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

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

HAMILTON COLLEGE 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

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

Company Name:HAMILTON COLLEGE
Employer identification number (EIN):150532200
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2018-10-03
0012016-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2017-10-03
0012015-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2016-10-12
0012014-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2015-09-09
0012013-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2014-10-09
0012012-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2013-10-13
0012011-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2012-10-15
0012010-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2011-09-30
0012009-01-01STEPHEN STEMKOSKI STEPHEN STEMKOSKI2010-10-14

Plan Statistics for HAMILTON COLLEGE 403(B) RETIREMENT PLAN

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

Measure Date Value
2022: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,745
Total number of active participants reported on line 7a of the Form 55002022-01-01700
Number of other retired or separated participants entitled to future benefits2022-01-011,087
Total of all active and inactive participants2022-01-011,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0149
Total participants2022-01-011,836
Number of participants with account balances2022-01-011,785
2021: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,747
Total number of active participants reported on line 7a of the Form 55002021-01-01701
Number of other retired or separated participants entitled to future benefits2021-01-011,042
Total of all active and inactive participants2021-01-011,743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0138
Total participants2021-01-011,781
Number of participants with account balances2021-01-011,745
2020: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,725
Total number of active participants reported on line 7a of the Form 55002020-01-01718
Number of other retired or separated participants entitled to future benefits2020-01-011,024
Total of all active and inactive participants2020-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,750
Number of participants with account balances2020-01-011,747
2019: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,697
Total number of active participants reported on line 7a of the Form 55002019-01-01713
Number of other retired or separated participants entitled to future benefits2019-01-011,007
Total of all active and inactive participants2019-01-011,720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-011,729
Number of participants with account balances2019-01-011,725
2018: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,667
Total number of active participants reported on line 7a of the Form 55002018-01-01697
Number of other retired or separated participants entitled to future benefits2018-01-011,004
Total of all active and inactive participants2018-01-011,701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-011,707
Number of participants with account balances2018-01-011,697
2017: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,603
Total number of active participants reported on line 7a of the Form 55002017-01-01691
Number of other retired or separated participants entitled to future benefits2017-01-01972
Total of all active and inactive participants2017-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,671
Number of participants with account balances2017-01-011,667
2016: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,572
Total number of active participants reported on line 7a of the Form 55002016-01-01697
Number of other retired or separated participants entitled to future benefits2016-01-01900
Total of all active and inactive participants2016-01-011,597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,603
Number of participants with account balances2016-01-011,601
2015: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,582
Total number of active participants reported on line 7a of the Form 55002015-01-01684
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01886
Total of all active and inactive participants2015-01-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-011,576
Number of participants with account balances2015-01-011,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,569
Total number of active participants reported on line 7a of the Form 55002014-01-01660
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01925
Total of all active and inactive participants2014-01-011,586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,589
Number of participants with account balances2014-01-011,582
2013: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,529
Total number of active participants reported on line 7a of the Form 55002013-01-01658
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01906
Total of all active and inactive participants2013-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,569
Number of participants with account balances2013-01-011,559
2012: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,529
Total number of active participants reported on line 7a of the Form 55002012-01-01640
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01884
Total of all active and inactive participants2012-01-011,525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,529
Number of participants with account balances2012-01-011,517
2011: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,503
Total number of active participants reported on line 7a of the Form 55002011-01-01631
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01879
Total of all active and inactive participants2011-01-011,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,513
Number of participants with account balances2011-01-011,500
2010: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,805
Total number of active participants reported on line 7a of the Form 55002010-01-01640
Number of retired or separated participants receiving benefits2010-01-01223
Number of other retired or separated participants entitled to future benefits2010-01-01726
Total of all active and inactive participants2010-01-011,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-011,592
Number of participants with account balances2010-01-011,503
2009: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,828
Total number of active participants reported on line 7a of the Form 55002009-01-01650
Number of retired or separated participants receiving benefits2009-01-01309
Number of other retired or separated participants entitled to future benefits2009-01-01841
Total of all active and inactive participants2009-01-011,800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-011,805
Number of participants with account balances2009-01-011,710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HAMILTON COLLEGE 403(B) RETIREMENT PLAN

Measure Date Value
2022 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-26,097,447
Total of all expenses incurred2022-12-31$17,244,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,082,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,614,542
Value of total assets at end of year2022-12-31$289,745,295
Value of total assets at beginning of year2022-12-31$333,086,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$161,936
Total interest from all sources2022-12-31$2,452,622
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,634,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,634,972
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$4,019,019
Participant contributions at end of year2022-12-31$265,946
Participant contributions at beginning of year2022-12-31$186,757
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$980,681
Other income not declared elsewhere2022-12-31$234,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,341,539
Value of net assets at end of year (total assets less liabilities)2022-12-31$289,745,295
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$333,086,834
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$194,048,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$236,978,224
Value of interest in pooled separate accounts at end of year2022-12-31$14,448,949
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,594,924
Interest on participant loans2022-12-31$9,955
Interest earned on other investments2022-12-31$2,416,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,916,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,962,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,962,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$26,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$79,066,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$80,364,736
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,419,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-44,146,716
Net investment gain/loss from pooled separate accounts2022-12-31$1,112,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,614,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,662,418
Contract administrator fees2022-12-31$161,936
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$47,249,801
Total of all expenses incurred2021-12-31$16,797,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,609,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,981,892
Value of total assets at end of year2021-12-31$333,086,834
Value of total assets at beginning of year2021-12-31$302,634,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$187,424
Total interest from all sources2021-12-31$2,388,778
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,830,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,830,954
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,066,521
Participant contributions at end of year2021-12-31$186,757
Participant contributions at beginning of year2021-12-31$96,459
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,297,959
Other income not declared elsewhere2021-12-31$239,233
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$30,452,510
Value of net assets at end of year (total assets less liabilities)2021-12-31$333,086,834
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$302,634,324
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$236,978,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$210,553,105
Value of interest in pooled separate accounts at end of year2021-12-31$13,594,924
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,296,144
Interest on participant loans2021-12-31$5,326
Interest earned on other investments2021-12-31$2,383,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,962,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,005,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,005,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$80,364,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$78,683,144
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,573,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$26,777,713
Net investment gain/loss from pooled separate accounts2021-12-31$2,031,231
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$5,617,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,036,199
Contract administrator fees2021-12-31$187,424
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$43,154,096
Total of all expenses incurred2020-12-31$14,032,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,892,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,945,897
Value of total assets at end of year2020-12-31$302,634,324
Value of total assets at beginning of year2020-12-31$273,512,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$139,130
Total interest from all sources2020-12-31$2,319,097
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,422,011
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$3,422,011
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$3,971,017
Participant contributions at end of year2020-12-31$96,459
Participant contributions at beginning of year2020-12-31$42,643
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$545,134
Other income not declared elsewhere2020-12-31$248,441
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$29,122,024
Value of net assets at end of year (total assets less liabilities)2020-12-31$302,634,324
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$273,512,300
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$210,553,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$183,682,539
Value of interest in pooled separate accounts at end of year2020-12-31$11,296,144
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,449,185
Interest on participant loans2020-12-31$3,049
Interest earned on other investments2020-12-31$2,310,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,005,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,045,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,045,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,683,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$75,292,564
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,837,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$27,327,915
Net investment gain/loss from pooled separate accounts2020-12-31$-109,265
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$5,429,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,055,810
Contract administrator fees2020-12-31$139,130
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$50,494,614
Total of all expenses incurred2019-12-31$21,620,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,544,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,718,246
Value of total assets at end of year2019-12-31$273,512,300
Value of total assets at beginning of year2019-12-31$244,637,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$75,865
Total interest from all sources2019-12-31$2,334,635
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,120,673
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$3,120,673
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,726,048
Participant contributions at end of year2019-12-31$42,643
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,757,968
Other income not declared elsewhere2019-12-31$196,928
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$28,874,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$273,512,300
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$244,637,770
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$183,682,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$156,017,410
Value of interest in pooled separate accounts at end of year2019-12-31$12,449,185
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,923,535
Interest on participant loans2019-12-31$149
Interest earned on other investments2019-12-31$2,295,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,045,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,536,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,536,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$75,292,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$75,160,681
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,494,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,466,119
Net investment gain/loss from pooled separate accounts2019-12-31$658,013
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$5,234,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,049,742
Contract administrator fees2019-12-31$75,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
2018 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$795,301
Total of all expenses incurred2018-12-31$17,069,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,993,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,013,792
Value of total assets at end of year2018-12-31$244,637,770
Value of total assets at beginning of year2018-12-31$260,911,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,745
Total interest from all sources2018-12-31$2,276,982
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,365,650
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$3,365,650
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,554,353
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$473,990
Other income not declared elsewhere2018-12-31$140,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,274,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$244,637,770
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$260,911,860
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$156,017,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$175,696,855
Value of interest in pooled separate accounts at end of year2018-12-31$11,923,535
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,167,589
Interest earned on other investments2018-12-31$2,245,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,536,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,447,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,447,776
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$75,160,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$72,599,640
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$669,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,535,447
Net investment gain/loss from pooled separate accounts2018-12-31$533,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,985,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,324,383
Contract administrator fees2018-12-31$75,745
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$42,677,486
Total of all expenses incurred2017-12-31$13,989,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,913,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,586,682
Value of total assets at end of year2017-12-31$260,911,860
Value of total assets at beginning of year2017-12-31$232,223,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,505
Total interest from all sources2017-12-31$2,172,474
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,666,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,666,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,384,424
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,244,663
Other income not declared elsewhere2017-12-31$130,271
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$28,688,229
Value of net assets at end of year (total assets less liabilities)2017-12-31$260,911,860
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$232,223,631
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$175,696,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$153,001,330
Value of interest in pooled separate accounts at end of year2017-12-31$11,167,589
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,287,253
Interest earned on other investments2017-12-31$2,163,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,447,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,595,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,595,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$9,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$72,599,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$67,339,854
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$486,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,661,170
Net investment gain/loss from pooled separate accounts2017-12-31$460,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,957,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,426,899
Contract administrator fees2017-12-31$75,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$25,683,770
Total of all expenses incurred2016-12-31$11,957,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,881,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,690,898
Value of total assets at end of year2016-12-31$232,223,631
Value of total assets at beginning of year2016-12-31$218,497,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$75,788
Total interest from all sources2016-12-31$1,999,041
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,317,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,317,902
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,469,844
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,348,567
Other income not declared elsewhere2016-12-31$45,075
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$13,726,511
Value of net assets at end of year (total assets less liabilities)2016-12-31$232,223,631
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$218,497,120
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$153,001,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$144,440,389
Value of interest in pooled separate accounts at end of year2016-12-31$10,287,253
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,640,907
Interest earned on other investments2016-12-31$1,998,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,595,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$544,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$544,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$67,339,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$63,870,913
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$500,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,113,484
Net investment gain/loss from pooled separate accounts2016-12-31$517,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,872,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,380,748
Contract administrator fees2016-12-31$75,788
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$12,975,869
Total of all expenses incurred2015-12-31$7,949,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,868,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,584,457
Value of total assets at end of year2015-12-31$218,497,120
Value of total assets at beginning of year2015-12-31$213,470,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$81,389
Total interest from all sources2015-12-31$1,891,066
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,627,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,627,765
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,440,481
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,464,836
Other income not declared elsewhere2015-12-31$77,819
Administrative expenses (other) incurred2015-12-31$3,139
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$5,026,179
Value of net assets at end of year (total assets less liabilities)2015-12-31$218,497,120
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$213,470,941
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$144,440,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$144,991,550
Value of interest in pooled separate accounts at end of year2015-12-31$9,640,907
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,227,168
Interest earned on other investments2015-12-31$1,890,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$544,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$412,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$412,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$63,870,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,839,674
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,015,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,894,679
Net investment gain/loss from pooled separate accounts2015-12-31$689,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,679,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,853,215
Contract administrator fees2015-12-31$78,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$20,692,141
Total of all expenses incurred2014-12-31$8,415,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,338,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,485,317
Value of total assets at end of year2014-12-31$213,470,941
Value of total assets at beginning of year2014-12-31$201,194,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,112
Total interest from all sources2014-12-31$1,781,340
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,842,001
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$2,842,001
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$3,291,485
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$684,208
Other income not declared elsewhere2014-12-31$77,597
Administrative expenses (other) incurred2014-12-31$3,570
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$12,276,606
Value of net assets at end of year (total assets less liabilities)2014-12-31$213,470,941
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$201,194,335
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$144,991,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$137,083,216
Value of interest in pooled separate accounts at end of year2014-12-31$8,227,168
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,958,823
Interest earned on other investments2014-12-31$1,781,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$412,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$296,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$296,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,839,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,856,101
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$554,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,629,668
Net investment gain/loss from pooled separate accounts2014-12-31$876,218
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$4,509,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,784,001
Contract administrator fees2014-12-31$73,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$37,352,955
Total of all expenses incurred2013-12-31$10,368,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,293,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,050,834
Value of total assets at end of year2013-12-31$201,194,335
Value of total assets at beginning of year2013-12-31$174,209,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$74,783
Total interest from all sources2013-12-31$2,213,209
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,615,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,615,662
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,278,657
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,369,442
Other income not declared elsewhere2013-12-31$73,760
Administrative expenses (other) incurred2013-12-31$6,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$26,984,951
Value of net assets at end of year (total assets less liabilities)2013-12-31$201,194,335
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$174,209,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$137,083,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$115,212,808
Value of interest in pooled separate accounts at end of year2013-12-31$6,958,823
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,379,213
Interest earned on other investments2013-12-31$2,213,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$296,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$354,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$354,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$56,856,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$53,263,135
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$636,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,836,804
Net investment gain/loss from pooled separate accounts2013-12-31$562,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,402,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,657,036
Contract administrator fees2013-12-31$67,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$25,504,069
Total of all expenses incurred2012-12-31$7,457,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,424,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,894,147
Value of total assets at end of year2012-12-31$174,209,384
Value of total assets at beginning of year2012-12-31$156,163,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,961
Total interest from all sources2012-12-31$2,042,540
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$991,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$991,451
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,050,462
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$570,069
Other income not declared elsewhere2012-12-31$48,118
Administrative expenses (other) incurred2012-12-31$32,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,046,237
Value of net assets at end of year (total assets less liabilities)2012-12-31$174,209,384
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$156,163,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$115,212,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$100,453,689
Value of interest in pooled separate accounts at end of year2012-12-31$5,379,213
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,485,186
Interest earned on other investments2012-12-31$2,042,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$354,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$363,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$363,335
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$53,263,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$50,860,937
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,062,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,053,114
Net investment gain/loss from pooled separate accounts2012-12-31$474,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,273,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,362,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$7,291,088
Total of all expenses incurred2011-12-31$5,465,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,458,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,731,872
Value of total assets at end of year2011-12-31$156,163,147
Value of total assets at beginning of year2011-12-31$154,337,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,039
Total interest from all sources2011-12-31$1,956,694
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$694,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$694,516
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,927,455
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$686,038
Administrative expenses (other) incurred2011-12-31$7,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,825,198
Value of net assets at end of year (total assets less liabilities)2011-12-31$156,163,147
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$154,337,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$100,453,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,889,226
Value of interest in pooled separate accounts at end of year2011-12-31$4,485,186
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,438,703
Interest earned on other investments2011-12-31$1,956,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$363,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$595,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$595,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$50,860,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$48,414,889
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$610,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,559,430
Net investment gain/loss from pooled separate accounts2011-12-31$467,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,118,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,848,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$22,320,956
Total of all expenses incurred2010-12-31$6,790,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,785,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,530,007
Value of total assets at end of year2010-12-31$154,337,949
Value of total assets at beginning of year2010-12-31$138,807,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,093
Total interest from all sources2010-12-31$1,780,347
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$394,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$394,171
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,823,614
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$691,475
Administrative expenses (other) incurred2010-12-31$5,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,530,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$154,337,949
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$138,807,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$101,889,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$87,884,303
Value of interest in pooled separate accounts at end of year2010-12-31$3,438,703
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,806,244
Interest earned on other investments2010-12-31$1,780,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$595,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$553,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$553,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$48,414,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$47,563,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,215,853
Net investment gain/loss from pooled separate accounts2010-12-31$400,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,014,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,785,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO LLP
Accountancy firm EIN2010-12-31161131146

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

2022: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HAMILTON COLLEGE 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1179
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1158
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1176
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1193
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1213
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1225
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1244
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1232
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1374
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
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 number150587
Policy instance 1
Insurance contract or identification number150587
Number of Individuals Covered1368
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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