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JUNIATA COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameJUNIATA COLLEGE RETIREMENT PLAN
Plan identification number 001

JUNIATA COLLEGE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:JUNIATA COLLEGE
Employer identification number (EIN):231352652
NAIC Classification:611000

Additional information about JUNIATA COLLEGE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 639445

More information about JUNIATA COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUNIATA COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE C. GIBSON CHRISTINE C. GIBSON2018-08-24
0012016-01-01CHRISTINE E. GIBSON CHRISTINE E. GIBSON2017-08-21
0012015-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2016-07-26
0012014-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2015-10-13
0012013-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2014-10-08
0012012-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2013-07-31
0012011-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2012-07-30
0012010-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2011-07-01
0012009-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2010-09-22
0012009-01-01ROBERT E. YELNOSKY ROBERT E. YELNOSKY2010-09-23
0012008-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012007-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012006-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012005-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012004-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012003-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012002-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13
0012001-01-01ROBERT YELNOSKY ROBERT YELNOSKY2010-09-13

Plan Statistics for JUNIATA COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for JUNIATA COLLEGE RETIREMENT PLAN

Measure Date Value
2022: JUNIATA COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01840
Total number of active participants reported on line 7a of the Form 55002022-01-01338
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01479
Total of all active and inactive participants2022-01-01817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0118
Total participants2022-01-01835
Number of participants with account balances2022-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: JUNIATA COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01845
Total number of active participants reported on line 7a of the Form 55002021-01-01400
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01424
Total of all active and inactive participants2021-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0116
Total participants2021-01-01840
Number of participants with account balances2021-01-01798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: JUNIATA COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01855
Total number of active participants reported on line 7a of the Form 55002020-01-01400
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01451
Total of all active and inactive participants2020-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01853
Number of participants with account balances2020-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JUNIATA COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01853
Total number of active participants reported on line 7a of the Form 55002019-01-01413
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01440
Total of all active and inactive participants2019-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01855
Number of participants with account balances2019-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JUNIATA COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01813
Total number of active participants reported on line 7a of the Form 55002018-01-01445
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01407
Total of all active and inactive participants2018-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01854
Number of participants with account balances2018-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JUNIATA COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01800
Total number of active participants reported on line 7a of the Form 55002017-01-01417
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01397
Total of all active and inactive participants2017-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01816
Number of participants with account balances2017-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JUNIATA COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01779
Total number of active participants reported on line 7a of the Form 55002016-01-01421
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01377
Total of all active and inactive participants2016-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01800
Number of participants with account balances2016-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JUNIATA COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01780
Total number of active participants reported on line 7a of the Form 55002015-01-01429
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01351
Total of all active and inactive participants2015-01-01780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01781
Number of participants with account balances2015-01-01780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JUNIATA COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01755
Total number of active participants reported on line 7a of the Form 55002014-01-01417
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01364
Total of all active and inactive participants2014-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01783
Number of participants with account balances2014-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JUNIATA COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01794
Total number of active participants reported on line 7a of the Form 55002013-01-01420
Number of other retired or separated participants entitled to future benefits2013-01-01370
Total of all active and inactive participants2013-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01791
Number of participants with account balances2013-01-01770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JUNIATA COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01797
Total number of active participants reported on line 7a of the Form 55002012-01-01426
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01368
Total of all active and inactive participants2012-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01794
Number of participants with account balances2012-01-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JUNIATA COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01781
Total number of active participants reported on line 7a of the Form 55002011-01-01462
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01317
Total of all active and inactive participants2011-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01779
Number of participants with account balances2011-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JUNIATA COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01776
Total number of active participants reported on line 7a of the Form 55002010-01-01450
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01331
Total of all active and inactive participants2010-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01781
Number of participants with account balances2010-01-01738
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JUNIATA COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01760
Total number of active participants reported on line 7a of the Form 55002009-01-01667
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01100
Total of all active and inactive participants2009-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01767
Number of participants with account balances2009-01-01740
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: JUNIATA COLLEGE RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2007: JUNIATA COLLEGE RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-010
Total of all active and inactive participants2007-01-010
Total participants2007-01-010
2006: JUNIATA COLLEGE RETIREMENT PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-010
Total of all active and inactive participants2006-01-010
Total participants2006-01-010
2005: JUNIATA COLLEGE RETIREMENT PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-010
Total of all active and inactive participants2005-01-010
Total participants2005-01-010
2004: JUNIATA COLLEGE RETIREMENT PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-010
Total of all active and inactive participants2004-01-010
Total participants2004-01-010
2003: JUNIATA COLLEGE RETIREMENT PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-010
Total of all active and inactive participants2003-01-010
Total participants2003-01-010
2002: JUNIATA COLLEGE RETIREMENT PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-010
Total of all active and inactive participants2002-01-010
Total participants2002-01-010
2001: JUNIATA COLLEGE RETIREMENT PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-010
Total of all active and inactive participants2001-01-010
Total participants2001-01-010

Financial Data on JUNIATA COLLEGE RETIREMENT PLAN

Measure Date Value
2022 : JUNIATA COLLEGE RETIREMENT 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$0
Total income from all sources (including contributions)2022-12-31$-11,255,345
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,267,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,171,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,867,677
Value of total assets at end of year2022-12-31$120,045,588
Value of total assets at beginning of year2022-12-31$138,568,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,348
Total interest from all sources2022-12-31$1,557,899
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,222,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,222,528
Administrative expenses professional fees incurred2022-12-31$6,425
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$1,315,617
Participant contributions at end of year2022-12-31$42,564
Participant contributions at beginning of year2022-12-31$111,789
Assets. Other investments not covered elsewhere at end of year2022-12-31$299,173
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$383,007
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$877,145
Other income not declared elsewhere2022-12-31$-2,159
Administrative expenses (other) incurred2022-12-31$38,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,522,557
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,045,588
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$138,568,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$50,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,316,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$98,399,319
Value of interest in pooled separate accounts at end of year2022-12-31$4,581,620
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,628,048
Interest on participant loans2022-12-31$3,243
Interest earned on other investments2022-12-31$1,554,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$41,805,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,045,982
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$217,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,279,425
Net investment gain/loss from pooled separate accounts2022-12-31$378,135
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$1,674,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,953,957
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 name2022-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2022-12-31251589048
2021 : JUNIATA COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$34,077
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$18,668,791
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,660,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,545,320
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,667,915
Value of total assets at end of year2021-12-31$138,568,145
Value of total assets at beginning of year2021-12-31$128,526,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,475
Total interest from all sources2021-12-31$1,219,090
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,363,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,363,320
Administrative expenses professional fees incurred2021-12-31$6,325
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$1,666,624
Participant contributions at end of year2021-12-31$111,789
Participant contributions at beginning of year2021-12-31$106,973
Assets. Other investments not covered elsewhere at end of year2021-12-31$383,007
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$286,596
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$271,598
Other income not declared elsewhere2021-12-31$44,677
Administrative expenses (other) incurred2021-12-31$68,607
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$10,007,996
Value of net assets at end of year (total assets less liabilities)2021-12-31$138,568,145
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$128,526,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$98,399,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$88,014,477
Value of interest in pooled separate accounts at end of year2021-12-31$4,628,048
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,235,699
Interest on participant loans2021-12-31$9,820
Interest earned on other investments2021-12-31$1,209,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,045,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$35,882,327
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,116,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,643,313
Net investment gain/loss from pooled separate accounts2021-12-31$730,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,729,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,428,903
Contract administrator fees2021-12-31$40,543
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2021-12-31251589048
2020 : JUNIATA COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,365
Total transfer of assets from this plan2020-12-31$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$17,030,534
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,892,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,751,436
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,827,138
Value of total assets at end of year2020-12-31$128,526,072
Value of total assets at beginning of year2020-12-31$118,385,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,832
Total interest from all sources2020-12-31$1,351,495
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,422,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,422,364
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$1,435,280
Participant contributions at end of year2020-12-31$106,973
Participant contributions at beginning of year2020-12-31$4,368
Assets. Other investments not covered elsewhere at end of year2020-12-31$286,596
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$256,869
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$582,626
Other income not declared elsewhere2020-12-31$65,328
Administrative expenses (other) incurred2020-12-31$68,594
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$10,138,266
Value of net assets at end of year (total assets less liabilities)2020-12-31$128,526,072
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$118,385,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$88,014,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$78,930,238
Value of interest in pooled separate accounts at end of year2020-12-31$4,235,699
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,818,999
Interest on participant loans2020-12-31$1,880
Interest earned on other investments2020-12-31$1,349,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$35,882,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,374,967
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$623,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,404,997
Net investment gain/loss from pooled separate accounts2020-12-31$-40,788
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$809,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,128,226
Contract administrator fees2020-12-31$72,238
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 name2020-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2020-12-31251589048
2019 : JUNIATA COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,314,828
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,739,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,697,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,940,268
Value of total assets at end of year2019-12-31$118,385,441
Value of total assets at beginning of year2019-12-31$106,809,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$41,409
Total interest from all sources2019-12-31$1,343,267
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,838,552
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$1,838,552
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$1,483,139
Participant contributions at end of year2019-12-31$4,368
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$256,869
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$68,779
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,490,607
Other income not declared elsewhere2019-12-31$71,465
Administrative expenses (other) incurred2019-12-31$41,409
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$11,575,814
Value of net assets at end of year (total assets less liabilities)2019-12-31$118,385,441
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,809,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$78,930,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$66,989,911
Value of interest in pooled separate accounts at end of year2019-12-31$4,818,999
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,220,990
Interest on participant loans2019-12-31$47
Interest earned on other investments2019-12-31$1,343,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,374,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,529,947
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,320,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,851,979
Net investment gain/loss from pooled separate accounts2019-12-31$269,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,966,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,376,983
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2019-12-31251589048
2018 : JUNIATA COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$121,195
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,850,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,832,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,959,931
Value of total assets at end of year2018-12-31$106,809,627
Value of total assets at beginning of year2018-12-31$111,538,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,593
Total interest from all sources2018-12-31$1,409,303
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,818,145
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$1,818,145
Administrative expenses professional fees incurred2018-12-31$17,593
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,475,332
Assets. Other investments not covered elsewhere at end of year2018-12-31$68,779
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$76,339
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$434,513
Other income not declared elsewhere2018-12-31$11,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,729,023
Value of net assets at end of year (total assets less liabilities)2018-12-31$106,809,627
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$111,538,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$66,989,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,225,480
Value of interest in pooled separate accounts at end of year2018-12-31$5,220,990
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,927,168
Interest earned on other investments2018-12-31$1,409,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,529,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,309,663
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,156,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,315,372
Net investment gain/loss from pooled separate accounts2018-12-31$237,708
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$2,050,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,676,567
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 name2018-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2018-12-31251589048
2017 : JUNIATA COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$18,195,288
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,064,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,050,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,435,333
Value of total assets at end of year2017-12-31$111,538,650
Value of total assets at beginning of year2017-12-31$101,407,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,507
Total interest from all sources2017-12-31$1,361,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,254,787
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$1,254,787
Administrative expenses professional fees incurred2017-12-31$5,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$1,385,356
Assets. Other investments not covered elsewhere at end of year2017-12-31$76,339
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$66,568
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,014,932
Other income not declared elsewhere2017-12-31$27,578
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$10,130,716
Value of net assets at end of year (total assets less liabilities)2017-12-31$111,538,650
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$101,407,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$9,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$72,225,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,222,731
Value of interest in pooled separate accounts at end of year2017-12-31$4,927,168
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,816,288
Interest earned on other investments2017-12-31$1,361,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,309,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$33,302,347
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$490,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,906,234
Net investment gain/loss from pooled separate accounts2017-12-31$210,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,035,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,559,519
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 name2017-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2017-12-31251589048
2016 : JUNIATA COLLEGE RETIREMENT 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$10,194,345
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,606,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,581,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,816,089
Value of total assets at end of year2016-12-31$101,407,934
Value of total assets at beginning of year2016-12-31$96,820,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,000
Total interest from all sources2016-12-31$1,440,043
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$800,010
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$800,010
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$1,292,829
Assets. Other investments not covered elsewhere at end of year2016-12-31$66,568
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$56,693
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$594,420
Other income not declared elsewhere2016-12-31$61,247
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$4,587,658
Value of net assets at end of year (total assets less liabilities)2016-12-31$101,407,934
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$96,820,276
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,222,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$59,903,159
Value of interest in pooled separate accounts at end of year2016-12-31$4,816,288
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,351,327
Interest earned on other investments2016-12-31$1,440,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$33,302,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,509,097
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$842,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,842,671
Net investment gain/loss from pooled separate accounts2016-12-31$234,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,928,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,739,176
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 name2016-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2016-12-31251589048
2015 : JUNIATA COLLEGE RETIREMENT 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$4,853,486
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,900,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,874,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,313,473
Value of total assets at end of year2015-12-31$96,820,276
Value of total assets at beginning of year2015-12-31$97,867,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,500
Total interest from all sources2015-12-31$1,340,610
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,018,471
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$1,018,471
Administrative expenses professional fees incurred2015-12-31$5,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$1,264,364
Assets. Other investments not covered elsewhere at end of year2015-12-31$56,693
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$150,979
Other income not declared elsewhere2015-12-31$26,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,046,780
Value of net assets at end of year (total assets less liabilities)2015-12-31$96,820,276
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$97,867,056
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$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$59,903,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,842,501
Value of interest in pooled separate accounts at end of year2015-12-31$4,351,327
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,787,411
Interest earned on other investments2015-12-31$1,340,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,509,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$32,237,144
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,465,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,165,851
Net investment gain/loss from pooled separate accounts2015-12-31$319,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,898,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,409,509
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 name2015-12-31YOUNG OAKES BROWN, CO. P.C.
Accountancy firm EIN2015-12-31251589048
2014 : JUNIATA COLLEGE RETIREMENT 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$9,814,439
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,234,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,226,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,265,551
Value of total assets at end of year2014-12-31$97,867,056
Value of total assets at beginning of year2014-12-31$91,287,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,700
Total interest from all sources2014-12-31$1,350,215
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$843,311
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$843,311
Was this plan covered by a fidelity bond2014-12-31No
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$1,283,981
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,138,128
Other income not declared elsewhere2014-12-31$21,587
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$6,579,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$97,867,056
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$91,287,258
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$7,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,842,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,801,902
Value of interest in pooled separate accounts at end of year2014-12-31$3,787,411
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,135,988
Interest earned on other investments2014-12-31$1,350,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$32,237,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$31,349,368
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$305,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,934,764
Net investment gain/loss from pooled separate accounts2014-12-31$399,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,843,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,921,831
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31YOUNG OAKS BROWN, CO
Accountancy firm EIN2014-12-31251877227
2013 : JUNIATA COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$12,999,873
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$15,592,014
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,276,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,276,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,278,471
Value of total assets at end of year2013-12-31$91,287,258
Value of total assets at beginning of year2013-12-31$66,971,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,295,327
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$664,831
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$664,831
Was this plan covered by a fidelity bond2013-12-31No
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$1,224,102
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$280,640
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$11,315,966
Value of net assets at end of year (total assets less liabilities)2013-12-31$91,287,258
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$66,971,419
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$56,801,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$37,259,470
Value of interest in pooled separate accounts at end of year2013-12-31$3,135,988
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,398,598
Interest earned on other investments2013-12-31$1,295,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$31,349,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$27,313,351
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,484,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,080,442
Net investment gain/loss from pooled separate accounts2013-12-31$272,943
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$1,773,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,791,831
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 name2013-12-31YOUNG OAKS BROWN, CO
Accountancy firm EIN2013-12-31251877227
2012 : JUNIATA COLLEGE RETIREMENT 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$8,215,468
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,775,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,775,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,031,451
Value of total assets at end of year2012-12-31$66,971,419
Value of total assets at beginning of year2012-12-31$60,531,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,092,591
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$244,684
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$244,684
Was this plan covered by a fidelity bond2012-12-31No
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$341,344
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,091
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$6,439,820
Value of net assets at end of year (total assets less liabilities)2012-12-31$66,971,419
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$60,531,599
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$37,259,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,875,391
Value of interest in pooled separate accounts at end of year2012-12-31$2,398,598
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,922,321
Interest earned on other investments2012-12-31$1,092,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$27,313,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$26,733,887
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$244,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,641,323
Net investment gain/loss from pooled separate accounts2012-12-31$205,419
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$1,682,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,531,554
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : JUNIATA COLLEGE RETIREMENT 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$2,436,544
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,089,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,089,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,048,404
Value of total assets at end of year2011-12-31$60,531,599
Value of total assets at beginning of year2011-12-31$62,184,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,078,831
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$134,023
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$134,023
Was this plan covered by a fidelity bond2011-12-31No
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$324,044
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,653,367
Value of net assets at end of year (total assets less liabilities)2011-12-31$60,531,599
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$62,184,966
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$31,875,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,857,750
Value of interest in pooled separate accounts at end of year2011-12-31$1,922,321
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,658,206
Interest earned on other investments2011-12-31$1,078,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$26,733,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$26,669,010
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$571,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,043,997
Net investment gain/loss from pooled separate accounts2011-12-31$219,283
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$1,653,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,518,635
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : JUNIATA COLLEGE RETIREMENT 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$7,324,667
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,097,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,097,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,971,721
Value of total assets at end of year2010-12-31$62,184,966
Value of total assets at beginning of year2010-12-31$56,957,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,017,081
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$66,423
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$66,423
Was this plan covered by a fidelity bond2010-12-31No
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$362,375
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$5,842
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$5,227,515
Value of net assets at end of year (total assets less liabilities)2010-12-31$62,184,966
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,957,451
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$33,857,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,053,925
Value of interest in pooled separate accounts at end of year2010-12-31$1,658,206
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,183,984
Interest earned on other investments2010-12-31$1,017,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$26,669,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,690,342
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$842,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,093,049
Net investment gain/loss from pooled separate accounts2010-12-31$176,393
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$1,609,346
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$23,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,254,206
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : JUNIATA COLLEGE RETIREMENT PLAN 2009 401k financial data
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 JUNIATA COLLEGE RETIREMENT PLAN

2022: JUNIATA COLLEGE RETIREMENT 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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JUNIATA COLLEGE RETIREMENT 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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JUNIATA COLLEGE RETIREMENT 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: JUNIATA COLLEGE RETIREMENT 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: JUNIATA COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JUNIATA COLLEGE RETIREMENT 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 planYes
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: JUNIATA COLLEGE RETIREMENT 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 planYes
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: JUNIATA COLLEGE RETIREMENT 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 planYes
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: JUNIATA COLLEGE RETIREMENT 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JUNIATA COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JUNIATA COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JUNIATA COLLEGE RETIREMENT 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JUNIATA COLLEGE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JUNIATA COLLEGE RETIREMENT 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: JUNIATA COLLEGE RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: JUNIATA COLLEGE RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: JUNIATA COLLEGE RETIREMENT PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: JUNIATA COLLEGE RETIREMENT PLAN 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: JUNIATA COLLEGE RETIREMENT PLAN 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes
2003: JUNIATA COLLEGE RETIREMENT PLAN 2003 form 5500 responses
2003-01-01Type of plan entitySingle employer plan
2003-01-01Submission has been amendedNo
2003-01-01This submission is the final filingNo
2003-01-01This return/report is a short plan year return/report (less than 12 months)No
2003-01-01Plan is a collectively bargained planNo
2003-01-01Plan funding arrangement – TrustYes
2003-01-01Plan benefit arrangement - TrustYes
2002: JUNIATA COLLEGE RETIREMENT PLAN 2002 form 5500 responses
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)No
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – TrustYes
2002-01-01Plan benefit arrangement - TrustYes
2001: JUNIATA COLLEGE RETIREMENT PLAN 2001 form 5500 responses
2001-01-01Type of plan entitySingle employer plan
2001-01-01Submission has been amendedNo
2001-01-01This submission is the final filingNo
2001-01-01This return/report is a short plan year return/report (less than 12 months)No
2001-01-01Plan is a collectively bargained planNo
2001-01-01Plan funding arrangement – TrustYes
2001-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered639
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered510
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered521
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered533
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered544
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered557
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered577
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered603
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered615
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered748
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered732
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104577
Policy instance 1
Insurance contract or identification number104577
Number of Individuals Covered738
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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