401k Plan data: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE plan

EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 401k Plan overview

Plan Name	EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE
Plan identification number	515

EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental

401k Sponsoring company profile

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

Company Name: CONNECTICUT COLLEGE

Employer identification number (EIN): 060646587

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
515 2022-01-01 REGINALD WHITE 2023-06-27
515 2021-01-01 REGINALD WHITE 2022-05-10
515 2021-01-01 REGINALD WHITE 2023-06-27
515 2020-01-01 CHERYL MILLER 2021-07-07
515 2019-01-01 CHERYL MILLER 2020-05-27 CHERYL MILLER 2020-05-27
515 2018-01-01
515 2017-01-01
515 2016-01-01 CHERYL MILLER
515 2015-01-01 CHERYL MILLER
515 2014-01-01 NANCY D. ALLEN
515 2013-01-01 NANCY D. ALLEN
515 2012-01-01 NANCY D. ALLEN
515 2011-01-01 NANCY ALLEN
515 2010-01-01 NANCY ALLEN
515 2009-01-01 NANCY ALLEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
515	2022-01-01	REGINALD WHITE	2023-06-27
515	2021-01-01	REGINALD WHITE	2022-05-10
515	2021-01-01	REGINALD WHITE	2023-06-27
515	2020-01-01	CHERYL MILLER	2021-07-07
515	2019-01-01	CHERYL MILLER	2020-05-27	CHERYL MILLER	2020-05-27
515	2018-01-01
515	2017-01-01
515	2016-01-01	CHERYL MILLER
515	2015-01-01	CHERYL MILLER
515	2014-01-01	NANCY D. ALLEN
515	2013-01-01	NANCY D. ALLEN
515	2012-01-01	NANCY D. ALLEN
515	2011-01-01	NANCY ALLEN
515	2010-01-01	NANCY ALLEN
515	2009-01-01	NANCY ALLEN

Plan Statistics for EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

401k plan membership statisitcs for EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Measure Date Value
2022: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 852
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 479
Number of other retired or separated participants entitled to future benefits 2022-01-01 380
Total of all active and inactive participants 2022-01-01 859
2021: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 828
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 486
Number of other retired or separated participants entitled to future benefits 2021-01-01 348
Total of all active and inactive participants 2021-01-01 834
2020: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 801
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 491
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 324
Total of all active and inactive participants 2020-01-01 815
2019: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 775
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 484
Number of other retired or separated participants entitled to future benefits 2019-01-01 304
Total of all active and inactive participants 2019-01-01 788
2018: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 766
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 477
Number of other retired or separated participants entitled to future benefits 2018-01-01 298
Total of all active and inactive participants 2018-01-01 775
2017: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 734
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 553
Number of other retired or separated participants entitled to future benefits 2017-01-01 204
Total of all active and inactive participants 2017-01-01 757
2016: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 655
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 547
Number of retired or separated participants receiving benefits 2016-01-01 177
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 724
2015: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 658
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 538
Number of retired or separated participants receiving benefits 2015-01-01 117
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 655
2014: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 697
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 541
Number of retired or separated participants receiving benefits 2014-01-01 117
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 658
2013: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 789
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 590
Number of retired or separated participants receiving benefits 2013-01-01 107
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 697
2012: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 706
Number of retired or separated participants receiving benefits 2012-01-01 83
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 789
2011: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 602
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 523
Number of retired or separated participants receiving benefits 2011-01-01 105
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 628
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2010 401k membership
Total participants, beginning-of-year 2010-01-01 569
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 510
Number of retired or separated participants receiving benefits 2010-01-01 92
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 602
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 526
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 505
Number of retired or separated participants receiving benefits 2009-01-01 64
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 569
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	852
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	479
Number of other retired or separated participants entitled to future benefits	2022-01-01	380
Total of all active and inactive participants	2022-01-01	859
2021: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	828
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	486
Number of other retired or separated participants entitled to future benefits	2021-01-01	348
Total of all active and inactive participants	2021-01-01	834
2020: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	801
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	491
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	324
Total of all active and inactive participants	2020-01-01	815
2019: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	775
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	484
Number of other retired or separated participants entitled to future benefits	2019-01-01	304
Total of all active and inactive participants	2019-01-01	788
2018: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	766
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	477
Number of other retired or separated participants entitled to future benefits	2018-01-01	298
Total of all active and inactive participants	2018-01-01	775
2017: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	734
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	553
Number of other retired or separated participants entitled to future benefits	2017-01-01	204
Total of all active and inactive participants	2017-01-01	757
2016: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	655
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	547
Number of retired or separated participants receiving benefits	2016-01-01	177
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	724
2015: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	658
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	538
Number of retired or separated participants receiving benefits	2015-01-01	117
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	655
2014: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	697
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	541
Number of retired or separated participants receiving benefits	2014-01-01	117
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	658
2013: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	789
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	590
Number of retired or separated participants receiving benefits	2013-01-01	107
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	697
2012: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	706
Number of retired or separated participants receiving benefits	2012-01-01	83
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	789
2011: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	602
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	523
Number of retired or separated participants receiving benefits	2011-01-01	105
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	628
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2010 401k membership
Total participants, beginning-of-year	2010-01-01	569
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	510
Number of retired or separated participants receiving benefits	2010-01-01	92
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	602
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	526
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	505
Number of retired or separated participants receiving benefits	2009-01-01	64
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	569
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE

Measure	Date	Value
2022 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-38,336
Total of all expenses incurred	2022-12-31	$418,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$364,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$651,270
Value of total assets at end of year	2022-12-31	$4,436,991
Value of total assets at beginning of year	2022-12-31	$4,894,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$53,974
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$229,778
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	$229,778
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$750,000
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	$283,577
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	$-457,176
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,436,991
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,894,167
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,436,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,894,167
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$229,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-919,384
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	$367,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$135,315
Contract administrator fees	2022-12-31	$53,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
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	MP P.C.
Accountancy firm EIN	2022-12-31	043191789
2021 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,037,958
Total of all expenses incurred	2021-12-31	$343,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$293,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$628,522
Value of total assets at end of year	2021-12-31	$4,894,167
Value of total assets at beginning of year	2021-12-31	$4,199,844
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$50,345
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$333,033
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	$333,033
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$750,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$265,994
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	$694,323
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,894,167
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,199,844
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,894,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,199,844
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$217,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$76,403
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	$362,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$75,455
Contract administrator fees	2021-12-31	$50,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
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	Disclaimer
Accountancy firm name	2021-12-31	MP P.C.
Accountancy firm EIN	2021-12-31	043191789
2020 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,073,063
Total of all expenses incurred	2020-12-31	$364,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$317,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$598,649
Value of total assets at end of year	2020-12-31	$4,199,844
Value of total assets at beginning of year	2020-12-31	$3,491,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$46,803
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$194,967
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	$194,967
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$750,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$240,471
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	$708,443
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,199,844
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,491,401
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,199,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,491,401
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$256,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$279,447
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	$358,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$61,487
Contract administrator fees	2020-12-31	$46,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MP P.C.
Accountancy firm EIN	2020-12-31	043191789
2019 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,069,397
Total of all expenses incurred	2019-12-31	$388,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$342,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$543,044
Value of total assets at end of year	2019-12-31	$3,491,401
Value of total assets at beginning of year	2019-12-31	$2,810,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$45,294
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$117,987
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	$117,987
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$750,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$207,829
Participant contributions at beginning of year	2019-12-31	$1,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$681,384
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,491,401
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,810,017
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,491,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,780,121
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$257,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$408,366
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	$335,215
Employer contributions (assets) at beginning of year	2019-12-31	$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$84,896
Contract administrator fees	2019-12-31	$45,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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	MP P.C
Accountancy firm EIN	2019-12-31	043191789
2018 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$361,906
Total of all expenses incurred	2018-12-31	$363,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$322,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$538,303
Value of total assets at end of year	2018-12-31	$2,810,017
Value of total assets at beginning of year	2018-12-31	$2,811,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,537
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$162,271
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	$162,271
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$750,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$202,247
Participant contributions at end of year	2018-12-31	$1,781
Participant contributions at beginning of year	2018-12-31	$1,035
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	$-1,467
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,810,017
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,811,484
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,780,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,810,449
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$253,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-338,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$336,056
Employer contributions (assets) at end of year	2018-12-31	$28,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$69,121
Contract administrator fees	2018-12-31	$40,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	MP P.C.
Accountancy firm EIN	2018-12-31	043191789
2017 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$858,917
Total of all expenses incurred	2017-12-31	$293,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$259,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$488,211
Value of total assets at end of year	2017-12-31	$2,811,484
Value of total assets at beginning of year	2017-12-31	$2,245,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$33,889
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$115,155
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	$115,155
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$750,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$158,655
Participant contributions at end of year	2017-12-31	$1,035
Participant contributions at beginning of year	2017-12-31	$925
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	$565,489
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,811,484
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,245,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,810,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,245,070
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$222,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$255,551
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	$329,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$37,097
Contract administrator fees	2017-12-31	$33,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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	THE MP GROUP, P.C.
Accountancy firm EIN	2017-12-31	043191789
2016 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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	$596,199
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$275,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$242,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$464,281
Value of total assets at end of year	2016-12-31	$2,245,995
Value of total assets at beginning of year	2016-12-31	$1,925,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,200
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$99,529
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	$99,529
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$750,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$146,430
Participant contributions at end of year	2016-12-31	$925
Participant contributions at beginning of year	2016-12-31	$937
Administrative expenses (other) incurred	2016-12-31	$33,200
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	$320,581
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,245,995
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,925,414
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,245,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,900,898
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$212,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$32,389
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	$317,851
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$23,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$29,431
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	MORIARTY & PRIMACK
Accountancy firm EIN	2016-12-31	043191789
2015 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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	$286
Total income from all sources (including contributions)	2015-12-31	$395,998
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$223,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$195,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$398,515
Value of total assets at end of year	2015-12-31	$1,925,414
Value of total assets at beginning of year	2015-12-31	$1,752,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$27,689
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$110,077
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	$110,077
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$750,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$128,708
Participant contributions at end of year	2015-12-31	$937
Participant contributions at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$286
Administrative expenses (other) incurred	2015-12-31	$27,689
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	$172,759
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,925,414
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,752,655
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,900,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,751,987
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$178,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-112,594
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	No
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	$269,807
Employer contributions (assets) at end of year	2015-12-31	$23,579
Employer contributions (assets) at beginning of year	2015-12-31	$954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$16,677
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	MORIARTY & PRIMACK
Accountancy firm EIN	2015-12-31	043191789
2014 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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	$286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$32
Total income from all sources (including contributions)	2014-12-31	$444,075
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$198,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$172,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$373,605
Value of total assets at end of year	2014-12-31	$1,752,941
Value of total assets at beginning of year	2014-12-31	$1,507,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,982
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$94,584
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	$94,584
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$123,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$32
Administrative expenses (other) incurred	2014-12-31	$25,982
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	$245,575
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,752,655
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,507,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,751,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,507,112
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$158,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-24,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$249,887
Employer contributions (assets) at end of year	2014-12-31	$954
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$13,537
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2014-12-31	431947695
2013 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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	$32
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	$545,694
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$174,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$151,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$348,607
Value of total assets at end of year	2013-12-31	$1,507,112
Value of total assets at beginning of year	2013-12-31	$1,135,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$22,666
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$73,827
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	$73,827
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$110,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$22,666
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	$371,545
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,507,080
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,135,535
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	$1,507,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,130,251
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$135,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$123,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$238,055
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$5,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$16,183
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2013-12-31	431947695
2012 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 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	$1,243
Total income from all sources (including contributions)	2012-12-31	$443,644
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$163,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$142,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$321,301
Value of total assets at end of year	2012-12-31	$1,135,535
Value of total assets at beginning of year	2012-12-31	$856,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,790
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$40,705
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	$40,705
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$750,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$106,093
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,243
Administrative expenses (other) incurred	2012-12-31	$20,790
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	$280,468
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,135,535
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$855,067
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	$1,130,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$809,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$25,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$25,471
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$131,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$81,638
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	$215,208
Employer contributions (assets) at end of year	2012-12-31	$5,284
Employer contributions (assets) at beginning of year	2012-12-31	$21,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$10,697
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 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,729
Total income from all sources (including contributions)	2011-12-31	$300,895
Total of all expenses incurred	2011-12-31	$135,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$114,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$315,089
Value of total assets at end of year	2011-12-31	$856,310
Value of total assets at beginning of year	2011-12-31	$693,319
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$20,778
Total interest from all sources	2011-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$27,641
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	$27,641
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$80,777
Participant contributions at end of year	2011-12-31	$50
Participant contributions at beginning of year	2011-12-31	$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$3,729
Administrative expenses (other) incurred	2011-12-31	$20,778
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	$165,477
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$855,067
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$689,590
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	$809,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$669,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$25,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$20,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$20,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$95,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-41,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$234,312
Employer contributions (assets) at end of year	2011-12-31	$21,085
Employer contributions (assets) at beginning of year	2011-12-31	$2,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$18,772
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2011-12-31	431947695
2010 : EMERITI RETIREE HEALTH PLAN FOR CONNECTICUT COLLEGE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,281
Total income from all sources (including contributions)	2010-12-31	$338,714
Total of all expenses incurred	2010-12-31	$97,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$79,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$269,308
Value of total assets at end of year	2010-12-31	$693,319
Value of total assets at beginning of year	2010-12-31	$451,309
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,323
Total interest from all sources	2010-12-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$16,246
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	$16,246
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$66,028
Participant contributions at end of year	2010-12-31	$60
Participant contributions at beginning of year	2010-12-31	$1,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$3,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$3,281
Administrative expenses (other) incurred	2010-12-31	$17,323
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	$241,562
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$689,590
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$448,028
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	$669,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$419,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$20,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$12,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$12,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$3
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$76,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$53,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$203,280
Employer contributions (assets) at end of year	2010-12-31	$2,747
Employer contributions (assets) at beginning of year	2010-12-31	$17,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,601
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	Qualified
Accountancy firm name	2010-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2010-12-31	431947695