,176,606 |
| Participant contributions at end of year | 2016-12-31 | $574,781 |
| Participant contributions at beginning of year | 2016-12-31 | $318,849 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,299,818 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,327,077 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $46,309 |
| Administrative expenses (other) incurred | 2016-12-31 | $68,918 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $14,639,175 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $288,064,549 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $273,425,374 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $1,920 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $221,983,874 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $211,738,018 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,943,225 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,943,424 |
| Interest on participant loans | 2016-12-31 | $15,016 |
| Interest earned on other investments | 2016-12-31 | $2,554,331 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $61,235,592 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $58,425,083 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $246,043 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $10,784,673 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $149,777 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $7,062,165 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $17,693,129 |
| Contract administrator fees | 2016-12-31 | $11,419 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2016-12-31 | 043499945 |
| 2015 : BABSON COLLEGE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $16,626,061 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $18,160,044 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,129,425 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $14,344,683 |
| Value of total assets at end of year | 2015-12-31 | $273,425,374 |
| Value of total assets at beginning of year | 2015-12-31 | $274,959,357 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,619 |
| Total interest from all sources | 2015-12-31 | $2,341,475 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $6,482,195 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $6,482,195 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $6,010,856 |
| Participant contributions at end of year | 2015-12-31 | $318,849 |
| Participant contributions at beginning of year | 2015-12-31 | $261,318 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,537,896 |
| Other income not declared elsewhere | 2015-12-31 | $32,686 |
| Administrative expenses (other) incurred | 2015-12-31 | $22,969 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,533,983 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $273,425,374 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $274,959,357 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $1,308 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $211,738,018 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $213,932,512 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,943,424 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,966,154 |
| Interest on participant loans | 2015-12-31 | $8,919 |
| Interest earned on other investments | 2015-12-31 | $2,332,556 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $58,425,083 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $57,799,373 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $906,314 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-7,955,953 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $1,380,975 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $6,795,931 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $17,223,111 |
| Contract administrator fees | 2015-12-31 | $6,342 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2015-12-31 | 043499945 |
| 2014 : BABSON COLLEGE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $29,287,634 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $12,033,697 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $12,006,659 |
| Value of total corrective distributions | 2014-12-31 | $64 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $13,612,493 |
| Value of total assets at end of year | 2014-12-31 | $274,959,357 |
| Value of total assets at beginning of year | 2014-12-31 | $257,705,420 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $26,974 |
| Total interest from all sources | 2014-12-31 | $2,357,093 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,600,661 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $9,600,661 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $5,550,269 |
| Participant contributions at end of year | 2014-12-31 | $261,318 |
| Participant contributions at beginning of year | 2014-12-31 | $176,197 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $17,744 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,703,089 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $28,924 |
| Administrative expenses (other) incurred | 2014-12-31 | $26,931 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $17,253,937 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $274,959,357 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $257,705,420 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $42 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $213,932,512 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $199,572,778 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,966,154 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,834,744 |
| Interest on participant loans | 2014-12-31 | $5,803 |
| Interest earned on other investments | 2014-12-31 | $2,350,234 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,056 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $57,799,373 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $55,072,609 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,004,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,351,091 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $337,372 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $6,359,135 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $31,348 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,002,105 |
| Contract administrator fees | 2014-12-31 | $1 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2014-12-31 | 043499945 |
| 2013 : BABSON COLLEGE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $47,959,516 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $11,703,424 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $11,685,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $12,439,051 |
| Value of total assets at end of year | 2013-12-31 | $257,705,420 |
| Value of total assets at beginning of year | 2013-12-31 | $221,449,328 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $18,281 |
| Total interest from all sources | 2013-12-31 | $2,187,879 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,762,831 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $3,762,831 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $5,237,286 |
| Participant contributions at end of year | 2013-12-31 | $176,197 |
| Participant contributions at beginning of year | 2013-12-31 | $137,613 |
| Participant contributions at end of year | 2013-12-31 | $17,744 |
| Participant contributions at beginning of year | 2013-12-31 | $18,215 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $625,424 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,266,841 |
| Other income not declared elsewhere | 2013-12-31 | $6,250 |
| Administrative expenses (other) incurred | 2013-12-31 | $5,781 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $36,256,092 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $257,705,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $221,449,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $199,572,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $164,879,224 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,834,744 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,705,422 |
| Interest on participant loans | 2013-12-31 | $5,245 |
| Interest earned on other investments | 2013-12-31 | $2,182,634 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $55,072,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $53,052,486 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $263,207 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $29,307,755 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $255,750 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $5,934,924 |
| Employer contributions (assets) at end of year | 2013-12-31 | $31,348 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $30,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $11,421,936 |
| Contract administrator fees | 2013-12-31 | $12,500 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | CARON & BLETZER, PLLC |
| Accountancy firm EIN | 2013-12-31 | 043499945 |
| 2012 : BABSON COLLEGE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $34,864,487 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $12,195,342 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $12,181,545 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $211 |
| Value of total corrective distributions | 2012-12-31 | $5,441 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,580,850 |
| Value of total assets at end of year | 2012-12-31 | $221,394,003 |
| Value of total assets at beginning of year | 2012-12-31 | $198,724,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $8,145 |
| Total interest from all sources | 2012-12-31 | $2,095,570 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,550,792 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,550,792 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $4,801,409 |
| Participant contributions at end of year | 2012-12-31 | $137,613 |
| Participant contributions at beginning of year | 2012-12-31 | $86,878 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $15,603 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $220,002 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $1,253,281 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $2,214,931 |
| Other income not declared elsewhere | 2012-12-31 | $202 |
| Administrative expenses (other) incurred | 2012-12-31 | $8,145 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $22,669,145 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $221,394,003 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $198,724,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $161,172,350 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $137,729,715 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,705,422 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,605,237 |
| Interest on participant loans | 2012-12-31 | $4,016 |
| Interest earned on other investments | 2012-12-31 | $2,090,997 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,486,870 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $4,769,788 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $4,769,788 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $557 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $53,671,746 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $52,235,952 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $982,771 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $17,380,743 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $256,330 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $5,564,510 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $28,404 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $11,198,774 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | MAYER HOFFMAN MCCANN PC |
| Accountancy firm EIN | 2012-12-31 | 431947695 |
| 2011 : BABSON COLLEGE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $49,788,783 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $5,471,081 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $5,238,595 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,223,527 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,528,578 |
| Value of total assets at end of year | 2011-12-31 | $198,724,858 |
| Value of total assets at beginning of year | 2011-12-31 | $148,703,589 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,068 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,326,200 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,326,200 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,303,654 |
| Participant contributions at end of year | 2011-12-31 | $86,878 |
| Participant contributions at end of year | 2011-12-31 | $15,603 |
| Participant contributions at beginning of year | 2011-12-31 | $102,952 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $1,253,281 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $429,394 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $10,776 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $75,649 |
| Other income not declared elsewhere | 2011-12-31 | $440,148 |
| Administrative expenses (other) incurred | 2011-12-31 | $15,068 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $232,486 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $198,724,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $148,703,589 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $137,729,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $101,821,315 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,605,237 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,359,418 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $4,769,788 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,975,972 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,975,972 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $52,235,952 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $41,527,084 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-3,009,703 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $185,858 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $5,214,148 |
| Employer contributions (assets) at end of year | 2011-12-31 | $28,404 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $411,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,223,527 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WOLF & COMPANY, P.C. |
| Accountancy firm EIN | 2011-12-31 | 042689883 |
| 2010 : BABSON COLLEGE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $21,136,193 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $5,429,108 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,419,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,468,868 |
| Value of total assets at end of year | 2010-12-31 | $148,703,589 |
| Value of total assets at beginning of year | 2010-12-31 | $132,996,504 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,734 |
| Total interest from all sources | 2010-12-31 | $1,581,814 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $888,881 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $888,881 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,288,923 |
| Participant contributions at end of year | 2010-12-31 | $102,952 |
| Participant contributions at beginning of year | 2010-12-31 | $7,709 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $429,394 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $406,215 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $12,458 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $75,649 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $27,163 |
| Administrative expenses (other) incurred | 2010-12-31 | $9,734 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $15,707,085 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $148,703,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $132,996,504 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $101,821,315 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $87,084,127 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,359,418 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,108,178 |
| Interest earned on other investments | 2010-12-31 | $1,580,401 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,975,972 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,855,109 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,855,109 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,413 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $41,527,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $40,484,999 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $131,005 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $12,035,859 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $160,771 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $5,167,487 |
| Employer contributions (assets) at end of year | 2010-12-31 | $411,805 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $23,004 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,288,369 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WOLF & COMPANY, P.C. |
| Accountancy firm EIN | 2010-12-31 | 042689883 |
| 2009 : BABSON COLLEGE RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
