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BARNARD COLLEGE 403(B) PLAN 401k Plan overview

Plan NameBARNARD COLLEGE 403(B) PLAN
Plan identification number 001

BARNARD COLLEGE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:BARNARD COLLEGE
Employer identification number (EIN):131628149
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EILEEN DIBENEDETTO
0012016-01-01EILEEN DIBENEDETTO
0012016-01-01
0012015-01-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2016-10-11
0012014-07-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2015-10-14
0012013-07-01EILEEN DIBENEDETTO
0012012-07-01EILEEN DIBENEDETTO
0012011-07-01EILEEN DIBENEDETTO
0012010-07-01EILEEN DIBENEDETTO
0012009-07-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2011-04-14
0012008-07-01EILEEN DIBENEDETTO

Plan Statistics for BARNARD COLLEGE 403(B) PLAN

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

Measure Date Value
2022: BARNARD COLLEGE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,989
Total number of active participants reported on line 7a of the Form 55002022-01-01794
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,245
Total of all active and inactive participants2022-01-012,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0142
Total participants2022-01-012,081
Number of participants with account balances2022-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BARNARD COLLEGE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,885
Total number of active participants reported on line 7a of the Form 55002021-01-01738
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,210
Total of all active and inactive participants2021-01-011,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-011,989
Number of participants with account balances2021-01-011,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARNARD COLLEGE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,878
Total number of active participants reported on line 7a of the Form 55002020-01-01689
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,189
Total of all active and inactive participants2020-01-011,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-011,885
Number of participants with account balances2020-01-011,852
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARNARD COLLEGE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,833
Total number of active participants reported on line 7a of the Form 55002019-01-01673
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,201
Total of all active and inactive participants2019-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-011,878
Number of participants with account balances2019-01-011,863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARNARD COLLEGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,778
Total number of active participants reported on line 7a of the Form 55002018-01-01659
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,172
Total of all active and inactive participants2018-01-011,831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-011,833
Number of participants with account balances2018-01-011,806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARNARD COLLEGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,761
Total number of active participants reported on line 7a of the Form 55002017-01-01603
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,175
Total of all active and inactive participants2017-01-011,778
Total participants2017-01-011,778
Number of participants with account balances2017-01-011,759
2016: BARNARD COLLEGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,718
Total number of active participants reported on line 7a of the Form 55002016-01-01594
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,165
Total of all active and inactive participants2016-01-011,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,761
Number of participants with account balances2016-01-011,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BARNARD COLLEGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,759
Total number of active participants reported on line 7a of the Form 55002015-01-01571
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,145
Total of all active and inactive participants2015-01-011,716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,718
Number of participants with account balances2015-01-011,692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BARNARD COLLEGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,645
Total number of active participants reported on line 7a of the Form 55002014-07-01542
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-011,208
Total of all active and inactive participants2014-07-011,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-018
Total participants2014-07-011,759
Number of participants with account balances2014-07-011,675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: BARNARD COLLEGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,631
Total number of active participants reported on line 7a of the Form 55002013-07-01531
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011,111
Total of all active and inactive participants2013-07-011,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-011,645
Number of participants with account balances2013-07-011,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: BARNARD COLLEGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,550
Total number of active participants reported on line 7a of the Form 55002012-07-01494
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011,133
Total of all active and inactive participants2012-07-011,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-011,631
Number of participants with account balances2012-07-011,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: BARNARD COLLEGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,504
Total number of active participants reported on line 7a of the Form 55002011-07-01478
Number of other retired or separated participants entitled to future benefits2011-07-011,068
Total of all active and inactive participants2011-07-011,546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-016
Total participants2011-07-011,552
Number of participants with account balances2011-07-011,550
2010: BARNARD COLLEGE 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,455
Total number of active participants reported on line 7a of the Form 55002010-07-01467
Number of other retired or separated participants entitled to future benefits2010-07-011,035
Total of all active and inactive participants2010-07-011,502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-014
Total participants2010-07-011,506
Number of participants with account balances2010-07-011,504
2009: BARNARD COLLEGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,435
Total number of active participants reported on line 7a of the Form 55002009-07-01498
Number of other retired or separated participants entitled to future benefits2009-07-01974
Total of all active and inactive participants2009-07-011,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-014
Total participants2009-07-011,476
Number of participants with account balances2009-07-011,455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on BARNARD COLLEGE 403(B) PLAN

Measure Date Value
2022 : BARNARD COLLEGE 403(B) 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$0
Total income from all sources (including contributions)2022-12-31$-33,615,615
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$16,432,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,213,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,692,100
Value of total assets at end of year2022-12-31$339,451,659
Value of total assets at beginning of year2022-12-31$389,499,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,453
Total interest from all sources2022-12-31$3,554,650
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,302,473
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$4,302,473
Administrative expenses professional fees incurred2022-12-31$66,066
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$5,052,998
Participant contributions at end of year2022-12-31$130,258
Participant contributions at beginning of year2022-12-31$54,756
Participant contributions at end of year2022-12-31$67,757
Assets. Other investments not covered elsewhere at end of year2022-12-31$13,835
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,835
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,341,489
Other income not declared elsewhere2022-12-31$187,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-50,047,695
Value of net assets at end of year (total assets less liabilities)2022-12-31$339,451,659
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$389,499,354
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
Investment advisory and management fees2022-12-31$39,238
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$238,635,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$289,420,498
Value of interest in pooled separate accounts at end of year2022-12-31$12,816,730
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,879,343
Interest on participant loans2022-12-31$4,329
Interest earned on other investments2022-12-31$3,532,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,131,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,383,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,383,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$86,585,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$86,747,920
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,042,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-57,326,601
Net investment gain/loss from pooled separate accounts2022-12-31$973,941
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,297,613
Employer contributions (assets) at end of year2022-12-31$71,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,171,247
Contract administrator fees2022-12-31$113,149
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 name2022-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2022-12-31475324570
2021 : BARNARD COLLEGE 403(B) 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$57,226,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$18,458,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$18,211,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,757,420
Value of total assets at end of year2021-12-31$389,499,354
Value of total assets at beginning of year2021-12-31$350,730,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$246,725
Total interest from all sources2021-12-31$3,032,394
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,116,439
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$4,116,439
Administrative expenses professional fees incurred2021-12-31$53,427
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,422,709
Participant contributions at end of year2021-12-31$54,756
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,835
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,835
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$609,081
Other income not declared elsewhere2021-12-31$230,737
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$38,768,778
Value of net assets at end of year (total assets less liabilities)2021-12-31$389,499,354
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$350,730,576
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
Investment advisory and management fees2021-12-31$37,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$289,420,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$249,865,503
Value of interest in pooled separate accounts at end of year2021-12-31$11,879,343
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,959,519
Interest on participant loans2021-12-31$1,255
Interest earned on other investments2021-12-31$3,030,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,383,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,645,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,645,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$86,747,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$89,246,344
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,124,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$35,309,862
Net investment gain/loss from pooled separate accounts2021-12-31$1,780,042
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$7,725,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,087,162
Contract administrator fees2021-12-31$155,416
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 name2021-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2021-12-31475324570
2020 : BARNARD COLLEGE 403(B) 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$53,268,524
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,903,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,694,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,184,497
Value of total assets at end of year2020-12-31$350,730,576
Value of total assets at beginning of year2020-12-31$318,365,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$208,361
Total interest from all sources2020-12-31$3,444,131
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,908,238
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$2,908,238
Administrative expenses professional fees incurred2020-12-31$61,092
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,098,000
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,835
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,835
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,443,157
Other income not declared elsewhere2020-12-31$215,476
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$32,365,261
Value of net assets at end of year (total assets less liabilities)2020-12-31$350,730,576
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$318,365,315
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
Investment advisory and management fees2020-12-31$29,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$249,865,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$219,090,334
Value of interest in pooled separate accounts at end of year2020-12-31$9,959,519
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,493,222
Interest earned on other investments2020-12-31$3,435,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,645,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,820,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,820,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$89,246,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$85,947,127
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$193,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$33,607,279
Net investment gain/loss from pooled separate accounts2020-12-31$-91,097
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$7,643,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,501,155
Contract administrator fees2020-12-31$117,548
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 name2020-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2020-12-31475324570
2019 : BARNARD COLLEGE 403(B) 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$59,182,773
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,413,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,256,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,681,611
Value of total assets at end of year2019-12-31$318,365,315
Value of total assets at beginning of year2019-12-31$273,596,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$157,110
Total interest from all sources2019-12-31$3,447,671
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,217,088
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$2,217,088
Administrative expenses professional fees incurred2019-12-31$28,012
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,738,799
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,835
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$759,675
Other income not declared elsewhere2019-12-31$185,729
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$44,768,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$318,365,315
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$273,596,455
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
Investment advisory and management fees2019-12-31$27,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$219,090,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$176,345,742
Value of interest in pooled separate accounts at end of year2019-12-31$11,493,222
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,182,219
Interest earned on other investments2019-12-31$3,415,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,820,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,279,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,279,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$85,947,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,788,690
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,519,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$41,082,676
Net investment gain/loss from pooled separate accounts2019-12-31$567,998
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$7,183,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,737,654
Contract administrator fees2019-12-31$101,168
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 name2019-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2019-12-31475324570
2018 : BARNARD COLLEGE 403(B) 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$1,415,861
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,569,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,447,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,626,026
Value of total assets at end of year2018-12-31$273,596,455
Value of total assets at beginning of year2018-12-31$287,749,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$121,823
Total interest from all sources2018-12-31$3,553,957
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,069,574
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$2,069,574
Administrative expenses professional fees incurred2018-12-31$7,950
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,379,533
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$682,909
Other income not declared elsewhere2018-12-31$192,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,153,241
Value of net assets at end of year (total assets less liabilities)2018-12-31$273,596,455
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$287,749,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$24,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$176,345,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$191,659,331
Value of interest in pooled separate accounts at end of year2018-12-31$10,182,219
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,901,186
Interest earned on other investments2018-12-31$3,533,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,279,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,055,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,055,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$85,788,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$85,133,570
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,700,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,481,761
Net investment gain/loss from pooled separate accounts2018-12-31$455,834
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$6,563,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,747,109
Contract administrator fees2018-12-31$89,387
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 name2018-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2018-12-31475324570
2017 : BARNARD COLLEGE 403(B) 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$46,869,675
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,549,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$14,530,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,610,627
Value of total assets at end of year2017-12-31$287,749,696
Value of total assets at beginning of year2017-12-31$255,429,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,350
Total interest from all sources2017-12-31$3,406,083
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,671,020
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$2,671,020
Administrative expenses professional fees incurred2017-12-31$16,485
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,295,166
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,057,009
Other income not declared elsewhere2017-12-31$55,218
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$32,320,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$287,749,696
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$255,429,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$191,659,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$160,595,331
Value of interest in pooled separate accounts at end of year2017-12-31$9,901,186
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,033,230
Interest earned on other investments2017-12-31$3,401,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,055,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$985,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$985,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$85,133,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$83,815,747
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,682,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,702,916
Net investment gain/loss from pooled separate accounts2017-12-31$423,811
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$6,258,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,847,569
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 name2017-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2017-12-31475324570
2016 : BARNARD COLLEGE 403(B) 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$25,960,270
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,057,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,044,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,455,380
Value of total assets at end of year2016-12-31$255,429,451
Value of total assets at beginning of year2016-12-31$243,527,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,453
Total interest from all sources2016-12-31$3,645,448
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,172,972
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$2,172,972
Administrative expenses professional fees incurred2016-12-31$10,400
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,152,681
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,408,096
Other income not declared elsewhere2016-12-31$56,217
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$11,902,305
Value of net assets at end of year (total assets less liabilities)2016-12-31$255,429,451
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$243,527,146
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
Investment advisory and management fees2016-12-31$2,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$160,595,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$151,140,185
Value of interest in pooled separate accounts at end of year2016-12-31$10,033,230
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,245,630
Interest earned on other investments2016-12-31$3,644,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$985,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$921,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$921,474
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$83,815,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$82,219,857
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$451,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,147,244
Net investment gain/loss from pooled separate accounts2016-12-31$483,009
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$5,894,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,593,428
Contract administrator fees2016-12-31$604
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 name2016-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2016-12-31475324570
2015 : BARNARD COLLEGE 403(B) 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$0
Total income from all sources (including contributions)2015-12-31$13,095,506
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$12,336,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$12,330,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,106,238
Value of total assets at end of year2015-12-31$243,527,146
Value of total assets at beginning of year2015-12-31$242,768,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,164
Total interest from all sources2015-12-31$3,404,198
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,659,246
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$2,659,246
Administrative expenses professional fees incurred2015-12-31$2,200
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,182,062
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$178,721
Other income not declared elsewhere2015-12-31$91,777
Administrative expenses (other) incurred2015-12-31$3,964
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$758,611
Value of net assets at end of year (total assets less liabilities)2015-12-31$243,527,146
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$242,768,535
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$151,140,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$151,995,058
Value of interest in pooled separate accounts at end of year2015-12-31$9,245,630
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,970,354
Interest earned on other investments2015-12-31$3,404,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$921,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$782,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$782,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$72
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$82,219,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$82,020,331
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$141,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,836,700
Net investment gain/loss from pooled separate accounts2015-12-31$670,747
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$5,745,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$12,189,660
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 name2015-12-31INSERO & CO. CPAS, LLP
Accountancy firm EIN2015-12-31475324570
2014 : BARNARD COLLEGE 403(B) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$8,636,815
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,092,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,079,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,721,064
Value of total assets at end of year2014-12-31$242,768,535
Value of total assets at beginning of year2014-12-31$240,223,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,148
Total interest from all sources2014-12-31$1,766,240
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,878,204
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$1,878,204
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,557,508
Participant contributions at beginning of year2014-12-31$241,907
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$460,540
Other income not declared elsewhere2014-12-31$30,117
Administrative expenses (other) incurred2014-12-31$12,148
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$2,544,720
Value of net assets at end of year (total assets less liabilities)2014-12-31$242,768,535
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$240,223,815
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$151,995,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$150,794,236
Value of interest in pooled separate accounts at end of year2014-12-31$7,970,354
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,362,788
Interest earned on other investments2014-12-31$1,766,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$782,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$757,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$757,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$82,020,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$80,640,102
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$63,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-213,433
Net investment gain/loss from pooled separate accounts2014-12-31$454,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,703,016
Employer contributions (assets) at beginning of year2014-12-31$427,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,016,736
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 name2014-12-31INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2014-12-31161016457
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$37,895,097
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$8,967,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,952,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$8,321,608
Value of total assets at end of year2014-06-30$240,223,815
Value of total assets at beginning of year2014-06-30$211,296,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$15,172
Total interest from all sources2014-06-30$3,379,289
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,719,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,719,498
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$5,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$3,027,334
Participant contributions at end of year2014-06-30$241,907
Participant contributions at beginning of year2014-06-30$238,336
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$190,166
Other income not declared elsewhere2014-06-30$51,095
Administrative expenses (other) incurred2014-06-30$15,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$28,927,233
Value of net assets at end of year (total assets less liabilities)2014-06-30$240,223,815
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$211,296,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$150,794,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$124,384,420
Value of interest in pooled separate accounts at end of year2014-06-30$7,362,788
Value of interest in pooled separate accounts at beginning of year2014-06-30$6,193,395
Interest earned on other investments2014-06-30$3,379,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$757,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$765,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$765,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$66
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$80,640,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$79,265,530
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,067,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$23,716,786
Net investment gain/loss from pooled separate accounts2014-06-30$706,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,104,108
Employer contributions (assets) at end of year2014-06-30$427,356
Employer contributions (assets) at beginning of year2014-06-30$449,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$7,885,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2014-06-30161016457
2013 : BARNARD COLLEGE 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$28,144,976
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$11,860,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$11,846,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$8,171,708
Value of total assets at end of year2013-06-30$211,254,781
Value of total assets at beginning of year2013-06-30$194,970,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$14,411
Total interest from all sources2013-06-30$3,183,533
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$846,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$846,005
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,763,536
Participant contributions at beginning of year2013-06-30$0
Participant contributions at end of year2013-06-30$238,336
Participant contributions at beginning of year2013-06-30$206,617
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$384,828
Other income not declared elsewhere2013-06-30$40,866
Administrative expenses (other) incurred2013-06-30$14,411
Total non interest bearing cash at beginning of year2013-06-30$306,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$16,284,093
Value of net assets at end of year (total assets less liabilities)2013-06-30$211,254,781
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$194,970,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$124,384,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$109,708,044
Value of interest in pooled separate accounts at end of year2013-06-30$6,193,395
Value of interest in pooled separate accounts at beginning of year2013-06-30$5,228,191
Interest earned on other investments2013-06-30$3,183,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$765,686
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$696,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$696,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$61
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$79,265,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$78,417,549
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$379,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$15,427,012
Net investment gain/loss from pooled separate accounts2013-06-30$475,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$5,023,344
Employer contributions (assets) at end of year2013-06-30$407,414
Employer contributions (assets) at beginning of year2013-06-30$407,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$11,466,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30INSERO & COMPANY CPAS, P.C.
Accountancy firm EIN2013-06-30161016457
2012 : BARNARD COLLEGE 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$10,870,798
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$8,940,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$8,938,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$7,617,062
Value of total assets at end of year2012-06-30$194,970,688
Value of total assets at beginning of year2012-06-30$193,040,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,914
Total interest from all sources2012-06-30$3,140,580
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$538,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$538,490
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,430,892
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$7,739
Participant contributions at end of year2012-06-30$206,617
Participant contributions at beginning of year2012-06-30$211,545
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$324,017
Other income not declared elsewhere2012-06-30$36,450
Administrative expenses (other) incurred2012-06-30$1,914
Total non interest bearing cash at end of year2012-06-30$306,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$1,930,652
Value of net assets at end of year (total assets less liabilities)2012-06-30$194,970,688
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$193,040,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$109,708,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$110,299,116
Value of interest in pooled separate accounts at end of year2012-06-30$5,228,191
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,249,524
Interest earned on other investments2012-06-30$3,140,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$696,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$738,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$738,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$63
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$78,417,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$77,110,865
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$251,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-958,907
Net investment gain/loss from pooled separate accounts2012-06-30$497,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,862,153
Employer contributions (assets) at end of year2012-06-30$407,556
Employer contributions (assets) at beginning of year2012-06-30$422,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$8,687,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30INSERO & COMPANY CPA'S P.C.
Accountancy firm EIN2012-06-30161016457
2011 : BARNARD COLLEGE 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$33,635,866
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$6,233,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$6,232,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$7,808,271
Value of total assets at end of year2011-06-30$193,040,036
Value of total assets at beginning of year2011-06-30$165,637,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$450
Total interest from all sources2011-06-30$2,971,119
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$320,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$320,404
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,479,118
Participant contributions at end of year2011-06-30$7,739
Participant contributions at beginning of year2011-06-30$12,631
Participant contributions at end of year2011-06-30$211,545
Participant contributions at beginning of year2011-06-30$200,644
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$612,434
Administrative expenses (other) incurred2011-06-30$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$27,402,835
Value of net assets at end of year (total assets less liabilities)2011-06-30$193,040,036
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$165,637,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$110,299,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$85,241,839
Value of interest in pooled separate accounts at end of year2011-06-30$4,249,524
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,840,617
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$2,971,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$738,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,344,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,344,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$77,110,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$75,604,933
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,179,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$21,914,497
Net investment gain/loss from pooled separate accounts2011-06-30$621,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,716,719
Employer contributions (assets) at end of year2011-06-30$422,728
Employer contributions (assets) at beginning of year2011-06-30$392,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$5,053,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30INSERO & COMPANY, CPAS, P.C.
Accountancy firm EIN2011-06-30161016457

Form 5500 Responses for BARNARD COLLEGE 403(B) PLAN

2022: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: BARNARD COLLEGE 403(B) 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: BARNARD COLLEGE 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: BARNARD COLLEGE 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: BARNARD COLLEGE 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: BARNARD COLLEGE 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: BARNARD COLLEGE 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: BARNARD COLLEGE 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: BARNARD COLLEGE 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1148
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1184
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1202
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1247
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1277
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1288
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1551
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1512
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150821
Policy instance 1
Insurance contract or identification number150821
Number of Individuals Covered1062
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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