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BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 401k Plan overview

Plan NameBARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES
Plan identification number 002

BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EILEEN DIBENEDETTO
0022016-01-01EILEEN DIBENEDETTO
0022015-01-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2016-10-11
0022014-07-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2015-10-14
0022013-07-01EILEEN DIBENEDETTO
0022012-07-01EILEEN DIBENEDETTO
0022011-07-01EILEEN DIBENEDETTO
0022010-07-01EILEEN DIBENEDETTO
0022009-07-01EILEEN DIBENEDETTO EILEEN DIBENEDETTO2011-04-14

Plan Statistics for BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

401k plan membership statisitcs for BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

Measure Date Value
2022: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01630
Total number of active participants reported on line 7a of the Form 55002022-01-01311
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01334
Total of all active and inactive participants2022-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01655
Number of participants with account balances2022-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01601
Total number of active participants reported on line 7a of the Form 55002021-01-01296
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01325
Total of all active and inactive participants2021-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01630
Number of participants with account balances2021-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01590
Total number of active participants reported on line 7a of the Form 55002020-01-01282
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01315
Total of all active and inactive participants2020-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01601
Number of participants with account balances2020-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01588
Total number of active participants reported on line 7a of the Form 55002019-01-01276
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01312
Total of all active and inactive participants2019-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01590
Number of participants with account balances2019-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01564
Total number of active participants reported on line 7a of the Form 55002018-01-01285
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01300
Total of all active and inactive participants2018-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01588
Number of participants with account balances2018-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01568
Total number of active participants reported on line 7a of the Form 55002017-01-01272
Number of other retired or separated participants entitled to future benefits2017-01-01289
Total of all active and inactive participants2017-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01564
Number of participants with account balances2017-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01556
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of other retired or separated participants entitled to future benefits2016-01-01285
Total of all active and inactive participants2016-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01568
Number of participants with account balances2016-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01564
Total number of active participants reported on line 7a of the Form 55002015-01-01275
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01278
Total of all active and inactive participants2015-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01556
Number of participants with account balances2015-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-07-01565
Total number of active participants reported on line 7a of the Form 55002014-07-01292
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01268
Total of all active and inactive participants2014-07-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-014
Total participants2014-07-01564
Number of participants with account balances2014-07-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-07-01586
Total number of active participants reported on line 7a of the Form 55002013-07-01296
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01265
Total of all active and inactive participants2013-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01565
Number of participants with account balances2013-07-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-07-01518
Total number of active participants reported on line 7a of the Form 55002012-07-01323
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01260
Total of all active and inactive participants2012-07-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-013
Total participants2012-07-01586
Number of participants with account balances2012-07-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-07-01494
Total number of active participants reported on line 7a of the Form 55002011-07-01322
Number of other retired or separated participants entitled to future benefits2011-07-01242
Total of all active and inactive participants2011-07-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01565
Number of participants with account balances2011-07-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013
2010: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-07-01580
Total number of active participants reported on line 7a of the Form 55002010-07-01248
Number of other retired or separated participants entitled to future benefits2010-07-01246
Total of all active and inactive participants2010-07-01494
Total participants2010-07-01494
Number of participants with account balances2010-07-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-018
2009: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-07-01573
Total number of active participants reported on line 7a of the Form 55002009-07-01256
Number of other retired or separated participants entitled to future benefits2009-07-01328
Total of all active and inactive participants2009-07-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01584
Number of participants with account balances2009-07-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0113

Financial Data on BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES

Measure Date Value
2022 : BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 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$13,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,835
Total income from all sources (including contributions)2022-12-31$-1,664,049
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,316,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,281,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,416,260
Value of total assets at end of year2022-12-31$45,362,123
Value of total assets at beginning of year2022-12-31$49,342,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,867
Total interest from all sources2022-12-31$759,778
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$521,207
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$521,207
Administrative expenses professional fees incurred2022-12-31$13,650
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$820,266
Participant contributions at end of year2022-12-31$282,734
Participant contributions at beginning of year2022-12-31$214,710
Participant contributions at end of year2022-12-31$21,951
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$74,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,835
Other income not declared elsewhere2022-12-31$23,474
Administrative expenses (other) incurred2022-12-31$21,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,980,702
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,348,288
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,328,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,757,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,565,408
Value of interest in pooled separate accounts at end of year2022-12-31$1,966,951
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,771,941
Interest on participant loans2022-12-31$10,824
Interest earned on other investments2022-12-31$745,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$235,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$176,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$176,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,058,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,614,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,528,849
Net investment gain/loss from pooled separate accounts2022-12-31$144,081
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$1,521,914
Employer contributions (assets) at end of year2022-12-31$38,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,281,786
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$13,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,835
Total income from all sources (including contributions)2021-12-31$6,784,600
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,722,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,680,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,293,967
Value of total assets at end of year2021-12-31$49,342,825
Value of total assets at beginning of year2021-12-31$45,280,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$41,532
Total interest from all sources2021-12-31$650,617
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$446,846
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$446,846
Administrative expenses professional fees incurred2021-12-31$19,377
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$734,394
Participant contributions at end of year2021-12-31$214,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$36,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,835
Other income not declared elsewhere2021-12-31$27,511
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$4,062,356
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,328,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,266,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,565,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,598,991
Value of interest in pooled separate accounts at end of year2021-12-31$1,771,941
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,526,534
Interest on participant loans2021-12-31$3,243
Interest earned on other investments2021-12-31$647,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$176,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$124,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$124,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,614,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$19,030,700
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$836,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,094,381
Net investment gain/loss from pooled separate accounts2021-12-31$271,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,523,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,844,483
Contract administrator fees2021-12-31$22,155
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$13,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,835
Total income from all sources (including contributions)2020-12-31$6,219,743
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,555,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,519,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,972,228
Value of total assets at end of year2020-12-31$45,280,469
Value of total assets at beginning of year2020-12-31$43,616,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,396
Total interest from all sources2020-12-31$714,987
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$379,740
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$379,740
Administrative expenses professional fees incurred2020-12-31$18,582
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$617,738
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,835
Other income not declared elsewhere2020-12-31$25,848
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$1,663,981
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,266,634
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,602,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,598,991
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,430,978
Value of interest in pooled separate accounts at end of year2020-12-31$1,526,534
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,840,447
Interest earned on other investments2020-12-31$714,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$124,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,030,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,278,887
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,002,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,143,764
Net investment gain/loss from pooled separate accounts2020-12-31$-16,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,328,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,516,622
Contract administrator fees2020-12-31$17,814
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$13,835
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$7,189,110
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,271,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,227,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,104,561
Value of total assets at end of year2019-12-31$43,616,488
Value of total assets at beginning of year2019-12-31$38,685,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,374
Total interest from all sources2019-12-31$744,889
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$311,687
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$311,687
Administrative expenses professional fees incurred2019-12-31$28,021
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$669,026
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$44,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,835
Other income not declared elsewhere2019-12-31$23,483
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$4,917,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,602,653
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,685,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,430,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,254,417
Value of interest in pooled separate accounts at end of year2019-12-31$1,840,447
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,735,407
Interest earned on other investments2019-12-31$743,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$48,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$48,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,278,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,646,569
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,028,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,906,376
Net investment gain/loss from pooled separate accounts2019-12-31$98,114
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$1,390,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,198,767
Contract administrator fees2019-12-31$16,353
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$1,542,972
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,772,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,750,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,043,828
Value of total assets at end of year2018-12-31$38,685,185
Value of total assets at beginning of year2018-12-31$39,914,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,826
Total interest from all sources2018-12-31$747,697
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$278,676
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$278,676
Administrative expenses professional fees incurred2018-12-31$7,650
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$613,354
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,372
Other income not declared elsewhere2018-12-31$23,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,229,099
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,685,185
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,914,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,254,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,205,008
Value of interest in pooled separate accounts at end of year2018-12-31$1,735,407
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,621,873
Interest earned on other investments2018-12-31$747,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$48,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$33,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$33,871
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,646,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,053,532
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$913,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,628,088
Net investment gain/loss from pooled separate accounts2018-12-31$77,404
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$1,408,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,836,701
Contract administrator fees2018-12-31$14,176
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$5,783,672
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,849,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,849,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,854,307
Value of total assets at end of year2017-12-31$39,914,284
Value of total assets at beginning of year2017-12-31$35,979,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$726,876
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$323,770
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$323,770
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$564,991
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,796
Other income not declared elsewhere2017-12-31$5,608
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$3,934,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,914,284
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,979,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,205,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,113,012
Value of interest in pooled separate accounts at end of year2017-12-31$1,621,873
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,633,420
Interest earned on other investments2017-12-31$726,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$33,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,053,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,201,935
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$333,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,804,923
Net investment gain/loss from pooled separate accounts2017-12-31$68,188
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$1,265,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,516,123
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$3,866,918
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,907,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,904,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,959,147
Value of total assets at end of year2016-12-31$35,979,905
Value of total assets at beginning of year2016-12-31$34,020,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,246
Total interest from all sources2016-12-31$761,460
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$324,719
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$324,719
Administrative expenses professional fees incurred2016-12-31$3,246
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$576,652
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,919
Other income not declared elsewhere2016-12-31$2,892
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$1,959,317
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,979,905
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$34,020,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,113,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,783,016
Value of interest in pooled separate accounts at end of year2016-12-31$1,633,420
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,544,148
Interest earned on other investments2016-12-31$761,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$26,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$26,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,201,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,654,880
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$490,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$739,042
Net investment gain/loss from pooled separate accounts2016-12-31$79,658
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$1,380,576
Employer contributions (assets) at beginning of year2016-12-31$11,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,413,908
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$2,764,267
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,411,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,409,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,929,937
Value of total assets at end of year2015-12-31$34,020,588
Value of total assets at beginning of year2015-12-31$32,667,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,200
Total interest from all sources2015-12-31$706,926
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$372,723
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$372,723
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$561,765
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$6,283
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$171,404
Other income not declared elsewhere2015-12-31$6,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,352,747
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,020,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,667,841
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$14,783,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,031,092
Value of interest in pooled separate accounts at end of year2015-12-31$1,544,148
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,360,298
Interest earned on other investments2015-12-31$706,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$26,948
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$22,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$22,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,654,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,235,010
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$447,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-364,483
Net investment gain/loss from pooled separate accounts2015-12-31$112,823
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$1,196,768
Employer contributions (assets) at end of year2015-12-31$11,596
Employer contributions (assets) at beginning of year2015-12-31$12,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$962,301
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$1,371,829
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$779,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$779,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$787,036
Value of total assets at end of year2014-12-31$32,667,841
Value of total assets at beginning of year2014-12-31$32,075,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$360,334
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$234,673
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$234,673
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$270,941
Participant contributions at end of year2014-12-31$6,283
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$592,597
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,667,841
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,075,244
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$14,031,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,644,906
Value of interest in pooled separate accounts at end of year2014-12-31$1,360,298
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,279,397
Interest earned on other investments2014-12-31$360,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$22,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,235,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,130,236
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$287,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-87,882
Net investment gain/loss from pooled separate accounts2014-12-31$77,668
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$516,095
Employer contributions (assets) at end of year2014-12-31$12,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$491,831
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$4,555,473
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,025,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,025,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,613,148
Value of total assets at end of year2014-06-30$32,075,244
Value of total assets at beginning of year2014-06-30$28,545,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$684,461
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$177,385
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$177,385
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$480,968
Participant contributions at beginning of year2014-06-30$5,272
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$3,529,593
Value of net assets at end of year (total assets less liabilities)2014-06-30$32,075,244
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$28,545,651
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$13,644,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$10,852,021
Value of interest in pooled separate accounts at end of year2014-06-30$1,279,397
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,101,639
Interest earned on other investments2014-06-30$684,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$20,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$17,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$17,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$17,130,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$16,559,836
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$229,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,959,246
Net investment gain/loss from pooled separate accounts2014-06-30$121,233
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$1,132,180
Employer contributions (assets) at beginning of year2014-06-30$9,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$796,156
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 FOR COLLECTIVE BARGAINING EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$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$3,801,672
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,477,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,477,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,787,462
Value of total assets at end of year2013-06-30$28,545,651
Value of total assets at beginning of year2013-06-30$26,221,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$24
Total interest from all sources2013-06-30$656,774
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$83,865
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$83,865
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$442,764
Participant contributions at end of year2013-06-30$5,272
Participant contributions at beginning of year2013-06-30$11,215
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$168,045
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$2,323,918
Value of net assets at end of year (total assets less liabilities)2013-06-30$28,545,651
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$26,221,733
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$10,852,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$9,048,823
Value of interest in pooled separate accounts at end of year2013-06-30$1,101,639
Value of interest in pooled separate accounts at beginning of year2013-06-30$933,163
Interest earned on other investments2013-06-30$656,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$17,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$13,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$13,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$16,559,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$16,183,167
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$736,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,188,891
Net investment gain/loss from pooled separate accounts2013-06-30$84,680
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$1,176,653
Employer contributions (assets) at end of year2013-06-30$9,709
Employer contributions (assets) at beginning of year2013-06-30$31,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$741,286
Contract administrator fees2013-06-30$24
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$2,596,894
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,472,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,472,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,880,359
Value of total assets at end of year2012-06-30$26,221,733
Value of total assets at beginning of year2012-06-30$25,097,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$630,267
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,886
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$50,886
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$419,891
Participant contributions at end of year2012-06-30$11,215
Participant contributions at beginning of year2012-06-30$39,362
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$255,417
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$1,124,385
Value of net assets at end of year (total assets less liabilities)2012-06-30$26,221,733
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$25,097,348
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$9,048,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$8,845,657
Value of interest in pooled separate accounts at end of year2012-06-30$933,163
Value of interest in pooled separate accounts at beginning of year2012-06-30$782,444
Interest earned on other investments2012-06-30$630,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$13,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$9,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$9,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$16,183,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$15,298,425
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$269,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-55,360
Net investment gain/loss from pooled separate accounts2012-06-30$90,742
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$1,205,051
Employer contributions (assets) at end of year2012-06-30$31,645
Employer contributions (assets) at beginning of year2012-06-30$122,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,202,594
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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$4,078,158
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$696,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$696,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,740,855
Value of total assets at end of year2011-06-30$25,097,348
Value of total assets at beginning of year2011-06-30$21,716,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$575,474
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$22,870
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$22,870
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$393,657
Participant contributions at end of year2011-06-30$39,362
Participant contributions at beginning of year2011-06-30$27,078
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$246,480
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$3,381,331
Value of net assets at end of year (total assets less liabilities)2011-06-30$25,097,348
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$21,716,017
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$8,845,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$6,519,513
Value of interest in pooled separate accounts at end of year2011-06-30$782,444
Value of interest in pooled separate accounts at beginning of year2011-06-30$638,711
Interest earned on other investments2011-06-30$575,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$9,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$6,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$6,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$15,298,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$14,438,693
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$123,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,612,447
Net investment gain/loss from pooled separate accounts2011-06-30$126,512
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 contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,100,718
Employer contributions (assets) at end of year2011-06-30$122,127
Employer contributions (assets) at beginning of year2011-06-30$85,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$573,166
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 FOR COLLECTIVE BARGAINING EMPLOYEES

2022: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BARNARD COLLEGE 403(B) PLAN FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
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 planYes
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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES 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 FOR COLLECTIVE BARGAINING EMPLOYEES 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered358
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered361
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered379
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered386
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered392
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered397
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered401
Insurance policy start date2015-01-01
Insurance policy end date2015-12-30
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered408
Insurance policy start date2014-07-01
Insurance policy end date2014-12-30
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered410
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered536
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered520
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 number150823
Policy instance 1
Insurance contract or identification number150823
Number of Individuals Covered339
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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