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THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN
Plan identification number 002

THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:THE AMERICAN COLLEGE
Employer identification number (EIN):231352008
NAIC Classification:611000

Additional information about THE AMERICAN COLLEGE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 629987

More information about THE AMERICAN COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01JOHN WELLS
0022016-01-01JOHN WELLS
0022015-01-01JOHN WELLS
0022014-01-01JOHN WELLS
0022013-01-01JOHN WELLS
0022012-01-01JOHN WELLS
0022011-01-01JOHN WELLS
0022009-01-01JOHN WELLS

Plan Statistics for THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01186
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01319
Number of participants with account balances2022-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01291
Total number of active participants reported on line 7a of the Form 55002021-01-01187
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0196
Total of all active and inactive participants2021-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01300
Number of participants with account balances2021-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01293
Total number of active participants reported on line 7a of the Form 55002020-01-01185
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01291
Number of participants with account balances2020-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01161
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-01115
Total of all active and inactive participants2019-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01293
Number of participants with account balances2019-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01321
Total number of active participants reported on line 7a of the Form 55002018-01-01157
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01296
Number of participants with account balances2018-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01336
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01321
Number of participants with account balances2017-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01347
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01121
Total of all active and inactive participants2016-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01330
Number of participants with account balances2016-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01368
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01347
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01368
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01116
Total of all active and inactive participants2014-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01368
Number of participants with account balances2014-01-01341
2013: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01348
Total number of active participants reported on line 7a of the Form 55002013-01-01183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01184
Total of all active and inactive participants2013-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01368
Number of participants with account balances2013-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01330
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01167
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01348
Number of participants with account balances2012-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01295
Total number of active participants reported on line 7a of the Form 55002011-01-01176
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01152
Total of all active and inactive participants2011-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01330
Number of participants with account balances2011-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01172
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01292
Number of participants with account balances2009-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,021,877
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,180,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,102,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,889,557
Value of total assets at end of year2022-12-31$26,532,834
Value of total assets at beginning of year2022-12-31$33,734,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,676
Total interest from all sources2022-12-31$8,061
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,740,722
Participant contributions at end of year2022-12-31$174,704
Participant contributions at beginning of year2022-12-31$187,596
Participant contributions at end of year2022-12-31$58,257
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,926
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,202,095
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,532,834
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,734,929
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$26,251,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,845,845
Interest on participant loans2022-12-31$8,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,701,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,919,495
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$1,088,909
Employer contributions (assets) at end of year2022-12-31$48,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,100,947
Contract administrator fees2022-12-31$77,676
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,804,477
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,130,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,049,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,689,603
Value of total assets at end of year2021-12-31$33,734,929
Value of total assets at beginning of year2021-12-31$29,060,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,941
Total interest from all sources2021-12-31$9,720
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,351,092
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$2,351,092
Administrative expenses professional fees incurred2021-12-31$11,208
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,530,231
Participant contributions at end of year2021-12-31$187,596
Participant contributions at beginning of year2021-12-31$179,758
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$175,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,674,033
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,734,929
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,060,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,845,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,998,628
Interest on participant loans2021-12-31$9,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,701,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,882,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,754,062
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$983,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,049,503
Contract administrator fees2021-12-31$45,733
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 name2021-12-31EISNERAMPER LLP
Accountancy firm EIN2021-12-31871363769
2020 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,947,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,791,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,720,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,263,597
Value of total assets at end of year2020-12-31$29,060,896
Value of total assets at beginning of year2020-12-31$26,904,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,939
Total interest from all sources2020-12-31$12,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$695,942
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$695,942
Administrative expenses professional fees incurred2020-12-31$9,532
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,372,816
Participant contributions at end of year2020-12-31$179,758
Participant contributions at beginning of year2020-12-31$189,226
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$2,156,271
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,060,896
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,904,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,998,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,371,271
Interest on participant loans2020-12-31$12,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,882,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,344,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,974,952
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$890,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,720,092
Contract administrator fees2020-12-31$37,407
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 name2020-12-31EISNERAMPER LLP
Accountancy firm EIN2020-12-31131639826
2019 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,452,904
Total income from all sources (including contributions)2019-12-31$6,452,904
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,958,756
Total of all expenses incurred2019-12-31$4,958,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,898,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,898,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,780,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,780,708
Value of total assets at end of year2019-12-31$26,904,625
Value of total assets at end of year2019-12-31$26,904,625
Value of total assets at beginning of year2019-12-31$25,410,477
Value of total assets at beginning of year2019-12-31$25,410,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,357
Total interest from all sources2019-12-31$11,886
Total interest from all sources2019-12-31$11,886
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$904,481
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$904,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$904,481
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$904,481
Administrative expenses professional fees incurred2019-12-31$4,971
Administrative expenses professional fees incurred2019-12-31$4,971
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,056,260
Contributions received from participants2019-12-31$1,056,260
Participant contributions at end of year2019-12-31$189,226
Participant contributions at end of year2019-12-31$189,226
Participant contributions at beginning of year2019-12-31$236,292
Participant contributions at beginning of year2019-12-31$236,292
Other income not declared elsewhere2019-12-31$131,015
Other income not declared elsewhere2019-12-31$131,015
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$2
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
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$1,494,148
Value of net income/loss2019-12-31$1,494,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,904,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,904,625
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,410,477
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,410,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,999
Investment advisory and management fees2019-12-31$23,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,371,271
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,371,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,126,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,126,410
Interest on participant loans2019-12-31$11,886
Interest on participant loans2019-12-31$11,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,344,128
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,344,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,047,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,047,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,624,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,624,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$724,448
Contributions received in cash from employer2019-12-31$724,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,898,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,898,399
Contract administrator fees2019-12-31$31,387
Contract administrator fees2019-12-31$31,387
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm name2019-12-31EISNERAMPER LLP
Accountancy firm EIN2019-12-31131639826
Accountancy firm EIN2019-12-31131639826
2018 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$486,153
Total income from all sources (including contributions)2018-12-31$1,098,455
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,694,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,679,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,121,983
Value of total assets at end of year2018-12-31$25,410,477
Value of total assets at beginning of year2018-12-31$28,493,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,170
Total interest from all sources2018-12-31$10,641
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$985,437
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$985,437
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,208,148
Participant contributions at end of year2018-12-31$236,292
Participant contributions at beginning of year2018-12-31$233,846
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$144,181
Other income not declared elsewhere2018-12-31$147,159
Total non interest bearing cash at end of year2018-12-31$2
Total non interest bearing cash at beginning of year2018-12-31$486,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,596,463
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,410,477
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,006,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,126,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,180,488
Interest on participant loans2018-12-31$10,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,047,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,592,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,166,765
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$769,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,679,748
Contract administrator fees2018-12-31$5,170
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$486,153
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 name2018-12-31EISNERAMPER LLP
Accountancy firm EIN2018-12-31131639826
2017 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$486,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,440,705
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,122,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,111,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,067,590
Value of total assets at end of year2017-12-31$28,493,093
Value of total assets at beginning of year2017-12-31$25,688,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,570
Total interest from all sources2017-12-31$5,684
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$654,814
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$654,814
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,196,369
Participant contributions at end of year2017-12-31$233,846
Participant contributions at beginning of year2017-12-31$94,440
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$27,749
Other income not declared elsewhere2017-12-31$130,758
Total non interest bearing cash at end of year2017-12-31$486,155
Total non interest bearing cash at beginning of year2017-12-31$11
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$2,318,657
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,006,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,688,283
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$21,180,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,334,386
Interest on participant loans2017-12-31$5,684
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,592,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,259,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,581,859
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$843,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,111,478
Contract administrator fees2017-12-31$10,570
Liabilities. Value of benefit claims payable at end of year2017-12-31$486,153
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31EISNERAMPER LLP
Accountancy firm EIN2017-12-31131639826
2016 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,599,566
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,010,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,996,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,192,099
Value of total assets at end of year2016-12-31$25,688,283
Value of total assets at beginning of year2016-12-31$24,098,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,977
Total interest from all sources2016-12-31$4,066
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$537,895
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$537,895
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,182,071
Participant contributions at end of year2016-12-31$94,440
Participant contributions at beginning of year2016-12-31$102,834
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$215,427
Other income not declared elsewhere2016-12-31$128,777
Total non interest bearing cash at end of year2016-12-31$11
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,589,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,688,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,098,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,334,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,838,235
Interest on participant loans2016-12-31$4,066
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,259,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,157,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$736,729
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$794,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,996,298
Contract administrator fees2016-12-31$6,008
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,099,371
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,395,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,358,723
Value of total corrective distributions2015-12-31$5,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,030,921
Value of total assets at end of year2015-12-31$24,098,992
Value of total assets at beginning of year2015-12-31$24,395,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,465
Total interest from all sources2015-12-31$3,904
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$698,910
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$698,910
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,116,992
Participant contributions at end of year2015-12-31$102,834
Participant contributions at beginning of year2015-12-31$92,212
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$153,813
Other income not declared elsewhere2015-12-31$143,700
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-296,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,098,992
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,395,459
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
Investment advisory and management fees2015-12-31$10,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,838,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,177,664
Interest on participant loans2015-12-31$3,904
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$7,157,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,125,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-778,064
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$760,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,358,723
Contract administrator fees2015-12-31$20,871
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,227,111
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,083,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,068,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,640,433
Value of total assets at end of year2014-12-31$24,395,459
Value of total assets at beginning of year2014-12-31$25,251,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,585
Total interest from all sources2014-12-31$4,426
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$806,776
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$806,776
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$972,660
Participant contributions at end of year2014-12-31$92,212
Participant contributions at beginning of year2014-12-31$140,292
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,522
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,620
Administrative expenses (other) incurred2014-12-31$5,364
Total non interest bearing cash at end of year2014-12-31$2
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-856,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,395,459
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,251,504
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
Investment advisory and management fees2014-12-31$4,519
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,177,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,897,675
Interest on participant loans2014-12-31$4,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,125,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$8,210,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$775,476
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$666,153
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,068,571
Contract administrator fees2014-12-31$4,702
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 name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,308,023
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,049,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,025,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,443,454
Value of total assets at end of year2013-12-31$25,251,504
Value of total assets at beginning of year2013-12-31$24,992,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,761
Total interest from all sources2013-12-31$5,274
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$533,032
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$533,032
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$834,776
Participant contributions at end of year2013-12-31$140,292
Participant contributions at beginning of year2013-12-31$178,117
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,522
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$43,634
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$258,771
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,251,504
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,992,733
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$16,897,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,979,550
Interest on participant loans2013-12-31$5,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$8,210,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,835,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,326,263
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$565,044
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,025,491
Contract administrator fees2013-12-31$23,761
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,581,873
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,460,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,446,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,452,150
Value of total assets at end of year2012-12-31$24,992,733
Value of total assets at beginning of year2012-12-31$22,871,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,934
Total interest from all sources2012-12-31$6,617
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$208,424
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$208,424
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$856,479
Participant contributions at end of year2012-12-31$178,117
Participant contributions at beginning of year2012-12-31$133,969
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$29,059
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,629
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$20
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$2,120,938
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,992,733
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,871,795
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$15,979,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,964,275
Interest on participant loans2012-12-31$6,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,835,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,724,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,914,682
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$575,042
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$19,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,446,001
Contract administrator fees2012-12-31$14,934
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 name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,022,256
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,567,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,541,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,416,391
Value of total assets at end of year2011-12-31$22,871,795
Value of total assets at beginning of year2011-12-31$22,416,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,750
Total interest from all sources2011-12-31$5,587
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$211,962
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$211,962
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$836,397
Participant contributions at end of year2011-12-31$133,969
Participant contributions at beginning of year2011-12-31$140,930
Participant contributions at end of year2011-12-31$29,059
Participant contributions at beginning of year2011-12-31$30,049
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,296
Total non interest bearing cash at end of year2011-12-31$20
Total non interest bearing cash at beginning of year2011-12-31$5,125
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$455,164
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,871,795
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,416,631
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$13,964,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,728,582
Interest on participant loans2011-12-31$5,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,724,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,491,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$388,316
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$562,698
Employer contributions (assets) at end of year2011-12-31$19,824
Employer contributions (assets) at beginning of year2011-12-31$20,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,541,342
Contract administrator fees2011-12-31$25,750
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 name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,356,168
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,647,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,638,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,519,065
Value of total assets at end of year2010-12-31$22,416,631
Value of total assets at beginning of year2010-12-31$21,707,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,495
Total interest from all sources2010-12-31$2,023
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$551,164
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$551,164
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$796,048
Participant contributions at end of year2010-12-31$140,930
Participant contributions at beginning of year2010-12-31$53,241
Participant contributions at end of year2010-12-31$30,049
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$182,172
Other income not declared elsewhere2010-12-31$27,606
Total non interest bearing cash at end of year2010-12-31$5,125
Total non interest bearing cash at beginning of year2010-12-31$65,891
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$709,163
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,416,631
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,707,468
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$13,728,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,739,492
Interest on participant loans2010-12-31$2,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,491,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,848,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,256,310
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$540,845
Employer contributions (assets) at end of year2010-12-31$20,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,638,510
Contract administrator fees2010-12-31$8,495
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 name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE AMERICAN COLLEGE TAX DEFERRED ANNUITY PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number6519307
Policy instance 1
Insurance contract or identification number6519307
Number of Individuals Covered74
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered77
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered149
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered129
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered129
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number63148
Policy instance 1
Insurance contract or identification number63148
Number of Individuals Covered153
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL FINANCIAL (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberGIF 041694
Policy instance 1
Insurance contract or identification numberGIF 041694
Number of Individuals Covered328
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE CO. OF AMERICA (National Association of Insurance Commissioners NAIC id number: 25453 )
Policy contract numberGRO06076101001
Policy instance 1
Insurance contract or identification numberGRO06076101001
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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