401k Plan data: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN plan

NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN
Plan identification number	002

NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL ASSOCIATION OF COLLEGES & EMPLOYERS has sponsored the creation of one or more 401k plans.

Company Name: NATIONAL ASSOCIATION OF COLLEGES & EMPLOYERS

Employer identification number (EIN): 231270546

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 EILEEN A LEWIS MARILYN F. MACKES 2016-01-08
002 2013-07-01 EILEEN A LEWIS MARILYN F MACKES 2015-01-06
002 2012-07-01 MARILYN F. MACKES EILEEN A. LEWIS 2014-01-03
002 2011-07-01 EILEEN A. LEWIS MARILYN F. MACKES 2012-09-12
002 2009-07-01 SANDRA J. DALIOUS
002 2009-07-01

Plan Statistics for NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN

Measure Date Value
2014: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 28
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 5
Total of all active and inactive participants 2014-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 33
Number of participants with account balances 2014-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
2013: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 26
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 6
Total of all active and inactive participants 2013-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 32
Number of participants with account balances 2013-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 1
2012: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 24
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 8
Total of all active and inactive participants 2012-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 32
Number of participants with account balances 2012-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 1
2011: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 31
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 36
Number of participants with account balances 2011-07-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 35
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 7
Total of all active and inactive participants 2009-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 42
Number of participants with account balances 2009-07-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2014: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	28
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	5
Total of all active and inactive participants	2014-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	33
Number of participants with account balances	2014-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
2013: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	26
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	6
Total of all active and inactive participants	2013-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	32
Number of participants with account balances	2013-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	1
2012: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	24
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	8
Total of all active and inactive participants	2012-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	32
Number of participants with account balances	2012-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	1
2011: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	31
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	36
Number of participants with account balances	2011-07-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	35
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	7
Total of all active and inactive participants	2009-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	42
Number of participants with account balances	2009-07-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2015 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$499,767
Expenses. Total of all expenses incurred	2015-06-30	$62,240
Benefits paid (including direct rollovers)	2015-06-30	$57,225
Total plan assets at end of year	2015-06-30	$3,786,712
Total plan assets at beginning of year	2015-06-30	$3,349,185
Value of fidelity bond covering the plan	2015-06-30	$400,000
Total contributions received or receivable from participants	2015-06-30	$148,229
Other income received	2015-06-30	$108,645
Net income (gross income less expenses)	2015-06-30	$437,527
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,786,712
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$3,349,185
Assets. Value of participant loans	2015-06-30	$54,741
Total contributions received or receivable from employer(s)	2015-06-30	$242,893
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$5,015
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$694,360
Expenses. Total of all expenses incurred	2014-06-30	$388,123
Benefits paid (including direct rollovers)	2014-06-30	$383,615
Total plan assets at end of year	2014-06-30	$3,349,185
Total plan assets at beginning of year	2014-06-30	$3,042,948
Value of fidelity bond covering the plan	2014-06-30	$400,000
Total contributions received or receivable from participants	2014-06-30	$133,785
Other income received	2014-06-30	$385,093
Net income (gross income less expenses)	2014-06-30	$306,237
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$3,349,185
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,042,948
Assets. Value of participant loans	2014-06-30	$46,960
Total contributions received or receivable from employer(s)	2014-06-30	$175,482
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$4,508
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$730,180
Expenses. Total of all expenses incurred	2013-06-30	$1,411,009
Benefits paid (including direct rollovers)	2013-06-30	$1,406,809
Total plan assets at end of year	2013-06-30	$3,042,948
Total plan assets at beginning of year	2013-06-30	$3,723,777
Value of fidelity bond covering the plan	2013-06-30	$400,000
Total contributions received or receivable from participants	2013-06-30	$156,440
Other income received	2013-06-30	$396,940
Net income (gross income less expenses)	2013-06-30	$-680,829
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,042,948
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,723,777
Assets. Value of participant loans	2013-06-30	$55,302
Total contributions received or receivable from employer(s)	2013-06-30	$176,800
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$4,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$419,321
Expenses. Total of all expenses incurred	2012-06-30	$380,665
Benefits paid (including direct rollovers)	2012-06-30	$376,599
Total plan assets at end of year	2012-06-30	$3,723,777
Total plan assets at beginning of year	2012-06-30	$3,685,121
Value of fidelity bond covering the plan	2012-06-30	$400,000
Total contributions received or receivable from participants	2012-06-30	$189,378
Contributions received from other sources (not participants or employers)	2012-06-30	$19,407
Other income received	2012-06-30	$28,664
Net income (gross income less expenses)	2012-06-30	$38,656
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,723,777
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$3,685,121
Assets. Value of participant loans	2012-06-30	$43,305
Total contributions received or receivable from employer(s)	2012-06-30	$181,872
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$4,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$701,900
Expenses. Total of all expenses incurred	2011-06-30	$221,126
Benefits paid (including direct rollovers)	2011-06-30	$215,705
Total plan assets at end of year	2011-06-30	$3,685,121
Total plan assets at beginning of year	2011-06-30	$3,204,347
Value of fidelity bond covering the plan	2011-06-30	$400,000
Total contributions received or receivable from participants	2011-06-30	$185,581
Other income received	2011-06-30	$516,319
Net income (gross income less expenses)	2011-06-30	$480,774
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$3,685,121
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,204,347
Assets. Value of participant loans	2011-06-30	$53,145
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$5,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN

2014: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL ASSOCIATION OF COLLEGES AND EMPLOYERS DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

12572

Policy instance

Insurance contract or identification number	12572
Number of Individuals Covered	33
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $15,175
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	15175
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	BROWN & BROWN OF PA INC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

12572-001

Policy instance

Insurance contract or identification number	12572-001
Number of Individuals Covered	32
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $14,301
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	14301
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	BROWN & BROWN OF PA INC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

12572-001

Policy instance

Insurance contract or identification number	12572-001
Number of Individuals Covered	32
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $19,324
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Amount paid for insurance broker fees	19324
Additional information about fees paid to insurance broker	SERVICES TO INSURER OR PLAN
Insurance broker organization code?	4
Insurance broker name	BROWN & BROWN OF PA INC

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

12572-001

Policy instance

Insurance contract or identification number	12572-001
Number of Individuals Covered	36
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $17,841
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

12572-001

Policy instance

Insurance contract or identification number	12572-001
Number of Individuals Covered	38
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $17,418
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	NATIONAL ASSOCIATION OF COLLEGES & EMPLOYERS
Employer identification number (EIN):	231270546
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	EILEEN A LEWIS	MARILYN F. MACKES	2016-01-08
002	2013-07-01	EILEEN A LEWIS	MARILYN F MACKES	2015-01-06
002	2012-07-01	MARILYN F. MACKES	EILEEN A. LEWIS	2014-01-03
002	2011-07-01	EILEEN A. LEWIS	MARILYN F. MACKES	2012-09-12
002	2009-07-01	SANDRA J. DALIOUS
002	2009-07-01