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TRINITY COLLEGE 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTRINITY COLLEGE 403(B) RETIREMENT PLAN
Plan identification number 001

TRINITY COLLEGE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:TRINITY COLLEGE
Employer identification number (EIN):060646927
NAIC Classification:611000

Additional information about TRINITY COLLEGE

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0101018402

More information about TRINITY COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRINITY COLLEGE 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANNY HITCHELL2023-10-11
0012021-01-01DANNY HITCHELL2022-11-14
0012020-01-01DANNY HITCHELL2021-09-15
0012019-01-01DANNY HITCHELL2020-09-02
0012018-01-01DANNY HITCHELL2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WENDY VAILLANCOURT
0012013-01-01DIANE SCHELL
0012012-01-01DIANE SCHELL
0012011-01-01DIANE SCHELL
0012010-01-01DIANE SCHELL DIANE SCHELL2011-10-07
0012009-01-01DIANE SCHELL DIANE SCHELL2010-10-13

Plan Statistics for TRINITY COLLEGE 403(B) RETIREMENT PLAN

401k plan membership statisitcs for TRINITY COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,784
Total number of active participants reported on line 7a of the Form 55002022-01-01709
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,132
Total of all active and inactive participants2022-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0141
Total participants2022-01-011,882
Number of participants with account balances2022-01-011,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,773
Total number of active participants reported on line 7a of the Form 55002021-01-01647
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,101
Total of all active and inactive participants2021-01-011,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0136
Total participants2021-01-011,784
Number of participants with account balances2021-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,769
Total number of active participants reported on line 7a of the Form 55002020-01-01655
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,111
Total of all active and inactive participants2020-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,773
Number of participants with account balances2020-01-011,763
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,748
Total number of active participants reported on line 7a of the Form 55002019-01-01648
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,118
Total of all active and inactive participants2019-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,769
Number of participants with account balances2019-01-011,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,726
Total number of active participants reported on line 7a of the Form 55002018-01-01619
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,126
Total of all active and inactive participants2018-01-011,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,748
Number of participants with account balances2018-01-011,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,698
Total number of active participants reported on line 7a of the Form 55002017-01-01628
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,095
Total of all active and inactive participants2017-01-011,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,726
Number of participants with account balances2017-01-011,718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,669
Total number of active participants reported on line 7a of the Form 55002016-01-01608
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,084
Total of all active and inactive participants2016-01-011,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,698
Number of participants with account balances2016-01-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,639
Total number of active participants reported on line 7a of the Form 55002015-01-01606
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,058
Total of all active and inactive participants2015-01-011,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-011,669
Number of participants with account balances2015-01-011,661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,627
Total number of active participants reported on line 7a of the Form 55002014-01-01587
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,048
Total of all active and inactive participants2014-01-011,635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,639
Number of participants with account balances2014-01-011,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,603
Total number of active participants reported on line 7a of the Form 55002013-01-01577
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,049
Total of all active and inactive participants2013-01-011,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,628
Number of participants with account balances2013-01-011,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,584
Total number of active participants reported on line 7a of the Form 55002012-01-01569
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,033
Total of all active and inactive participants2012-01-011,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,603
Number of participants with account balances2012-01-011,598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,568
Total number of active participants reported on line 7a of the Form 55002011-01-01580
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,004
Total of all active and inactive participants2011-01-011,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,584
Number of participants with account balances2011-01-011,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,554
Total number of active participants reported on line 7a of the Form 55002010-01-01735
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01833
Total of all active and inactive participants2010-01-011,568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,568
Number of participants with account balances2010-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,573
Total number of active participants reported on line 7a of the Form 55002009-01-011,285
Number of retired or separated participants receiving benefits2009-01-01267
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,554
Number of participants with account balances2009-01-011,499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRINITY COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-30,560,830
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$15,564,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,489,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,004,259
Value of total assets at end of year2022-12-31$327,556,274
Value of total assets at beginning of year2022-12-31$373,681,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$74,813
Total interest from all sources2022-12-31$4,266,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,250,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,250,382
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,662,134
Participant contributions at end of year2022-12-31$172,493
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$756,758
Other income not declared elsewhere2022-12-31$197,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-46,125,012
Value of net assets at end of year (total assets less liabilities)2022-12-31$327,556,274
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$373,681,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$202,419,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$250,106,067
Value of interest in pooled separate accounts at end of year2022-12-31$16,679,983
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,412,246
Interest on participant loans2022-12-31$6,040
Interest earned on other investments2022-12-31$4,260,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$108,136,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$108,162,973
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,903,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-48,548,178
Net investment gain/loss from pooled separate accounts2022-12-31$1,268,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,585,367
Employer contributions (assets) at end of year2022-12-31$147,593
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,586,216
Contract administrator fees2022-12-31$74,813
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$48,766,552
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,448,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,355,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,066,457
Value of total assets at end of year2021-12-31$373,681,286
Value of total assets at beginning of year2021-12-31$338,363,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,130
Total interest from all sources2021-12-31$3,612,082
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,426,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,426,139
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,758,282
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$827,934
Other income not declared elsewhere2021-12-31$210,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$35,317,904
Value of net assets at end of year (total assets less liabilities)2021-12-31$373,681,286
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$338,363,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$250,106,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$220,269,966
Value of interest in pooled separate accounts at end of year2021-12-31$15,412,246
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,559,905
Interest earned on other investments2021-12-31$3,612,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$108,162,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$105,533,511
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,088,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,183,284
Net investment gain/loss from pooled separate accounts2021-12-31$2,267,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,480,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,267,222
Contract administrator fees2021-12-31$93,130
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$48,654,083
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,452,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,441,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,443,723
Value of total assets at end of year2020-12-31$338,363,382
Value of total assets at beginning of year2020-12-31$303,161,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,250
Total interest from all sources2020-12-31$3,845,153
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,627,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,627,870
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,857,223
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$323,075
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,205,671
Other income not declared elsewhere2020-12-31$162,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$35,201,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$338,363,382
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$303,161,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$220,269,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$189,943,852
Value of interest in pooled separate accounts at end of year2020-12-31$12,559,905
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,889,540
Interest earned on other investments2020-12-31$3,845,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$105,533,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$96,646,194
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$987,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,710,983
Net investment gain/loss from pooled separate accounts2020-12-31$-136,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,380,829
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$358,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,453,178
Contract administrator fees2020-12-31$11,250
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$53,116,380
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$12,703,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,703,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,343,349
Value of total assets at end of year2019-12-31$303,161,593
Value of total assets at beginning of year2019-12-31$262,748,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$3,720,801
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,216,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,216,416
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,834,843
Participant contributions at end of year2019-12-31$323,075
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,994,654
Other income not declared elsewhere2019-12-31$180,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$40,413,276
Value of net assets at end of year (total assets less liabilities)2019-12-31$303,161,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$262,748,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$189,943,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$152,737,563
Value of interest in pooled separate accounts at end of year2019-12-31$15,889,540
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,349,973
Interest earned on other investments2019-12-31$3,720,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$96,646,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$95,660,781
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,073,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,852,006
Net investment gain/loss from pooled separate accounts2019-12-31$803,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,513,852
Employer contributions (assets) at end of year2019-12-31$358,932
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,629,664
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2019-12-31061009205
2018 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$4,601,161
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,754,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,754,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,590,884
Value of total assets at end of year2018-12-31$262,748,317
Value of total assets at beginning of year2018-12-31$273,901,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,775,879
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,115,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,115,586
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,772,421
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,418,074
Other income not declared elsewhere2018-12-31$140,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,153,178
Value of net assets at end of year (total assets less liabilities)2018-12-31$262,748,317
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$273,901,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$152,737,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$166,948,534
Value of interest in pooled separate accounts at end of year2018-12-31$14,349,973
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,754,576
Interest on participant loans2018-12-31$2
Interest earned on other investments2018-12-31$3,775,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$95,660,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$93,198,385
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,752,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,672,635
Net investment gain/loss from pooled separate accounts2018-12-31$651,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,400,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,001,391
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2018-12-31061009205
2017 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$41,326,354
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$10,404,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,404,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,184,464
Value of total assets at end of year2017-12-31$273,901,495
Value of total assets at beginning of year2017-12-31$242,979,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$3,610,531
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,573,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,573,323
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,759,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,086,400
Other income not declared elsewhere2017-12-31$121,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$30,921,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$273,901,495
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$242,979,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$166,948,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$140,348,538
Value of interest in pooled separate accounts at end of year2017-12-31$13,754,576
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,127,744
Interest on participant loans2017-12-31$2
Interest earned on other investments2017-12-31$3,610,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$93,198,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$89,503,630
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$565,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,259,883
Net investment gain/loss from pooled separate accounts2017-12-31$576,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,339,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,839,112
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2017-12-31061009205
2016 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$24,973,901
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,598,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,598,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,793,219
Value of total assets at end of year2016-12-31$242,979,912
Value of total assets at beginning of year2016-12-31$226,604,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$3,782,039
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,119,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,119,168
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,715,821
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,928,609
Other income not declared elsewhere2016-12-31$61,087
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,375,889
Value of net assets at end of year (total assets less liabilities)2016-12-31$242,979,912
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$226,604,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$140,348,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$129,243,548
Value of interest in pooled separate accounts at end of year2016-12-31$13,127,744
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,231,362
Interest on participant loans2016-12-31$3
Interest earned on other investments2016-12-31$3,782,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$89,503,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$86,129,113
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$727,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,616,583
Net investment gain/loss from pooled separate accounts2016-12-31$601,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,148,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,870,895
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2016-12-31061009205
2015 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$51,375
Total income from all sources (including contributions)2015-12-31$13,880,514
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,046,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,031,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,770,430
Value of total assets at end of year2015-12-31$226,604,023
Value of total assets at beginning of year2015-12-31$224,821,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,650
Total interest from all sources2015-12-31$3,459,346
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,276,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,276,119
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,718,668
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,949,969
Other income not declared elsewhere2015-12-31$22,350
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$51,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,834,245
Value of net assets at end of year (total assets less liabilities)2015-12-31$226,604,023
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$224,769,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$129,243,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$129,387,344
Value of interest in pooled separate accounts at end of year2015-12-31$11,231,362
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,281,861
Interest on participant loans2015-12-31$1
Interest earned on other investments2015-12-31$3,459,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$91,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$91,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$86,129,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$85,060,873
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,114,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,496,656
Net investment gain/loss from pooled separate accounts2015-12-31$848,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,101,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,916,703
Contract administrator fees2015-12-31$14,650
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLUM SHAPIRO & COMPANY
Accountancy firm EIN2015-12-31061009205
2014 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$51,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,800
Total income from all sources (including contributions)2014-12-31$22,603,428
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,959,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,889,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,455,347
Value of total assets at end of year2014-12-31$224,821,153
Value of total assets at beginning of year2014-12-31$220,166,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,880
Total interest from all sources2014-12-31$3,559,468
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$669,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$669,214
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,766,770
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,734,975
Other income not declared elsewhere2014-12-31$59,044
Liabilities. Value of operating payables at end of year2014-12-31$51,375
Liabilities. Value of operating payables at beginning of year2014-12-31$40,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,644,065
Value of net assets at end of year (total assets less liabilities)2014-12-31$224,769,778
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$220,125,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$129,387,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$127,703,365
Value of interest in pooled separate accounts at end of year2014-12-31$10,281,861
Value of interest in pooled separate accounts at beginning of year2014-12-31$8,214,462
Interest earned on other investments2014-12-31$3,559,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$91,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$102,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$102,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$85,060,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$84,146,244
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,764,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,777,466
Net investment gain/loss from pooled separate accounts2014-12-31$1,082,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,953,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,125,075
Contract administrator fees2014-12-31$69,880
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRICEWATERHOUSE COOPERS, LLP
Accountancy firm EIN2014-12-31134008324
2013 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,000
Total income from all sources (including contributions)2013-12-31$38,190,059
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$13,790,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,682,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,516,247
Value of total assets at end of year2013-12-31$220,166,513
Value of total assets at beginning of year2013-12-31$195,761,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$107,714
Total interest from all sources2013-12-31$3,356,287
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$359,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$359,056
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,575,263
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,124,262
Other income not declared elsewhere2013-12-31$123,609
Liabilities. Value of operating payables at end of year2013-12-31$40,800
Liabilities. Value of operating payables at beginning of year2013-12-31$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$24,399,444
Value of net assets at end of year (total assets less liabilities)2013-12-31$220,125,713
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$195,726,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$127,703,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$108,822,731
Value of interest in pooled separate accounts at end of year2013-12-31$8,214,462
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,693,325
Interest on participant loans2013-12-31$17
Interest earned on other investments2013-12-31$3,356,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$102,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$102,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$102,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$84,146,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$80,142,739
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$545,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$24,141,892
Net investment gain/loss from pooled separate accounts2013-12-31$692,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,816,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,137,096
Contract administrator fees2013-12-31$107,714
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSE COOPERS, LLP
Accountancy firm EIN2013-12-31134008324
2012 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,000
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$25,373,235
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,729,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,694,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,464,116
Value of total assets at end of year2012-12-31$195,761,268
Value of total assets at beginning of year2012-12-31$179,082,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$35,000
Total interest from all sources2012-12-31$3,122,061
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$508,034
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$508,034
Administrative expenses professional fees incurred2012-12-31$35,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,363,274
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$561,604
Liabilities. Value of operating payables at end of year2012-12-31$35,000
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,643,410
Value of net assets at end of year (total assets less liabilities)2012-12-31$195,726,268
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$179,082,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$108,822,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$95,824,052
Value of interest in pooled separate accounts at end of year2012-12-31$6,693,324
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,583,117
Interest on participant loans2012-12-31$11
Interest earned on other investments2012-12-31$3,122,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$102,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$80,142,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$77,675,689
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$569,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,705,248
Net investment gain/loss from pooled separate accounts2012-12-31$573,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,539,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,125,075
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSE COOPERS, LLP
Accountancy firm EIN2012-12-31134008324
2011 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
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$8,577,100
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,233,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,233,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,303,587
Value of total assets at end of year2011-12-31$179,082,858
Value of total assets at beginning of year2011-12-31$179,738,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,021,100
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$273,700
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$273,700
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,232,663
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$595,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-656,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$179,082,858
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$179,738,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$95,824,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$100,562,680
Value of interest in pooled separate accounts at end of year2011-12-31$5,583,117
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,117,252
Interest earned on other investments2011-12-31$3,021,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$77,675,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$75,059,053
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$642,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,598,432
Net investment gain/loss from pooled separate accounts2011-12-31$577,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,475,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,590,963
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSE COOPERS, LLP
Accountancy firm EIN2011-12-31134008324
2010 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$62,245,455
Total transfer of assets from this plan2010-12-31$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$14,884,306
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,752,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,752,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,835,948
Value of total assets at end of year2010-12-31$179,738,985
Value of total assets at beginning of year2010-12-31$111,361,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,886,954
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$82,281
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$82,281
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,214,777
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,131,575
Value of net assets at end of year (total assets less liabilities)2010-12-31$179,738,985
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$111,361,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$100,562,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$61,910,814
Value of interest in pooled separate accounts at end of year2010-12-31$4,117,252
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,662,678
Interest earned on other investments2010-12-31$1,886,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$75,059,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,788,463
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$449,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,821,926
Net investment gain/loss from pooled separate accounts2010-12-31$257,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,618,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,302,953
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CCR LLP
Accountancy firm EIN2010-12-31043069946
2009 : TRINITY COLLEGE 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TRINITY COLLEGE 403(B) RETIREMENT PLAN

2022: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRINITY COLLEGE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1745
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1745
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1763
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1754
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1305
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1718
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1661
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1631
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1617
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1598
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1578
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102331
Policy instance 2
Insurance contract or identification number102331
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102331
Policy instance 2
Insurance contract or identification number102331
Number of Individuals Covered1191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102330
Policy instance 1
Insurance contract or identification number102330
Number of Individuals Covered1504
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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